Vault-13

Managers in Souderton, PA

United States · 83 asset managers within 25 km (1 in Souderton itself) · 144 wealth managers, banks and others

SoudertonBronxvilleNewarkEnglewood CliffsUnionStaten IslandEast RutherfordGreat NeckForest HillsBedford
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Philadelphia, PA 77 · Wayne, PA 68 · Conshohocken, PA 42 · Bala Cynwyd, PA 24 · West Chester, PA 15 · Berwyn, PA 14 · Newtown Square, PA 13 · Bryn Mawr, PA 11 · Blue Bell, PA 10 · Newtown, PA 10 · King Of Prussia, PA 9 · Villanova, PA 9

Asset managers in and around Souderton

#Manager People here Assets Visa salary
51 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Conshohocken, Royersford RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn 2 offices $590.8bn
52 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Conshohocken CITIZENS SECURITIES, INC. · 70 related pages $368.7bn office $368.7bn
53 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Conshohocken STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
54 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
55 Janney Montgomery Scott LLC wealth · Blue Bell JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
56 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Warrington OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
57 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
58 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
59 ALLSTATE CORP structured credit, wealth · Plymouth Meeting ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
60 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
61 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
62 HC CAPITAL PARTNERS, LLC hedge funds, private equity, futures · Conshohocken $5.2bn office $5.2bn
63 Mill Creek Capital Advisors, LLC Conshohocken $4.9bn based here $4.9bn
64 Copeland Capital Management, LLC Conshohocken $4.9bn based here $4.9bn
65 PPB ADVISORS, LLC Conshohocken $4.8bn office $4.8bn
66 Ethos Financial Group, LLC King Of Prussia $1.5bn based here $1.5bn
67 JB Investments Management, LLC hedge funds, futures · Phoenixville JB Investments Management, LLC · 2 related pages $773.4m based here $773.4m
68 NORTHSTAR ASSET MANAGEMENT Co Blue Bell $530.8m based here $530.8m
69 MARSHALL FINANCIAL GROUP INC /ADV Lahaska $363.5m based here $363.5m
70 PTM WEALTH MANAGEMENT, LLC North Wales $222.0m based here $222.0m
71 RH Tailwind Management, LLC hedge funds, futures · Conshohocken $214.2m office $214.2m
72 AVONWOOD CAPITAL MANAGEMENT LLC private equity · Conshohocken office
73 Amplius Asset Management, LLC Blue Bell based here
74 CAPITAL SOLUTIONS private equity, real estate · Blue Bell office
75 EMPACTFUL CAPITAL LLC venture · Doylestown office
76 ENERTECH CAPITAL venture · Ambler office
77 HATCH BIOFUND MANAGEMENT, LLC venture · Doylestown office
78 INTRINSIC ADVISORS, LLC venture · Conshohocken office
79 MEREO CAPITAL PARTNERS, LLC private equity · Conshohocken office
80 PFHCL PARTNERS LLC hedge funds, private equity · Blue Bell office
81 Pitcairn Financial Group LLC Conshohocken based here
82 SEI-Eclipse Holding Company, LLC Oaks based here
83 SEVENTYSIX CAPITAL venture · King Of Prussia office

83 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.