Vault-13

Managers in North Wales, PA

United States · 221 asset managers within 25 km (1 in North Wales itself) · 220 wealth managers, banks and others

North WalesBronxvilleNewarkUnionStaten IslandEast RutherfordGreat NeckEnglewoodForest 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 North Wales

#Manager People here Assets Visa salary
101 FIDUCIARYVEST, LLC institutions · Wayne $4.9bn 1 $4.9bn
102 AMERICAN REALTY ADVISORS hedge funds · Wayne $3.2bn 1 $3.2bn
103 SORA INVESTORS LLC futures · Bryn Mawr $2.6bn about 1main office $2.6bn
104 Elequin Capital, LP hedge funds, futures · Wayne $2.1bn 1 $2.1bn
105 Quartz Partners, LLC Wayne $611.9m 1 $611.9m
106 Permit Capital, LLC hedge funds · Conshohocken $491.1m about 1main office $491.1m
107 ALPHA LEONIS PARTNERS, LLC venture, institutions · Wayne $418.4m about 1main office $418.4m
108 Matthew 25 Management Corp mutual funds · Ambler $315.9m about 1main office $315.9m
109 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
110 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
111 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
112 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne about 1main office
113 USI SECURITIES, INC. Blue Bell 1
114 AURORA RE FUND MANAGER, LLC real estate · Chalfont 1main office
115 MATHERS ASSOCIATES hedge funds · Blue Bell 1
116 PRUDENTIAL FINANCIAL INC hedge funds, private equity, real estate, structured credit and 6 more · Fort Washington PRUCO SECURITIES, LLC. · 22 related pages $1.1tn office $1.1tn
117 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Bala Cynwyd EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
118 WELLS FARGO & COMPANY/MN wealth · Collegeville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
119 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
120 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Wayne PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
121 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Conshohocken STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
122 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Wayne Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
123 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
124 SUSQUEHANNA INTERNATIONAL GROUP, LLP Bala Cynwyd $112.7bn · visa salary $90,600 based here $112.7bn $90,600139 filings
125 Janney Montgomery Scott LLC wealth · Bryn Mawr, Blue Bell JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn 2 offices $110.1bn
126 WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Wayne W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn office $93.5bn
127 OSAIC HOLDINGS, INC. private equity, wealth · Wynnewood, Wayne CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
128 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
129 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
130 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
131 ALLSTATE CORP structured credit, wealth · Plymouth Meeting ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
132 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
133 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
134 National Philanthropic Trust Jenkintown $6.9bn based here $6.9bn
135 Susquehanna Portfolio Strategies, LLC Bala Cynwyd $6.3bn based here $6.3bn
136 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
137 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Bala Cynwyd $5.3bn based here $5.3bn
138 HC CAPITAL PARTNERS, LLC hedge funds, private equity, futures · Conshohocken $5.2bn office $5.2bn
139 Mill Creek Capital Advisors, LLC Conshohocken $4.9bn based here $4.9bn
140 Copeland Capital Management, LLC Conshohocken $4.9bn based here $4.9bn
141 PPB ADVISORS, LLC Conshohocken $4.8bn office $4.8bn
142 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn
143 SUSQUEHANNA ADVISORS GROUP, INC. Bala Cynwyd $3.6bn based here $3.6bn
144 Atairos Group, Inc. Bryn Mawr $1.8bn based here $1.8bn
145 ZEKE CAPITAL ADVISORS, LLC Berwyn $1.5bn based here $1.5bn
146 Ethos Financial Group, LLC King Of Prussia $1.5bn based here $1.5bn
147 Conservest Capital Advisors, Inc. Wynnewood $1.3bn based here $1.3bn
148 Stanley-Laman Group, Ltd. hedge funds, wealth · Berwyn STANLEY-LAMAN GROUP LTD., Stanley-Laman Group, Ltd. $1.0bn office $1.0bn
149 Stillwater Capital Advisors, LLC Devon $980.6m based here $980.6m
150 Marathon Trading Investment Management LLC Villanova $877.1m based here $877.1m

221 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.