Vault-13

Managers in Phoenixville, PA

United States · 223 asset managers within 25 km (2 in Phoenixville itself) · 212 wealth managers, banks and others

PhoenixvilleBronxvilleNewarkUnionStaten IslandFlushingEast RutherfordGreat NeckEnglewoodBedford
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 · Wilmington, DE 63 · 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 · King Of Prussia, PA 9 · Villanova, PA 9

Asset managers in and around Phoenixville

#Manager People here Assets Visa salary
101 Rhino Investment Partners, Inc hedge funds · Conshohocken $566.2m about 2main office $566.2m
102 BIRCH RUN INVESTMENTS, LLC institutions · Exton $457.5m about 2main office $457.5m
103 CGI PLAN ADVISORS, INC. institutions · Malvern $261.0m about 2main office $261.0m
104 FRONTLINE HEALTHCARE PARTNERS private equity · Wayne $168.1m 2 $168.1m
105 ACT CAPITAL MANAGEMENT, LLC hedge funds · Wayne $163.9m about 2main office $163.9m
106 FOURNORTH CAPITAL LLC Conshohocken $117.7m about 2main office $117.7m
107 GLOBAL BETA ADVISORS West Chester $28.8m about 2main office $28.8m
108 ISQ CAPITAL hedge funds · King Of Prussia about 2main office
109 Apollo Capital Management, L.P. hedge funds, private equity, real estate, structured credit and 3 more · Conshohocken APOLLO CAPITAL MANAGEMENT, L.P., APOLLO CREDIT MANAGEMENT, LLC, APOLLO REAL ESTATE FUND ADVISER, LLC · 12 related pages $718.5bn 1 $718.5bn
110 FIDUCIARYVEST, LLC institutions · Wayne $4.9bn 1 $4.9bn
111 AMERICAN REALTY ADVISORS hedge funds · Wayne $3.2bn 1 $3.2bn
112 SORA INVESTORS LLC futures · Bryn Mawr $2.6bn about 1main office $2.6bn
113 Elequin Capital, LP hedge funds, futures · Wayne $2.1bn 1 $2.1bn
114 Quartz Partners, LLC Wayne $611.9m 1 $611.9m
115 Permit Capital, LLC hedge funds · Conshohocken $491.1m about 1main office $491.1m
116 ALPHA LEONIS PARTNERS, LLC venture, institutions · Wayne $418.4m about 1main office $418.4m
117 Gadsden, LLC mutual funds · Newtown Square $161.8m about 1main office $161.8m
118 Brandywine Asset Management, Inc. hedge funds, futures · Thornton $156.0m about 1main office $156.0m
119 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
120 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
121 CC USA LLC West Chester 1
122 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
123 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne about 1main office
124 USI SECURITIES, INC. Blue Bell 1
125 MATHERS ASSOCIATES hedge funds · Blue Bell 1
126 WELLS FARGO & COMPANY/MN wealth · Collegeville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
127 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
128 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
129 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Conshohocken STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
130 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
131 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
132 Janney Montgomery Scott LLC wealth · Bryn Mawr, Blue Bell JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn 2 offices $110.1bn
133 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
134 OSAIC HOLDINGS, INC. private equity, wealth · Wayne CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
135 TORONTO DOMINION BANK wealth, bank or insurer · Exton TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
136 Pacer Advisors, Inc. Malvern $38.5bn based here $38.5bn
137 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
138 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
139 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
140 ALLSTATE CORP structured credit, wealth · Plymouth Meeting, Havertown ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
141 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
142 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
143 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
144 HC CAPITAL PARTNERS, LLC hedge funds, private equity, futures · Conshohocken $5.2bn office $5.2bn
145 Mill Creek Capital Advisors, LLC Conshohocken $4.9bn based here $4.9bn
146 Copeland Capital Management, LLC Conshohocken $4.9bn based here $4.9bn
147 PPB ADVISORS, LLC Conshohocken $4.8bn office $4.8bn
148 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn
149 Wedmont Private Capital West Chester $3.6bn based here $3.6bn
150 EA Series Trust Havertown $2.8bn based here $2.8bn

223 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.