Vault-13

Managers in Westtown, PA

United States · 243 asset managers within 25 km (1 in Westtown itself) · 216 wealth managers, banks and others

WesttownBronxvilleNewarkEnglewood CliffsUnionStaten IslandEast RutherfordGreat NeckForest HillsGreenwich
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 · Villanova, PA 9 · King Of Prussia, PA 9

Asset managers in and around Westtown

#Manager People here Assets Visa salary
101 BENCH WALK ADVISORS LLC private equity · Wilmington $707.6m 1 $707.6m
102 Quartz Partners, LLC Wayne $611.9m 1 $611.9m
103 ALPHA LEONIS PARTNERS, LLC venture, institutions · Wayne $418.4m about 1main office $418.4m
104 UNION SQUARE CAPITAL PARTNERS, LLC mutual funds · Kennett Square $188.7m about 1main office $188.7m
105 Gadsden, LLC mutual funds · Newtown Square $161.8m about 1main office $161.8m
106 Brandywine Asset Management, Inc. hedge funds, futures · Thornton $156.0m about 1main office $156.0m
107 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
108 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
109 CC USA LLC West Chester 1
110 CLIMATE FINANCE PARTNERS LLC Wilmington about 1main office
111 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
112 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne about 1main office
113 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Wilmington MORGAN STANLEY LATAM LLC · 33 related pages $2.0tn based here $2.0tn
114 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Wilmington Banc of America Strategic Ventures, Inc. · 9 related pages $1.8tn based here $1.8tn
115 Bank of New York Mellon Corp mutual funds, institutions, futures, FCA fund manager and 2 more · Wilmington BNY Mellon Trust of Delaware · 13 related pages $873.9bn based here $873.9bn
116 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
117 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
118 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
119 Janney Montgomery Scott LLC wealth · Wilmington, Bryn Mawr JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn 2 offices $110.1bn
120 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
121 OSAIC HOLDINGS, INC. private equity, wealth · Wynnewood, Wayne CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
122 TORONTO DOMINION BANK wealth, bank or insurer · Exton, Wilmington TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn · visa salary $133,718 office $60.1bn $133,71813 filings
123 Pacer Advisors, Inc. Malvern $38.5bn based here $38.5bn
124 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
125 AlTi Global, Inc. hedge funds, private equity, real estate, futures and 2 more · Wilmington TIEDEMANN ADVISORS, LLC · 3 related pages $31.0bn office $31.0bn
126 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
127 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
128 ALLSTATE CORP structured credit, wealth · Havertown, Hockessin ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
129 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
130 GREAT VALLEY ADVISOR GROUP, INC. Wilmington $6.3bn based here $6.3bn
131 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn
132 Wedmont Private Capital West Chester $3.6bn based here $3.6bn
133 EA Series Trust Havertown $2.8bn based here $2.8bn
134 Empirical Finance, LLC Newtown Square $2.4bn based here $2.4bn
135 SIH Partners, LLLP Wilmington $2.4bn based here $2.4bn
136 Atairos Group, Inc. Bryn Mawr $1.8bn based here $1.8bn
137 ZEKE CAPITAL ADVISORS, LLC Berwyn $1.5bn based here $1.5bn
138 Ethos Financial Group, LLC King Of Prussia $1.5bn based here $1.5bn
139 NewSquare Capital LLC Newtown Square $1.3bn based here $1.3bn
140 Conservest Capital Advisors, Inc. Wynnewood $1.3bn based here $1.3bn
141 Stanley-Laman Group, Ltd. hedge funds, wealth · Berwyn STANLEY-LAMAN GROUP LTD., Stanley-Laman Group, Ltd. $1.0bn office $1.0bn
142 Stillwater Capital Advisors, LLC Devon $980.6m based here $980.6m
143 ASHFORD CAPITAL MANAGEMENT INC Wilmington $932.6m based here $932.6m
144 Diversified, LLC Wilmington $911.0m based here $911.0m
145 Marathon Trading Investment Management LLC Villanova $877.1m based here $877.1m
146 Coho Partners, Ltd. Berwyn $779.1m based here $779.1m
147 JB Investments Management, LLC hedge funds, futures · Phoenixville JB Investments Management, LLC · 2 related pages $773.4m based here $773.4m
148 Radnor Capital Management, LLC Wayne $712.0m based here $712.0m
149 PRESILIUM PRIVATE WEALTH, LLC Villanova $651.4m based here $651.4m
150 Intel Corp Wilmington Intel Capital Corp, Middlefield Ventures, Inc. · 3 related pages $620.6m based here $620.6m

243 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.