Vault-13

Managers in Berwyn, PA

United States · 262 asset managers within 25 km (14 in Berwyn itself) · 238 wealth managers, banks and others

BerwynBronxvilleNewarkEnglewood CliffsUnionStaten IslandFlushingEast RutherfordGreat NeckBedford
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 · Newtown Square, PA 13 · Bryn Mawr, PA 11 · Blue Bell, PA 10 · Newtown, PA 10 · Villanova, PA 9 · King Of Prussia, PA 9

Asset managers in and around Berwyn

#Manager People here Assets Visa salary
151 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
152 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
153 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
154 ALLSTATE CORP structured credit, wealth · Havertown, Plymouth Meeting ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
155 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
156 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
157 Susquehanna Portfolio Strategies, LLC Bala Cynwyd $6.3bn based here $6.3bn
158 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
159 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Bala Cynwyd $5.3bn based here $5.3bn
160 HC CAPITAL PARTNERS, LLC hedge funds, private equity, futures · Conshohocken $5.2bn office $5.2bn
161 Mill Creek Capital Advisors, LLC Conshohocken $4.9bn based here $4.9bn
162 Copeland Capital Management, LLC Conshohocken $4.9bn based here $4.9bn
163 PPB ADVISORS, LLC Conshohocken $4.8bn office $4.8bn
164 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn
165 Wedmont Private Capital West Chester $3.6bn based here $3.6bn
166 SUSQUEHANNA ADVISORS GROUP, INC. Bala Cynwyd $3.6bn based here $3.6bn
167 EA Series Trust Havertown $2.8bn based here $2.8bn
168 Empirical Finance, LLC Newtown Square $2.4bn based here $2.4bn
169 Atairos Group, Inc. Bryn Mawr $1.8bn based here $1.8bn
170 ZEKE CAPITAL ADVISORS, LLC Berwyn $1.5bn based here $1.5bn
171 Ethos Financial Group, LLC King Of Prussia $1.5bn based here $1.5bn
172 NewSquare Capital LLC Newtown Square $1.3bn based here $1.3bn
173 Conservest Capital Advisors, Inc. Wynnewood $1.3bn based here $1.3bn
174 Stanley-Laman Group, Ltd. hedge funds, wealth · Berwyn STANLEY-LAMAN GROUP LTD., Stanley-Laman Group, Ltd. $1.0bn office $1.0bn
175 Stillwater Capital Advisors, LLC Devon $980.6m based here $980.6m
176 Marathon Trading Investment Management LLC Villanova $877.1m based here $877.1m
177 Coho Partners, Ltd. Berwyn $779.1m based here $779.1m
178 JB Investments Management, LLC hedge funds, futures · Phoenixville JB Investments Management, LLC · 2 related pages $773.4m based here $773.4m
179 Radnor Capital Management, LLC Wayne $712.0m based here $712.0m
180 PRESILIUM PRIVATE WEALTH, LLC Villanova $651.4m based here $651.4m
181 SIG BROKERAGE, LP Bala Cynwyd $626.2m based here $626.2m
182 Kistler-Tiffany Companies, LLC Berwyn $616.4m based here $616.4m
183 NORTHSTAR ASSET MANAGEMENT Co Blue Bell $530.8m based here $530.8m
184 STEVENS CAPITAL MANAGEMENT LP Villanova $416.6m based here $416.6m
185 Patriot Financial Partners GP II, L.P. Villanova $391.3m based here $391.3m
186 BLUESTONE CAPITAL MANAGEMENT, LLC hedge funds, mutual funds · Wayne $390.1m office $390.1m
187 Independence Asset Advisors, LLC Wynnewood $383.9m based here $383.9m
188 Lehman & Derafelo Financial Resources LLC Media $337.1m based here $337.1m
189 Foundation Wealth Management, LLC\PA asset owner · Media $331.3m based here $331.3m
190 Radnor Financial Advisors, LLC Wayne $284.3m based here $284.3m
191 PATRIOT FINANCIAL PARTNERS GP, LP Villanova $283.5m based here $283.5m
192 Spouting Rock Asset Management, LLC Bryn Mawr $273.2m based here $273.2m
193 Wealthcare Capital Partners, LLC West Chester $242.0m based here $242.0m
194 Azarias Capital Management, L.P. West Chester $229.8m based here $229.8m
195 PTM WEALTH MANAGEMENT, LLC North Wales $222.0m based here $222.0m
196 Hotaling Investment Management, LLC Wayne $221.2m based here $221.2m
197 RH Tailwind Management, LLC hedge funds, futures · Conshohocken $214.2m office $214.2m
198 Kades & Cheifetz LLC Berwyn $195.4m based here $195.4m
199 MEMBERS WEALTH LLC Media $182.4m based here $182.4m
200 Rolek Wealth Management LLC Berwyn $178.6m based here $178.6m

262 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.