Vault-13

Managers in Blue Bell, PA

United States · 311 asset managers within 25 km (10 in Blue Bell itself) · 278 wealth managers, banks and others

Blue BellBronxvilleNewarkEnglewood CliffsUnionStaten IslandFlushingGreat NeckNew YorkBedford
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 · Newtown, PA 10 · King Of Prussia, PA 9 · Villanova, PA 9 · Malvern, PA 8

Asset managers in and around Blue Bell

#Manager People here Assets Visa salary
151 SORA INVESTORS LLC futures · Bryn Mawr $2.6bn about 1main office $2.6bn
152 Elequin Capital, LP hedge funds, futures · Wayne $2.1bn 1 $2.1bn
153 FS FUND ADVISOR, LLC mutual funds, futures · Philadelphia $1.6bn about 1main office $1.6bn
154 Quartz Partners, LLC Wayne $611.9m 1 $611.9m
155 Permit Capital, LLC hedge funds · Conshohocken $491.1m about 1main office $491.1m
156 ALPHA LEONIS PARTNERS, LLC venture, institutions · Wayne $418.4m about 1main office $418.4m
157 CULTIVATION CAPITAL, LLC venture · Philadelphia $416.4m 1 $416.4m
158 Matthew 25 Management Corp mutual funds · Ambler $315.9m about 1main office $315.9m
159 Gadsden, LLC mutual funds · Newtown Square $161.8m about 1main office $161.8m
160 LONG SHORT ADVISORS LLC mutual funds · Philadelphia $154.2m 1 $154.2m
161 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
162 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
163 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
164 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne about 1main office
165 USI SECURITIES, INC. Blue Bell 1
166 AURORA RE FUND MANAGER, LLC real estate · Chalfont 1main office
167 MATHERS ASSOCIATES hedge funds · Blue Bell 1
168 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
169 GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Philadelphia GOLDMAN SACHS & CO. LLC, GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn 2 offices $2.6tn
170 WELLS FARGO & COMPANY/MN wealth · Collegeville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
171 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
172 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
173 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Philadelphia TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
174 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Conshohocken, Philadelphia STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn 3 offices $197.5bn
175 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
176 SEI INVESTMENTS CO Oaks $113.3bn · visa salary $149,400 based here $113.3bn $149,400101 filings
177 SUSQUEHANNA INTERNATIONAL GROUP, LLP Bala Cynwyd $112.7bn · visa salary $90,600 based here $112.7bn $90,600139 filings
178 Janney Montgomery Scott LLC wealth · Bryn Mawr, Blue Bell, Philadelphia JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn 3 offices $110.1bn
179 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
180 OSAIC HOLDINGS, INC. private equity, wealth · Wynnewood, Wayne CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
181 TORONTO DOMINION BANK wealth, bank or insurer · Philadelphia TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
182 Pacer Advisors, Inc. Malvern $38.5bn based here $38.5bn
183 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
184 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
185 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
186 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
187 ALLSTATE CORP structured credit, wealth · Plymouth Meeting, Havertown ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
188 FS REIT ADVISOR, LLC Philadelphia $9.1bn office $9.1bn
189 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
190 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
191 National Philanthropic Trust Jenkintown $6.9bn based here $6.9bn
192 Susquehanna Portfolio Strategies, LLC Bala Cynwyd $6.3bn based here $6.3bn
193 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
194 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Bala Cynwyd $5.3bn based here $5.3bn
195 HC CAPITAL PARTNERS, LLC hedge funds, private equity, futures · Conshohocken $5.2bn office $5.2bn
196 Mill Creek Capital Advisors, LLC Conshohocken $4.9bn based here $4.9bn
197 Copeland Capital Management, LLC Conshohocken $4.9bn based here $4.9bn
198 PPB ADVISORS, LLC Conshohocken $4.8bn office $4.8bn
199 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn
200 FINANCIAL INTEGRITY ADVISORS, LLC institutions · Philadelphia $4.0bn office $4.0bn

311 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.