Managers in Oaks, PA

United States · 260 asset managers within 25 km (3 in Oaks itself) · 236 wealth managers, banks and others

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 · Newtown, PA 10 · King Of Prussia, PA 9

Asset managers in and around Oaks

#	Manager	People here	Assets
151	CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn	office	$30.5bn
152	AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn	office	$29.0bn
153	ALLSTATE CORP structured credit, wealth · Plymouth Meeting, Havertown ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	2 offices	$26.5bn
154	RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn	office	$7.4bn
155	Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn	office	$7.1bn
156	Susquehanna Portfolio Strategies, LLC Bala Cynwyd $6.3bn	based here	$6.3bn
157	StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn	office	$5.7bn
158	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Bala Cynwyd $5.3bn	based here	$5.3bn
159	HC CAPITAL PARTNERS, LLC hedge funds, private equity, futures · Conshohocken $5.2bn	office	$5.2bn
160	Mill Creek Capital Advisors, LLC Conshohocken $4.9bn	based here	$4.9bn
161	Copeland Capital Management, LLC Conshohocken $4.9bn	based here	$4.9bn
162	PPB ADVISORS, LLC Conshohocken $4.8bn	office	$4.8bn
163	Conestoga Capital Advisors, LLC Wayne $4.6bn	based here	$4.6bn
164	Wedmont Private Capital West Chester $3.6bn	based here	$3.6bn
165	SUSQUEHANNA ADVISORS GROUP, INC. Bala Cynwyd $3.6bn	based here	$3.6bn
166	EA Series Trust Havertown $2.8bn	based here	$2.8bn
167	Empirical Finance, LLC Newtown Square $2.4bn	based here	$2.4bn
168	Atairos Group, Inc. Bryn Mawr $1.8bn	based here	$1.8bn
169	ZEKE CAPITAL ADVISORS, LLC Berwyn $1.5bn	based here	$1.5bn
170	Ethos Financial Group, LLC King Of Prussia $1.5bn	based here	$1.5bn
171	NewSquare Capital LLC Newtown Square $1.3bn	based here	$1.3bn
172	Conservest Capital Advisors, Inc. Wynnewood $1.3bn	based here	$1.3bn
173	Stanley-Laman Group, Ltd. hedge funds, wealth · Berwyn STANLEY-LAMAN GROUP LTD., Stanley-Laman Group, Ltd. $1.0bn	office	$1.0bn
174	Stillwater Capital Advisors, LLC Devon $980.6m	based here	$980.6m
175	Marathon Trading Investment Management LLC Villanova $877.1m	based here	$877.1m
176	Coho Partners, Ltd. Berwyn $779.1m	based here	$779.1m
177	JB Investments Management, LLC hedge funds, futures · Phoenixville JB Investments Management, LLC · 2 related pages $773.4m	based here	$773.4m
178	Radnor Capital Management, LLC Wayne $712.0m	based here	$712.0m
179	PRESILIUM PRIVATE WEALTH, LLC Villanova $651.4m	based here	$651.4m
180	SIG BROKERAGE, LP Bala Cynwyd $626.2m	based here	$626.2m
181	Kistler-Tiffany Companies, LLC Berwyn $616.4m	based here	$616.4m
182	NORTHSTAR ASSET MANAGEMENT Co Blue Bell $530.8m	based here	$530.8m
183	STEVENS CAPITAL MANAGEMENT LP Villanova $416.6m	based here	$416.6m
184	Patriot Financial Partners GP II, L.P. Villanova $391.3m	based here	$391.3m
185	BLUESTONE CAPITAL MANAGEMENT, LLC hedge funds, mutual funds · Wayne $390.1m	office	$390.1m
186	Independence Asset Advisors, LLC Wynnewood $383.9m	based here	$383.9m
187	Lehman & Derafelo Financial Resources LLC Media $337.1m	based here	$337.1m
188	Foundation Wealth Management, LLC\PA asset owner · Media $331.3m	based here	$331.3m
189	Radnor Financial Advisors, LLC Wayne $284.3m	based here	$284.3m
190	PATRIOT FINANCIAL PARTNERS GP, LP Villanova $283.5m	based here	$283.5m
191	Spouting Rock Asset Management, LLC Bryn Mawr $273.2m	based here	$273.2m
192	Wealthcare Capital Partners, LLC West Chester $242.0m	based here	$242.0m
193	Azarias Capital Management, L.P. West Chester $229.8m	based here	$229.8m
194	PTM WEALTH MANAGEMENT, LLC North Wales $222.0m	based here	$222.0m
195	Hotaling Investment Management, LLC Wayne $221.2m	based here	$221.2m
196	RH Tailwind Management, LLC hedge funds, futures · Conshohocken $214.2m	office	$214.2m
197	Kades & Cheifetz LLC Berwyn $195.4m	based here	$195.4m
198	MEMBERS WEALTH LLC Media $182.4m	based here	$182.4m
199	Rolek Wealth Management LLC Berwyn $178.6m	based here	$178.6m
200	STONE LOFT WEALTH MANAGEMENT LLC West Chester $175.8m	based here	$175.8m

260 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.