Vault-13

Managers in Paoli, PA

United States · 259 asset managers within 25 km (1 in Paoli itself) · 232 wealth managers, banks and others

PaoliBronxvilleNewarkEnglewood CliffsUnionStaten IslandGreat NeckForest HillsNew 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 · 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 Paoli

#Manager People here Assets Visa salary
151 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Phoenixville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
152 ALLSTATE CORP structured credit, wealth · Havertown, Plymouth Meeting ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
153 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
154 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
155 Susquehanna Portfolio Strategies, LLC Bala Cynwyd $6.3bn based here $6.3bn
156 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
157 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Bala Cynwyd $5.3bn based here $5.3bn
158 HC CAPITAL PARTNERS, LLC hedge funds, private equity, futures · Conshohocken $5.2bn office $5.2bn
159 Mill Creek Capital Advisors, LLC Conshohocken $4.9bn based here $4.9bn
160 Copeland Capital Management, LLC Conshohocken $4.9bn based here $4.9bn
161 PPB ADVISORS, LLC Conshohocken $4.8bn office $4.8bn
162 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn
163 Wedmont Private Capital West Chester $3.6bn based here $3.6bn
164 SUSQUEHANNA ADVISORS GROUP, INC. Bala Cynwyd $3.6bn based here $3.6bn
165 EA Series Trust Havertown $2.8bn based here $2.8bn
166 Empirical Finance, LLC Newtown Square $2.4bn based here $2.4bn
167 Atairos Group, Inc. Bryn Mawr $1.8bn based here $1.8bn
168 ZEKE CAPITAL ADVISORS, LLC Berwyn $1.5bn based here $1.5bn
169 Ethos Financial Group, LLC King Of Prussia $1.5bn based here $1.5bn
170 NewSquare Capital LLC Newtown Square $1.3bn based here $1.3bn
171 Conservest Capital Advisors, Inc. Wynnewood $1.3bn based here $1.3bn
172 Stanley-Laman Group, Ltd. hedge funds, wealth · Berwyn STANLEY-LAMAN GROUP LTD., Stanley-Laman Group, Ltd. $1.0bn office $1.0bn
173 Stillwater Capital Advisors, LLC Devon $980.6m based here $980.6m
174 Marathon Trading Investment Management LLC Villanova $877.1m based here $877.1m
175 Coho Partners, Ltd. Berwyn $779.1m based here $779.1m
176 JB Investments Management, LLC hedge funds, futures · Phoenixville JB Investments Management, LLC · 2 related pages $773.4m based here $773.4m
177 Radnor Capital Management, LLC Wayne $712.0m based here $712.0m
178 PRESILIUM PRIVATE WEALTH, LLC Villanova $651.4m based here $651.4m
179 SIG BROKERAGE, LP Bala Cynwyd $626.2m based here $626.2m
180 Kistler-Tiffany Companies, LLC Berwyn $616.4m based here $616.4m
181 NORTHSTAR ASSET MANAGEMENT Co Blue Bell $530.8m based here $530.8m
182 STEVENS CAPITAL MANAGEMENT LP Villanova $416.6m based here $416.6m
183 Patriot Financial Partners GP II, L.P. Villanova $391.3m based here $391.3m
184 BLUESTONE CAPITAL MANAGEMENT, LLC hedge funds, mutual funds · Wayne $390.1m office $390.1m
185 Independence Asset Advisors, LLC Wynnewood $383.9m based here $383.9m
186 Lehman & Derafelo Financial Resources LLC Media $337.1m based here $337.1m
187 Foundation Wealth Management, LLC\PA asset owner · Media $331.3m based here $331.3m
188 Radnor Financial Advisors, LLC Wayne $284.3m based here $284.3m
189 PATRIOT FINANCIAL PARTNERS GP, LP Villanova $283.5m based here $283.5m
190 Spouting Rock Asset Management, LLC Bryn Mawr $273.2m based here $273.2m
191 Wealthcare Capital Partners, LLC West Chester $242.0m based here $242.0m
192 Azarias Capital Management, L.P. West Chester $229.8m based here $229.8m
193 Hotaling Investment Management, LLC Wayne $221.2m based here $221.2m
194 RH Tailwind Management, LLC hedge funds, futures · Conshohocken $214.2m office $214.2m
195 Kades & Cheifetz LLC Berwyn $195.4m based here $195.4m
196 MEMBERS WEALTH LLC Media $182.4m based here $182.4m
197 Rolek Wealth Management LLC Berwyn $178.6m based here $178.6m
198 STONE LOFT WEALTH MANAGEMENT LLC West Chester $175.8m based here $175.8m
199 Flagship Capital Management Inc. Media $158.4m based here $158.4m
200 Hyperion Partners, LLC Berwyn $156.7m based here $156.7m

259 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.