Vault-13

Managers in Philadelphia, PA

United States · 294 asset managers within 25 km (77 in Philadelphia itself) · 236 wealth managers, banks and others

PhiladelphiaBronxvilleNewarkEnglewood 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: 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 · Villanova, PA 9 · King Of Prussia, PA 9

Asset managers in and around Philadelphia

#Manager People here Assets Visa salary
151 CULTIVATION CAPITAL, LLC venture · Philadelphia $416.4m 1 $416.4m
152 Gadsden, LLC mutual funds · Newtown Square $161.8m about 1main office $161.8m
153 LONG SHORT ADVISORS LLC mutual funds · Philadelphia $154.2m 1 $154.2m
154 37SPRUCE INVESTMENT PARTNERS, LLC hedge funds · Wayne $150.0m 1 $150.0m
155 NORDWAND INVESTMENTS, LLC private equity · Wayne $44.7m about 1main office $44.7m
156 GOALPOST WEALTH MANAGEMENT, LLC Wayne about 1main office
157 GOLDEN RATIO WEALTH MANAGEMENT LLC Wayne about 1main office
158 IRISH CREEK CAPITAL Camden about 1main office
159 USI SECURITIES, INC. Blue Bell 1
160 MATHERS ASSOCIATES hedge funds · Blue Bell 1
161 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
162 VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Newtown Square VANGUARD ADVISERS INC · 8 related pages $11.1tn office $11.1tn
163 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
164 ROYAL BANK OF CANADA hedge funds, private equity, venture, real estate and 6 more · Conshohocken RBC CAPITAL MARKETS, LLC · 23 related pages $590.8bn office $590.8bn
165 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
166 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
167 PNC Financial Services Group, Inc. private equity, institutions, wealth · Cherry Hill PNC Wealth Management LLC · 6 related pages $201.8bn office $201.8bn
168 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Conshohocken, Philadelphia STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn 3 offices $197.5bn
169 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
170 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Mount Laurel VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
171 SUSQUEHANNA INTERNATIONAL GROUP, LLP Bala Cynwyd $112.7bn · visa salary $90,600 based here $112.7bn $90,600139 filings
172 Janney Montgomery Scott LLC wealth · Mount Laurel, Bryn Mawr, Marlton and 2 more JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn 5 offices $110.1bn
173 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
174 OSAIC HOLDINGS, INC. private equity, wealth · Wynnewood, Wayne CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
175 TORONTO DOMINION BANK wealth, bank or insurer · Marlton, Philadelphia, Mount Laurel TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn · visa salary $133,500 3 offices $60.1bn $133,50025 filings
176 Pathstone Holdings, LLC wealth · Newtown Square ADVISOR PARTNERS II, LLC · 2 related pages $34.3bn office $34.3bn
177 CNO Financial Group, Inc. structured credit, institutions, wealth · King Of Prussia BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn office $30.5bn
178 ALLSTATE CORP structured credit, wealth · Havertown, Plymouth Meeting, Blackwood ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 3 offices $26.5bn
179 FS REIT ADVISOR, LLC Philadelphia $9.1bn office $9.1bn
180 RETIREMENT AND WEALTH AT ALLIANT, LLC institutions · Wayne $7.4bn office $7.4bn
181 Miller Investment Management, LP hedge funds, private equity, real estate, wealth · Conshohocken MILLER INVESTMENT MANAGEMENT, LP · 2 related pages $7.1bn office $7.1bn
182 National Philanthropic Trust Jenkintown $6.9bn based here $6.9bn
183 Susquehanna Portfolio Strategies, LLC Bala Cynwyd $6.3bn based here $6.3bn
184 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
185 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Bala Cynwyd $5.3bn based here $5.3bn
186 HC CAPITAL PARTNERS, LLC hedge funds, private equity, futures · Conshohocken $5.2bn office $5.2bn
187 Mill Creek Capital Advisors, LLC Conshohocken $4.9bn based here $4.9bn
188 Copeland Capital Management, LLC Conshohocken $4.9bn based here $4.9bn
189 PPB ADVISORS, LLC Conshohocken $4.8bn office $4.8bn
190 Conestoga Capital Advisors, LLC Wayne $4.6bn based here $4.6bn
191 FINANCIAL INTEGRITY ADVISORS, LLC institutions · Philadelphia $4.0bn office $4.0bn
192 SUSQUEHANNA ADVISORS GROUP, INC. Bala Cynwyd $3.6bn based here $3.6bn
193 FS DIGITAL INFRASTRUCTURE ADVISOR, LLC private equity, futures · Philadelphia $3.2bn office $3.2bn
194 EA Series Trust Havertown $2.8bn based here $2.8bn
195 Empirical Finance, LLC Newtown Square $2.4bn based here $2.4bn
196 FS STRUCTURED PRODUCTS ADVISOR, LLC structured credit · Philadelphia $2.2bn office $2.2bn
197 FS SPECIALTY LENDING ADVISOR, LLC mutual funds, futures · Philadelphia $1.9bn office $1.9bn
198 Atairos Group, Inc. Bryn Mawr $1.8bn based here $1.8bn
199 Ethos Financial Group, LLC King Of Prussia $1.5bn based here $1.5bn
200 NewSquare Capital LLC Newtown Square $1.3bn based here $1.3bn

294 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.