Vault-13

Managers in Doylestown, PA

United States · 41 asset managers within 25 km (2 in Doylestown itself) · 115 wealth managers, banks and others

DoylestownBronxvilleNewarkMontclairUnionStaten IslandFlushingGreat NeckParamusBedford
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 · Princeton, NJ 45 · Conshohocken, PA 42 · Bala Cynwyd, PA 24 · Berwyn, PA 14 · Newtown Square, PA 13 · Bryn Mawr, PA 11 · Newtown, PA 10 · Blue Bell, PA 10 · King Of Prussia, PA 9 · Villanova, PA 9

Asset managers in and around Doylestown

#Manager People here Assets Visa salary
1 GLOBAL RETIREMENT PARTNERS LLC institutions · Blue Bell GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 14 $169.6bn
2 MIRAVAST ASSET MANAGEMENT, LLC private equity · Newtown $1.4bn about 13main office $1.4bn
3 INVESTMENT PERFORMANCE SERVICES LLC institutions · Newtown $763.7m 9 $763.7m
4 AMPLIUS ASSET MANAGEMENT, LLC mutual funds · Blue Bell $247.3m about 8main office $247.3m
5 Mount Lucas Management LP hedge funds, mutual funds, institutions, futures · Newtown Mount Lucas Management LP, MOUNT LUCAS INDEX ADVISERS LLC $1.3bn about 5main office $1.3bn
6 Wealthspire Retirement, LLC institutions · Warrington Wealthspire Retirement, LLC · 4 related pages $38.6bn 3 $38.6bn
7 PRECIDIAN FUNDS LLC mutual funds · Newtown $17.0m about 3main office $17.0m
8 PRIME CAPITAL FINANCIAL institutions · Plymouth Meeting $39.1bn 2 $39.1bn
9 BERKADIA CAPITAL ADVISORS LLC Ambler $2.7bn about 2main office $2.7bn
10 SRN Advisors, LLC mutual funds · Huntingdon Valley $108.0m about 2main office $108.0m
11 KENNEDY LEWIS MANAGEMENT LP real estate, futures · Fort Washington KENNEDY LEWIS MANAGEMENT LP · 2 related pages $11.5bn 1 $11.5bn
12 UNIVEST FINANCIAL Corp institutions, bank or insurer · Souderton GIRARD PENSION SERVICES, LLC, UNIVEST FINANCIAL Corp, Univest Bank & Trust Co. $2.0bn 1main office $2.0bn
13 Towercrest Capital Management Newtown $717.6m about 1main office $717.6m
14 Matthew 25 Management Corp mutual funds · Ambler $315.9m about 1main office $315.9m
15 INTELLIGENT ALPHA LLC hedge funds, mutual funds · Newtown $27.0m 1 $27.0m
16 AWH FINANCIAL, LLC Fort Washington 1
17 BUCKS CAPITAL ADVISERS Newtown about 1main office
18 USI SECURITIES, INC. Blue Bell 1
19 AURORA RE FUND MANAGER, LLC real estate · Chalfont 1main office
20 MATHERS ASSOCIATES hedge funds · Blue Bell 1
21 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
22 Janney Montgomery Scott LLC wealth · Blue Bell JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
23 OSAIC HOLDINGS, INC. private equity, wealth · New Hope CW Advisors, LLC · 6 related pages $85.1bn 2 offices $85.1bn
24 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
25 ALLSTATE CORP structured credit, wealth · Plymouth Meeting ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn office $26.5bn
26 National Philanthropic Trust Jenkintown $6.9bn based here $6.9bn
27 StoneX Group Inc. institutions, FCA fund manager, wealth · Blue Bell StoneX Advisors Inc. · 6 related pages $5.7bn office $5.7bn
28 NORTHSTAR ASSET MANAGEMENT Co Blue Bell $530.8m based here $530.8m
29 Ridgewood Investments LLC hedge funds, real estate, wealth · New Hope RIDGEWOOD INVESTMENTS · 2 related pages $419.2m office $419.2m
30 MARSHALL FINANCIAL GROUP INC /ADV Lahaska $363.5m based here $363.5m
31 Brick & Kyle, Associates Newtown $302.9m based here $302.9m
32 PTM WEALTH MANAGEMENT, LLC North Wales $222.0m based here $222.0m
33 CHB Investment Group, LLC New Hope $196.1m based here $196.1m
34 Twenty Acre Capital LP Newtown $12.4m based here $12.4m
35 Amplius Asset Management, LLC Blue Bell based here
36 CAPITAL SOLUTIONS private equity, real estate · Blue Bell office
37 EMPACTFUL CAPITAL LLC venture · Doylestown office
38 ENERTECH CAPITAL venture · Ambler office
39 HATCH BIOFUND MANAGEMENT, LLC venture · Doylestown office
40 KINGBIRD INVESTMENT MANAGEMENT real estate · Newtown office
41 PFHCL PARTNERS LLC hedge funds, private equity · Blue Bell office

41 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.