Vault-13

Managers in Souderton, PA

United States · 83 asset managers within 25 km (1 in Souderton itself) · 144 wealth managers, banks and others

SoudertonBronxvilleNewarkEnglewood 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 · 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 · Villanova, PA 9

Asset managers in and around Souderton

#Manager People here Assets Visa salary
1 SEI INVESTMENTS MANAGEMENT CORP hedge funds, mutual funds, futures · Oaks $216.4bn about 205main office $216.4bn
2 HAMILTON LANE ADVISORS LLC private equity, futures · Conshohocken $141.8bn about 159main office $141.8bn
3 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Conshohocken MORGAN STANLEY AIP GP LP, MORGAN STANLEY INVESTMENT MANAGEMENT INC · 33 related pages $2.0tn · visa salary $171,000 about 97main office $2.0tn $171,00010 filings
4 MARSH & MCLENNAN COMPANIES, INC. super fund, public funds (AU), hedge funds, private equity and 2 more · King Of Prussia Mercer Investments LLC · 3 related pages $226.0bn 77 $226.0bn
5 Hirtle & Co., LLC hedge funds, private equity, mutual funds, futures · Conshohocken $25.4bn about 36main office $25.4bn
6 CENTERSQUARE INVESTMENT MANAGEMENT LLC real estate, institutions · Conshohocken $13.7bn about 35main office $13.7bn
7 Penn Mutual Asset Management institutions, futures · Conshohocken $42.3bn · visa salary $135,000 about 30main office $42.3bn $135,0007 filings
8 EXCORDE CAPITAL LLC Conshohocken about 19main office
9 MMA SECURITIES LLC Conshohocken 18
10 MORGAN PROPERTIES SPECIAL SITUATIONS II LLC Conshohocken $1.4bn about 16main office $1.4bn
11 GLOBAL RETIREMENT PARTNERS LLC institutions · Blue Bell GLOBAL RETIREMENT PARTNERS LLC · 2 related pages $169.6bn 14 $169.6bn
12 MMA ASSET MANAGEMENT LLC institutions · Conshohocken $787.8m about 13main office $787.8m
13 Fairmount Funds Management LLC hedge funds, private equity · Conshohocken $5.8bn about 12main office $5.8bn
14 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV institutions · Norristown $3.5bn about 11main office $3.5bn
15 CLOVERLAY INVESTMENT MANAGEMENT, LLC private equity · Conshohocken $1.8bn about 10main office $1.8bn
16 FOREFRONT ANALYTICS, LLC hedge funds, venture, institutions · Conshohocken $679.0m about 9main office $679.0m
17 MATTERHORN CAPITAL ADVISORS, LLC hedge funds, real estate · Conshohocken $396.4m about 9main office $396.4m
18 AMPLIUS ASSET MANAGEMENT, LLC mutual funds · Blue Bell $247.3m about 8main office $247.3m
19 ARBA CREDIT MANAGEMENT, L.P. private equity · Conshohocken $289.1m about 7main office $289.1m
20 EDELMAN FINANCIAL ENGINES Conshohocken $326.3bn 6 $326.3bn
21 ELECTRA CAPITAL Conshohocken $1.5bn about 6main office $1.5bn
22 VERDIS INVESTMENT MANAGEMENT, LLC hedge funds, venture, real estate · Conshohocken $497.0m about 6main office $497.0m
23 VFPE ADVISORS LLC private equity, real estate · Norristown $195.6m about 6main office $195.6m
24 TRUIST FINANCIAL CORP hedge funds, private equity, institutions, wealth and 1 more · King Of Prussia Sterling Capital Management LLC · 5 related pages $83.5bn 5 $83.5bn
25 Arin Risk Advisors, LLC hedge funds, mutual funds · Conshohocken $10.2bn about 5main office $10.2bn
26 EMERALD ADVISERS, LLC mutual funds, institutions · King Of Prussia EMERALD ADVISERS, LLC, EMERALD MUTUAL FUND ADVISERS TRUST · 4 related pages $3.3bn 4 $3.3bn
27 UNIVEST FINANCIAL Corp institutions, bank or insurer · King Of Prussia, Souderton GIRARD PENSION SERVICES, LLC · 3 related pages $2.0bn 4main office $2.0bn
28 MONTICELLOAM, LLC private equity · Conshohocken $923.3m 4 $923.3m
29 Cerity Partners LLC hedge funds, private equity, real estate, institutions and 2 more · Conshohocken Cerity Partners LLC, SAGE ADVISORS, LLC · 4 related pages $161.7bn 3 $161.7bn
30 Wealthspire Retirement, LLC institutions · Warrington Wealthspire Retirement, LLC · 4 related pages $38.6bn 3 $38.6bn
31 NASSAU CORAMERICA LLC private equity, institutions · Conshohocken $3.2bn 3 $3.2bn
32 SPIRE CAPITAL MANAGEMENT LLC private equity · Conshohocken $671.5m 3 $671.5m
33 LR3 PARTNERS Conshohocken about 3main office
34 PRIME CAPITAL FINANCIAL institutions · Plymouth Meeting $39.1bn 2 $39.1bn
35 CBIZ Investment Advisory Services, LLC institutions · Conshohocken $12.8bn 2 $12.8bn
36 Silver Rock Financial LP hedge funds, structured credit · Conshohocken $5.4bn 2 $5.4bn
37 BERKADIA CAPITAL ADVISORS LLC Ambler $2.7bn about 2main office $2.7bn
38 Rhino Investment Partners, Inc hedge funds · Conshohocken $566.2m about 2main office $566.2m
39 FOURNORTH CAPITAL LLC Conshohocken $117.7m about 2main office $117.7m
40 AWH FINANCIAL, LLC Fort Washington, King Of Prussia 2
41 ISQ CAPITAL hedge funds · King Of Prussia about 2main office
42 Apollo Capital Management, L.P. hedge funds, private equity, real estate, structured credit and 3 more · Conshohocken APOLLO CAPITAL MANAGEMENT, L.P., APOLLO CREDIT MANAGEMENT, LLC, APOLLO REAL ESTATE FUND ADVISER, LLC · 12 related pages $718.5bn 1 $718.5bn
43 KENNEDY LEWIS MANAGEMENT LP real estate, futures · Fort Washington KENNEDY LEWIS MANAGEMENT LP · 2 related pages $11.5bn 1 $11.5bn
44 Permit Capital, LLC hedge funds · Conshohocken $491.1m about 1main office $491.1m
45 Matthew 25 Management Corp mutual funds · Ambler $315.9m about 1main office $315.9m
46 USI SECURITIES, INC. Blue Bell 1
47 AURORA RE FUND MANAGER, LLC real estate · Chalfont 1main office
48 MATHERS ASSOCIATES hedge funds · Blue Bell 1
49 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
50 WELLS FARGO & COMPANY/MN wealth · Collegeville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn

83 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.