In the financial landscape, wealth management companies play crucial roles in helping individuals and businesses efficiently manage and grow their assets. These firms, scattered across Pennsylvania, deliver an array of services such as investment advice, estate planning, and retirement planning. The companies harbor experienced professionals capable of crafting tailored strategies to meet clients’ diverse financial objectives, be it capital preservation, accumulation, or generation of regular income. With the anticipated rise of financial technology, the industry is on track to develop more innovative ways to streamline finance management, improve advisory services and offer better interaction on digital platforms.


Top 20 wealth management companies in Pennsylvania

1. Vanguard

  • Website: vanguard.com
  • Headquarters: Valley Forge, Pennsylvania, United States
  • Founded: 1975
  • Headcount: 10001+
  • LinkedIn

Vanguard is a financial company that offers investment services and products to personal investors. They provide a wide range of investment options, including mutual funds, ETFs, and financial planning tools.


2. Bryn Mawr Trust

  • Website: bmt.com
  • Headquarters: Bryn Mawr, Pennsylvania, United States
  • Founded: 1889
  • Headcount: 501-1000
  • Latest funding type: Acquired
  • LinkedIn

BMT (Bryn Mawr Trust) is a financial institution that offers a range of banking and wealth management services. They provide personalized advice and planning to help individuals, families, and businesses achieve their financial goals.


3. Brinker Capital

Brinker Capital Investments is a registered investment advisor that offers customized indexing solutions and wealth advisory services. They provide direct access to financial information and resources through their website, ensuring clients receive personalized and comprehensive investment strategies.


4. McAdam Financial

  • Website: mcadamfa.com
  • Headquarters: Philadelphia, Pennsylvania, United States
  • Founded: 2008
  • Headcount: 201-500
  • LinkedIn

McAdam is a financial advisory firm offering personalized retirement strategies and wealth management services.


5. Glenmede

  • Website: glenmede.com
  • Headquarters: Philadelphia, Pennsylvania, United States
  • Founded: 1956
  • Headcount: 201-500
  • LinkedIn

Glenmede is a dedicated and dynamic advisor and partner providing insightful and actionable solutions to nonprofits, institutions, and foundations. They offer wealth planning and management, investment management, trust, fiduciary, and estate services, and family philanthropy and education.


6. JFS Wealth Advisors

  • Website: jfswa.com
  • Headquarters: Hermitage, Pennsylvania, United States
  • Founded: 1986
  • Headcount: 51-200
  • LinkedIn

JFS Wealth Advisors is a wealth management company that provides comprehensive financial planning and investment advisory services. They offer personalized strategies to help individuals, families, and businesses achieve their financial goals.


7. The Haverford Trust Company

Haverford Trust Company provides wealth management services in Pennsylvania, offering comprehensive investment solutions to individuals, families, and institutions.


8. Dbr & CO

  • Website: dbroot.com
  • Headquarters: Pittsburgh, Pennsylvania, United States
  • Founded: 1994
  • Headcount: 11-50
  • LinkedIn

DBR & Co. is a wealth management and financial advisory firm that offers comprehensive financial planning and investment management services. With a client-centric approach, the company aims to improve the lives of its clients by helping them achieve successful financial outcomes. DBR & Co. provides independent investment expertise, fiduciary best practices, and personalized solutions tailored to the unique goals and objectives of individuals, families, multi-generational families, businesses, institutions, endowments, and foundations.


9. Biondo Investment Advisors, LLC*

The Biondo Group is a wealth advisory firm that provides financial guidance and personalized investment management services. They offer comprehensive financial planning, investment advice, and assistance with wealth preservation and growth.


10. Federated Hermes

Federated Investors is a company that offers investment banking services to its clients. They provide a range of financial solutions and expertise to help clients manage and grow their investments.


11. Hamilton Lane

  • Website: hamiltonlane.com
  • Headquarters: Conshohocken, Pennsylvania, United States
  • Founded: 1991
  • Headcount: 501-1000
  • Latest funding type: Post Ipo Equity
  • LinkedIn

Hamilton Lane is a global investment manager providing private markets solutions. They offer proprietary market data and technology solutions to power industry insights and research for their clients. They specialize in making private markets more accessible for retail and high net worth investors. With years of experience and a diverse range of investment strategies, they aim to enrich lives and safeguard futures.


12. Brandywine Global Investment Management

Brandywine Global is an investment management firm providing financial services and solutions. They offer portfolio management, investment strategies, and market insights to clients.


13. U.S. Security Care, Inc.

  • Website: usscinc.com
  • Headquarters: Blue Bell, Pennsylvania, United States
  • Founded: 1996
  • Headcount: 201-500
  • LinkedIn

USSC Group is a company that offers a wide range of financial services and solutions to clients. They provide expertise in banking, investments, and strategic financial planning.


14. Luttner Financial Group

  • Website: luttner.com
  • Headquarters: Pittsburgh, Pennsylvania, United States
  • Founded: 1969
  • Headcount: 51-200
  • LinkedIn

Luttner.com is a company that offers a wide range of services and solutions to clients in various industries. They specialize in providing expert advice and financial solutions to help businesses grow and succeed.


15. Waldron Private Wealth

Waldron Private Wealth is a boutique, independent wealth management firm that integrates all aspects of wealth management to bring focused advice and simplify decisions for their clients.


16. Greycourt & Co., Inc.

  • Website: greycourt.com
  • Headquarters: Pittsburgh, Pennsylvania, United States
  • Founded: 1988
  • Headcount: 11-50
  • LinkedIn

Greycourt is an independent investment advisory firm that simplifies complex situations for its clients. With a team of experienced investors, Greycourt offers personalized solutions to help clients achieve their financial goals.


17. KD Financial Services

  • Website: kdfinancial.com
  • Headquarters: Philadelphia, Pennsylvania, United States
  • Founded: 1997
  • Headcount: 51-200
  • LinkedIn

KD Financial is a company that provides financial services and solutions to individuals and businesses. They offer a wide range of services including investment management, financial planning, and risk mitigation.


18. Vicus Capital

Vicus Capital is an independent investment management firm that offers state-of-the-art investment solutions and world-class service experience. With core principles of Integrity, Vision, and Performance, we are committed to earning your trust and providing innovative investment solutions. Our tailored investment solutions cater to individuals, families, corporations, not-for-profit organizations, foundations, endowments, and pension plans.


19. Trinity Financial Partners

Trinity Financial Partners is an investment management firm that offers comprehensive financial planning and advisory services. With a focus on maximizing client wealth and preserving legacies, they provide personalized strategies and solutions for investment management, protection planning, and charitable planning.


20. Axias Wealth Advisors

  • Website: axiaswa.com
  • Headquarters: Pittsburgh, Pennsylvania, United States
  • Founded: 2019
  • Headcount: 11-50
  • LinkedIn

Axias Wealth Advisors is a financial planning and investment management firm. We help clients navigate their financial journey by providing comprehensive financial plans, managing their investments, and offering guidance on retirement, estate planning, insurance, and taxes.


Want to find more wealth management companies?


If you want to find more companies that offer a variety of financial services including investment advice, estate planning, and retirement strategies you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!