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Pennsylvania's Top 24 Asset Management Firms

3
min read
Top 24 asset management companies in Pennsylvania Main

Pennsylvania's Top 24 Asset Management Firms

3
min read
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Top 24 asset management companies in Pennsylvania Main
Top firms trust Inven to find niche companies

The asset management industry in Pennsylvania comprises diverse companies providing integral financial services and products. These firms primarily manage investments and assets on behalf of both individual and institutional clients, delivering services that range from portfolio management to strategic financial planning. The marketplace is diversified with businesses such as Pnc, Vanguard, and Sei, offering various services from retail and business banking, asset handling, investment options, to technology and operational outsourcing. The industry is witnessing a shift towards digital asset management solutions and increased transparency, indicating growth in technology-based management services.


Top 24 asset management companies in Pennsylvania

1. Pnc

  • Website: pnc.com
  • Headquarters: Pittsburgh, Pennsylvania, United States
  • Founded: 1845
  • Headcount: 10001+
  • Latest funding type: Ipo
  • LinkedIn

The PNC Financial Services Group is a diversified financial services institution in the United States. They offer retail and business banking services, lending products, corporate banking services, wealth management, and asset management.


2. 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.


3. Sei

  • Website: seic.com
  • Headquarters: Oaks, Pennsylvania, United States
  • Founded: 1968
  • Headcount: 1001-5000
  • LinkedIn

SEI is a company that provides wealth and asset management solutions, technology and operations outsourcing, and cyber protection services. They offer a complete and connected experience for independent advisors, institutional investors, and families and individuals. SEI also specializes in asset management and technology services, including investment outsourcing and support for internal investment operations.


4. The Haverford Trust Company

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


5. Clark Capital Management Group

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

Clark Capital Management Group is an independent asset management firm that offers customized investment strategies for high net worth investors. They provide disciplined and reliable investment solutions to help clients achieve their long-term financial goals.


6. GNR Group

  • Website: gnr-group.com
  • Headquarters: Philadelphia, Pennsylvania, United States
  • Founded: 2006
  • Headcount: 51-200
  • LinkedIn

GNR Group is a company specializing in investments and asset management. They offer various services related to real estate investments and portfolio management.


7. Emerald Asset Management

Emerald is an investment management firm with over 30 years of experience. They offer portfolio management services and specialize in asset management. With a team of investment professionals and a proprietary research process, Emerald sets itself apart from other firms.


8. Marathon Trading LLC

Marathon Trading LLC is an investment management firm based in Wayne, Pennsylvania. They offer investment services to individual and institutional clients, focusing on achieving long-term growth and capital appreciation.


9. FPA Wealth Management

FPA Wealth Management is a financial advisory firm that offers investment management and wealth management services. They help individuals and business owners align their use of wealth with their life goals.


10. Grand View LLC

GrandView Asset Management is a fiduciary investment advisor committed to helping individuals achieve their financial goals. With over 60 years of experience, they offer a wide array of services tailored to meet the unique needs of their clients. Their independent status allows them to provide unbiased advice and personalized solutions for retirement planning and portfolio management. They prioritize communication and strive for long-term client relationships built on excellence and trust.


11. Berkshire Asset Management, LLC

  • Website: berkshireasset.com
  • Headquarters: Wilkes-Barre, Pennsylvania, United States
  • Founded: 1986
  • Headcount: 11-50
  • Latest funding type: Private Equity
  • LinkedIn

Berkshire Asset Management (BAM) is a Registered Investment Advisor offering investment management services to individuals and institutions. With a history dating back to 1986, BAM has a team of experienced advisors who manage portfolios for clients, aiming to achieve growth while carefully managing risk. They provide personalized investment strategies tailored to each client's goals and risk tolerance. BAM is committed to transparency and operates under the guidelines of the Investment Advisors Act of 1940.


12. Twenty Acre Capital

Twenty Acre Capital LP is an investment management firm based in Newtown, Pennsylvania. It offers investment advisory services to institutional investors and high net worth individuals.


13. 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.


14. 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.


15. Hartford Funds

Hartford Funds is a financial services company offering investment products and solutions. They provide a range of mutual funds and ETFs to individual investors and financial professionals. Their offerings include taxable bonds, domestic and international equity, tax-advantaged bonds, and multi-strategy funds.


16. Chartwell Investment Partners

Chartwell Investment Partners is a boutique investment management firm that offers U.S. equity and fixed-income strategies through separate accounts, CITs, and mutual funds. They aim to provide consistent, risk-adjusted returns to their clients through their disciplined and consistent investment approach.


17. Fort Pitt Capital Group

Fort Pitt Capital Group is a personalized investment management firm that offers stability and peace of mind to investors. They provide specialized solutions to help clients achieve their financial goals.


18. Grant Street Asset Management

  • Website: gsaminc.com
  • Headquarters: Canonsburg, Pennsylvania, United States
  • Founded: 1993
  • Headcount: 11-50
  • LinkedIn

Grant Street Asset Management is a financial advisory firm that provides strategic financial guidance beyond investment management. With four decades of proven experience, we actively manage portfolios for individuals, families, businesses, physicians' groups, non-profit institutions, and foundations across the United States.


19. Copeland Capital Management LLC

Copeland Capital is a financial management firm that specializes in dividend growth investing. They offer various investment strategies and services to individual investors and investment professionals.


20. Logan Capital Management, Inc.

Logan Capital Management is an investment advisor based in Pennsylvania that specializes in strategic equity and fixed income investments. They are committed to providing consistent and reliable investment strategies for their clients.


21. Coho Partners, Ltd.

Coho Partners is an investment firm that aims to protect principal in down markets and generate competitive returns in up markets. They offer relative value equity ESG investing and provide economic commentary.


22. Tower Bridge Advisors

Tower Bridge Advisors is a registered investment advisor offering investment services to institutional clients and consultants. They provide professional investment advice and portfolio management services to help clients meet their long-term financial needs.


23. Rampart Facade Systems

  • Website: rampartfs.com
  • Headquarters: Broomall, Pennsylvania, United States
  • Founded: 2018
  • Headcount: 11-50
  • LinkedIn

Rampart Financial Services is a company that offers financial planning, investment management, and retirement planning services to individuals and businesses.


24. Axiom Asset Management

Axiom Asset Management is a boutique wealth management practice that offers personalized investment portfolio management to individuals, families, and associated institutions.


Want to find more asset management companies?


If you want to find more companies that provide retail banking, investments, operational outsourcing, and asset management services 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!

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