Wealth management companies in Pennsylvania are dedicated to advising clients on how to manage and grow their assets. This industry offers a range of services, from investment management and financial planning to retirement and estate strategies. Increased regulation and evolving market dynamics are steering firms toward customized services and technology-driven solutions. As clients seek holistic approaches to their financial needs, firms that prioritize fiduciary responsibility and personalized service are likely to flourish. Moreover, sustainable investing is on the rise, reflecting a broader shift toward socially responsible practices within the finance sector, marking an intriguing future for wealth management.


This selection showcases various wealth management companies in Pennsylvania, ranging in size from small boutique firms to those with hundreds of employees. Companies like Glenmede and Hefren-Tillotson highlight a rich legacy, established as far back as the 1940s. These firms serve high-net-worth individuals, families, and institutions, focusing on tailored financial strategies while emphasizing strong client relationships. Based across major cities like Philadelphia and Pittsburgh, they specialize in services including investment management, tax planning, and estate planning, mirroring the state's dynamic economic landscape.


Read on to discover the top wealth management companies in Pennsylvania.


Top 20 Wealth Management Companies in Pennsylvania


1. Glenmede

  • Website: glenmede.com
  • Ownership type: Private
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1956
  • Headcount: 201-500
  • LinkedIn: glenmede

Glenmede is a private wealth management firm based in Philadelphia, Pennsylvania, founded in 1956. The company specializes in investment management and financial advisory services tailored for high-net-worth individuals, families, foundations, and endowments. With a strong emphasis on personalized client relationships, Glenmede operates with fiduciary values that prioritize the best interests of its clients. The firm has expanded its services over the decades, adapting to the evolving needs of its clientele by offering comprehensive solutions that include family office services, sustainable and impact investing, and financial planning. Glenmede manages approximately $45.5 billion in assets, serving clients across all 50 states in the U.S. Their commitment to community engagement and diversity, equity, and inclusion initiatives further enhances their reputation in the industry. Glenmede's independent structure allows for innovative approaches to wealth management, making it a significant player in the financial advisory landscape.


2. Grant Street Asset Management

  • Website: gsaminc.com
  • Ownership type: Private
  • Headquarters: Canonsburg, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1993
  • Headcount: 11-50
  • LinkedIn: gsaminc

Grant Street Asset Management, Inc. is an investment management and wealth management firm based in Canonsburg, Pennsylvania. Founded in 1993, the company has built a reputation for providing tailored financial planning and investment management services to high net worth individuals, families, and institutions. With a team of experienced advisors, Grant Street focuses on managing investments and developing comprehensive financial strategies that align with clients' unique goals. They operate under a fee-only model, ensuring that their compensation is directly tied to the performance of their clients' portfolios, which fosters trust and transparency. The firm is a Registered Investment Advisor, adhering to strict regulatory standards, and is committed to delivering personalized service that addresses the complexities of clients' financial situations. Their expertise extends to various sectors, including foundations, non-profits, and small businesses, showcasing their adaptability and understanding of different financial needs. Grant Street Asset Management also provides resources such as market updates and thought leadership to keep clients informed about economic trends and investment opportunities.


3. Hefren-tillotson, INC.

  • Website: hefren.com
  • Ownership type: Venture Capital
  • Headquarters: Pittsburgh, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: January 2022
  • Founded year: 1948
  • Headcount: 201-500
  • LinkedIn: hefren-tillotson

Hefren-Tillotson, INC. is a financial advisory firm based in Pittsburgh, Pennsylvania, founded in 1948. The company specializes in private wealth management and investment services, catering primarily to individuals and families. Their offerings include retirement planning, tax planning, estate planning, and investment management, all designed to assist clients in making informed financial decisions and preparing for their future. Hefren-Tillotson emphasizes a client-centric approach, aiming to build long-term relationships and provide tailored financial strategies. The firm operates entirely within the United States and has a workforce of approximately 52 employees, reflecting a focused and dedicated team. While there is no recent funding reported, their established history and ongoing relevance in the wealth management industry underscore their commitment to serving their clients effectively.


4. Waldron Private Wealth

  • Website: waldronprivatewealth.com
  • Ownership type: Family Owned
  • Headquarters: Bridgeville, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1995
  • Headcount: 51-200
  • LinkedIn: waldron-private-wealth

Waldron Private Wealth, founded in 1995 and based in Bridgeville, Pennsylvania, is a family-owned wealth management firm that focuses on high-net-worth individuals, families, and entrepreneurs. The firm offers a comprehensive suite of financial services, including investment management, financial planning, tax strategies, and estate planning. Waldron's approach is characterized by a commitment to simplifying the complexities of wealth management, ensuring that clients receive focused and personalized advice. Their team consists of credentialed professionals, including CFPs and CPAs, who work collaboratively to address the unique financial needs of each client. Waldron has been recognized in various industry rankings, such as Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms, highlighting their expertise and commitment to delivering quality service. The firm operates with a client-centric philosophy, aiming to build long-term relationships and provide concierge-level service to enhance the financial well-being of their clients.


5. Gibson Capital, LLC

  • Website: gibsoncapital.com
  • Ownership type: Private
  • Headquarters: Wexford, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1989
  • Headcount: 11-50
  • LinkedIn: gibson-capital-llc

Gibson Capital, LLC, based in Wexford, Pennsylvania, is a private wealth management firm that has been serving clients since 1989. The firm specializes in customized investment management and financial planning services, primarily targeting high-net-worth individuals, foundations, and retirement plans. With a dedicated team of professionals, Gibson Capital focuses on creating personalized strategies that align with clients' financial goals. They operate under a fee-only model, which means they do not accept commissions or fees from third parties, ensuring that their advice remains objective and in the best interest of their clients. The firm has a strong commitment to fiduciary responsibility, which is reflected in their practices and client relationships. Over the years, Gibson Capital has contributed to the industry through thought leadership, particularly in asset allocation and investment strategies, and has been recognized for its innovative approaches to wealth management. They currently manage approximately $2.5 billion in assets for around 200 clients, showcasing their capability to handle significant portfolios while maintaining a personal touch.


6. The Haverford Trust Company


The Haverford Trust Company, based in Radnor, Pennsylvania, has been a player in the wealth management industry since its inception in 1979. The firm specializes in providing a variety of financial services, including investment management, trusts and estates, and retirement planning. Haverford serves a clientele that includes individuals, families, and institutions, offering customized solutions designed to help clients effectively manage and grow their wealth. The company prides itself on its 'Quality Investing' philosophy, which emphasizes stability and growth across market cycles. Haverford also engages with nonprofit organizations, providing tailored investment strategies and support for their unique financial needs. With a dedicated team of professionals, the firm maintains a strong focus on client relationships, ensuring that each client's priorities are understood and addressed. Haverford Trust operates without reported funding, indicating a stable, self-sustaining business model.


7. Quadrant Private Wealth


Quadrant Private Wealth, founded in 2014 and based in Bethlehem, Pennsylvania, is a private wealth management firm dedicated to serving individuals and families. The firm specializes in a range of services, including investment management, financial planning, and alternative investments. Quadrant aims to provide a personalized financial experience, ensuring that each client receives a tailored strategy that aligns with their unique financial goals. Over the years, Quadrant has established itself as a recognized independent registered investment advisor (RIA), known for its sophisticated approach to wealth management. The firm has been acknowledged in various industry rankings, including Forbes' list of top RIAs, highlighting its growing influence and commitment to client success. Quadrant's recent rebranding to Quadrant Capital reflects its expanded service offerings and dedication to enhancing the client experience.


8. Global Advisers

  • Website: globaladvisers.com
  • Ownership type: Private
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1995
  • Headcount: 11-50
  • LinkedIn: wall-street-global-advisers

Global Advisers is an investment management firm based in Philadelphia, Pennsylvania, founded in 1995. The company provides a wide array of financial services, including wealth management, financial planning, and investment accounts. They cater to individual investors, corporations, and organizations, helping clients achieve their financial goals through expert management and strategic planning. Global Advisers emphasizes a client-focused approach, aiming to foster long-term investment success through rigorous management and competitive fee structures. The firm also highlights its commitment to community engagement and diversity, which is increasingly important in today's financial landscape. Their services include retirement accounts, employee retirement plans, and various investment options tailored to meet the unique needs of their clients. With a team of dedicated professionals, Global Advisers strives to create lasting partnerships with clients, ensuring they receive personalized attention and support in their financial journeys.


9. Prudent Management Associates

  • Website: prudentmanagement.com
  • Ownership type: Private
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1982
  • Headcount: 11-50
  • LinkedIn: prudent-management

Prudent Management Associates (PMA) is an investment management firm based in Philadelphia, Pennsylvania, established in 1982. The company specializes in providing tailored investment management and financial planning services primarily to high-net-worth individuals and not-for-profit organizations. With a dedicated team of around 20 employees, PMA emphasizes a client-first approach, ensuring that each client's unique financial goals and risk tolerance are carefully considered. The firm manages approximately $1.0 billion in assets for over 200 clients, showcasing its capability in handling significant investment portfolios. PMA's investment strategy is grounded in academic principles, with guidance from finance experts at The Wharton School, focusing on risk control and long-term performance. Their services extend beyond investment management, offering comprehensive financial planning, retirement spending analysis, and support for charitable giving. PMA has built strong, lasting relationships with clients, many of whom have been with the firm for decades, reflecting their commitment to integrity and trust in the financial advisory space.


10. CooksonPeirce


CooksonPeirce is a private wealth management firm based in Pittsburgh, Pennsylvania, founded in 1984. With a team of approximately 29 employees, the firm specializes in providing comprehensive financial services tailored to affluent individuals and families. Their offerings include investment management, financial planning, estate planning, and tax strategies. CooksonPeirce prides itself on a disciplined, data-driven approach to investment management, which has been refined over decades. The firm emphasizes the importance of understanding each client's unique situation, allowing them to create customized financial plans that evolve with their clients' lives. Their commitment to client service is evident in their promise of constant access to advisors, ensuring that clients receive timely answers to their financial questions. CooksonPeirce also engages in market intelligence, providing insights and updates through their IQ Journal, which reflects their active involvement in the financial industry.


11. Quadrant Capital

  • Website: quadcapco.com
  • Ownership type: Private
  • Headquarters: Upper Saucon Township, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2014
  • Headcount: 11-50
  • LinkedIn: quadrant-private-wealth

Quadrant Capital, founded in 2014 and based in Upper Saucon Township, Pennsylvania, is a private wealth management firm that specializes in investment management and financial planning. With a team of 19 professionals, the firm emphasizes a personalized approach to wealth management, offering tailored solutions that include investment management, wealth solutions, alternative investments, and family office services. Quadrant Capital is recognized for its sophisticated strategies and commitment to client interests, which has earned it accolades in the industry, including recognition in Forbes' list of America's Top RIA Firms. The firm operates as an independent registered investment advisor (RIA), focusing on helping clients navigate complex financial landscapes to achieve their financial goals. Their holistic process involves understanding clients' unique aspirations and continuously optimizing their financial strategies to ensure alignment with their objectives.


12. Wescott Financial Advisory Group, LLC

  • Website: wescott.com
  • Ownership type: Family Owned
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1987
  • Headcount: 51-200
  • LinkedIn: wescott-financial-advisory-group

Wescott Financial Advisory Group, LLC, based in Philadelphia, Pennsylvania, is a family-owned financial advisory firm that specializes in wealth management and investment consulting. Established in 1987, Wescott has built a reputation for providing tailored financial solutions to individuals, families, and organizations. Their service offerings include investment management, tax planning, estate planning, and retirement planning, among others. The firm prides itself on its personalized approach, integrating financial expertise with an understanding of clients' life goals. Wescott has received notable accolades, including being ranked among the top wealth advisors in Pennsylvania by Forbes and Barron's. They are also recognized for their commitment to social and environmental responsibility, holding a Certified B Corp status since 2020. This certification underscores their dedication to transparency and accountability in their business practices, appealing to clients who value ethical investing. Wescott's innovative tools, such as myWescottVault®, enhance client experience by providing secure digital data sharing. With a team of experienced professionals, Wescott continues to navigate the complexities of wealth management, helping clients achieve their financial aspirations.


13. MainLine Private Wealth


MainLine Private Wealth, based in Wynnewood, Pennsylvania, is a wealth management firm founded in 2011. The firm specializes in offering comprehensive financial services tailored to high-net-worth individuals and families. Their services include investment management, financial planning, and family office services, all designed to align clients' financial goals with their life aspirations. MainLine operates on a fee-only model, ensuring transparency and a client-first approach. Recently, the firm was acquired by Congress Wealth Management, which enhances its capabilities and expands its national presence. With approximately $1.1 billion in assets under management prior to the acquisition, MainLine has established itself as a significant player in the wealth management sector, focusing on personalized service and sophisticated financial strategies.


14. Vicus Capital

  • Website: vicuscapital.com
  • Ownership type: Private
  • Headquarters: College Township, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1978
  • Headcount: 51-200
  • LinkedIn: vicus-capital

Vicus Capital is an investment advisory firm based in College Township, Pennsylvania, established in 1978. The company specializes in comprehensive wealth management and investment strategies, providing tailored financial planning and investment management services primarily to financial advisors and institutional investors. With a focus on enhancing client relationships and ensuring compliance within the financial services industry, Vicus Capital has developed a reputation for its innovative solutions. The firm has launched multiple investment strategies over the years, including fee-based managed account programs and proprietary algorithm-based strategies. Their commitment to supporting financial advisors through customized services and a robust investment platform positions them as a significant player in the wealth management sector. Vicus Capital operates with a strong emphasis on partnership, aiming to empower advisors to meet their clients' needs effectively.


15. Lifetime Financial Growth


Lifetime Financial Growth, based in Pittsburgh, Pennsylvania, is a financial advisory firm founded in 1969. With a workforce of approximately 478 employees, the company specializes in providing personalized financial solutions that include investment management, financial planning, and insurance services. They cater to a variety of clients, including individuals, families, medical professionals, and business owners, helping them navigate the complexities of financial planning. The firm emphasizes a holistic approach to financial management, utilizing tools like their proprietary Living Balance Sheet® to create tailored strategies that reflect clients' unique financial situations. Their commitment to building long-term relationships and focusing on client goals positions them as a relevant player in the wealth management sector.


16. Dbr & CO

  • Website: dbroot.com
  • Ownership type: Private
  • Headquarters: Pittsburgh, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1994
  • Headcount: 11-50
  • LinkedIn: d.b.-root-%26-company

Dbr & CO, based in Pittsburgh, Pennsylvania, is a financial advisory firm that has been active since 1994. The company specializes in wealth management and investment consulting, providing tailored financial planning and fiduciary advisory services to a wide array of clients, including individuals, families, businesses, and institutions. With a team of specialists, Dbr & CO emphasizes a collaborative approach to address the unique financial goals of their clients. They have developed a reputation for their client-centric philosophy, ensuring that their advice is aligned with the best interests of those they serve. The firm has received recognition in various industry rankings, highlighting their commitment to excellence and their role in the financial advisory space. Dbr & CO operates without external funding, maintaining independence in their advisory services, which further enhances their appeal to clients seeking unbiased financial guidance.


17. USAFrance Financials Group

  • Website: usafrancefinancials.com
  • Ownership type: Private
  • Headquarters: King Of Prussia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2010
  • Headcount: 11-50
  • LinkedIn: usafrancefinancials

USAFrance Financials Group, founded in 2010 and based in King of Prussia, Pennsylvania, is a private financial advisory firm that specializes in wealth management and financial planning. The firm caters primarily to individuals and businesses with connections to France, offering tailored strategies that address the unique challenges faced by expatriates and high net worth clients. Their services include estate planning, retirement strategies, investment management, and tax optimization. With a team dedicated to providing personalized financial advice, USAFrance Financials emphasizes ethical practices and client-centric solutions. They have established strategic alliances with key financial, legal, and tax advisors, enhancing their ability to serve a clientele that includes families, corporate executives, and French-oriented companies across the United States. The firm operates with a commitment to understanding the complexities of international finance, making them a relevant player in the wealth management industry.


18. Abundance Wealth Counselors, LLC

  • Website: abundancellc.com
  • Ownership type: Family Owned
  • Headquarters: College Township, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2001
  • Headcount: 11-50
  • LinkedIn: abundance-wealth-counselors

Abundance Wealth Counselors, LLC, based in College Township, Pennsylvania, is an investment advisory firm that has been operational since 2001. The company specializes in offering a range of financial services, including investment management, estate planning, and retirement planning. With a team of 24 professionals, Abundance focuses on serving individuals, families, and businesses, helping them navigate the complexities of wealth management. The firm prides itself on a personalized approach, ensuring that financial strategies are tailored to align with clients' values and aspirations. Abundance operates as a fiduciary, which means they are committed to acting in the best interests of their clients. Their services extend to family office solutions, tax planning, and business consulting, showcasing their comprehensive understanding of wealth management. The firm has not reported any external funding, indicating a stable, self-sustaining business model that prioritizes client relationships and long-term financial success.


19. Tower Bridge Advisors

  • Website: towerbridgeadvisors.com
  • Ownership type: Private
  • Headquarters: West Conshohocken, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 85%, United Kingdom (UK) 15%
  • Founded year: 2001
  • Headcount: 11-50
  • LinkedIn: tower-bridge-advisors

Tower Bridge Advisors, founded in 2001 and based in West Conshohocken, Pennsylvania, is a wealth management firm dedicated to providing personalized investment management services. The firm caters to individuals, families, and select institutions, focusing on creating customized investment portfolios that align with clients' unique financial goals. Tower Bridge Advisors prides itself on its commitment to outstanding client service, working closely with clients and their other financial professionals to ensure comprehensive management of their investments. The firm operates as a registered investment advisor, managing equity and fixed income portfolios comprised of individual stocks and bonds. With a team of experienced professionals averaging over 25 years in the investment industry, Tower Bridge Advisors is well-equipped to navigate various market conditions while maintaining a strong focus on client needs.


20. Fortis Family Office

  • Website: fortisfamilyoffice.com
  • Ownership type: Private
  • Headquarters: King Of Prussia, Pennsylvania, United States (USA)
  • Founded year: 1913
  • Headcount: 11-50
  • LinkedIn: fortiswealth

Fortis Family Office, based in King Of Prussia, Pennsylvania, is a financial advisory firm that has been serving high-net-worth individuals and families since its inception in 1913. The firm specializes in a range of wealth management services, including tax advisory, investment management, and wealth planning. With a dedicated team of professionals, Fortis aims to provide a comprehensive view of clients' financial situations, ensuring that all aspects of wealth are managed effectively. Their services include centralized financial reporting, real estate oversight, and cash management, among others. Fortis Family Office prides itself on its ability to adapt to the evolving needs of its clients, offering tailored solutions that address both immediate financial concerns and long-term goals. The firm operates as a private entity and has maintained a consistent presence in the wealth management sector without reported external funding, indicating a stable and self-sufficient business model.



Wealth Management Insights: Key Companies in Pennsylvania


CompanyHeadquarterSizeFoundedOwnership
GlenmedePhiladelphia, Pennsylvania, United States (USA)201-5001956Private
Grant Street Asset ManagementCanonsburg, Pennsylvania, United States (USA)11-501993Private
Hefren-tillotson, INC.Pittsburgh, Pennsylvania, United States (USA)201-5001948Venture Capital
Waldron Private WealthBridgeville, Pennsylvania, United States (USA)51-2001995Family Owned
Gibson Capital, LLCWexford, Pennsylvania, United States (USA)11-501989Private
The Haverford Trust CompanyRadnor, Pennsylvania, United States (USA)51-2001979Private
Quadrant Private WealthBethlehem, Pennsylvania, United States (USA)1-102014Private
Global AdvisersPhiladelphia, Pennsylvania, United States (USA)11-501995Private
Prudent Management AssociatesPhiladelphia, Pennsylvania, United States (USA)11-501982Private
CooksonPeircePittsburgh, Pennsylvania, United States (USA)11-501984Private
Quadrant CapitalUpper Saucon Township, Pennsylvania, United States (USA)11-502014Private
Wescott Financial Advisory Group, LLCPhiladelphia, Pennsylvania, United States (USA)51-2001987Family Owned
MainLine Private WealthWynnewood, Pennsylvania, United States (USA)11-502011Corporate
Vicus CapitalCollege Township, Pennsylvania, United States (USA)51-2001978Private
Lifetime Financial GrowthPittsburgh, Pennsylvania, United States (USA)201-5001969Private
Dbr & COPittsburgh, Pennsylvania, United States (USA)11-501994Private
USAFrance Financials GroupKing Of Prussia, Pennsylvania, United States (USA)11-502010Private
Abundance Wealth Counselors, LLCCollege Township, Pennsylvania, United States (USA)11-502001Family Owned
Tower Bridge AdvisorsWest Conshohocken, Pennsylvania, United States (USA)11-502001Private
Fortis Family OfficeKing Of Prussia, Pennsylvania, United States (USA)11-501913Private


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