Pennsylvania hosts a vibrant asset management sector characterized by firms that manage investments for individuals and institutions. These companies typically offer services ranging from wealth management and portfolio management to financial planning and retirement solutions. Many focus on unique strategies tailored to meet client needs, often encompassing ethically driven investment choices. Navigating toward a tech-savvy future, these firms are increasingly adopting innovations such as AI and data analytics to enhance decision-making and operational efficiency, allowing them to better respond to market dynamics and client expectations in an evolving financial environment.


The asset management companies in this list vary greatly in size, ranging from small teams to larger firms with hundreds of employees. Headquarters span across several locations in Pennsylvania, with each company bringing a unique specialty to the market; some focus on wealth management, while others provide investment consulting and tailored financial strategies. Founded between 1955 and 2014, these firms reflect significant expertise in handling various asset classes, catering primarily to individuals, institutions, and high-net-worth professionals.


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


Top 24 Asset Management Companies Companies in Pennsylvania


1. FIS Group

  • Website: fisgroup.com
  • Ownership type: Private
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Founded year: 1996
  • Headcount: 11-50
  • LinkedIn: fis-group

FIS Group, now operating under the name Xponance, is an investment management firm based in Philadelphia, Pennsylvania. Established in 1996, the firm specializes in multi-strategy investment solutions tailored for asset allocators and investment managers. Xponance offers a comprehensive suite of services, including portfolio management, systematic global equities, and analytical tools through its subsidiary, Aapryl. The firm is dedicated to empowering clients with a range of investment strategies, including active and passive equity options, fixed income, and alternative investments. Xponance also places a strong emphasis on values-based investing, providing customized solutions that align with clients' missions. The company is 100% employee-owned and has been recognized for its commitment to fostering an inclusive environment within the asset management industry. Xponance has also been active in community engagement, supporting initiatives that promote financial literacy and assist vulnerable populations.


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 specializes in serving high net worth individuals, families, and institutions. They provide tailored investment management and financial planning services, emphasizing a fee-only model that ensures their interests align with those of their clients. This approach fosters trust and transparency, which are critical in the financial services industry. The firm actively manages portfolios and offers strategic financial guidance, helping clients navigate complex financial situations. Their team boasts decades of experience, and they are committed to building long-term relationships with clients. Grant Street Asset Management also engages in thought leadership, providing resources such as market updates and financial insights to enhance client understanding and engagement.


3. Alpha Architect

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

Alpha Architect, based in Havertown, Pennsylvania, is an asset management firm established in 2010. The company specializes in investment solutions and educational resources aimed at empowering investors. They offer a range of products, including Exchange-Traded Funds (ETFs) and managed accounts, with a focus on high-conviction value and momentum strategies. The firm is dedicated to bridging the gap between academic research and practical investment strategies, which is reflected in their extensive research output, including white papers, podcasts, and educational events. Alpha Architect serves a clientele that includes individual investors and financial professionals, helping them enhance their investment strategies. As of October 2024, the firm manages approximately $5.22 billion in ETFs and $0.79 billion in separately managed accounts, showcasing their active role in the asset management industry. Their leadership team, composed of experienced professionals with strong academic backgrounds, further reinforces their commitment to evidence-based investing and systematic decision-making.


4. Glenmede Investment Management

  • Website: glenmedeim.com
  • Ownership type: Private
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2006
  • Headcount: 11-50
  • LinkedIn: glenmede-investment-management

Glenmede Investment Management, founded in 2006 and based in Philadelphia, Pennsylvania, is a privately owned asset management firm. With a team of approximately 28 employees, the firm specializes in providing actively managed investment solutions across multiple asset classes, including equity, fixed income, derivatives, and environmental, social, and governance (ESG) strategies. Glenmede serves a global client base that includes institutions, consultants, and financial advisors, aiming to meet their investment objectives through customized strategies and expert insights. The firm prides itself on its proactive investment philosophy, which emphasizes thorough research and a critical assessment of market conditions. Glenmede's commitment to transparency and accessibility in its investment processes further distinguishes it in the asset management field, allowing for effective communication and collaboration with clients. The firm has developed a reputation for its focus on long-term value creation and risk-adjusted returns, making it a relevant player in the asset management industry.


5. Federated Hermes

  • Website: federatedhermes.com
  • Ownership type: Venture Capital
  • Headquarters: Pittsburgh, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 90%, United Kingdom (UK) 9%
  • Latest funding: January 2025
  • Founded year: 1955
  • Headcount: 1001-5000
  • LinkedIn: federated-investors-inc

Federated Hermes is an investment management firm headquartered in Pittsburgh, Pennsylvania, founded in 1955. The company offers a wide array of financial products and services, including mutual funds, exchange-traded funds (ETFs), and separately managed accounts. Federated Hermes emphasizes active asset management, aiming to help clients achieve their investment goals through customized solutions. With approximately 1,700 employees, the firm primarily operates in the United States, with a notable presence in the United Kingdom. The company is also recognized for its commitment to responsible investing, integrating environmental, social, and governance (ESG) factors into its investment processes. Federated Hermes continues to adapt to market trends and client needs, making it a relevant player in the asset management industry.


6. Alden Investment Group

  • Website: aldeninvestmentgroup.com
  • Ownership type: Venture Capital
  • Headquarters: Wayne, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: October 2023
  • Founded year: 1995
  • Headcount: 51-200
  • LinkedIn: alden-investment-group

Alden Investment Group, founded in 1995 and based in Wayne, Pennsylvania, is a financial services firm that provides a variety of investment solutions. The company operates as both an independent broker-dealer and a registered investment advisor, allowing it to serve individual investors, financial advisors, and institutions effectively. Alden offers services that include asset management, investment banking, retirement planning, and private placements. With a strong emphasis on regulatory compliance and investment transparency, the firm has built a reputation for delivering tailored financial strategies. Alden manages approximately $2.5 billion in assets and has a team of over 130 representatives across the United States, showcasing its capability to meet the needs of a broad client base. The firm’s independence from larger brokerage firms enables it to access a wide range of investment products, enhancing its service offerings.


7. Logan Capital Management, Inc.

  • Website: logancapital.com
  • Ownership type: Corporate
  • Headquarters: Newtown Square, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: $4.3M, August 2020
  • Founded year: 1993
  • Headcount: 11-50
  • LinkedIn: logan-capital-management-inc.

Logan Capital Management, Inc. is an investment management firm based in Newtown Square, Pennsylvania, established in 1993. The company specializes in providing strategic equity and fixed income investment services tailored to meet the financial goals of both individual and institutional investors. With a team boasting over 50 years of combined market experience, Logan Capital employs a disciplined approach to asset management, focusing on high-conviction investments. Their strategies include a range of options such as growth, value, and balanced portfolios, all designed to optimize client outcomes. Logan Capital is registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940, ensuring compliance with industry regulations. The firm has also received funding, with a reported amount of $4.3 million in August 2020, which supports its operational capabilities and growth initiatives.


8. The Haverford Trust Company


The Haverford Trust Company, based in Radnor, Pennsylvania, is a wealth management firm that has been operational since 1979. It offers a comprehensive suite of financial services, including investment management, trusts and estates, and retirement planning. Haverford caters to individuals, families, and institutions, providing customized solutions aimed at effectively managing and growing wealth. The firm prides itself on its 'Quality Investing' philosophy, which emphasizes stability and growth across market cycles. Haverford has also made significant strides in serving nonprofit organizations, assisting them with asset management and investment policy development. Their approach includes a strong focus on client relationships, ensuring that each client's unique needs are met with personalized attention. Haverford Trust operates without reported funding, indicating a self-sustaining business model that has thrived for over four decades.


9. 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 privately owned wealth management firm based in Philadelphia, Pennsylvania, founded in 1956. With a workforce of approximately 535 employees, the firm specializes in investment management and financial advisory services tailored to high-net-worth individuals, families, foundations, and endowments. Glenmede prides itself on fostering personalized client relationships and adhering to fiduciary values, which guide their approach to empowering clients in their financial futures. The firm manages $45.5 billion in assets and operates across multiple locations in the United States, including New York, Washington, D.C., and Palm Beach. Glenmede has expanded its service offerings over the decades, introducing innovative investment strategies and focusing on sustainable and impact investing. Their commitment to community engagement and diversity further enhances their reputation in the industry, making them a notable player in the asset management field.


10. Xponance, Inc.

  • Website: xponance.com
  • Ownership type: Private
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 91%, India 9%
  • Founded year: 1996
  • Headcount: 11-50
  • LinkedIn: fis-group

Xponance, Inc. is an investment management firm based in Philadelphia, Pennsylvania, founded in 1996. The company specializes in asset allocation and manager selection, providing a range of services that include multi-manager platforms, systematic global equities, and fixed income strategies. Xponance serves institutional investors and asset allocators, helping them optimize their investment portfolios through a focus on emerging managers. The firm also operates a digital platform called Aapryl, which offers analytical tools for investment management, enhancing the efficiency of manager selection and portfolio analysis. Xponance has been recognized for its commitment to community engagement and support for entrepreneurial managers, reflecting its mission to foster positive change within the investment industry.


11. Clark Capital Management Group

  • Website: ccmg.com
  • Ownership type: Private
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1986
  • Headcount: 51-200
  • LinkedIn: clark-capital-management-group

Clark Capital Management Group, based in Philadelphia, Pennsylvania, is an investment management firm founded in 1986. The firm specializes in crafting personalized investment strategies and financial planning services, primarily targeting financial advisors and high net worth investors. With a dedicated team of investment professionals, Clark Capital aims to help clients achieve their long-term financial goals through disciplined and consistent investment management. The firm has been recognized as Asset Manager of the Year in the $10-$50 billion category by the Money Management Institute and Barron’s, highlighting its commitment to excellence in the industry. Clark Capital also emphasizes community engagement and diversity within the financial services sector, supporting initiatives that promote financial literacy and equity. Their investment philosophy is rooted in meaningful diversification, opportunistic asset allocation, and robust risk management, ensuring that their strategies are aligned with clients' unique financial objectives.


12. 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, based in Philadelphia, Pennsylvania, is an investment management firm founded in 1995. The company offers a comprehensive suite of financial services tailored to meet the needs of individual investors, corporations, and organizations. Their services include wealth management, financial planning, retirement accounts, and investment accounts. Global Advisers is committed to helping clients achieve their financial goals through expert management and strategic planning. They focus on building long-term relationships with clients, ensuring that their unique financial aspirations are met with precision. The firm also emphasizes a commitment to community engagement and inclusion within its workforce, reflecting its values in client service. With a team of dedicated professionals, Global Advisers aims to provide clients with the best possible combination of advice, service, and long-term results.


13. NewSquare Capital, LLC

  • Website: newsquarecapital.com
  • Ownership type: Private
  • Headquarters: Newtown Square, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2010
  • Headcount: 11-50
  • LinkedIn: newsquare-capital

NewSquare Capital, LLC, based in Newtown Square, Pennsylvania, is an investment management firm founded in 2010. The company specializes in crafting tailored investment solutions aimed at helping clients achieve their financial objectives. With a team of experienced portfolio managers, NewSquare Capital focuses on disciplined investment strategies and leverages data-driven insights to guide their clients through the intricacies of investing. They cater to a wide range of clients, including both individuals and institutions, and emphasize the importance of understanding client needs to deliver effective investment outcomes. Their approach combines time-tested methods with innovative ideas, reflecting a commitment to continuous improvement in investment practices.


14. Jacobi Capital Management, LLC, a Registered Investment Adviser

  • Website: jacobicapital.com
  • Ownership type: Private
  • Headquarters: Pittston, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2008
  • Headcount: 11-50
  • LinkedIn: jacobi-capital-management

Jacobi Capital Management, LLC, based in Pittston, Pennsylvania, is a registered investment adviser that specializes in comprehensive financial planning and investment management services. Founded in 2008 by Michael Hirthler, the firm has its roots in a practice established in 1992. Jacobi Capital serves a variety of clients, including families, retirees, and small businesses, helping them navigate their financial journeys with tailored strategies. The firm prides itself on its fiduciary responsibility, ensuring that clients' best interests are prioritized in all financial decisions. With a team of experienced professionals, Jacobi Capital employs proprietary methods to assess risk and develop investment strategies that align with clients' unique goals. Their founder's recognition as a top financial advisor by Barron’s further underscores their commitment to excellence in the industry. Jacobi Capital also engages in community giving, reflecting their dedication to social responsibility alongside their financial services.


15. myCIO Wealth Partners

  • Website: myciowp.com
  • Ownership type: Private
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 99%, Other 1%
  • Founded year: 2005
  • Headcount: 51-200
  • LinkedIn: mycio-wealth-partners

myCIO Wealth Partners, based in Philadelphia, Pennsylvania, is a financial advisory firm that specializes in investment consulting and wealth management. Founded in 2005, the firm has grown to manage over $12.9 billion in investment assets for a variety of clients, including individuals, families, endowments, and institutional investors. myCIO serves as both Chief Investment Officer and Chief Financial Officer for many clients, emphasizing a commitment to independent and objective advice. The firm has a notable focus on alternative investments and fiduciary liability, ensuring that clients receive tailored financial strategies. With a team comprised largely of former Ernst & Young and PricewaterhouseCoopers professionals, myCIO boasts a wealth of experience and expertise. Their accolades include being ranked 9th nationally in Forbes' Top RIA Firms for 2023 and 72nd in Barron's Top 100 RIA Firms for 2024, highlighting their relevance and reputation in the asset management industry.


16. Quadrant Private Wealth


Quadrant Private Wealth, established 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, alternative investments, and family office services. Quadrant emphasizes a personalized approach, crafting bespoke financial strategies tailored to the unique goals of each client. Over the years, they have gained recognition in the industry, being featured in notable rankings such as Forbes' list of top RIAs. Their commitment to fiduciary responsibility and client success is evident in their holistic planning process, which includes continuous monitoring and optimization of investment strategies. Quadrant's focus on alternative investments further distinguishes them in the market, providing clients with access to unique opportunities that align with their financial aspirations.


17. Muhlenkamp

  • Website: muhlenkamp.com
  • Ownership type: Private
  • Headquarters: Wexford, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1978
  • Headcount: 1-10
  • LinkedIn: muhlenkamp-%26-company

Muhlenkamp & Company, Inc., based in Wexford, Pennsylvania, is an investment management firm that has been serving clients since its founding in 1978. The firm specializes in mutual fund investment services, primarily through the Muhlenkamp Fund, which caters to both individual and institutional investors. With a focus on strategic asset management, Muhlenkamp aims to help clients grow their wealth by providing tailored investment advice. The firm has a small team of around 15 employees, which allows for a more personalized approach to client service. The Muhlenkamp Fund has demonstrated strong performance metrics, with notable returns over the past year and since its inception. This performance, coupled with their commitment to transparency and client education, positions Muhlenkamp as a relevant player in the asset management industry.


18. FFC Capital Corporation

  • Website: ffccapital.net
  • Ownership type: Private
  • Headquarters: Pittsburgh, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 82%, Pakistan 18%
  • Founded year: 1998
  • Headcount: 11-50
  • LinkedIn: ffc-capital-corporation

FFC Capital Corporation, based in Pittsburgh, Pennsylvania, is a private investment management firm founded in 1998 by Milton Fine. The firm specializes in managing a portfolio that spans various asset classes, including marketable securities, bonds, stocks, private equity, derivatives, hedge funds, and direct real estate investments. FFC Capital serves businesses and organizations looking to enhance their investment strategies while focusing on capital preservation. The firm has built a strong reputation in the real estate sector, leveraging its expertise to navigate financial markets effectively. With a small team of professionals, FFC Capital employs a strategic approach to asset allocation, often collaborating with external fund managers to optimize investment outcomes. Their commitment to risk-adjusted performance and a conservative yet opportunistic investment philosophy positions them as a noteworthy player in the asset management industry.


19. 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, with a focus on providing tailored investment management and financial planning services. Established in 1982, PMA has built a reputation for serving high-net-worth individuals and not-for-profit organizations. The firm prides itself on its commitment to risk control and long-term investment strategies, helping clients navigate their financial journeys with personalized service. PMA employs a manager-of-managers investment program, selecting funds and managers based on rigorous academic principles, particularly those advised by faculty from The Wharton School. This academic foundation informs their investment decisions, allowing them to construct portfolios that aim to minimize volatility while seeking reliable returns. With a client base that spans the United States, PMA emphasizes strong relationships, often maintaining connections with clients across multiple generations. Their services extend beyond investment management, offering comprehensive financial planning and support tailored to the unique needs of each client. As of January 2024, PMA manages approximately $1 billion in assets for over 200 clients, reflecting their ongoing relevance in the asset management industry.


20. Penn Mutual Asset Management, LLC


Penn Mutual Asset Management, LLC, based in Conshohocken, Pennsylvania, is an asset management firm that specializes in fixed-income investment solutions. Founded in 1989, the firm has built a strong reputation for serving institutional clients, particularly insurance companies, by offering tailored investment strategies designed to manage general account assets effectively. With a robust track record of over 35 years, Penn Mutual Asset Management manages approximately $38.4 billion in assets as of September 30, 2024. Their investment approach is characterized by a commitment to rigorous decision-making processes aimed at achieving solid risk-adjusted returns. The firm is wholly owned by The Penn Mutual Life Insurance Company, which has been in the insurance and investment business since 1847. Their focus on liability-driven investing (LDI) solutions and a comprehensive risk management framework highlights their expertise in navigating the complexities of fixed-income markets. Additionally, they actively engage in community outreach, reflecting their values-driven culture.


21. Resource America

  • Website: resourceamerica.com
  • Ownership type: Corporate
  • Headquarters: Philadelphia, Pennsylvania, United States (USA)
  • Latest funding: $207.0M, May 2016
  • Founded year: 1966
  • Headcount: 201-500
  • LinkedIn: resource-america

Resource America, Inc. is an asset management firm based in Philadelphia, Pennsylvania, established in 1966. The company specializes in real estate and credit investments, catering primarily to institutional and high net worth investors. With a focus on delivering long-term returns, Resource America manages approximately $8.2 billion in assets. The firm emphasizes consistent value through its investment strategies, which include raising capital through independent broker-dealer networks. Notably, it has successfully raised around $2 billion in total, including significant amounts for its Resource Real Estate Opportunity REITs. The management team, with a long-standing collaboration, aims to excel in the real estate and credit sectors, ensuring quality in the funds and businesses it oversees.


22. Emerald Advisers, LLC

  • Website: teamemerald.com
  • Ownership type: Private
  • Headquarters: Leacock-Leola-Bareville, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1991
  • Headcount: 11-50
  • LinkedIn: emerald-advisers-inc

Emerald Advisers, LLC, based in Leacock-Leola-Bareville, Pennsylvania, is an investment management firm founded in 1991. The company specializes in managing investment portfolios for both individual and institutional clients, employing a proprietary research process to identify growth opportunities primarily in small- and mid-cap markets. With a team of 15 investment professionals averaging over 20 years of experience, Emerald emphasizes a disciplined approach to investment, aiming to maximize returns while minimizing risks. The firm manages approximately $4.5 billion in assets, showcasing its capability in the asset management space. Emerald also operates a subsidiary, EmStone, which focuses on fixed income portfolio management solutions. Their commitment to community engagement further highlights their dedication to not just financial performance but also social responsibility.


23. BNY Archer

  • Website: archerims.com
  • Ownership type: Corporate
  • Headquarters: Berwyn, Pennsylvania, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: September 2024
  • Founded year: 2000
  • Headcount: 51-200
  • LinkedIn: archer-investment-management-solution

BNY Archer, founded in 2000 and based in Berwyn, Pennsylvania, is an investment management service provider that specializes in simplifying operations for asset managers. The company offers a range of technology-enabled professional services designed to help clients launch new products, streamline operations, and expand their distribution channels. Archer's client base includes investment firms and asset managers who seek to enhance their operational efficiency and better meet the needs of their investors. With a consultative approach, Archer leverages advanced technology to support complex investment processes. The firm services over 70 clients and manages more than $225 billion in assets across 333,000 accounts. Archer has received multiple accolades for its innovative solutions, including recognition as the Best Outsourcing/BPO Provider to the Buy-Side by WatersTechnology in 2023. Additionally, it has been listed in Inc. Magazine's annual list of America's Fastest-Growing Private Companies multiple times from 2017 to 2023.


24. 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, based in Upper Saucon Township, Pennsylvania, is a private wealth management firm founded in 2014. The company focuses on investment management and financial planning, offering tailored solutions that include alternative investments and family office services. With a team of experienced professionals, Quadrant Capital aims to help clients achieve their financial goals through a personalized approach. Their services encompass a range of financial planning techniques, including estate and trust planning, retirement planning, and tax advisory. Quadrant Capital has gained recognition in the industry, being featured in lists such as Forbes' Top RIA Firms and USA TODAY's Best Financial Advisory Firms. This acknowledgment reflects their commitment to providing sophisticated investment solutions and a holistic wealth management experience.



Asset Management Companies Insights: Key Companies in Pennsylvania


CompanyHeadquarterSizeFoundedOwnership
FIS GroupPhiladelphia, Pennsylvania, United States (USA)11-501996Private
Grant Street Asset ManagementCanonsburg, Pennsylvania, United States (USA)11-501993Private
Alpha ArchitectHavertown, Pennsylvania, United States (USA)11-502010Private
Glenmede Investment ManagementPhiladelphia, Pennsylvania, United States (USA)11-502006Private
Federated HermesPittsburgh, Pennsylvania, United States (USA)1001-50001955Venture Capital
Alden Investment GroupWayne, Pennsylvania, United States (USA)51-2001995Venture Capital
Logan Capital Management, Inc.Newtown Square, Pennsylvania, United States (USA)11-501993Corporate
The Haverford Trust CompanyRadnor, Pennsylvania, United States (USA)51-2001979Private
GlenmedePhiladelphia, Pennsylvania, United States (USA)201-5001956Private
Xponance, Inc.Philadelphia, Pennsylvania, United States (USA)11-501996Private
Clark Capital Management GroupPhiladelphia, Pennsylvania, United States (USA)51-2001986Private
Global AdvisersPhiladelphia, Pennsylvania, United States (USA)11-501995Private
NewSquare Capital, LLCNewtown Square, Pennsylvania, United States (USA)11-502010Private
Jacobi Capital Management, LLC, a Registered Investment AdviserPittston, Pennsylvania, United States (USA)11-502008Private
myCIO Wealth PartnersPhiladelphia, Pennsylvania, United States (USA)51-2002005Private
Quadrant Private WealthBethlehem, Pennsylvania, United States (USA)1-102014Private
MuhlenkampWexford, Pennsylvania, United States (USA)1-101978Private
FFC Capital CorporationPittsburgh, Pennsylvania, United States (USA)11-501998Private
Prudent Management AssociatesPhiladelphia, Pennsylvania, United States (USA)11-501982Private
Penn Mutual Asset Management, LLCConshohocken, Pennsylvania, United States (USA)11-501989Private
Resource AmericaPhiladelphia, Pennsylvania, United States (USA)201-5001966Corporate
Emerald Advisers, LLCLeacock-Leola-Bareville, Pennsylvania, United States (USA)11-501991Private
BNY ArcherBerwyn, Pennsylvania, United States (USA)51-2002000Corporate
Quadrant CapitalUpper Saucon Township, Pennsylvania, United States (USA)11-502014Private


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