NewRiaPulse: records in Pennsylvania
30 newRiaPulse: records in Pennsylvania are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-17 to 2026-09-14; the most frequent is Integrated Wealth Solutions, LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
30 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-11-17 to 2026-09-14. Most frequent: Integrated Wealth Solutions, LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Integrated Wealth Solutions, LLC (1)
- Lr3 Partners (1)
- Fs Digital Infrastructure Advisor, LLC (1)
- Emerald Investment Advisers, LLC (1)
- Vanguard Portfolio Management, LLC (1)
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What are the top newRiaPulse: records in Pennsylvania right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Integrated Wealth Solutions, LLC | $114,000,000 | 883 | York |
| Lr3 Partners | Conshohocken | ||
| Fs Digital Infrastructure Advisor, LLC | $3,213,168,255 | 49 | Philadelphia |
| Emerald Investment Advisers, LLC | $2,262,694,558 | 189 | Leola |
| Vanguard Portfolio Management, LLC | $2,656,483,509,980 | 101 | Malvern |
| Vanguard Capital Management, LLC | $8,436,181,597,982 | 128 | Malvern |
| Conifer Infrastructure Partners | $164,844,841 | 2 | Sewickley |
| Opulus | $104,887,661 | 436 | Doylestown |
| Aeternitas Investment Management, LLC | $172,503,179 | 67 | Yardley |
| Lynch Investment Planning, LLC | $143,250,844 | 410 | Newtown Square |
| A Better Way Financial, LLC | $108,964,358 | 980 | Allentown |
| Valen Private Capital, LLC. | $482,643,221 | 89 | Paoli |
| Im Wealth Partners | $123,883,297 | 74 | Blue Bell |
| Retire Ready Wealth Management | $100,099,000 | 535 | Radnor |
| Setarcos Wealth Advisors LLC | $111,675,224 | 229 | Philadelphia |
| Schuylkill Financial, LLC | 🔒 Unlock all 30 records → | ||
| Elm Capital Management LLC | 🔒 Unlock all 30 records → | ||
| Auerbach Investment Services, LLC | 🔒 Unlock all 30 records → | ||
Browse 15 more matching record reports
- Schuylkill Financial, LLC
- Elm Capital Management LLC
- Auerbach Investment Services, LLC
- Chronometer Partners LP
- Agility Equity Partners
- Arsenal Capital Advisors LLC
- Excorde Capital LLC
- Bucks Capital Advisers
- Langan Financial Group
- Edyn
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- Golden Ratio Wealth Management LLC
- Goalpost Wealth Management, LLC
- Isq Capital
- Vanguard Alternative Assets Adviser, LLC
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Frequently asked questions
How many newRiaPulse: records in Pennsylvania are listed?
30 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-14.
Can I get alerts for Pennsylvania?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records