- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Pennsylvania # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 30 newRiaPulse: records in Pennsylvania (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=PA) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=PA&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=PA) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 30 Most frequent - Integrated Wealth Solutions, LLC (1) - Lr3 Partners (1) - Fs Digital Infrastructure Advisor, LLC (1) - Emerald Investment Advisers, LLC (1) - Vanguard Portfolio Management, LLC (1) ## How do I get new newRiaPulse: records in Pennsylvania by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=PA) [Watch this exact filter](/v/newriapulse?state=PA#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 30 records → | | Elm Capital Management LLC | Included in the full CSV with every column 🔒 Unlock all 30 records → | | Auerbach Investment Services, LLC | Included in the full CSV with every column 🔒 Unlock all 30 records → | Browse 15 more matching record reports - [Schuylkill Financial, LLC](/report/newriapulse/schuylkill-financial-llc-wyomissing-pa--ria-143052) - [Elm Capital Management LLC](/report/newriapulse/elm-capital-management-llc-pittsburgh-pa--ria-294012) - [Auerbach Investment Services, LLC](/report/newriapulse/auerbach-investment-services-llc-narberth-pa--ria-290041) - [Chronometer Partners LP](/report/newriapulse/chronometer-partners-lp-pittsburgh-pa--ria-339929) - [Agility Equity Partners](/report/newriapulse/agility-equity-partners-pittsburgh-pa--ria-338602) - [Arsenal Capital Advisors LLC](/report/newriapulse/arsenal-capital-advisors-llc-conshohocken-pa--ria-325612) - [Excorde Capital LLC](/report/newriapulse/excorde-capital-llc-conshohocken-pa--ria-337589) - [Bucks Capital Advisers](/report/newriapulse/bucks-capital-advisers-newtown-pa--ria-342040) - [Langan Financial Group](/report/newriapulse/langan-financial-group-camp-hill-pa--ria-342937) - [Edyn](/report/newriapulse/edyn-philadelphia-pa--ria-342781) - [Fournorth Capital LLC](/report/newriapulse/fournorth-capital-llc-west-conshohocken-pa--ria-340927) - [Golden Ratio Wealth Management LLC](/report/newriapulse/golden-ratio-wealth-management-llc-radnor-pa--ria-342561) - [Goalpost Wealth Management, LLC](/report/newriapulse/goalpost-wealth-management-llc-radnor-pa--ria-341905) - [Isq Capital](/report/newriapulse/isq-capital-king-of-prussia-pa--ria-340355) - [Vanguard Alternative Assets Adviser, LLC](/report/newriapulse/vanguard-alternative-assets-adviser-llc-malvern-pa--ria-341357) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Pennsylvania public-record feeds [Newly Medicare-Certified Hospices, Home Health Agencies & Dialysis Centers in Pennsylvania](/hub/newmedicareproviderpulse/state/pa) [Nursing Home Inspection Deficiencies by State & Severity in Pennsylvania](/hub/nursinghomedeficiencypulse/state/pa) [Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Pennsylvania](/hub/creditunionchangepulse/state/pa) [New FDA Medical Device Listings by Manufacturer, CMO & Sterilizer in Pennsylvania](/hub/deviceestablishmentpulse/state/pa) [New Grants by Vendor Procurement Need in Pennsylvania](/hub/grantvendormatchpulse/state/pa) [New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Pennsylvania](/hub/erateproviderpulse/state/pa) [New NSF Research Awards by Institution in Pennsylvania](/hub/nsfawardpulse/state/pa) [Newly Posted IRS Automatic Revocations of Tax Exemption in Pennsylvania](/hub/nonprofitrevocationpulse/state/pa) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)