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October 03, 2023

Top 10 RIA Firms in the Philadelphia Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in Philadelphia that we thought you might like to know. For a more detailed list of RIAs in Philadelphia, click here to see for free.

Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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Top 10 RIA Firms in the Philadelphia Metro Area

1. Centurion Group, a Marsh McLennan Agency LLC Company

2. Ategenos Capital

3. Clark Capital Management Group, Inc.

4. Veritable, LP

5. Hirtle Callaghan & Co.

6. myCIO Wealth Partners

7. The Haverford Trust Company

8. Mill Creek Capital Advisors, LLC

9. Capital Analysts LLC

10. Pitcairn Trust Company

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