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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.

1. Centurion Group, a Marsh McLennan Agency LLC Company

AUM: $28,000,000,000

2. Ategenos Capital

AUM: $24,500,000,000

3. Clark Capital Management Group, Inc.

AUM: $22,847,402,082

4. Veritable, LP

AUM: $19,849,836,687

5. Hirtle Callaghan & Co.

AUM: $19,553,830,401

6. myCIO Wealth Partners

AUM: $12,000,000,000

7. The Haverford Trust Company

AUM: $10,900,000,000

8. Mill Creek Capital Advisors, LLC

AUM: $9,436,962,965

9. Capital Analysts LLC

AUM: $7,080,278,201

10. Pitcairn Trust Company

AUM: $7,000,000,000

For a more detailed list of all RIAs in Philadelphia, start your free trial of Dakota Marketplace here.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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