Tamtam Start free

Top 100 Financial Services companies in Pennsylvania

Tamtam tracks 138 Financial Services companies headquartered in Pennsylvania. This list ranks the 100 largest by number of employees on LinkedIn, led by PNC, Vanguard and Lincoln Financial. Their median headcount is 314. Half of them were founded in 1987 or later. The most common headquarters are Pittsburgh (17), Philadelphia (14) and Conshohocken (5).

馃嚭馃嚫 Pennsylvania100 companiesUpdated Oct 24, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
PNCpnc.com

Provides financial services focused on managing money effectively to simplify clients' financial lives and support their life goals.

Financial Services 馃嚭馃嚫 Pittsburgh 64,159 n/a
2
Vanguardvanguard.com

A community-oriented investment firm focused on helping investors achieve their goals by keeping costs low and aligning investor interests with company goals

Financial Services 馃嚭馃嚫 Valley Forge 28,472 1975
3
Lincoln Financiallincolnfinancial.com

Provides annuities, investments, life insurance, group protection, and retirement plan services to help customers achieve long-term financial security and reach personal goals.

Financial Services 馃嚭馃嚫 Radnor 10,801 1905
4
F.N.B. Corporationfnb-online.com

Diversified financial services company offering commercial banking, consumer banking, wealth management, and insurance solutions across multiple U.S. states.

Financial Services 馃嚭馃嚫 Pittsburgh 7,832 1864
5
Ascensusascensus.com

Ascensus is a leading provider of outsourced services in the savings plan industry, helping millions save for a better future through technology and expertise

Financial Services 馃嚭馃嚫 Dresher 5,777 1980
6
Newreznewrez.com

Providing personalized mortgage loans, refinancing options, and home equity solutions with dedicated support, especially for military families.

Financial Services 馃嚭馃嚫 Fort Washington 5,327 2018
7
SEIseic.com

A technology and investment solutions provider for financial services industry, specializing in investment processing, operations, asset management, and wealth management

Financial Services 馃嚭馃嚫 Oaks 4,248 1968
8
Susquehanna International Groupsig.com

global proprietary trading firm providing liquidity, competitive pricing, quantitative strategies, private equity, structured capital, and institutional brokerage services

Financial Services 馃嚭馃嚫 Bala Cynwyd 3,913 1987
9
Envestnetenvestnet.com

Adaptive WealthTech platform providing comprehensive technology, insights, and solutions empowering financial advisors to manage client assets across banks, brokerages, and RIAs.

Financial Services 馃嚭馃嚫 Berwyn 2,789 n/a
10
Shift4shift4.com

Leading provider of commerce technology, enabling billions of transactions annually across diverse industries with simplified payment ecosystems worldwide.

Financial Services 馃嚭馃嚫 Center Valley 2,542 n/a
11
Janney Montgomery Scott LLCjanney.com

Providing tailored financial advice and wealth management solutions to individuals, families, businesses, and institutions with client-first approach.

Financial Services 馃嚭馃嚫 Philadelphia 2,525 1832
12
Bryn Mawr Trustbmt.com

Provider of wealth management solutions, planning, investment management, trust, estate planning, brokerage, and investment services for individual, corporate, and institutional clients

Financial Services 馃嚭馃嚫 Bryn Mawr 2,507 1889
13
Finance of America Mortgage LLCfoamortgage.com

National mortgage banker offering diverse home loan products with a commitment to innovation and responsible lending, providing a high-tech, high-touch experience

Financial Services 馃嚭馃嚫 Conshohocken 2,341 1994
14
Donnelley Financial Solutions (DFIN)dfinsolutions.com

It provides risk and compliance solutions, leveraging technology and data insights to support businesses throughout their investment lifecycles.

Financial Services 馃嚭馃嚫 Lancaster 2,331 n/a
15
Ditech Financial LLCditech.com

A leading provider of home loans and mortgage services, offering employees a supportive work environment to grow and succeed

Financial Services 馃嚭馃嚫 Fort Washington 2,021 n/a
16
ServiceLinkservicelink.com

ServiceLink provides comprehensive mortgage services including valuation, title, closing, and subservicing to lenders and servicers with a focus on quality and compliance

Financial Services 馃嚭馃嚫 Moon Township 1,889 1967
17
Federated Hermesfederatedhermes.com

Global investment management firm providing equity, international, fixed income, alternative, and money market investment strategies since 1955.

Financial Services 馃嚭馃嚫 Pittsburgh 1,813 1955
18
Radianradian.com

This company provides industry-leading mortgage insurance and a suite of real estate services, utilizing technology and data to shape the future of the industry

Financial Services 馃嚭馃嚫 Wayne 1,478 n/a
19
PHEAApheaa.org

A leading student loan servicer dedicated to creating affordable access to higher education, managing loan portfolios, and investing in the nation's future

Financial Services 馃嚭馃嚫 Harrisburg 1,184 1963
20
DFC Global Corp.dfcglobalcorp.com

A global provider of accessible consumer financial services for over 30 years through web-based underwriting and retail locations worldwide

Financial Services 馃嚭馃嚫 Malvern 1,180 1979
21
Newportascensus.com

A company providing retirement plans, insurance, and consulting services to help employees secure their financial future, with a focus on flexibility and high-quality service

Financial Services 馃嚭馃嚫 Dresher 1,028 n/a
22
Univestunivest.net

A growing financial corporation offering banking, insurance, investments, trust, wealth management, leasing, and mortgage banking services to local communities

Financial Services 馃嚭馃嚫 Souderton 1,004 1876
23
Hamilton Lanehamiltonlane.com

Global private markets investment management providing innovative solutions to institutional and private wealth investors with $1202+ billion assets under management

Financial Services 馃嚭馃嚫 Conshohocken 989 1991
24
S&T Bankstbank.com

A financial services company founded in 1902, offering a range of services to families and businesses in Pennsylvania and Ohio

Financial Services 馃嚭馃嚫 Indiana 947 1902
25
Confluenceconfluence.com

provides technology solutions for investment management, offering products for performance, risk, data, regulatory, and investor reporting needs globally

Financial Services 馃嚭馃嚫 Pittsburgh 929 1991
26
JG Wentworthjgwentworth.com

A company specializing in helping individuals achieve financial freedom through lump-sum payments, debt relief, and career growth opportunities for employees

Financial Services 馃嚭馃嚫 Chesterbrook 876 1991
27
Chatham Financialcf.com

Specializing in financial risk management, debt & derivative solutions, and hedging services for over 3,500 companies worldwide, with 700+ employees

Financial Services 馃嚭馃嚫 Kennett Square 856 1991
28
Federal Reserve Bank of Philadelphiaphiladelphiafed.org

Implement monetary policy, supervise banks, provide financial services to institutions and government One of 12 regional Reserve Banks in Federal Reserve System

Financial Services 馃嚭馃嚫 Philadelphia 852 1914
29
PFMpfm.com

Financial advisors and consultants provide tailored financial advice, creative consultation, and strategic forecasting to empower clients and ensure sustainable outcomes.

Financial Services 馃嚭馃嚫 Philadelphia 823 1975
30
Lincoln Financial Networkosaic.com

Community of financial professionals empowering each other to serve clients with integrated technology and support in estate planning, retirement, generational wealth, and investment management

Financial Services 馃嚭馃嚫 Philadelphia 790 n/a
31
Future Standardfsinvestments.com

Global alternative asset manager investing in private equity, credit, and real estate, serving institutional and private wealth clients.

Financial Services 馃嚭馃嚫 Philadelphia 748 2007
32
Mortgage Connect, LPwww2.mortgageconnectlp.com

This company specializes in providing a customized and superior consumer experience for mortgage processing while maintaining brand integrity and regulatory compliance

Financial Services 馃嚭馃嚫 Coraopolis 745 2008
33
eMoney Advisoremoneyadvisor.com

Technology solutions for financial professionals to enhance client relationships, streamline operations, and support business growth in financial planning.

Financial Services 馃嚭馃嚫 Radnor 621 2000
34
Lincoln Financial Distributorslincolnfinancial.com

An industry-leading distribution company providing life and retirement insurance solutions through a team of professionals to help clients reach their financial goals

Financial Services 馃嚭馃嚫 Radnor Township 584 1905
35
Glenmedeglenmede.com

A privately owned company with 65 years of experience, providing innovative solutions and unparalleled commitment to clients as a trusted partner

Financial Services 馃嚭馃嚫 Philadelphia 583 1956
36
Coventrycoventry.com

A financial services company that challenges industry norms, redefining life insurance by allowing policyowners to sell their policies for greater value

Financial Services 馃嚭馃嚫 Fort Washington 555 1982
37
American Heritage Credit Unionamericanheritagecu.org

A member-owned financial cooperative offering tailored financial solutions, serving over 300,000 members through 35+ locations in the Greater Philadelphia area

Financial Services 馃嚭馃嚫 Philadelphia 518 1948
38
Kiavikiavi.com

Kiavi is a leading private lender for residential real estate investors, utilizing data and technology to provide fast and reliable capital access

Financial Services 馃嚭馃嚫 Pittsburgh 476 2013
39
AllianceOneallianceoneinc.com

The company offers collection and contact center solutions tailored to clients' needs, with a focus on compliance, consumer communication, and conflict resolution

Financial Services 馃嚭馃嚫 Blue Bell 465 1999
40
Lifetime Financial Growthlifetimefinancialgrowth.com

A privately owned wealth management firm offering comprehensive financial products and services to help clients achieve and protect their wealth goals

Financial Services 馃嚭馃嚫 Pittsburgh 445 1969
41
Flagship Credit Acceptanceflagshipcredit.com

An auto finance company committed to inclusive practices, professional development, and being a great place to work, with a focus on long-term success

Financial Services 馃嚭馃嚫 Chadds Ford 442 2010
42
Horizon Farm Credithorizonfc.com

Agricultural lending cooperative providing farm loans, crop insurance, and rural home mortgages in five states Committed to accountability, collaboration, and stewardship

Financial Services 馃嚭馃嚫 Mechanicsburg 434 1916
43
Vista Wealth Solutionsvistawealthsolutions.com

This company helps individuals, families, and business owners in the Greater Philadelphia area make good financial decisions for unexpected life events

Financial Services 馃嚭馃嚫 Radnor 422 1886
44
Nomura Asset Management Internationalnomuraassetmanagement.com

Provides active investment strategies across equities, fixed income, multi-asset, and private credit to help investors navigate markets and achieve long-term goals.

Financial Services 馃嚭馃嚫 419 n/a
45
Globe Life American Income Division: Arias Organizationariasagencies.com

This company offers financial products to help blue collar Americans protect their assets, with opportunities for unlimited income and residuals

Financial Services 馃嚭馃嚫 Wexford 385 2008
46
PCS Retirementpcsretirement.com

A leading provider of retirement solutions, offering recordkeeping services for various plans and accounts with over $26 billion in assets under administration

Financial Services 馃嚭馃嚫 Philadelphia 367 2001
47
Creative Financial Group1creative.com

A company founded in 1955, providing comprehensive financial and non-financial services to entrepreneurs, businesses, individuals, and multi-generational family businesses

Financial Services 馃嚭馃嚫 Newtown Square 365 1976
48
CardConnectcardconnect.com

Payment platform offering secure transaction processing and data storage solutions for businesses ranging from Fortune 500 to local shops.

Financial Services 馃嚭馃嚫 King of Prussia 328 2006
49
New Penn Financial, LLC

The company, now known as NewRez, provides excellent products and client service in the financial industry Visit their LinkedIn page for more information

Financial Services 馃嚭馃嚫 Plymouth Meeting 327 2008
50
STP Investment Servicesstpis.com

STP Investment Services offers scalable, transparent middle and back office solutions for investment managers, funds, and plan sponsors, enabling focus on core business objectives

Financial Services 馃嚭馃嚫 West Chester 314 2008
51
Factual Datafactualdata.com

Specializes in consumer credit reports, automation-driven workflows, and verification services to help lenders expand homeownership efficiently.

Financial Services 馃嚭馃嚫 Pittsburgh 298 1948
52
ACNB Bankacnb.com

An independent financial holding company offering banking, wealth management, trust, insurance, and brokerage services through a network of community banking offices

Financial Services 馃嚭馃嚫 Gettysburg 285 1857
53
Franklin Mint Federal Credit Unionfmfcu.org

A financial institution in the greater Philadelphia region offering products/services to members, emphasizing employee satisfaction and work-life balance

Financial Services 馃嚭馃嚫 Chadds Ford 259 1970
54
dakotadakota.com

Provides financial software, data, and media solutions, including a comprehensive database for capital raising, deal sourcing, and peer tracking for investment teams.

Financial Services 馃嚭馃嚫 Bryn Mawr 257 2006
55
McAdam Financialmcadamfa.com

Innovative financial advisory firm focusing on profession's impact, offering advanced services and tools to enhance clients' financial futures

Financial Services 馃嚭馃嚫 Philadelphia 228 2008
56
Moneywise Financial and Legal servicesww1.mortgagelawyers.us

A multi-service firm specializing in commercial financing, CMBS, CRE investment advisory, debt restructuring, and turnaround management for business and real estate owners

Financial Services 馃嚭馃嚫 Philadelphia 212 2007
57
Clark Capital Management Groupccmg.com

Family and employee owned firm offering institutional-quality investment solutions and tailored strategies for individuals, corporations, foundations, and retirement plans.

Financial Services 馃嚭馃嚫 Philadelphia 196 1986
58
Wolfe, LLCwolfe.com

A technology company in Pittsburgh with a track record of developing and selling various businesses, focused on innovative ventures and acquisitions

Financial Services 馃嚭馃嚫 Pittsburgh 188 1995
59
Villanova Wildcat Fund

A student-managed investment society that manages a long-only equity portfolio, focusing on earning excess returns through fundamental analysis and social responsibility screening

Financial Services 馃嚭馃嚫 Villanova 186 n/a
60
BNY Archerarcherims.com

Technology-enabled service provider helping investment managers grow through innovation, cost management, and customizable solutions for launching products and entering new distribution channels

Financial Services 馃嚭馃嚫 Berwyn 183 2000
61
Pitcairnpitcairn.com

A wealth advisory firm offering comprehensive family office services to ultra-high-net-worth families, focusing on investment advisory, tax planning, and family governance support

Financial Services 馃嚭馃嚫 Conshohocken 179 1923
62
ESSA Bank & Trustessabank.com

ESSA Bancorp empowers customers to achieve financial goals through banking, insurance, investments, and trust services in Eastern Pennsylvania and surrounding areas

Financial Services 馃嚭馃嚫 Stroudsburg 176 1916
63
Envestnet | Tamaracenvestnet.com

Envestnet transforms financial advice delivery by providing technology and solutions to help individuals make informed financial decisions and achieve long-term goals

Financial Services 馃嚭馃嚫 Berwyn 174 2000
64
Tompkins VIST BankVISTBank.com

Building relationships with personalized service, providing a range of financial services including deposits, loans, trust, investments, insurance, and wealth management

Financial Services 馃嚭馃嚫 Wyomissing 171 1909
65
First Keystone Community Bankfkc.bank

A local bank founded in 1864, offering a range of consumer and commercial banking services, including traditional and modern banking tools

Financial Services 馃嚭馃嚫 Berwick 162 1864
66
HMA Mortgagehmamortgage.com

A professional mortgage lending company with over 150 years of combined experience, offering a range of lending services and winning awards for excellence

Financial Services 馃嚭馃嚫 Pittsburgh 159 2005
67
Temenos USAtemenos.com

Market-leading software provider specializing in banking and financial solutions, offering advanced technology and a full suite of products for global institutions

Financial Services 馃嚭馃嚫 Malvern 158 1993
68
RMArmahq.org

Support organizations in risk management, compliance, and banking by combining expertise in commercial banking and retail banking leadership.

Financial Services 馃嚭馃嚫 Philadelphia 157 1914
69
Villanova Finance Group

Organization overseeing finance societies at Villanova University, including The Wildcat Fund, Mergers & Acquisitions Society, SWIFT, and The DAN-TOM Real Estate Student Managed Fund

Financial Services 馃嚭馃嚫 Villanova 153 n/a
70
Victorian Financevictorianfinance.com

Experienced loan officers provide competitive financing solutions to guide individuals through the home buying mortgage journey and achieve the dream of home ownership

Financial Services 馃嚭馃嚫 Pittsburgh 152 2003
71
Quick Med Claims (QMC)quickmedclaims.com

A nationally recognized leader in emergency medical transportation billing and reimbursement, dedicated to compliance, maximizing reimbursement, and client success

Financial Services 馃嚭馃嚫 Pittsburgh 151 1991
72
Credit Management Companycreditmanagementcompany.com

Accounts receivables management company founded in 1966, saves organizations time and money through rapid recovery of outstanding accounts Offers billing and collection services across multiple industries

Financial Services 馃嚭馃嚫 Pittsburgh 148 1966
73
Patriot Federal Credit Unionpatriotfcu.org

A financial institution offering a variety of products and services including loans, credit cards, savings accounts, retirement services, and investment strategies

Financial Services 馃嚭馃嚫 Chambersburg 146 1965
74
Century Support Servicescenturyss.com

Helping consumers resolve unsecured debts quickly through responsive, innovative, and professional debt settlement services focused on financial freedom.

Financial Services 馃嚭馃嚫 N. Huntingdon 144 2003
75
RDC - A Moody's Companymoodys.com

Utilizing AI technology, open-source data, and human intervention, the company provides trusted risk intelligence for AML, CDD, vendor screening, anti-corruption, and risk management programs

Financial Services 馃嚭馃嚫 King of Prussia 135 n/a
76
HBKS Wealth Advisorshbkswealth.com

We provide comprehensive wealth and asset management services to individuals, families, businesses, and nonprofits with a focus on ethical, fiduciary responsibility

Financial Services 馃嚭馃嚫 Erie 125 2001
77
Brinker CapitalBrinkerCapital.com

An investment management company in Berwyn, PA, offering institutional multi-asset class solutions for individual clients through strategic, disciplined approaches

Financial Services 馃嚭馃嚫 Berwyn 122 n/a
78
Conrad Siegelconradsiegel.com

Employee benefit and investment advisory firm providing customized retirement, healthcare benefit, and investment planning solutions for businesses and individuals with unbiased, fee-based services

Financial Services 馃嚭馃嚫 Harrisburg 110 1963
79
JFS Wealth Advisorsjfswa.com

Dedicated to helping individuals and families achieve their financial dreams through integrated planning and investment strategies, with a focus on long-term relationships and expert guidance

Financial Services 馃嚭馃嚫 Hermitage 101 1986
80
American Trust Custodyamericancustody.com

A financial services organization offering brokerage, investment advising, and trust services with a focus on supporting financial professionals and institutions

Financial Services 馃嚭馃嚫 Pittsburgh 99 1983
81
Dollar Financial Money Martmoneymart.com

Financial services company located in Pittsburgh, PA, offering a range of money services to customers in the United States

Financial Services 馃嚭馃嚫 Pittsburgh 97 n/a
82
Boenning & Scattergood, Inc.boenninginc.com

A well-established firm offering a wide range of financial services including securities, asset management, investment banking, and more to various clients

Financial Services 馃嚭馃嚫 West Conshohocken 81 1914
83
Luttner Financial Groupluttner.com

A privately owned wealth management firm offering innovative financial products and services to help clients achieve their financial goals and values

Financial Services 馃嚭馃嚫 Pittsburgh 75 1969
84
Evolution Financial Groupevolutionfg.com

A forward-thinking financial services firm dedicated to helping clients build wealth and secure their financial futures through sound strategies and advice

Financial Services 馃嚭馃嚫 Media 68 n/a
85
Independence Planning Groupipgroup.info

Financial services firm offering comprehensive strategies for asset optimization, protection, and cash flow, supported by dedicated representatives focusing on long-term financial success

Financial Services 馃嚭馃嚫 Blue Bell 66 1987
86
Firstrust Financial Resourcesffrpro.com

Wealth management and corporate benefits firm with a team offering customized guidance and financial programs, affiliated with a respected financial institution

Financial Services 馃嚭馃嚫 Conshohocken 63 1999
87
Endersendersinsurance.com

An insurance, financial services, and benefits company that is client-focused and works collaboratively within the community

Financial Services 馃嚭馃嚫 Harrisburg 62 1950
88
PFM Asset Managementpfmam.com

PFM Asset Management partners with institutions to provide tailored investment solutions in Fixed Income and Multi-Asset strategies, focusing on liquidity management and OCIO solutions

Financial Services 馃嚭馃嚫 Harrisburg 60 n/a
89
Versatile Creditversatilecredit.com

A financial technology provider delivering innovative consumer financing solutions through an omnichannel platform, driving revenue growth and solving unique business problems

Financial Services 馃嚭馃嚫 Mechanicsburg 57 1995
90
Sharp Financialsharpllc.com

Integrated financial management firm offering business strategy, accounting, tax, wealth management, investment banking, and family office services to help clients achieve extraordinary results globally

Financial Services 馃嚭馃嚫 Horsham 53 1993
91
Independence Square Advisorsindsquare.com

Independent wealth management consulting firm supporting individual investors, business owners, and financial advisors nationwide with private wealth management, retirement plan consulting, and insurance protection

Financial Services 馃嚭馃嚫 King of Prussia 44 n/a
92
Alden Investment Groupaldeninvestmentgroup.com

Financial services company offering securities, asset management, full-service broker/dealer, and registered investment advisor solutions

Financial Services 馃嚭馃嚫 Wayne 44 1995
93
Logan Capital Management, Inc.logancapital.com

Employee-owned investment management firm specializing in growth, value, international, and fixed income strategies for institutional and private clients, prioritizing high-quality personal service

Financial Services 馃嚭馃嚫 Newtown Square 39 1993
94
DBR & COdbroot.com

A nationally recognized Registered Investment Advisor specializing in tailored financial plans and programs for individuals, families, retirement plans, and institutions

Financial Services 馃嚭馃嚫 Pittsburgh 35 1994
95
Penn Mutual Asset Management, LLCpennmutualam.com

A registered investment adviser specializing in risk-based institutional asset management, delivering tailored investment strategies and solutions to generate consistent returns

Financial Services 馃嚭馃嚫 Conshohocken 34 1989
96
Cohen & Company Inc.cohenandcompany.com

Financial services company offering fixed income markets expertise, small-cap banking focus, capital markets services, asset management, and principal investing opportunities since 1999

Financial Services 馃嚭馃嚫 Philadelphia 32 1999
97
Fort Pitt Capital Groupfocuspartners.com

An independent investment management firm offering solutions-based portfolio management and consulting, prioritizing client needs and value-conscious investment philosophy

Financial Services 馃嚭馃嚫 Pittsburgh 31 1995
98
American Brokerage Servicesabsgo.com

An industry-leading national brokerage offering innovative sales solutions, outstanding customer service, and cutting-edge technology for independent insurance agents and financial professionals since 1997

Financial Services 馃嚭馃嚫 Wyndmoor 29 1997
99
Xponance, Incxponance.com

A multi-strategy investment firm offering global equity and fixed income solutions through a unique blend of expertise and specialized due diligence

Financial Services 馃嚭馃嚫 Philadelphia 26 2020
100
IAP 11 Capital Finance11capitalfinanceiap.com

This company provides financial services and solutions to help clients manage their capital, investments, and finances effectively

Financial Services 馃嚭馃嚫 Lansdale 25 2014

Turn this list into pipeline

Tamtam finds the decision-makers at every company on a list like this one, with verified emails, phone numbers and the buying signals that tell you when to reach out.

Build your own list, free

How this list is built

Every company on this list has a Tamtam company profile. The industry is the one the company gives on LinkedIn; categories such as SaaS or fintech are classified by Tamtam's AI from the company's website and LinkedIn page; and the headquarters city must match the company's own address. Companies are ranked by the number of employees on LinkedIn, and the list is refreshed every night. Classifications can be wrong, so treat the list as a starting point rather than an official ranking. Last updated Oct 24, 2026.

More company lists in Pennsylvania

The same list elsewhere in United States