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36 leading Investment Management companies in Pennsylvania

Tamtam tracks 36 Investment Management companies headquartered in Pennsylvania. This list ranks all of them by number of employees on LinkedIn, led by BNY Investments Mellon, Hartford Funds and The Haverford Trust Company. Their median headcount is 20. Half of them were founded in 1997 or later. The most common headquarters are Philadelphia (9), Pittsburgh (6) and Wayne (4).

馃嚭馃嚫 Pennsylvania36 companiesUpdated Oct 24, 2026
#CompanyIndustryHeadquarters EmployeesFounded
1
BNY Investments Mellonmellon.com

Global leader in institutional index management providing precision investment solutions and sophisticated money management services for diverse clients through an active mindset.

Investment Management 馃嚭馃嚫 Pittsburgh 463 n/a
2
Hartford Fundshartfordfunds.com

A company focused on human-centric investing, creating solutions to help advisors and clients reach their life goals while fostering collaboration in the workplace

Investment Management 馃嚭馃嚫 Wayne 403 1996
3
The Haverford Trust Companyhaverfordquality.com

A financial company founded in 1979, committed to quality investing for maximizing returns and minimizing risk Focus on integrity and expertise

Investment Management 馃嚭馃嚫 Radnor 175 1979
4
Brandywine Global Investment Managementbrandywineglobal.com

Specialist investment manager offering differentiated fixed income, equity, and alternative solutions with global experience and boutique advantages.

Investment Management 馃嚭馃嚫 Philadelphia 168 1986
5
Resource Real Estateresourcealts.com

A company with expertise in identifying and delivering innovative investment solutions, offering various investment vehicles and alternatives to traditional portfolio choices

Investment Management 馃嚭馃嚫 Philadelphia 131 1991
6
Xponance, Inc.xponance.com

A multi-strategy investment firm providing global equity and fixed income solutions, specializing in active and passive equity strategies with a focus on client trust

Investment Management 馃嚭馃嚫 Philadelphia 125 1996
7
Hirtle & Co.hirtlecallaghan.com

A 21st century investment institution offering custom investment programs without selling products, using collective expertise to manage assets for various investors

Investment Management 馃嚭馃嚫 West Conshohocken 103 1988
8
myCIO Wealth Partnersmyciowp.com

A comprehensive and independent financial advisory firm with over $12 billion in assets, providing consulting services for individuals, families, institutions, and trusts

Investment Management 馃嚭馃嚫 Philadelphia 75 2005
9
Chartwell Investment Partnerschartwellip.com

A financial firm providing equity and fixed-income investment strategies to institutional and private clients through separate accounts, sub-advisory relationships, and mutual funds

Investment Management 馃嚭馃嚫 Berwyn 54 1997
10
CS McKeecsmckee.com

Established in 1931, this institutional investment advisor manages over $9 billion in assets for a diverse range of clients across multiple states and Canada

Investment Management 馃嚭馃嚫 Warrendale 51 1931
11
CBRE Investment Management Listed Real Assetscbreim.com

A global investment management firm specializing in real assets, offering innovative solutions to capitalize on opportunities in listed securities worldwide

Investment Management 馃嚭馃嚫 Radnor 39 1992
12
Coho Partners, Ltd.cohopartners.com

Independent investment management firm focused on generating asymmetric returns for clients, offering protection in down markets and competitive returns in up markets

Investment Management 馃嚭馃嚫 Berwyn 39 1999
13
Galleon Wealth Management

Family-oriented wealth management firm offering personalized services internationally through a Global Custody Network, helping clients access opportunities worldwide

Investment Management 馃嚭馃嚫 Philadelphia 39 2008
14
Glenmede Investment Managementglenmedeim.com

Independent boutique asset management company offering diverse investment options through various vehicles, with a focus on research, quantitative modeling, and innovation

Investment Management 馃嚭馃嚫 Philadelphia 33 n/a
15
Compass Ion Advisorsionadv.com

Providing comprehensive financial planning and investment management services for individuals, families, and institutions to achieve their long-term financial goals

Investment Management 馃嚭馃嚫 Conshohocken 27 1994
16
Emerald Advisers, LLCteamemerald.com

A multi-billion dollar asset management firm with a focus on research-based portfolio management, committed to excellence and guided by core principles

Investment Management 馃嚭馃嚫 Leola 26 1991
17
Resource Americabitcoinist.com

Premier alternative asset management firm specializing in real estate and credit investments with experienced professionals managing assets for institutional and high net worth investors

Investment Management 馃嚭馃嚫 Philadelphia 26 n/a
18
NewSquare Capital, LLCnewsquarecapital.com

Providing investments that pursue and protect wealth through differentiated portfolios and industry-leading services, guided by signals from the market

Investment Management 馃嚭馃嚫 Newtown Square 20 2010
19
Radcliffe Capital Managementradcliffefunds.com

Established SEC-registered investment adviser managing $35 billion across diverse strategies, including short duration, BDC, multi-strategy, and portable alpha solutions for clients globally

Investment Management 馃嚭馃嚫 Bala Cynwyd 18 1996
20
FFC Capital Corporationffccapital.net

Privately held family office specializing in investment management across various asset classes including marketable securities, real estate, and alternative investments like hedge funds

Investment Management 馃嚭馃嚫 Pittsburgh 18 n/a
21
Sora Investorssorainvestors.com

An investment manager specializing in global technology markets, emphasizing fundamental research and building long-term relationships with portfolio companies Founded in 2021

Investment Management 馃嚭馃嚫 Bryn Mawr 17 2021
22
AJO Vistaajovista.com

An independent investment advisor specializing in high alpha equity strategies globally, aiming for superior client satisfaction, backed by prominent institutions

Investment Management 馃嚭馃嚫 Philadelphia 15 2021
23
Capital Management Services, Inc.cms-advisors.com

A financial services firm offering investment counsel, insurance, executive benefits, and retirement planning to clients nationwide since 1976

Investment Management 馃嚭馃嚫 Wayne 13 1986
24
Omiceloomicelo.com

Private investment group scaling diverse companies to increase humanity's SustainAbility through healthcare, housing, wealth creation, and environmental initiatives

Investment Management 馃嚭馃嚫 Pittsburgh 13 2014
25
Mt. Lucas Managementmtlucas.com

Portfolio management firm offering innovative investment strategies to institutional and high-net-worth investors, including global macro, futures index, and large cap equity approaches

Investment Management 馃嚭馃嚫 Newtown 12 1986
26
Permit Capital Advisors, LLCpermitcapital.com

Independent investment advisory firm based near Philadelphia, providing financial services and solutions

Investment Management 馃嚭馃嚫 West Conshohocken 11 n/a
27
BlueTree Allied Angelsbluetreealliedangels.com

The company invests time and capital in early-stage businesses to support their success and growth

Investment Management 馃嚭馃嚫 Pittsburgh 11 n/a
28
RCap Equity Partnersrenovuscapital.com

Private equity firm partnering with lower middle market businesses to drive strategic, operational, and financial growth through collaborative partnerships with management teams

Investment Management 馃嚭馃嚫 Wayne 8 2018
29
BlueTree VCbluetreevc.com

Midwest venture capital fund invests in software technology startups and provides mentorship and guidance for high-growth companies in the region

Investment Management 馃嚭馃嚫 Pittsburgh 8 2021
30
Holland & Company

The company specializes in overseeing and managing a variety of asset portfolios

Investment Management 馃嚭馃嚫 Lebanon 7 2020
31
Twenty Acre Capitaltwentyacre.com

Global investment management firm in Newtown, PA focused on technology companies, utilizing a multi-asset approach to investment strategies

Investment Management 馃嚭馃嚫 Newtown 6 n/a
32
Full Guard Capitalfullguardcapital.com

A private investment firm partnering with families, founders, and management teams to support acquisitions, recapitalizations, and growth financings of private companies with flexible capital

Investment Management 馃嚭馃嚫 Wayne 6 n/a
33
Fusion Investment Group, LLCfusioninv.com

A privately owned asset management firm specializing in manufacturing quantitative global tactical strategies for generating alpha across asset classes

Investment Management 馃嚭馃嚫 Canonsburg 3 2006
34
Alluvial Capital Management, LLCalluvialcapital.com

An investment management firm specializing in identifying undervalued small and micro-cap companies for their clients' portfolios

Investment Management 馃嚭馃嚫 Pittsburgh 3 n/a
35
ASPIRE Investment Group

Investment firm specializing in targeted, in-depth analysis to make strategic investment moves

Investment Management 馃嚭馃嚫 East Lansdowne 2 2009
36
Sunstone Capital Group

A Pennsylvania-based venture firm specializing in investments in early to mid-stage consumer product companies

Investment Management 馃嚭馃嚫 Philadelphia 1 n/a

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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.

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