AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Interactive Brokers LLC
Financial advisors in Philadelphia, PA using Interactive Brokers LLC
12 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Interactive Brokers LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alden Capital | Wayne | SEC-registered investment adviser | $1 billion to $5 billion |
| Alden Investment Group | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Alpha Architect | Newtown Square | SEC-registered investment adviser | Over $5 billion |
| Argosy-Lionbridge Management, LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Arin Risk Advisors LLC | Conshohocken | SEC-registered investment adviser | Over $5 billion |
| Auerbach Investment Services, LLC | Narberth | SEC-registered investment adviser | $100 million to $500 million |
| Bluestone Capital Management, LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| ETF Architect | Newtown Square | SEC-registered investment adviser | Over $5 billion |
| Muntz Financial, LLC | Doylestown | SEC-registered investment adviser | $100 million to $500 million |
| Philadelphia Investment Partners, LLC | Voorhees | SEC-registered investment adviser | $100 million to $500 million |
| PTS Brokerage, LLC | Mt. Laurel | SEC-registered investment adviser | $100 million to $500 million |
| Swiss Alpine Wealth Management LLC | Wilmington | SEC-registered investment adviser | Under $25 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Interactive Brokers LLC nationwide
Cite this page
AdvisorCensus. Financial advisors in Philadelphia, PA using Interactive Brokers LLC. https://advisorcensus.com/advisors/pa/philadelphia/custodians/interactive-brokers https://advisorcensus.com/advisors/pa/philadelphia/custodians/interactive-brokers