AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / JPMorgan Chase
Financial advisors in Philadelphia, PA using JPMorgan Chase
15 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name JPMorgan Chase as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Abrdn Inc. | Philadelphia | SEC-registered investment adviser | Over $5 billion |
| Alpha Leonis Partners, LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Argosy-Lionbridge Management, LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Cbre Investment Management Listed Real Assets LLC | Radnor | SEC-registered investment adviser | Over $5 billion |
| Copeland Capital Management, LLC | Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| Elm Wealth | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Harvest Fund Advisors LLC | Wayne | SEC-registered investment adviser | Over $5 billion |
| Kitching Partners, LLC | Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Marvin & Palmer Associates | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Miller Investment Management, LP | West Conshohocken | SEC-registered investment adviser | Over $5 billion |
| Owls Nest Partners | Chadds Ford | SEC-registered investment adviser | $100 million to $500 million |
| Penn Capital Management Company, LLC | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Verdis Investment Management, LLC | West Conshohocken | SEC-registered investment adviser | $100 million to $500 million |
| Wilmington Trust Investment Management | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Xponance LLC | Philadelphia | SEC-registered investment adviser | Over $5 billion |
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. JPMorgan Chase nationwide
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AdvisorCensus. Financial advisors in Philadelphia, PA using JPMorgan Chase. https://advisorcensus.com/advisors/pa/philadelphia/custodians/jpmorgan-chase https://advisorcensus.com/advisors/pa/philadelphia/custodians/jpmorgan-chase