AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Pershing LLC
Financial advisors in Philadelphia, PA using Pershing LLC
16 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Addis & Hill, Incorporated | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Azarias Capital Management, L.P. | Westchester | SEC-registered investment adviser | $100 million to $500 million |
| BLBB Advisors | Montgomeryville | SEC-registered investment adviser | $1 billion to $5 billion |
| Borer Denton & Associates, Inc. | Blue Bell | SEC-registered investment adviser | $100 million to $500 million |
| Capital Analysts | Fort Washington | SEC-registered investment adviser | Over $5 billion |
| Cora Capital Advisors | Marlton | SEC-registered investment adviser | $500 million to $1 billion |
| Envestnet PMC | Berwyn | SEC-registered investment adviser | Over $5 billion |
| Equilibrium Wealth LLC | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| FDX Advisors, Inc. | Berwyn | SEC-registered investment adviser | $500 million to $1 billion |
| Hornor, Townsend & Kent, LLC | Conshohocken | SEC-registered investment adviser | Over $5 billion |
| Key Financial, Inc. | West Chester | SEC-registered investment adviser | $1 billion to $5 billion |
| Lincoln Investment | Fort Washington | SEC-registered investment adviser | Over $5 billion |
| 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 |
| QRG Capital Management, Inc. | Berwyn | SEC-registered investment adviser | Over $5 billion |
| Realta Investment Advisors, Inc | Wilmington | SEC-registered investment adviser | $100 million to $500 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. Pershing LLC nationwide
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