AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Pershing Advisor Solutions LLC
Financial advisors in Philadelphia, PA using Pershing Advisor Solutions LLC
6 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Pershing Advisor Solutions LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Archetype Advisors, LLC | Doylestown | SEC-registered investment adviser | $100 million to $500 million |
| Bouvel Investment Partners, LLC | Phoenixville | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Advisors, LLC | Plymouth Meeting | SEC-registered investment adviser | Over $5 billion |
| Persimmon Capital Management | Blue Bell | SEC-registered investment adviser | $100 million to $500 million |
| Ventura Wealth Management | Yardley | SEC-registered investment adviser | $500 million to $1 billion |
| Wharton Wealth Management, LLC | Malvern | 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 Advisor Solutions LLC nationwide
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AdvisorCensus. Financial advisors in Philadelphia, PA using Pershing Advisor Solutions LLC. https://advisorcensus.com/advisors/pa/philadelphia/custodians/pershing-advisor-solutions https://advisorcensus.com/advisors/pa/philadelphia/custodians/pershing-advisor-solutions