Company lists · Data refreshed September 2026

Top 19 Fund manager companies based in Philadelphia, United States

RevenueBase identified 30 fund manager companies headquartered in Philadelphia, United States as of September 2026 and tracks 4,047 professional contacts across them, including 2,090 with verified work emails. New York is the largest hub.

This list covers fund manager companies headquartered in Philadelphia, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
30Companies
4,047Contacts tracked
2,090Verified emails
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The 19 largest fund manager companies based in Philadelphia, United States

Ranked by team size
Top 19 of 30 fund manager companies based in Philadelphia, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fund manager companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidencePhiladelphia, United StatesHQ checked Sep 19, 20261,001-5,0002,611 contacts →

Partial evidence

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 2026201-500306 contacts →

Indirect evidence

“At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 2026201-500239 contacts →

Partial evidence

“McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202651-200176 contacts →

Partial evidence

“Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202651-200175 contacts →

Indirect evidence

“We believe in the power of value investing.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202651-20084 contacts →

Indirect evidence

“myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202611-5068 contacts →

Indirect evidence

“Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202611-5031 contacts →

Indirect evidence

“AJO is an independent, registered investment advisor, founded in 1984 by Ted Aronson.”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202611-5030 contacts →

Indirect evidence

“Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“WealthMore | Your Advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“Elm helps sophisticated investors, RIAs, and institutions sensibly and comfortably invest in public markets over long periods of time.”

Source: RevenueBase Database · checked Sep 19, 2026
12Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures.”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Attinger is a boutique investment-focused firm offering portfolio solutions for asset allocation, manager due diligence, liquidity planning and a full spectrum of investments.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Experience in institutional asset management, expanding and opening business in developed and developing markets, global relationship management.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through…”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 19 of 30 fund manager companies based in Philadelphia, United States

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Fund manager companies based in Philadelphia, United States at a glance

As of Sep 19, 2026
51.6%Verified-email coverage
134.9Average contacts per company
1-10Median size (employees)
1580.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
16
11-50
5
51-200
4
201-500
2
501-1,000
1
1,001-5,000
2

Email recency for this list is measured across the whole United States list rather than for Philadelphia, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 30 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fund manager companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Philadelphia, United States whose own description of what they do matches “fund manager companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fund manager companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among fund manager companies, and records with no verified work email. Companies headquartered outside Philadelphia are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,090 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Fund manager companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fund manager companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many fund manager companies are there based in Philadelphia, United States?

RevenueBase identified 30 fund manager companies headquartered in Philadelphia, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Janney Montgomery Scott LLC, headquartered in Philadelphia, tops this list with the largest team on record.

Which city has the most fund manager companies?

New York leads with 474 headquartered companies, followed by Chicago (161) and Atlanta (144).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,090 verified decision-maker contacts tracked across these 30 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.