Top 30 Investment Management Companies in Philadelphia

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Below is the list of Top 30 Investment Management Companies in Philadelphia ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Philadelphia

1. The Glenmede Trust Company, N.a.

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: glenmede.com

Company Founded: 1956

Company Size: 201-500

Company Address: 1650 Market Street, Philadelphia, Pennsylvania, United States

The Glenmede Trust Company, N.a. Contact Details

Name Title LinkedIn Phone Email
Lou Pellicori Managing Director, Chief Applications And Technology Officer
Mark Hays Director Of Sustainable And Impact Investing
Cfpâ Adam T. Douberly Regional Director
Steve Crifasi Wealth Advisor
Scott Eng Salesforce Architect
Olumide Onafowora Associate Counsel
Jonathan Huang Portfolio Management Intern
Requires/Intent and 54 more Employees
Software Development
Technology
and more

2. Brandywine Global Investment Management

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: brandywineglobal.com

Company Founded: 1986

Company Size: 201-500

Company Address: 1735 Market Street, Philadelphia, Pennsylvania, United States

Brandywine Global Investment Management Contact Details

Name Title LinkedIn Phone Email
David Russell Project Manager
Alison Rogers-mccoy Chief Human Resources Officer
Mark Solomon Director, Client And Trading Operations
Tad Fetter Director, Head Of Global Sales And Client Service
Mark Juelis Senior Vice President - Financial Intermediaries
Jessica Sanchez Performance Analyst
Sorin Roibu Portfolio Manager - International And Research Analyst: U.s And International, Generalist, Value
Requires/Intent and 19 more Employees
Alternative Investment Consulting
Institutional Asset Management
IoT
and more

3. Alpha Architect, Llc

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: alphaarchitect.com

Company Founded: 2010

Company Size: 1-10

Alpha Architect, Llc Contact Details

Name Title LinkedIn Phone Email
Wesley Gray Chief Executive Officer And Chief Information Officer
Michael Pagano Independent Board Member Of Etf Trust
Kyle Baxter Director Of Portfolio Services
Tao Wang Managing Member
Chris Keyes Senior Project Manager
Frank Shuam Presidnet
Requires/Intent
Branding
SEO
Tax Optimization For Investments
and more

4. Fd Fund Administration

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: fd-fa.com

Company Founded: 2013

Company Size: 11-50

Company Address: 2929 Arch Street, Philadelphia, Pennsylvania, United States

Fd Fund Administration Contact Details

Name Title LinkedIn Phone Email
Michael Maurer Director, Valuations And Analytics
Lorenzo Gisonda Associate
Andrew Huss Principal
Douglas Boyer Director, Investor Reporting
Kevin Brockway Senior Associate
Josh Abraham Accounting Associate
Tracey Calderon Senior Manager, Investor Relations
Requires/Intent and 6 more Employees
Legal
Robo-Advisors & AI Trading
AI Chatbots
Private Wealth Management
and more

5. Riller Capital

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: rillercapital.com

Company Founded: 2019

Company Size: 1-10

Company Address: 1930 Chestnut Street, Philadelphia, Pennsylvania, United States

Riller Capital Contact Details

Name Title LinkedIn Phone Email
Brittany Kneidinger Vice President
Suril Shah Principal
Requires/Intent
Investor Relations & Reporting
Risk Management & Compliance
FinTech Solutions For Investment Firms
Technology
and more

6. Logan Circle Partners

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: logancirclepartners.com

Company Founded: 2007

Company Size: 51-200

Company Address: 3 Logan Square, Philadelphia, Pennsylvania, United States

Logan Circle Partners Contact Details

Name Title LinkedIn Phone Email
Ryan Dougherty Ig Trader
Ryan Reilly Trader
Kevin Smith Operations Intern
Nelson De Roca Associate
Thomas Jacone Compliance Associate
Ben Epstein Vice President
Peter Mahoney Senior Portfolio Manager At Logan Circle Partners Llc
Requires/Intent and 5 more Employees
AI-Based Credit Risk Assessment
IoT
and more

7. Penn Capital Management Company, Inc.

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: penncapital.com

Company Founded: 1987

Company Size: 51-200

Company Address: 1200 Intrepid Avenue, Philadelphia, Pennsylvania, United States

Penn Capital Management Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Jim Klepper Director Of Business Development
Joe Maguire Portfolio Manager At Penn Capital Management
Katie Johnson High Yield Trader At Penn Capital Management
David Jackson Portfolio Manager And Partner
Richard Brisita Systems And Security Analyst
Cathy Jones Client Services Associate
Tina Myers Manager
Requires/Intent and 2 more Employees
Smart Contracts For Investment
IoT
ESG Investing & Impact Analysis
and more

8. Da Vinci Art Alliance

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: davinciartalliance.org

Company Founded: 1931

Company Size: 1-10

Company Address: 704 Catherine Street, Philadelphia, Pennsylvania, United States

Da Vinci Art Alliance Contact Details

Name Title LinkedIn Phone Email
Jarrod Markman Executive Director
David Foss Director
Requires/Intent
Financial Management
Market Research
Compliance & Risk Management
Business Expansion
Hedge Fund Strategies
and more

9. Versa Capital Management

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: versa.com

Company Size: 11-50

Company Address: 2929 Arch Street, Philadelphia, Pennsylvania, United States

Versa Capital Management Contact Details

Name Title LinkedIn Phone Email
Aaron Headley Principal
Diane Kiley Accounting
Luann Taiariol Senior Paralegal
Stephen Dorman Principal, Operations
Requires/Intent
IPO Advisory
IoT
Digital Marketing
E-commerce Integration
Accounting
and more

10. Xponance, Inc

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: fisgroup.com

Company Founded: 1996

Company Size: 11-50

Company Address: 1845 Walnut Street, Philadelphia, Pennsylvania, United States

Xponance, Inc Contact Details

Name Title LinkedIn Phone Email
Kila Weaver Vp, Marketing And Client Service
Marissa Wilson Broker
Requires/Intent
Public Relations
Branding
Legal
Alternative Investment Consulting
and more

11. Cooke & Bieler, L.p.

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: cooke-bieler.com

Company Founded: 1949

Company Size: 11-50

Company Address: 1700 Market Street, Philadelphia, Pennsylvania, United States

Cooke & Bieler, L.p. Contact Details

Name Title LinkedIn Phone Email
Andrew Armstrong Principal
W Porter Durham Associate Analyst
William Weber Partner
Mehul Trivedi Partner And Portfolio Manager
Edmund Hundley Associate Analyst
Requires/Intent
Smart Contracts For Investment
Business Expansion
and more

12. Ajo

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: ajopartners.com

Company Founded: 1984

Company Size: 11-50

Company Address: 230 South Broad Street, Philadelphia, Pennsylvania, United States

Ajo Contact Details

Name Title LinkedIn Phone Email
Matthew Austin Partner
Joe Caruso Associate
Joseph Finer Associate - Trading
Greg Bennett Portfolio Accountant
Requires/Intent
Web Development
Mobile App Development
Financial Management
and more

13. Ultra Capital Llc

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: ultracapital.com

Company Founded: 2015

Company Size: 1-10

Company Address: 2400 Market Street, Philadelphia, Pennsylvania, United States

Ultra Capital Llc Contact Details

Name Title LinkedIn Phone Email
Clay Walton Vice President - Asset Management
Elizabeth Guynn Associate
Justin Hunt Corporate Pilot
Barry Shelton Chief Pilot
Requires/Intent
Sales
AI-Powered Financial Forecasting
IoT
Financial Due Diligence
CRM Systems
and more

14. Fis Group

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Company Founded: 1996

Company Size: 51-200

Company Address: 1818 Market Street, Philadelphia, Pennsylvania, United States

Fis Group Contact Details

Name Title LinkedIn Phone Email
Angel Iglesias Director Gerente Fi Group Colombia
Matt Zelkovitz Manager Research Analyst
Omaar Poitevien Operational Due Diligence Manager
Al Leedahl Consultant
Chris Gore Sales
Amber Mayfield Analyst
Ruth Ward Business Analyst
Requires/Intent and 1 more Employees
Technology
Hedge Fund Strategies
AI-Powered Financial Forecasting
Global Market Trend Analysis
Cybersecurity Solutions
and more

15. The William C. Dunkelberg Owl Fund

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Company Founded: 2009

Company Size: 11-50

The William C. Dunkelberg Owl Fund Contact Details

Name Title LinkedIn Phone Email
Kevin Patel Lead Analyst | Energy And Utilities Coverage
Fred Shub Associate Analyst | Consumer And Communications Coverage
Lauren Morrison Associate Analyst | Consumer Coverage
Tung Nguyen Manager
Requires/Intent
Financial Due Diligence
High-Frequency Trading Solutions
and more

16. Resource

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Company Founded: 1991

Company Size: 11-50

Company Address: 1845 Walnut Street, Philadelphia, Pennsylvania, United States

Resource Contact Details

Name Title LinkedIn Phone Email
Mary Gaza Vice President, Deputy Chief Compliance Officer
Marianne Mcguire Chief Marketing Officer
Requires/Intent
Technology
Global Market Trend Analysis
and more

17. Matterhorn Capital Partners

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: matterhorncapitalpartners.com

Company Size: 1-10

Matterhorn Capital Partners Contact Details

Name Title LinkedIn Phone Email
Louis Ott Founder And Managing Partner
Requires/Intent
Global Market Trend Analysis
Digital Marketing
Automation
AI-Powered Financial Forecasting
Public Relations
and more

18. Resource America

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: resourceamerica.com

Company Size: 201-500

Company Address: 1845 Walnut Street, Philadelphia, Pennsylvania, United States

Resource America Contact Details

Name Title LinkedIn Phone Email
Zach Greenky Vice President
Rochelle Ryan Executive Assistant
Elisa Jimenez Receptionist
Angelo Glyptis Director Of Financial Systems
Prasanna Pola Peoplesoft Developer
Ravichandran Sabhapathi Senior Sql Server Developer
Requires/Intent
Digital Marketing
ESG Investing & Impact Analysis
Global Market Trend Analysis
Advertising
and more

19. Prudent Management Associates

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Company Founded: 1982

Company Size: 1-10

Company Address: 1735 Market Street South, Philadelphia, Pennsylvania, United States

Prudent Management Associates Contact Details

Name Title LinkedIn Phone Email
Barbara Solit Marketing Manager
Fred Snitzer Director
Bobbi Rosenbaum Financial Administrator
Requires/Intent
Compliance & Risk Management
Market Research
and more

20. Mycio Wealth Partners

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: myciowp.com

Company Founded: 2005

Company Size: 11-50

Company Address: 2929 Walnut Street, Philadelphia, Pennsylvania, United States

Mycio Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Paul Bracaglia Senior Partner
Connor Lees Manager
Jack Fenster Intern
Requires/Intent
AI-Based Credit Risk Assessment
Automation
and more

21. Glenmede Investment Management

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: glenmedeim.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1650 Market Street, Philadelphia, Pennsylvania, United States

Glenmede Investment Management Contact Details

Name Title LinkedIn Phone Email
Samantha Lowry Director Institutional Markets
Donnakay Tiller Equity Trader
Requires/Intent
IPO Advisory
Compliance & Risk Management
SEO
and more

22. Sunstone Capital Group

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Company Size: 11-50

Sunstone Capital Group Contact Details

Name Title LinkedIn Phone Email
Z Andrew Zielinski Managing Partner
Requires/Intent
M&A Advisory
Predictive Analytics
and more

23. Wescott Financial Advisory Group, Llc

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: wescott.com

Company Founded: 1987

Company Size: 11-50

Company Address: 30 South 17th Street, Philadelphia, Pennsylvania, United States

Wescott Financial Advisory Group, Llc Contact Details

Name Title LinkedIn Phone Email
Susan Green Senior Financial Advisor And Director Of Financial Planning Standards At Wescott Financial
Requires/Intent
IoT
Digital Marketing
Risk Management & Compliance
Compliance & Risk Management
Customer Relationship Management
and more

24. Addison Capital

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: addisoncapital.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1845 Walnut Street, Philadelphia, Pennsylvania, United States

Addison Capital Contact Details

Name Title LinkedIn Phone Email
Michael Durette Executive Vice President
Requires/Intent
Web Development
Accounting
Market Research
IT Support
E-commerce Integration
and more

25. Philadelphia International Advisors

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: piadvisors.net

Company Size: 11-50

Philadelphia International Advisors Contact Details

Name Title LinkedIn Phone Email
Christopher Delpi Researchanalyst, Partner
Gina Zhang Partner
Requires/Intent
CRM Systems
AI-Powered Financial Forecasting
and more

26. Uch & Affiliates

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Website: uchweb.com

Company Size: 11-50

Company Address: 1630 Locust Street, Philadelphia, Pennsylvania, United States

Uch & Affiliates Contact Details

Name Title LinkedIn Phone Email
Alexandra Worl Respiratory Therapist
Quinn Karen Phlebotomist
Marcie Anderson Registered Nurse
Requires/Intent
Risk Management & Compliance
Branding
Cloud Hosting
Financial Management
and more

27. Southern Park Capital

Industry: Investment Management

Location: Philadelphia, Pennsylvania

Company Founded: 2018

Company Size: 1-10

Company Address: 3820 Locust Walk, Philadelphia, Pennsylvania, United States

Southern Park Capital Contact Details

Name Title LinkedIn Phone Email
Allison Smith Recruiter
Requires/Intent
Global Market Trend Analysis
Branding
and more
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Philadelphia Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Lou Pellicori The Glenmede Trust Company, N.a. Managing Director, Chief Applications And Technology Officer
2 Mark Hays The Glenmede Trust Company, N.a. Director Of Sustainable And Impact Investing
3 Cfpâ Adam T. Douberly The Glenmede Trust Company, N.a. Regional Director
4 Steve Crifasi The Glenmede Trust Company, N.a. Wealth Advisor
5 Scott Eng The Glenmede Trust Company, N.a. Salesforce Architect
6 Olumide Onafowora The Glenmede Trust Company, N.a. Associate Counsel
7 Jonathan Huang The Glenmede Trust Company, N.a. Portfolio Management Intern
8 David Russell Brandywine Global Investment Management Project Manager
9 Alison Rogers-mccoy Brandywine Global Investment Management Chief Human Resources Officer
10 Mark Solomon Brandywine Global Investment Management Director, Client And Trading Operations
11 Tad Fetter Brandywine Global Investment Management Director, Head Of Global Sales And Client Service
12 Mark Juelis Brandywine Global Investment Management Senior Vice President - Financial Intermediaries
13 Jessica Sanchez Brandywine Global Investment Management Performance Analyst
14 Sorin Roibu Brandywine Global Investment Management Portfolio Manager - International And Research Analyst: U.s And International, Generalist, Value
15 Wesley Gray Alpha Architect, Llc Chief Executive Officer And Chief Information Officer
16 Michael Pagano Alpha Architect, Llc Independent Board Member Of Etf Trust
17 Kyle Baxter Alpha Architect, Llc Director Of Portfolio Services
18 Tao Wang Alpha Architect, Llc Managing Member
19 Chris Keyes Alpha Architect, Llc Senior Project Manager
20 Frank Shuam Alpha Architect, Llc Presidnet
21 Michael Maurer Fd Fund Administration Director, Valuations And Analytics
22 Lorenzo Gisonda Fd Fund Administration Associate
23 Andrew Huss Fd Fund Administration Principal
24 Douglas Boyer Fd Fund Administration Director, Investor Reporting
25 Kevin Brockway Fd Fund Administration Senior Associate
26 Josh Abraham Fd Fund Administration Accounting Associate
27 Tracey Calderon Fd Fund Administration Senior Manager, Investor Relations
28 Brittany Kneidinger Riller Capital Vice President
29 Suril Shah Riller Capital Principal
30 Ryan Dougherty Logan Circle Partners Ig Trader
31 Ryan Reilly Logan Circle Partners Trader
32 Kevin Smith Logan Circle Partners Operations Intern
33 Nelson De Roca Logan Circle Partners Associate
34 Thomas Jacone Logan Circle Partners Compliance Associate
35 Ben Epstein Logan Circle Partners Vice President
36 Peter Mahoney Logan Circle Partners Senior Portfolio Manager At Logan Circle Partners Llc
37 Jim Klepper Penn Capital Management Company, Inc. Director Of Business Development
38 Joe Maguire Penn Capital Management Company, Inc. Portfolio Manager At Penn Capital Management
39 Katie Johnson Penn Capital Management Company, Inc. High Yield Trader At Penn Capital Management
40 David Jackson Penn Capital Management Company, Inc. Portfolio Manager And Partner

Investment Management companies in different cities of Pennsylvania

No. Industry Number of Contacts Download
1 Investment Management Companies in Pittsburgh 1560