> Enrich.chat gives AI agents verified work emails and mobiles. To use it from an agent, read https://enrich.chat/agents.md . This is the Markdown version of https://enrich.chat/naics/523940/pennsylvania/ # NAICS 523940 companies in Pennsylvania Companies with NAICS code 523940 (Portfolio Management and Investment Advice) headquartered in Pennsylvania, with their cities, sizes and SIC codes. By Enrich.chat Editorial. Updated October 22, 2026. **Short answer:** The biggest NAICS 523940 companies in Pennsylvania by headcount range include Ascensus, Envestnet and Federated Hermes. NAICS 523940 is the code for Portfolio Management and Investment Advice. Among those counted, they are mostly very small: 71% have 50 or fewer employees. ## Which NAICS 523940 companies are in Pennsylvania? The biggest by headcount range include Ascensus, Envestnet, Federated Hermes, Hamilton Lane and Goldoller Real Estate Investments. NAICS 523940 is the code for Portfolio Management and Investment Advice. Names link to a company profile where we have one. | Company | City | Employees | | --- | --- | --- | | Ascensus | Dresher | 5,001 to 10,000 | | Envestnet | Berwyn | 1,001 to 5,000 | | Federated Hermes | Pittsburgh | 1,001 to 5,000 | | Hamilton Lane | Conshohocken | 501 to 1,000 | | Goldoller Real Estate Investments | Philadelphia | 501 to 1,000 | | Lifetime Financial Growth | Pittsburgh | 201 to 500 | | Creative Financial Group | Newtown Square | 201 to 500 | | Karr Barth Associates | Bala Cynwyd | 201 to 500 | | Brandywine Global Investment Management | Philadelphia | 51 to 200 | | Confluence Financial Partners | McMurray | 51 to 200 | | Good Life Companies | Reading | 51 to 200 | | Hbks Wealth Advisors | Erie | 51 to 200 | | Allegheny Financial Group | Pittsburgh | 51 to 200 | | Boston Financial Advisory Group | Monroeville | 51 to 200 | | Massmutual Eastern Pennsylvania | Horsham | 51 to 200 | | Ria Channel | Wayne | 11 to 50 | | Rehab Financial Group | Rosemont | 11 to 50 | | Pacer Financial | Malvern | 11 to 50 | | Legacy Advisors | Plymouth Meeting | 11 to 50 | | Thrive Financial Services | Fort Washington | 11 to 50 | | Fragasso Financial Advisors | Sewickley | 11 to 50 | | Spouting Rock Asset Management | Bryn Mawr | 11 to 50 | | Stonebridge Financial Group | Wormleysburg | 11 to 50 | | Cornerstone Advisors Asset Management | Bethlehem | 11 to 50 | | Concentus Wealth Advisors | Newtown Square | 11 to 50 | The table shows the 25 biggest by headcount range, with ties broken by audience size. The charts and percentages below cover every company counted for this page, not just these 25, and companies with fewer than 11 employees are not counted. Headquarters is the location on each company's public profile. ## Which cities in Pennsylvania? Within Pennsylvania, Pittsburgh (12%), Berwyn (10%) and Philadelphia (8%) are the most common headquarters. **Figure: Cities of NAICS 523940 companies in Pennsylvania.** Bars for the share of counted NAICS 523940 companies in Pennsylvania headquartered in each city: Pittsburgh 12%, Berwyn 10%, Philadelphia 8%, Newtown Square 6%, Wayne 6%. *Share of counted NAICS 523940 companies in Pennsylvania by headquarters city.* ## How big are they? 71% of the NAICS 523940 companies counted in Pennsylvania have 50 or fewer employees, and the middle one is in the 11 to 50 range. Companies with fewer than 11 employees are not counted. **Figure: Size of NAICS 523940 companies in Pennsylvania.** Seven columns for the share of counted NAICS 523940 companies in Pennsylvania in each employee range: 11 to 50 71%, 51 to 200 13%, 201 to 500 6%, 501 to 1,000 4%, 1,001 to 5,000 4%, 5,001 to 10,000 2%, 10,001+ 0%. *Share of counted NAICS 523940 companies in Pennsylvania in each employee range.* ## How do you reach the people at these Pennsylvania companies? The people to talk to are usually finance, operations and technology leaders. Build the list in three prompts to your AI agent. ### 1. Count them (free) Counting who matches never uses credits. ```text Use www.enrich.chat to count the companies with NAICS code 523940 in Pennsylvania ``` ### 2. Find the people (5 credits per person) Name the roles you sell to. Each person returned is 5 credits, and name, title and company are included. ```text Use www.enrich.chat to find the finance, operations and technology leaders at companies with NAICS code 523940 in Pennsylvania, with their titles ``` ### 3. Get their work emails (10 credits each) An email is 10 credits only when one is found. Every email comes with a status: verified, catch-all or unknown. ```text Use www.enrich.chat to find the work emails for these people and tell me which ones are verified ``` ## More to explore About the code: [NAICS 523940: Portfolio Management and Investment Advice](https://enrich.chat/naics/523940/). About the place: [companies in Pennsylvania](https://enrich.chat/companies-in/pennsylvania/). NAICS 523940 in other states: [New York](https://enrich.chat/naics/523940/new-york/)[California](https://enrich.chat/naics/523940/california/)[Florida](https://enrich.chat/naics/523940/florida/)[Massachusetts](https://enrich.chat/naics/523940/massachusetts/)[Illinois](https://enrich.chat/naics/523940/illinois/)[Texas](https://enrich.chat/naics/523940/texas/)[Ohio](https://enrich.chat/naics/523940/ohio/) Other NAICS codes in Pennsylvania: [NAICS 541511: Custom Computer Programming Services](https://enrich.chat/naics/541511/pennsylvania/)[NAICS 541512: Computer Systems Design Services](https://enrich.chat/naics/541512/pennsylvania/)[NAICS 524210: Insurance Agencies and Brokerages](https://enrich.chat/naics/524210/pennsylvania/)[NAICS 541110: Offices of Lawyers](https://enrich.chat/naics/541110/pennsylvania/)[NAICS 611110: Elementary and Secondary Schools](https://enrich.chat/naics/611110/pennsylvania/)[NAICS 236220: Commercial and Institutional Building](https://enrich.chat/naics/236220/pennsylvania/)[NAICS 531210: Offices of Real Estate Agents](https://enrich.chat/naics/531210/pennsylvania/)[NAICS 238220: Plumbing, Heating, and Air-Conditioning](https://enrich.chat/naics/238220/pennsylvania/)[NAICS 541613: Marketing Consulting Services](https://enrich.chat/naics/541613/pennsylvania/)[NAICS 621111: Offices of Physicians](https://enrich.chat/naics/621111/pennsylvania/) ## Frequently asked questions ### Which NAICS 523940 companies are in Pennsylvania? The biggest by headcount range include Ascensus, Envestnet, Federated Hermes, Hamilton Lane and Goldoller Real Estate Investments. The page lists 25 with links to their profiles where we have them. ### What is NAICS 523940? NAICS 523940 is the code for Portfolio Management and Investment Advice, in sector 52: Finance and Insurance. ### Which cities in Pennsylvania have the most? Pittsburgh (12%), Berwyn (10%) and Philadelphia (8%) lead among the companies counted. ## Try this prompt Find the people at NAICS 523940 companies in Pennsylvania ```text Use www.enrich.chat to find the finance, operations and technology leaders at companies with NAICS code 523940 in Pennsylvania, with titles and verified work emails ``` ## Related - [Companies using a technology](https://enrich.chat/companies-using/) - [NAICS 523940 in New York](https://enrich.chat/naics/523940/new-york/) - [NAICS 523940 in California](https://enrich.chat/naics/523940/california/) - [NAICS 523940 in Florida](https://enrich.chat/naics/523940/florida/) - [NAICS 523940 in Massachusetts](https://enrich.chat/naics/523940/massachusetts/) - [NAICS 541511 in Pennsylvania](https://enrich.chat/naics/541511/pennsylvania/) - [NAICS 541512 in Pennsylvania](https://enrich.chat/naics/541512/pennsylvania/) - [NAICS 524210 in Pennsylvania](https://enrich.chat/naics/524210/pennsylvania/) - [NAICS 541110 in Pennsylvania](https://enrich.chat/naics/541110/pennsylvania/) - [Tech stack lookup](https://enrich.chat/tools/tech-stack-lookup/)