Pnc Financial Services Group, Inc.
$1.2B reported client assets across 8 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 7 firms that reported Pnc Financial Services Group, Inc. in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 3 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 4 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Wedge Capital Management Llp | $781M | $7.6B | 10.3% | 03/21/2024 |
| Walker & Dunlop Investment Partners, Inc. | $177M | $1.6B | 11.3% | 03/29/2024 |
| Old Glory Asset Management Llc | $65.2M | $460M | 14.2% | 03/23/2024 |
| Premier Wealth Advisors, Llc | $51.2M | $432M | 11.9% | 03/27/2024 |
| Mount Vernon Associates Inc | $36.8M | $195M | 18.8% | 02/20/2024 |
| Morrison Fiduciary Advisors, Inc. | $20.0M | $53.1M | 37.7% | 03/26/2024 |
| Socorro Asset Management, L.P. | $11.9M | $508M | 2.3% | 03/28/2024 |
| Miller Value Partners, Llc | $10.4M | $238M | 4.4% | 03/22/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.