Pnc Wealth Management
$3.3B reported client assets across 9 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Oakmont Capital Management, Llc | $1.2B | $3.1B | 37.4% | 03/30/2026 |
| D.F. Dent And Company, Inc. | $910M | $7.9B | 11.5% | 03/30/2026 |
| Independence Asset Advisors, Llc | $377M | $2.2B | 17.2% | 03/20/2026 |
| Radnor Capital Management, Llc | $360M | $855M | 42.2% | 03/16/2026 |
| Harvey Investment Company, Llc | $196M | $1.0B | 19.0% | 03/23/2026 |
| Van Cleef Asset Management Inc | $173M | $1.2B | 14.3% | 03/18/2026 |
| Cottage Street Advisors, Llc | $36.1M | $334M | 10.8% | 03/06/2026 |
| Bolton Partners Investment Consulting Group, Inc. | $32.0M | $249M | 12.9% | 03/28/2026 |
| Haverford Financial Services, Inc. | $20.5M | $366M | 5.6% | 03/16/2026 |
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.