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AdvisorIQ

Ranking, Pennsylvania

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Pennsylvania

As of October 2, 2026, Vanguard Advisers, Inc. ranked #1 in Pennsylvania in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $44.2 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Vanguard Advisers, Inc. Broker-dealer affiliated Malvern $44.2 billion
2 Janney Montgomery Scott LLC Broker-dealer affiliated Philadelphia $9.3 billion
3 Pitcairn Conshohocken $5.1 billion
4 PNC Wealth Management Broker-dealer affiliated Pittsburgh $3.7 billion
5 Callan Family Office, LLC Radnor $3.5 billion
6 Lincoln Investment Broker-dealer affiliated Fort Washington $3.1 billion
7 Confluence Financial Partners McMurray $2.4 billion
8 Wealthcare Advisory Partners LLC Broker-dealer affiliated West Chester $2.3 billion
9 Miller Investment Management, LP West Conshohocken $1.4 billion
10 Mycio Wealth Partners, LLC Philadelphia $1.4 billion
11 Hornor, Townsend & Kent, LLC Broker-dealer affiliated Conshohocken $1.3 billion
12 HBKS Wealth Advisors Erie $1.2 billion
13 Greycourt & Co., Inc. Successor Pittsburgh $1.1 billion
14 Wedmont Private Capital West Chester $1.1 billion
15 Kintra Wealth, LLC Williamsport $1.0 billion
16 Kathmere Capital Management, LLC Wayne $1.0 billion
17 Elm Wealth Philadelphia $998.7 million
18 Legacy Advisors, LLC Plymouth Meeting $986.2 million
19 Waldron Private Wealth Bridgeville $980.7 million
20 Great Valley Advisor Group, LLC Berwyn $867.6 million
21 Corient SHC Partners (US) LP Philadelphia $860.1 million
22 JFS Wealth Advisors, LLC Hermitage $723.9 million
23 Allegheny Financial Group Pittsburgh $689.5 million
24 Rockwood Wealth Management, LLC New Hope $684.5 million
25 Sage Financial Group Inc. West Conshohocken $667.7 million
26 Milestone Financial Associates, LLC Macungie $654.5 million
27 Traynor Capital Management Malvern $574.9 million
28 Ethos Financial Group, LLC King of Prussia $567.1 million
29 Wharton Business Group, LLC Malvern $552.8 million
30 Martin, Javan Von Ephrata $544.5 million
31 Girard Advisory Services, LLC Broker-dealer affiliated King of Prussia $528.8 million
32 BLBB Advisors Montgomeryville $515.6 million
33 Bryn Mawr Trust Advisors, LLC Broker-dealer affiliated Philadelphia $502.1 million
34 Roble, Belko and Company, Inc. Sewickley $477.3 million
35 Newsquare Capital, LLC Newtown Square $462.0 million
36 Jacobi Capital Management, LLC Pittston $452.2 million
37 Stonebridge Financial Group, LLC Wormleysburg $445.6 million
38 Vantus Wealth Lancaster $439.8 million
39 Wescott Financial Advisory Group LLC Philadelphia $430.8 million
40 Odyssey Group Wealth Advisors Lancaster $420.9 million
41 Vicus Capital, Inc. State College $419.9 million
42 Gibson Capital, LLC Wexford $411.1 million
43 Fragasso Financial Advisors Sewickley $409.0 million
44 Mor Wealth Management, LLC Philadelphia $395.6 million
45 Schneider Downs Wealth Management Advisors, LP Pittsburgh $393.5 million
46 McAdam LLC Radnor $384.0 million
47 Key Financial, Inc. West Chester $382.1 million
48 RKL Private Wealth Lancaster $379.8 million
49 Transamerica Financial Advisors, LLC Broker-dealer affiliated Philadelphia $376.0 million
50 Persimmon Capital Management Blue Bell $368.5 million
51 Wick Capital Partners, LLC Wayne $364.4 million
52 PW Nova Financial Services LLC Newtown $346.4 million
53 Independence Square Holdings, LLC King of Prussia $346.0 million
54 RTD Financial Advisors Inc Philadelphia $342.9 million
55 Roffman Miller Associates Inc Philadelphia $303.5 million
56 Thayer Partners LLC Wyndmoor $284.4 million
57 Quadrant Private Wealth Management, LLC Broker-dealer affiliated Center Valley $283.5 million
58 Petredis Investment Advisors Warrendale $282.4 million
59 Trustmont Advisory Group, Inc. Broker-dealer affiliated Greensburg $269.3 million
60 Blue Bell Private Wealth Management, LLC Blue Bell $266.5 million
61 Abundance Wealth Counselors, LLC State College $264.4 million
62 Thrive Capital Management, LLC Fort Washington $259.1 million
63 Compass Ion Advisors, LLC Conshohocken $258.7 million
64 Thrive Wealth Management, LLC Audubon $256.2 million
65 Ironview Capital Management, LLC Conshohocken $247.9 million
66 Cookson Peirce Wealth Management Pittsburgh $232.1 million
67 Staley Capital Advisers Inc Pittsburgh $231.6 million
68 O'Hagan Group, Inc. Bethlehem $227.8 million
69 River Wealth Advisors LLC Camp Hill $212.2 million
70 Clearview Financial Partners Radnor $207.8 million
71 Amplius Wealth Advisors Blue Bell $206.5 million
72 Capital A Wealth Management Cranberry Township $200.6 million
73 Conservest Capital Advisors Inc Wynnewood $199.8 million
74 Ewa, LLC Pittsburgh $191.7 million
75 Biondo Investment Advisors LLC Milford $186.2 million
76 Valley National Advisers Inc Broker-dealer affiliated Bethlehem $178.7 million
77 Concentus Wealth Advisors Newtown Square $178.2 million
78 Tower Bridge Advisors West Conshohocken $176.9 million
79 Master's Wealth Management Inc. Leola $174.1 million
80 Almanack Investment Partners Newtown Square $172.5 million
81 Stone House Investment Management, LLC Tunkhannock $171.8 million
82 Brandywine Oak Private Wealth LLC Kennett Square $166.5 million
83 Smithbridge Asset Management, Inc. Chadds Ford $164.9 million
84 Dinuzzo Private Wealth, Inc. Beaver $164.4 million
85 Sequinox Wealth Management, LLC Lancaster $160.0 million
86 Trebuchet Consulting, LLC Pittsburgh $158.9 million
87 Hudock Capital Group Williamsport $154.1 million
88 Bare Wealth Advisors Gap $152.9 million
89 Hoey Investments, Inc. Coatesville $152.8 million
90 MTM Financial Group, LLC Bethlehem $151.0 million
91 Prometheus Capital Management Corp. Yardley $150.2 million
92 Interchange Capital Partners Pittsburgh $147.7 million
93 Faithward Advisors, LLC Lancaster $146.5 million
94 Quattro Advisors L.L.C. Pittsburgh $145.5 million
95 Milestone Asset Management, LLC Pittsburgh $144.4 million
96 Rodgers & Associates Lancaster $142.2 million
97 Stone Loft Wealth Management LLC West Chester $138.6 million
98 Drexel Morgan & Co. Radnor $138.0 million
99 Hunter Associates LLC Broker-dealer affiliated Pittsburgh $137.5 million
100 The Coury Firm Pittsburgh $135.3 million

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.