IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Pennsylvania

Independent RIAs with the fastest client growth over one year in Pennsylvania

As of October 2, 2026, MTM Financial Group, LLC ranked #1 in Pennsylvania in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 170.3%, from a base of 1,212.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 MTM Financial Group, LLC Bethlehem 170.3% 1,212
2 MFG Private Wealth Canonsburg 109.2% 380
3 Trident Advisors Inc Doylestown 71.8% 131
4 Beacon Bridge Wealth Partners, LLC Lower Gwynedd 70.9% 430
5 Stonecrop Wealth Advisors, LLC West Chester 69.6% 896
6 Wealthfd Conshohocken 55.3% 293
7 Wick Capital Partners, LLC Wayne 54.2% 238
8 Thayer Partners LLC Wyndmoor 51.6% 246
9 Alvin Clay Financial Advisors, LLC Jenkintown 49.6% 119
10 Chancellor Financial Group WB LP Wilkes-Barre 45.2% 894
11 Legacy Advisors, LLC Plymouth Meeting 44.1% 220
12 Viable Malvern 37.3% 150
13 Aurdan Capital Management, LLC Wayne 35.1% 313
14 Cookson Peirce Wealth Management Pittsburgh 32.7% 1,243
15 Thrive Capital Management, LLC Fort Washington 32.3% 594
16 Traynor Capital Management Malvern 30.7% 1,970
17 Elm Wealth Philadelphia 29.3% 509
18 Brick & Kyle Associates Inc Newtown 29.0% 331
19 Capital A Wealth Management Cranberry Township 27.4% 912
20 Wedmont Private Capital West Chester 27.3% 392
21 Quattro Advisors L.L.C. Pittsburgh 25.1% 331
22 Oaktree Advisors LLC Coopersburg 24.5% 310
23 Sharp Financial Horsham 23.6% 157
24 Cross Border Financial Planning USA LLC Philadelphia 23.0% 135
25 Taylor Securities Services, Inc. Harrisburg 22.9% 624
26 Prometheus Capital Management Corp. Yardley 22.1% 222
27 Stone Pine Financial Partners Media 21.7% 166
28 Holos Integrated Wealth Kennett Square 21.6% 185
29 Ethos Capital Management, Inc. Newtown 21.2% 151
30 Trebuchet Consulting, LLC Pittsburgh 19.5% 379
31 G&H Investments Leola 19.3% 114
32 Callan Family Office, LLC Radnor 17.7% 164
33 Maguire Investments LLC King of Prussia 17.6% 131
33 Newbridge Wealth Management Bryn Mawr 17.6% 131
35 Foundation Capital Management, LLC East Norriton 17.5% 982
36 Avail Investment Partners, LLC Lemont 17.1% 123
37 Wagner Wealth Management, Corp. Conyngham 17.0% 223
38 Zenith Wealth Partners Philadelphia 16.9% 278
39 Rolek Retirement Planning Berwyn 16.4% 225
40 Oak Tree Investment Advisors Pittsburgh 16.1% 112
41 Harvest Financial Partners Paoli 16.1% 137
42 Tower Wealth Partners Lewisburg 16.0% 793
43 Kitching Partners, LLC Conshohocken 15.5% 103
44 Hoey Investments, Inc. Coatesville 15.5% 510
45 Stone House Investment Management, LLC Tunkhannock 15.4% 1,015
46 Liberty One Wealth Advisors Philadelphia 15.1% 205
47 Trunorth Financial Services, Inc. Chambersburg 15.0% 387
48 Collective Family Office, LLC York 15.0% 127
49 Ifs Group Mechanicsburg 13.8% 239
50 Waldron Private Wealth Bridgeville 13.5% 459
51 RTD Financial Advisors Inc Philadelphia 13.4% 738
52 Three Cord True Wealth Management, LLC Beaver 13.2% 555
53 Stark Wealth Management LLC Bethlehem 12.9% 472
54 Marathon Strategic Advisors, LLC Pittsburgh 12.6% 182
55 Stonebridge Financial Group, LLC Wormleysburg 12.2% 1,300
56 The Aranda Group Advisors, LLC Jenkintown 12.0% 142
57 Milestone Asset Management, LLC Pittsburgh 11.9% 1,219
58 River's Edge Beaver 11.8% 211
59 Great Valley Advisor Group, LLC Berwyn 11.7% 33,186
60 Wedgewood Investors Inc Erie 11.7% 265
61 Valley Brook Capital Group Venetia 11.5% 183
62 Asset Strategy Retirement Plan Consultants, LLC Camp Hill 11.5% 253
63 Ventura Wealth Management Yardley 11.1% 531
64 Archetype Advisors, LLC Doylestown 10.9% 248
65 Covington Investment Advisors, Inc. Ligonier 10.9% 230
66 Hoffman Capital Advisors LLC Cranberry Township 10.7% 336
66 Master's Wealth Management Inc. Leola 10.7% 392
68 Magnolia Private Wealth, LLC Philadelphia 10.7% 159
69 Networth Advisors, LLC Canonsburg 10.4% 367
70 Success Wealth Management LLC Wexford 10.3% 745
71 Bare Wealth Advisors Gap 10.3% 785
72 Roble, Belko and Company, Inc. Sewickley 10.2% 226
73 Invariant Investment Management Camp Hill 9.8% 286
74 Clearview Financial Partners Radnor 9.7% 610
75 Henderson Brothers Financial Partners LLC Pittsburgh 9.7% 952
76 Econ Wealth Management Harrisburg 9.6% 313
77 Guardian Capital, LLC Wexford 9.5% 220
78 Erickson Financial Group, LLC Allentown 9.2% 238
79 Sterling Investment Advisors Ltd. Berwyn 9.2% 423
80 46 Peaks Investment Advisory Group Newtown 8.9% 124
81 Snavely Associates Financial Services Lemoyne 8.8% 283
82 Vermillion & White Wealth Management Group Phoenixville 8.7% 333
83 Radnor Capital Management, LLC Wayne 8.5% 177
84 Chartered Advisory Group Chadds Ford 8.4% 261
85 Foundation Wealth Management, LLC Media 8.4% 155
86 Common Cents Planning Glen Mills 8.1% 444
86 Trinity Wealth Management, LLC Berwyn 8.1% 222
88 Abundance Wealth Counselors, LLC State College 8.0% 473
89 Riggs Asset Management Co Inc Dallas 7.9% 780
90 Vericrest Private Wealth, LLC Newtown 7.9% 101
91 Kathmere Capital Management, LLC Wayne 7.9% 839
92 Prosperity Advisers, LLC Horsham 7.8% 268
93 Ironview Capital Management, LLC Conshohocken 7.7% 413
94 BLBB Advisors Montgomeryville 7.7% 1,515
95 Hamel Associates,inc. Allentown 7.6% 118
96 Wealthkare.com, Inc. Mount Union 7.5% 358
97 Biondo Investment Advisors LLC Milford 7.5% 1,072
98 Ballast Financial Advisors, LLC West Chester 7.4% 567
99 Odyssey Capital Advisors Inc. Bala Cynwyd 7.3% 247
100 McClarren Financial Advisors State College 7.2% 264

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

More rankings

Client growth 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.