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

For asset managers
AdvisorIQ

Ranking, Pennsylvania

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Pennsylvania

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

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

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 Alden Investment Group Broker-dealer affiliated Wayne 49.3% 978
11 Guardian Asset Advisors, LLC Broker-dealer affiliated Mechanicsburg 46.1% 822
12 Chancellor Financial Group WB LP Wilkes-Barre 45.2% 894
13 Legacy Advisors, LLC Plymouth Meeting 44.1% 220
14 Viable Malvern 37.3% 150
15 Aurdan Capital Management, LLC Wayne 35.1% 313
16 Cookson Peirce Wealth Management Pittsburgh 32.7% 1,243
17 Thrive Capital Management, LLC Fort Washington 32.3% 594
18 Traynor Capital Management Malvern 30.7% 1,970
19 Elm Wealth Philadelphia 29.3% 509
20 Brick & Kyle Associates Inc Newtown 29.0% 331
21 Capital A Wealth Management Cranberry Township 27.4% 912
22 Wedmont Private Capital West Chester 27.3% 392
23 Quattro Advisors L.L.C. Pittsburgh 25.1% 331
24 Oaktree Advisors LLC Coopersburg 24.5% 310
25 Sharp Financial Horsham 23.6% 157
26 Cross Border Financial Planning USA LLC Philadelphia 23.0% 135
27 Taylor Securities Services, Inc. Harrisburg 22.9% 624
28 Prometheus Capital Management Corp. Yardley 22.1% 222
29 Stone Pine Financial Partners Media 21.7% 166
30 Holos Integrated Wealth Kennett Square 21.6% 185
31 Ethos Capital Management, Inc. Newtown 21.2% 151
32 Bryn Mawr Trust Advisors, LLC Broker-dealer affiliated Philadelphia 20.5% 1,447
33 Wealthcare Advisory Partners LLC Broker-dealer affiliated West Chester 19.8% 9,142
34 Trebuchet Consulting, LLC Pittsburgh 19.5% 379
35 G&H Investments Leola 19.3% 114
36 Callan Family Office, LLC Radnor 17.7% 164
37 Maguire Investments LLC King of Prussia 17.6% 131
37 Newbridge Wealth Management Bryn Mawr 17.6% 131
39 Foundation Capital Management, LLC East Norriton 17.5% 982
40 Avail Investment Partners, LLC Lemont 17.1% 123
41 Wagner Wealth Management, Corp. Conyngham 17.0% 223
42 Zenith Wealth Partners Philadelphia 16.9% 278
43 Rolek Retirement Planning Berwyn 16.4% 225
44 Oak Tree Investment Advisors Pittsburgh 16.1% 112
45 Harvest Financial Partners Paoli 16.1% 137
46 Tower Wealth Partners Lewisburg 16.0% 793
47 Kitching Partners, LLC Conshohocken 15.5% 103
48 Hoey Investments, Inc. Coatesville 15.5% 510
49 Stone House Investment Management, LLC Tunkhannock 15.4% 1,015
50 Liberty One Wealth Advisors Philadelphia 15.1% 205
51 Wealthcare Capital Partners, LLC Broker-dealer affiliated West Chester 15.1% 623
52 Trunorth Financial Services, Inc. Chambersburg 15.0% 387
53 Collective Family Office, LLC York 15.0% 127
54 Ifs Group Mechanicsburg 13.8% 239
55 Waldron Private Wealth Bridgeville 13.5% 459
56 RTD Financial Advisors Inc Philadelphia 13.4% 738
57 Three Cord True Wealth Management, LLC Beaver 13.2% 555
58 Stark Wealth Management LLC Bethlehem 12.9% 472
59 Marathon Strategic Advisors, LLC Pittsburgh 12.6% 182
60 Stonebridge Financial Group, LLC Wormleysburg 12.2% 1,300
61 The Aranda Group Advisors, LLC Jenkintown 12.0% 142
62 Milestone Asset Management, LLC Pittsburgh 11.9% 1,219
63 River's Edge Beaver 11.8% 211
64 Great Valley Advisor Group, LLC Berwyn 11.7% 33,186
65 Wedgewood Investors Inc Erie 11.7% 265
66 Valley Brook Capital Group Venetia 11.5% 183
67 Asset Strategy Retirement Plan Consultants, LLC Camp Hill 11.5% 253
68 Ventura Wealth Management Yardley 11.1% 531
69 Archetype Advisors, LLC Doylestown 10.9% 248
70 Covington Investment Advisors, Inc. Ligonier 10.9% 230
71 Hoffman Capital Advisors LLC Cranberry Township 10.7% 336
71 Master's Wealth Management Inc. Leola 10.7% 392
73 Magnolia Private Wealth, LLC Philadelphia 10.7% 159
74 Nest Egg Broker-dealer affiliated Conshohocken 10.5% 2,562
75 Networth Advisors, LLC Canonsburg 10.4% 367
76 Success Wealth Management LLC Wexford 10.3% 745
77 Bare Wealth Advisors Gap 10.3% 785
78 Hunter Associates LLC Broker-dealer affiliated Pittsburgh 10.3% 1,125
79 Roble, Belko and Company, Inc. Sewickley 10.2% 226
80 Invariant Investment Management Camp Hill 9.8% 286
81 Clearview Financial Partners Radnor 9.7% 610
82 Henderson Brothers Financial Partners LLC Pittsburgh 9.7% 952
83 Econ Wealth Management Harrisburg 9.6% 313
84 Guardian Capital, LLC Wexford 9.5% 220
85 Trustmont Advisory Group, Inc. Broker-dealer affiliated Greensburg 9.3% 3,956
86 Erickson Financial Group, LLC Allentown 9.2% 238
87 Sterling Investment Advisors Ltd. Berwyn 9.2% 423
88 46 Peaks Investment Advisory Group Newtown 8.9% 124
89 Snavely Associates Financial Services Lemoyne 8.8% 283
90 Vermillion & White Wealth Management Group Phoenixville 8.7% 333
91 Radnor Capital Management, LLC Wayne 8.5% 177
92 Chartered Advisory Group Chadds Ford 8.4% 261
93 Foundation Wealth Management, LLC Media 8.4% 155
94 Common Cents Planning Glen Mills 8.1% 444
94 Trinity Wealth Management, LLC Berwyn 8.1% 222
96 Abundance Wealth Counselors, LLC State College 8.0% 473
97 Riggs Asset Management Co Inc Dallas 7.9% 780
98 Vericrest Private Wealth, LLC Newtown 7.9% 101
99 Kathmere Capital Management, LLC Wayne 7.9% 839
100 Prosperity Advisers, LLC Horsham 7.8% 268

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.