# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/client-growth/pennsylvania/

## Facts

- ranking: Independent RIAs with the fastest client growth over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Pennsylvania
- firms_listed: 100
- rows: rank: 1, crd: 147221, firm: MTM Financial Group, LLC, city: Bethlehem, state: PA, value: 1.7029702970297, base_value: 1212, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147221/; rank: 2, crd: 334574, firm: MFG Private Wealth, city: Canonsburg, state: PA, value: 1.09210526315789, base_value: 380, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334574/; rank: 3, crd: 108920, firm: Trident Advisors Inc, city: Doylestown, state: PA, value: 0.717557251908397, base_value: 131, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108920/; rank: 4, crd: 321705, firm: Beacon Bridge Wealth Partners, LLC, city: Lower Gwynedd, state: PA, value: 0.709302325581395, base_value: 430, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321705/; rank: 5, crd: 306486, firm: Stonecrop Wealth Advisors, LLC, city: West Chester, state: PA, value: 0.696428571428571, base_value: 896, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306486/; rank: 6, crd: 299248, firm: Wealthfd, city: Conshohocken, state: PA, value: 0.552901023890785, base_value: 293, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299248/; rank: 7, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, state: PA, value: 0.542016806722689, base_value: 238, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299194/; rank: 8, crd: 290734, firm: Thayer Partners LLC, city: Wyndmoor, state: PA, value: 0.516260162601626, base_value: 246, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290734/; rank: 9, crd: 226655, firm: Alvin Clay Financial Advisors, LLC, city: Jenkintown, state: PA, value: 0.495798319327731, base_value: 119, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226655/; rank: 10, crd: 159563, firm: Chancellor Financial Group WB LP, city: Wilkes-Barre, state: PA, value: 0.451901565995526, base_value: 894, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159563/; rank: 11, crd: 139830, firm: Legacy Advisors, LLC, city: Plymouth Meeting, state: PA, value: 0.440909090909091, base_value: 220, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139830/; rank: 12, crd: 322140, firm: Viable, city: Malvern, state: PA, value: 0.373333333333333, base_value: 150, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322140/; rank: 13, crd: 330304, firm: Aurdan Capital Management, LLC, city: Wayne, state: PA, value: 0.351437699680511, base_value: 313, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330304/; rank: 14, crd: 110729, firm: Cookson Peirce Wealth Management, city: Pittsburgh, state: PA, value: 0.327433628318584, base_value: 1243, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110729/; rank: 15, crd: 281347, firm: Thrive Capital Management, LLC, city: Fort Washington, state: PA, value: 0.323232323232323, base_value: 594, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281347/; rank: 16, crd: 138881, firm: Traynor Capital Management, city: Malvern, state: PA, value: 0.307106598984772, base_value: 1970, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138881/; rank: 17, crd: 167225, firm: Elm Wealth, city: Philadelphia, state: PA, value: 0.292730844793713, base_value: 509, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167225/; rank: 18, crd: 107771, firm: Brick & Kyle Associates Inc, city: Newtown, state: PA, value: 0.290030211480363, base_value: 331, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107771/; rank: 19, crd: 328863, firm: Capital A Wealth Management, city: Cranberry Township, state: PA, value: 0.274122807017544, base_value: 912, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328863/; rank: 20, crd: 305815, firm: Wedmont Private Capital, city: West Chester, state: PA, value: 0.272959183673469, base_value: 392, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305815/; rank: 21, crd: 146438, firm: Quattro Advisors L.L.C., city: Pittsburgh, state: PA, value: 0.250755287009063, base_value: 331, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146438/; rank: 22, crd: 168271, firm: Oaktree Advisors LLC, city: Coopersburg, state: PA, value: 0.245161290322581, base_value: 310, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168271/; rank: 23, crd: 289325, firm: Sharp Financial, city: Horsham, state: PA, value: 0.235668789808917, base_value: 157, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289325/; rank: 24, crd: 317154, firm: Cross Border Financial Planning USA LLC, city: Philadelphia, state: PA, value: 0.22962962962963, base_value: 135, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317154/; rank: 25, crd: 304070, firm: Taylor Securities Services, Inc., city: Harrisburg, state: PA, value: 0.229166666666667, base_value: 624, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304070/; rank: 26, crd: 121982, firm: Prometheus Capital Management Corp., city: Yardley, state: PA, value: 0.220720720720721, base_value: 222, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121982/; rank: 27, crd: 175287, firm: Stone Pine Financial Partners, city: Media, state: PA, value: 0.216867469879518, base_value: 166, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175287/; rank: 28, crd: 329884, firm: Holos Integrated Wealth, city: Kennett Square, state: PA, value: 0.216216216216216, base_value: 185, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329884/; rank: 29, crd: 313145, firm: Ethos Capital Management, Inc., city: Newtown, state: PA, value: 0.211920529801324, base_value: 151, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313145/; rank: 30, crd: 166645, firm: Trebuchet Consulting, LLC, city: Pittsburgh, state: PA, value: 0.195250659630607, base_value: 379, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166645/; rank: 31, crd: 317722, firm: G&H Investments, city: Leola, state: PA, value: 0.192982456140351, base_value: 114, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317722/; rank: 32, crd: 317446, firm: Callan Family Office, LLC, city: Radnor, state: PA, value: 0.176829268292683, base_value: 164, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317446/; rank: 33, crd: 164039, firm: Maguire Investments LLC, city: King of Prussia, state: PA, value: 0.175572519083969, base_value: 131, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164039/; rank: 33, crd: 169239, firm: Newbridge Wealth Management, city: Bryn Mawr, state: PA, value: 0.175572519083969, base_value: 131, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169239/; rank: 35, crd: 142659, firm: Foundation Capital Management, LLC, city: East Norriton, state: PA, value: 0.175152749490835, base_value: 982, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142659/; rank: 36, crd: 315678, firm: Avail Investment Partners, LLC, city: Lemont, state: PA, value: 0.170731707317073, base_value: 123, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315678/; rank: 37, crd: 324196, firm: Wagner Wealth Management, Corp., city: Conyngham, state: PA, value: 0.170403587443946, base_value: 223, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324196/; rank: 38, crd: 304732, firm: Zenith Wealth Partners, city: Philadelphia, state: PA, value: 0.169064748201439, base_value: 278, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304732/; rank: 39, crd: 285351, firm: Rolek Retirement Planning, city: Berwyn, state: PA, value: 0.164444444444444, base_value: 225, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285351/; rank: 40, crd: 111095, firm: Oak Tree Investment Advisors, city: Pittsburgh, state: PA, value: 0.160714285714286, base_value: 112, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111095/; rank: 41, crd: 146162, firm: Harvest Financial Partners, city: Paoli, state: PA, value: 0.160583941605839, base_value: 137, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146162/; rank: 42, crd: 310461, firm: Tower Wealth Partners, city: Lewisburg, state: PA, value: 0.16015132408575, base_value: 793, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310461/; rank: 43, crd: 325042, firm: Kitching Partners, LLC, city: Conshohocken, state: PA, value: 0.155339805825243, base_value: 103, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325042/; rank: 44, crd: 152103, firm: Hoey Investments, Inc., city: Coatesville, state: PA, value: 0.154901960784314, base_value: 510, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152103/; rank: 45, crd: 139410, firm: Stone House Investment Management, LLC, city: Tunkhannock, state: PA, value: 0.153694581280788, base_value: 1015, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139410/; rank: 46, crd: 315675, firm: Liberty One Wealth Advisors, city: Philadelphia, state: PA, value: 0.151219512195122, base_value: 205, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315675/; rank: 47, crd: 111308, firm: Trunorth Financial Services, Inc., city: Chambersburg, state: PA, value: 0.149870801033592, base_value: 387, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111308/; rank: 48, crd: 301274, firm: Collective Family Office, LLC, city: York, state: PA, value: 0.149606299212598, base_value: 127, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301274/; rank: 49, crd: 328774, firm: Ifs Group, city: Mechanicsburg, state: PA, value: 0.138075313807531, base_value: 239, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328774/; rank: 50, crd: 131063, firm: Waldron Private Wealth, city: Bridgeville, state: PA, value: 0.135076252723312, base_value: 459, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131063/; rank: 51, crd: 110744, firm: RTD Financial Advisors Inc, city: Philadelphia, state: PA, value: 0.134146341463415, base_value: 738, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110744/; rank: 52, crd: 307480, firm: Three Cord True Wealth Management, LLC, city: Beaver, state: PA, value: 0.131531531531532, base_value: 555, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307480/; rank: 53, crd: 309422, firm: Stark Wealth Management LLC, city: Bethlehem, state: PA, value: 0.129237288135593, base_value: 472, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309422/; rank: 54, crd: 117108, firm: Marathon Strategic Advisors, LLC, city: Pittsburgh, state: PA, value: 0.126373626373626, base_value: 182, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117108/; rank: 55, crd: 327529, firm: Stonebridge Financial Group, LLC, city: Wormleysburg, state: PA, value: 0.121538461538462, base_value: 1300, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327529/; rank: 56, crd: 302100, firm: The Aranda Group Advisors, LLC, city: Jenkintown, state: PA, value: 0.119718309859155, base_value: 142, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/302100/; rank: 57, crd: 310441, firm: Milestone Asset Management, LLC, city: Pittsburgh, state: PA, value: 0.118949958982773, base_value: 1219, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310441/; rank: 58, crd: 313711, firm: River's Edge, city: Beaver, state: PA, value: 0.118483412322275, base_value: 211, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313711/; rank: 59, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, state: PA, value: 0.117007171698909, base_value: 33186, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123913/; rank: 60, crd: 104834, firm: Wedgewood Investors Inc, city: Erie, state: PA, value: 0.116981132075472, base_value: 265, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104834/; rank: 61, crd: 122460, firm: Valley Brook Capital Group, city: Venetia, state: PA, value: 0.114754098360656, base_value: 183, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122460/; rank: 62, crd: 147982, firm: Asset Strategy Retirement Plan Consultants, LLC, city: Camp Hill, state: PA, value: 0.114624505928854, base_value: 253, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147982/; rank: 63, crd: 152301, firm: Ventura Wealth Management, city: Yardley, state: PA, value: 0.111111111111111, base_value: 531, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152301/; rank: 64, crd: 156527, firm: Archetype Advisors, LLC, city: Doylestown, state: PA, value: 0.108870967741935, base_value: 248, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156527/; rank: 65, crd: 127270, firm: Covington Investment Advisors, Inc., city: Ligonier, state: PA, value: 0.108695652173913, base_value: 230, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127270/; rank: 66, crd: 287766, firm: Hoffman Capital Advisors LLC, city: Cranberry Township, state: PA, value: 0.107142857142857, base_value: 336, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287766/; rank: 66, crd: 328693, firm: Master's Wealth Management Inc., city: Leola, state: PA, value: 0.107142857142857, base_value: 392, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328693/; rank: 68, crd: 324102, firm: Magnolia Private Wealth, LLC, city: Philadelphia, state: PA, value: 0.106918238993711, base_value: 159, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324102/; rank: 69, crd: 311621, firm: Networth Advisors, LLC, city: Canonsburg, state: PA, value: 0.103542234332425, base_value: 367, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311621/; rank: 70, crd: 299094, firm: Success Wealth Management LLC, city: Wexford, state: PA, value: 0.103355704697986, base_value: 745, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299094/; rank: 71, crd: 328043, firm: Bare Wealth Advisors, city: Gap, state: PA, value: 0.103184713375796, base_value: 785, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328043/; rank: 72, crd: 123286, firm: Roble, Belko and Company, Inc., city: Sewickley, state: PA, value: 0.101769911504425, base_value: 226, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123286/; rank: 73, crd: 168772, firm: Invariant Investment Management, city: Camp Hill, state: PA, value: 0.0979020979020979, base_value: 286, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168772/; rank: 74, crd: 286168, firm: Clearview Financial Partners, city: Radnor, state: PA, value: 0.0967213114754097, base_value: 610, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286168/; rank: 75, crd: 333732, firm: Henderson Brothers Financial Partners LLC, city: Pittsburgh, state: PA, value: 0.096638655462185, base_value: 952, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333732/; rank: 76, crd: 226774, firm: Econ Wealth Management, city: Harrisburg, state: PA, value: 0.0958466453674121, base_value: 313, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226774/; rank: 77, crd: 156015, firm: Guardian Capital, LLC, city: Wexford, state: PA, value: 0.0954545454545455, base_value: 220, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156015/; rank: 78, crd: 299818, firm: Erickson Financial Group, LLC, city: Allentown, state: PA, value: 0.0924369747899159, base_value: 238, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299818/; rank: 79, crd: 140710, firm: Sterling Investment Advisors Ltd., city: Berwyn, state: PA, value: 0.0921985815602837, base_value: 423, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140710/; rank: 80, crd: 306902, firm: 46 Peaks Investment Advisory Group, city: Newtown, state: PA, value: 0.0887096774193548, base_value: 124, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306902/; rank: 81, crd: 144405, firm: Snavely Associates Financial Services, city: Lemoyne, state: PA, value: 0.088339222614841, base_value: 283, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144405/; rank: 82, crd: 168215, firm: Vermillion & White Wealth Management Group, city: Phoenixville, state: PA, value: 0.087087087087087, base_value: 333, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168215/; rank: 83, crd: 159559, firm: Radnor Capital Management, LLC, city: Wayne, state: PA, value: 0.0847457627118644, base_value: 177, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159559/; rank: 84, crd: 116517, firm: Chartered Advisory Group, city: Chadds Ford, state: PA, value: 0.0842911877394636, base_value: 261, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116517/; rank: 85, crd: 168270, firm: Foundation Wealth Management, LLC, city: Media, state: PA, value: 0.0838709677419356, base_value: 155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168270/; rank: 86, crd: 120131, firm: Common Cents Planning, city: Glen Mills, state: PA, value: 0.0810810810810811, base_value: 444, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120131/; rank: 86, crd: 169216, firm: Trinity Wealth Management, LLC, city: Berwyn, state: PA, value: 0.0810810810810811, base_value: 222, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169216/; rank: 88, crd: 111740, firm: Abundance Wealth Counselors, LLC, city: State College, state: PA, value: 0.080338266384778, base_value: 473, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111740/; rank: 89, crd: 107233, firm: Riggs Asset Management Co Inc, city: Dallas, state: PA, value: 0.0794871794871794, base_value: 780, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107233/; rank: 90, crd: 311111, firm: Vericrest Private Wealth, LLC, city: Newtown, state: PA, value: 0.0792079207920793, base_value: 101, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311111/; rank: 91, crd: 305118, firm: Kathmere Capital Management, LLC, city: Wayne, state: PA, value: 0.0786650774731823, base_value: 839, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305118/; rank: 92, crd: 282998, firm: Prosperity Advisers, LLC, city: Horsham, state: PA, value: 0.0783582089552239, base_value: 268, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282998/; rank: 93, crd: 150250, firm: Ironview Capital Management, LLC, city: Conshohocken, state: PA, value: 0.0774818401937045, base_value: 413, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150250/; rank: 94, crd: 139096, firm: BLBB Advisors, city: Montgomeryville, state: PA, value: 0.0772277227722773, base_value: 1515, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139096/; rank: 95, crd: 107128, firm: Hamel Associates,inc., city: Allentown, state: PA, value: 0.076271186440678, base_value: 118, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107128/; rank: 96, crd: 115111, firm: Wealthkare.com, Inc., city: Mount Union, state: PA, value: 0.0754189944134078, base_value: 358, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115111/; rank: 97, crd: 130105, firm: Biondo Investment Advisors LLC, city: Milford, state: PA, value: 0.0746268656716418, base_value: 1072, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130105/; rank: 98, crd: 304430, firm: Ballast Financial Advisors, LLC, city: West Chester, state: PA, value: 0.0740740740740742, base_value: 567, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304430/; rank: 99, crd: 299034, firm: Odyssey Capital Advisors Inc., city: Bala Cynwyd, state: PA, value: 0.0728744939271255, base_value: 247, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299034/; rank: 100, crd: 122147, firm: McClarren Financial Advisors, city: State College, state: PA, value: 0.071969696969697, base_value: 264, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122147/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the fastest client growth over one year, nationally](https://advisoriq.com/ria/rankings/client-growth/)
- [RIA market data for Pennsylvania](https://advisoriq.com/ria/states/pennsylvania/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/pennsylvania/

License: https://advisoriq.com/license/