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RIA directory Rankings Fastest growing, 3 years Pennsylvania
Ranking, Pennsylvania
Fastest-growing independent RIAs over three years in Pennsylvania
As of October 2, 2026, Kintra Wealth, LLC ranked #1 in Pennsylvania in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 66.8%, from a base of $323.2 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.
Fastest-growing independent RIAs over three years in Pennsylvania
Rank
Firm
City
Growth
Starting value
1
Kintra Wealth, LLC
Williamsport
66.8%
$323.2 million
2
Interchange Capital Partners
Pittsburgh
50.7%
$217.1 million
3
Wedmont Private Capital
West Chester
49.9%
$1.0 billion
4
Foundation Wealth Management, LLC
Media
48.9%
$124.8 million
5
Ethos Financial Group, LLC
King of Prussia
48.7%
$651.8 million
6
Confluence Financial Partners
McMurray
46.8%
$2.5 billion
7
Traynor Capital Management
Malvern
43.3%
$823.1 million
8
Wick Capital Partners, LLC
Wayne
43.0%
$317.7 million
9
Callan Family Office, LLC
Radnor
42.3%
$3.5 billion
10
Kathmere Capital Management, LLC
Wayne
39.8%
$1.3 billion
11
Hoey Investments, Inc.
Coatesville
39.8%
$288.6 million
12
Ewa, LLC
Pittsburgh
39.5%
$276.6 million
13
Thrive Capital Management, LLC
Fort Washington
39.0%
$244.7 million
14
Lynch Asset Management, Inc.
Yardley
38.1%
$125.6 million
15
Equita Financial Network, Inc.
Fort Washington
37.2%
$151.5 million
16
Northstar Financial Companies, Inc.
Conshohocken
35.0%
$211.0 million
17
Taylor Securities Services, Inc.
Harrisburg
34.9%
$102.9 million
18
Prometheus Capital Management Corp.
Yardley
34.4%
$163.7 million
19
Lighthouse Wealth Management, LLC
Camp Hill
33.8%
$103.0 million
20
Elm Wealth
Philadelphia
33.2%
$1.3 billion
21
Legacy Solutions, LLC
Kennett Square
31.4%
$107.4 million
22
O'Hagan Group, Inc.
Bethlehem
30.7%
$559.3 million
23
Macro Advisors, Inc.
York
30.1%
$168.5 million
24
McAdam LLC
Radnor
28.7%
$1.3 billion
25
Three Cord True Wealth Management, LLC
Beaver
28.4%
$150.3 million
26
Stone Pine Financial Partners
Media
28.2%
$121.7 million
27
Blue Bell Private Wealth Management, LLC
Blue Bell
28.0%
$534.9 million
28
Stone House Investment Management, LLC
Tunkhannock
28.0%
$401.5 million
29
Great Valley Advisor Group, LLC
Berwyn
27.7%
$5.1 billion
30
Rockwood Wealth Management, LLC
New Hope
27.5%
$1.4 billion
31
Compass Ion Advisors, LLC
Conshohocken
27.4%
$767.1 million
32
Prosperity Advisers, LLC
Horsham
27.4%
$181.8 million
33
MTM Financial Group, LLC
Bethlehem
26.9%
$377.8 million
34
Addis & Hill, Incorporated
Wayne
26.8%
$124.7 million
35
Newsquare Capital, LLC
Newtown Square
26.3%
$1.2 billion
36
Archetype Advisors, LLC
Doylestown
26.3%
$129.1 million
37
Costello Asset Management, Inc.
Feasterville
25.9%
$194.6 million
38
Independence Square Holdings, LLC
King of Prussia
25.6%
$926.4 million
39
Sharp Financial
Horsham
25.4%
$254.9 million
40
Trinity Wealth Management, LLC
Berwyn
25.0%
$204.4 million
41
Stewardship Advisors, LLC
Mount Joy
24.6%
$281.8 million
42
Presilium Private Wealth, LLC
Radnor
24.5%
$348.0 million
43
Ironview Capital Management, LLC
Conshohocken
24.4%
$723.8 million
44
Petredis Investment Advisors
Warrendale
24.1%
$881.9 million
45
Newbridge Wealth Management
Bryn Mawr
24.0%
$115.0 million
46
Certior Financial Group, LLC
King of Prussia
23.4%
$240.4 million
47
Grandview Asset Management LLC
Harrisburg
23.3%
$219.4 million
48
Thrive Wealth Management, LLC
Audubon
23.2%
$843.1 million
49
Yardley Wealth Management LLC
Yardley
22.8%
$125.0 million
50
Jacobi Capital Management, LLC
Pittston
22.8%
$1.4 billion
51
Legacy Advisors, LLC
Plymouth Meeting
22.6%
$2.8 billion
52
Morton Brown Family Wealth LLC
Allentown
22.6%
$262.3 million
53
Lansing Street Advisors
Ambler
22.4%
$302.5 million
54
Roble, Belko and Company, Inc.
Sewickley
22.3%
$849.9 million
55
Bouvel Investment Partners, LLC
Phoenixville
22.1%
$205.8 million
56
Venator Management LLC
Pittsburgh
22.0%
$281.5 million
57
Milestone Asset Management, LLC
Pittsburgh
21.6%
$384.4 million
58
Lifeguide Financial Advisors, LLC
Mechanicsburg
21.3%
$315.3 million
59
Crossover Capital
Yardley
21.0%
$101.3 million
60
Innova Wealth Partners, LLC
Newtown
20.8%
$163.4 million
61
Atwater Malick
Lancaster
20.6%
$392.2 million
62
RKL Private Wealth
Lancaster
20.5%
$1.4 billion
63
Erickson Financial Group, LLC
Allentown
20.4%
$113.9 million
64
Biondo Investment Advisors LLC
Milford
20.3%
$742.9 million
65
Market Street Wealth Management
West Chester
20.3%
$481.3 million
66
Sterling Investment Advisors Ltd.
Berwyn
20.3%
$618.7 million
67
Barton Investment Management, LLC
W. Conshohocken
20.1%
$567.8 million
68
Wellfull
Harleysville
20.1%
$499.6 million
69
BLBB Advisors
Montgomeryville
20.1%
$1.9 billion
70
Trunorth Financial Services, Inc.
Chambersburg
19.8%
$180.0 million
71
Amplius Wealth Advisors
Blue Bell
19.8%
$1.0 billion
72
Thayer Partners LLC
Wyndmoor
19.7%
$400.3 million
73
Alliance Wealth Advisors, LLC
Scranton
19.5%
$352.0 million
74
Ballast Financial Advisors, LLC
West Chester
19.5%
$200.8 million
75
Tower Wealth Partners
Lewisburg
19.3%
$259.2 million
76
Collective Family Office, LLC
York
19.3%
$314.4 million
77
Gibraltar Wealth Management, LLC
Abington
18.7%
$127.2 million
78
Carnegie Wealth Management, LLC
Berwyn
18.6%
$214.0 million
79
Bluesphere Advisors LLC
East Norriton
18.5%
$304.4 million
80
Quattro Advisors L.L.C.
Pittsburgh
18.5%
$397.9 million
81
Drexel Morgan & Co.
Radnor
18.5%
$365.0 million
82
Financial Coach
West Chester
18.4%
$239.5 million
83
Wharton Wealth Management, LLC
Malvern
18.3%
$126.2 million
84
Capital Wealth Investments
Scranton
18.1%
$256.6 million
85
Advice & Planning Services LLC
Youngwood
18.1%
$113.7 million
86
Matune Basile Advisors
Hermitage
18.1%
$208.2 million
87
Sevenbridge Financial Group, LLC
Harrisburg
18.1%
$444.2 million
88
River Wealth Advisors LLC
Camp Hill
17.9%
$896.6 million
89
Corient SHC Partners (US) LP
Philadelphia
17.9%
$1.0 billion
90
Kooman & Associates
Altoona
17.8%
$340.3 million
91
Marion Wealth Management
Monroeville
17.7%
$333.1 million
92
McClarren Financial Advisors
State College
17.7%
$278.1 million
93
Common Cents Planning
Glen Mills
17.5%
$334.4 million
94
Faithward Advisors, LLC
Lancaster
17.5%
$649.4 million
95
Bishop & Company Investment Management, LLC
Erie
17.5%
$272.1 million
96
Key Financial, Inc.
West Chester
17.4%
$1.8 billion
97
Chapel Hill Investment Analysts Inc
Greensburg
17.4%
$269.6 million
98
Snavely Associates Financial Services
Lemoyne
17.4%
$113.0 million
99
Prepared Retirement Institute LLC
Montgomeryville
17.2%
$190.9 million
100
Ventura Wealth Management
Yardley
17.2%
$443.2 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing, 3 years 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 .