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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.