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For asset managers
AdvisorIQ

Ranking, Pennsylvania

Fastest-growing wealth firms over three years, including broker-dealer firms in Pennsylvania

As of October 2, 2026, Kintra Wealth, LLC ranked #1 in Pennsylvania in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 66.8%, from a base of $323.2 million.

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

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.

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 Alden Capital Broker-dealer affiliated Wayne 35.9% $603.7 million
17 Northstar Financial Companies, Inc. Conshohocken 35.0% $211.0 million
18 Taylor Securities Services, Inc. Harrisburg 34.9% $102.9 million
19 Prometheus Capital Management Corp. Yardley 34.4% $163.7 million
20 Lighthouse Wealth Management, LLC Camp Hill 33.8% $103.0 million
21 Elm Wealth Philadelphia 33.2% $1.3 billion
22 Legacy Solutions, LLC Kennett Square 31.4% $107.4 million
23 O'Hagan Group, Inc. Bethlehem 30.7% $559.3 million
24 Macro Advisors, Inc. York 30.1% $168.5 million
25 McAdam LLC Radnor 28.7% $1.3 billion
26 Wealthcare Advisory Partners LLC Broker-dealer affiliated West Chester 28.5% $3.9 billion
27 Three Cord True Wealth Management, LLC Beaver 28.4% $150.3 million
28 Stone Pine Financial Partners Media 28.2% $121.7 million
29 Blue Bell Private Wealth Management, LLC Blue Bell 28.0% $534.9 million
30 Stone House Investment Management, LLC Tunkhannock 28.0% $401.5 million
31 Great Valley Advisor Group, LLC Berwyn 27.7% $5.1 billion
32 Rockwood Wealth Management, LLC New Hope 27.5% $1.4 billion
33 Compass Ion Advisors, LLC Conshohocken 27.4% $767.1 million
34 Prosperity Advisers, LLC Horsham 27.4% $181.8 million
35 MTM Financial Group, LLC Bethlehem 26.9% $377.8 million
36 Addis & Hill, Incorporated Wayne 26.8% $124.7 million
37 Newsquare Capital, LLC Newtown Square 26.3% $1.2 billion
38 Archetype Advisors, LLC Doylestown 26.3% $129.1 million
39 Costello Asset Management, Inc. Feasterville 25.9% $194.6 million
40 Independence Square Holdings, LLC King of Prussia 25.6% $926.4 million
41 Sharp Financial Horsham 25.4% $254.9 million
42 Trinity Wealth Management, LLC Berwyn 25.0% $204.4 million
43 Stewardship Advisors, LLC Mount Joy 24.6% $281.8 million
44 Trustmont Advisory Group, Inc. Broker-dealer affiliated Greensburg 24.5% $722.8 million
45 Presilium Private Wealth, LLC Radnor 24.5% $348.0 million
46 Ironview Capital Management, LLC Conshohocken 24.4% $723.8 million
47 Petredis Investment Advisors Warrendale 24.1% $881.9 million
48 Newbridge Wealth Management Bryn Mawr 24.0% $115.0 million
49 Certior Financial Group, LLC King of Prussia 23.4% $240.4 million
50 Grandview Asset Management LLC Harrisburg 23.3% $219.4 million
51 Thrive Wealth Management, LLC Audubon 23.2% $843.1 million
52 Alden Investment Group Broker-dealer affiliated Wayne 23.0% $207.3 million
53 Yardley Wealth Management LLC Yardley 22.8% $125.0 million
54 Jacobi Capital Management, LLC Pittston 22.8% $1.4 billion
55 Legacy Advisors, LLC Plymouth Meeting 22.6% $2.8 billion
56 Morton Brown Family Wealth LLC Allentown 22.6% $262.3 million
57 Lansing Street Advisors Ambler 22.4% $302.5 million
58 Roble, Belko and Company, Inc. Sewickley 22.3% $849.9 million
59 Bouvel Investment Partners, LLC Phoenixville 22.1% $205.8 million
60 Venator Management LLC Pittsburgh 22.0% $281.5 million
61 Milestone Asset Management, LLC Pittsburgh 21.6% $384.4 million
62 Lifeguide Financial Advisors, LLC Mechanicsburg 21.3% $315.3 million
63 Crossover Capital Yardley 21.0% $101.3 million
64 Valley Financial Group Broker-dealer affiliated Ambler 20.9% $162.4 million
65 Innova Wealth Partners, LLC Newtown 20.8% $163.4 million
66 Atwater Malick Lancaster 20.6% $392.2 million
67 RKL Private Wealth Lancaster 20.5% $1.4 billion
68 Erickson Financial Group, LLC Allentown 20.4% $113.9 million
69 Biondo Investment Advisors LLC Milford 20.3% $742.9 million
70 Market Street Wealth Management West Chester 20.3% $481.3 million
71 Sterling Investment Advisors Ltd. Berwyn 20.3% $618.7 million
72 Barton Investment Management, LLC W. Conshohocken 20.1% $567.8 million
73 Wellfull Harleysville 20.1% $499.6 million
74 BLBB Advisors Montgomeryville 20.1% $1.9 billion
75 Trunorth Financial Services, Inc. Chambersburg 19.8% $180.0 million
76 Amplius Wealth Advisors Blue Bell 19.8% $1.0 billion
77 Thayer Partners LLC Wyndmoor 19.7% $400.3 million
78 Alliance Wealth Advisors, LLC Scranton 19.5% $352.0 million
79 Ballast Financial Advisors, LLC West Chester 19.5% $200.8 million
80 Tower Wealth Partners Lewisburg 19.3% $259.2 million
81 Guardian Asset Advisors, LLC Broker-dealer affiliated Mechanicsburg 19.3% $163.9 million
82 Collective Family Office, LLC York 19.3% $314.4 million
83 Gibraltar Wealth Management, LLC Abington 18.7% $127.2 million
84 Capstone Wealth Management Group, LLC Broker-dealer affiliated Dunmore 18.6% $213.3 million
85 Carnegie Wealth Management, LLC Berwyn 18.6% $214.0 million
86 Bluesphere Advisors LLC East Norriton 18.5% $304.4 million
87 Quattro Advisors L.L.C. Pittsburgh 18.5% $397.9 million
88 Drexel Morgan & Co. Radnor 18.5% $365.0 million
89 Financial Coach West Chester 18.4% $239.5 million
90 Wharton Wealth Management, LLC Malvern 18.3% $126.2 million
91 Capital Wealth Investments Scranton 18.1% $256.6 million
92 Advice & Planning Services LLC Youngwood 18.1% $113.7 million
93 Matune Basile Advisors Hermitage 18.1% $208.2 million
94 Sevenbridge Financial Group, LLC Harrisburg 18.1% $444.2 million
95 River Wealth Advisors LLC Camp Hill 17.9% $896.6 million
96 Corient SHC Partners (US) LP Philadelphia 17.9% $1.0 billion
97 Kooman & Associates Altoona 17.8% $340.3 million
98 Marion Wealth Management Monroeville 17.7% $333.1 million
99 McClarren Financial Advisors State College 17.7% $278.1 million
100 Common Cents Planning Glen Mills 17.5% $334.4 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.