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AdvisorIQ

Ranking, Pennsylvania

Fastest-growing independent RIAs over five years in Pennsylvania

As of October 2, 2026, Wedmont Private Capital ranked #1 in Pennsylvania in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 89.7%, from a base of $140.1 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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 Wedmont Private Capital West Chester 89.7% $140.1 million
2 Prowell Financial Management, LLC Exton 58.5% $686.3 million
3 Kintra Wealth, LLC Williamsport 43.7% $245.4 million
4 Thrive Capital Management, LLC Fort Washington 34.9% $146.9 million
5 Wick Capital Partners, LLC Wayne 33.5% $219.3 million
6 Sharp Financial Horsham 30.6% $132.1 million
7 Ewa, LLC Pittsburgh 30.4% $199.4 million
8 Equita Financial Network, Inc. Fort Washington 29.4% $107.6 million
9 Confluence Financial Partners McMurray 28.8% $2.2 billion
10 Traynor Capital Management Malvern 27.2% $726.0 million
11 McAdam LLC Radnor 26.4% $829.7 million
12 Prepared Retirement Institute LLC Montgomeryville 23.3% $108.0 million
13 Thrive Wealth Management, LLC Audubon 23.2% $556.4 million
14 Ballast Financial Advisors, LLC West Chester 23.1% $121.1 million
15 Prosperity Advisers, LLC Horsham 22.8% $134.4 million
16 Rockwood Wealth Management, LLC New Hope 22.6% $1.0 billion
17 Thayer Partners LLC Wyndmoor 22.1% $253.0 million
18 Milestone Asset Management, LLC Pittsburgh 22.0% $255.4 million
19 Morton Brown Family Wealth LLC Allentown 21.9% $179.7 million
20 Independence Square Holdings, LLC King of Prussia 21.7% $686.8 million
21 Great Valley Advisor Group, LLC Berwyn 21.5% $4.0 billion
22 Three Cord True Wealth Management, LLC Beaver 21.4% $120.6 million
23 Prometheus Capital Management Corp. Yardley 21.4% $151.0 million
24 Elm Wealth Philadelphia 21.4% $1.1 billion
25 Newsquare Capital, LLC Newtown Square 21.1% $919.6 million
26 Archetype Advisors, LLC Doylestown 21.0% $100.1 million
27 Stone House Investment Management, LLC Tunkhannock 20.5% $330.8 million
28 Hoey Investments, Inc. Coatesville 20.4% $312.1 million
29 MTM Financial Group, LLC Bethlehem 19.9% $312.0 million
30 Jacobi Capital Management, LLC Pittston 19.8% $1.1 billion
31 Wellfull Harleysville 19.7% $351.8 million
32 Carnegie Wealth Management, LLC Berwyn 19.7% $145.2 million
33 Legacy Advisors, LLC Plymouth Meeting 19.7% $2.1 billion
34 Ironview Capital Management, LLC Conshohocken 19.7% $567.9 million
35 Smithbridge Asset Management, Inc. Chadds Ford 19.6% $339.1 million
36 Trinity Wealth Management, LLC Berwyn 19.4% $164.3 million
37 Stone Pine Financial Partners Media 18.6% $109.3 million
38 Macro Advisors, Inc. York 18.5% $158.6 million
39 Northstar Financial Companies, Inc. Conshohocken 18.5% $222.4 million
40 Addis & Hill, Incorporated Wayne 17.9% $111.3 million
41 Interchange Capital Partners Pittsburgh 17.3% $334.8 million
42 Atwater Malick Lancaster 17.2% $311.0 million
43 Costello Asset Management, Inc. Feasterville 17.1% $176.5 million
44 Kathmere Capital Management, LLC Wayne 17.0% $1.6 billion
45 Blue Bell Private Wealth Management, LLC Blue Bell 16.7% $517.7 million
46 Innova Wealth Partners, LLC Newtown 16.4% $134.7 million
47 Drexel Morgan & Co. Radnor 16.2% $286.5 million
48 Compass Ion Advisors, LLC Conshohocken 16.2% $749.0 million
49 Lifeguide Financial Advisors, LLC Mechanicsburg 16.0% $267.6 million
50 Matune Basile Advisors Hermitage 15.8% $164.3 million
51 Bill Few Associates, Inc. Sewickley 15.8% $1.3 billion
52 Wharton Wealth Management, LLC Malvern 15.6% $101.5 million
53 Alliance Wealth Advisors, LLC Scranton 15.6% $291.7 million
54 Lountzis Asset Management, LLC Wyomissing 15.5% $303.4 million
55 RKL Private Wealth Lancaster 15.4% $1.2 billion
56 Roble, Belko and Company, Inc. Sewickley 15.3% $761.2 million
57 Capital Wealth Investments Scranton 15.3% $207.4 million
58 Trebuchet Consulting, LLC Pittsburgh 15.2% $532.5 million
59 Market Street Wealth Management West Chester 14.9% $418.1 million
60 Comprehensive Financial Planning, Inc. East Petersburg 14.4% $221.8 million
61 Ventura Wealth Management Yardley 14.4% $364.9 million
62 Sterling Investment Advisors Ltd. Berwyn 14.3% $551.5 million
63 Certior Financial Group, LLC King of Prussia 14.3% $231.9 million
64 Collective Family Office, LLC York 14.2% $274.2 million
65 Sevenbridge Financial Group, LLC Harrisburg 14.1% $378.3 million
66 BLBB Advisors Montgomeryville 14.0% $1.7 billion
67 Key Financial, Inc. West Chester 14.0% $1.5 billion
68 DT Investment Partners, LLC Chadds Ford 13.8% $1.0 billion
69 Grandview Asset Management LLC Harrisburg 13.5% $218.3 million
70 Yardley Wealth Management LLC Yardley 13.5% $123.1 million
71 Stewardship Advisors, LLC Mount Joy 13.4% $290.7 million
72 Amplius Wealth Advisors Blue Bell 13.1% $940.6 million
73 Quattro Advisors L.L.C. Pittsburgh 13.1% $357.5 million
74 Cordatus Wealth Management LLC Yardley 13.1% $340.8 million
75 Brandywine Oak Private Wealth LLC Kennett Square 12.9% $855.9 million
76 Main Street Financial Solutions, LLC Newtown 12.8% $1.4 billion
77 McClarren Financial Advisors State College 12.8% $248.3 million
78 Mfa Wealth Advisors, LLC Pittsburgh 12.7% $333.2 million
79 Bruton Chisnell Advisors, LLC Downingtown 12.6% $426.8 million
80 Tower Wealth Partners Lewisburg 12.6% $243.3 million
81 Entrust Financial LLC Wayne 12.6% $194.1 million
82 Atmos Advisory, LLC Pittsburgh 12.6% $100.1 million
83 HBKS Wealth Advisors Erie 12.5% $4.2 billion
84 River Wealth Advisors LLC Camp Hill 12.4% $818.3 million
85 Common Cents Planning Glen Mills 12.2% $304.4 million
86 Financial Coach West Chester 12.2% $223.0 million
87 Trunorth Financial Services, Inc. Chambersburg 12.2% $174.1 million
88 Biondo Investment Advisors LLC Milford 12.2% $727.6 million
89 Miller Investment Management, LP West Conshohocken 12.0% $4.0 billion
90 Vista Investment Management, LLC Pittsburgh 11.8% $185.2 million
91 Covington Investment Advisors, Inc. Ligonier 11.8% $506.6 million
92 Johnson & White Wealth Management LLC York 11.6% $279.6 million
93 Psi Capital Management Lancaster 11.6% $222.6 million
94 Erickson Financial Group, LLC Allentown 11.5% $115.3 million
95 Advice & Planning Services LLC Youngwood 11.5% $108.6 million
96 Invested Advisors State College 11.5% $155.9 million
97 Christine Messmer, P.C. Collegeville 11.5% $139.8 million
98 Red Spruce Capital, LLC Berwyn 11.3% $150.1 million
99 Econ Wealth Management Harrisburg 11.3% $136.2 million
100 Wescott Financial Advisory Group LLC Philadelphia 11.2% $2.4 billion

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Fastest growing, 5 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.