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AdvisorIQ

Ranking, Pennsylvania

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

As of October 2, 2026, Wedmont Private Capital ranked #1 in Pennsylvania in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 89.7%, from a base of $140.1 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 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 Bryn Mawr Trust Advisors, LLC Broker-dealer affiliated Philadelphia 35.9% $757.1 million
5 Thrive Capital Management, LLC Fort Washington 34.9% $146.9 million
6 Wick Capital Partners, LLC Wayne 33.5% $219.3 million
7 Sharp Financial Horsham 30.6% $132.1 million
8 Ewa, LLC Pittsburgh 30.4% $199.4 million
9 Equita Financial Network, Inc. Fort Washington 29.4% $107.6 million
10 Confluence Financial Partners McMurray 28.8% $2.2 billion
11 Traynor Capital Management Malvern 27.2% $726.0 million
12 Wealthcare Advisory Partners LLC Broker-dealer affiliated West Chester 26.6% $2.6 billion
13 McAdam LLC Radnor 26.4% $829.7 million
14 Alden Capital Broker-dealer affiliated Wayne 25.9% $478.2 million
15 Hornor, Townsend & Kent, LLC Broker-dealer affiliated Conshohocken 25.2% $2.9 billion
16 Prepared Retirement Institute LLC Montgomeryville 23.3% $108.0 million
17 Thrive Wealth Management, LLC Audubon 23.2% $556.4 million
18 Ballast Financial Advisors, LLC West Chester 23.1% $121.1 million
19 Prosperity Advisers, LLC Horsham 22.8% $134.4 million
20 Rockwood Wealth Management, LLC New Hope 22.6% $1.0 billion
21 Thayer Partners LLC Wyndmoor 22.1% $253.0 million
22 Milestone Asset Management, LLC Pittsburgh 22.0% $255.4 million
23 Morton Brown Family Wealth LLC Allentown 21.9% $179.7 million
24 Independence Square Holdings, LLC King of Prussia 21.7% $686.8 million
25 Great Valley Advisor Group, LLC Berwyn 21.5% $4.0 billion
26 Three Cord True Wealth Management, LLC Beaver 21.4% $120.6 million
27 Prometheus Capital Management Corp. Yardley 21.4% $151.0 million
28 Elm Wealth Philadelphia 21.4% $1.1 billion
29 Newsquare Capital, LLC Newtown Square 21.1% $919.6 million
30 Archetype Advisors, LLC Doylestown 21.0% $100.1 million
31 Stone House Investment Management, LLC Tunkhannock 20.5% $330.8 million
32 Guardian Asset Advisors, LLC Broker-dealer affiliated Mechanicsburg 20.4% $110.1 million
33 Hoey Investments, Inc. Coatesville 20.4% $312.1 million
34 MTM Financial Group, LLC Bethlehem 19.9% $312.0 million
35 Jacobi Capital Management, LLC Pittston 19.8% $1.1 billion
36 Wellfull Harleysville 19.7% $351.8 million
37 Carnegie Wealth Management, LLC Berwyn 19.7% $145.2 million
38 Legacy Advisors, LLC Plymouth Meeting 19.7% $2.1 billion
39 Ironview Capital Management, LLC Conshohocken 19.7% $567.9 million
40 Smithbridge Asset Management, Inc. Chadds Ford 19.6% $339.1 million
41 Trinity Wealth Management, LLC Berwyn 19.4% $164.3 million
42 Stone Pine Financial Partners Media 18.6% $109.3 million
43 Macro Advisors, Inc. York 18.5% $158.6 million
44 Northstar Financial Companies, Inc. Conshohocken 18.5% $222.4 million
45 Addis & Hill, Incorporated Wayne 17.9% $111.3 million
46 Interchange Capital Partners Pittsburgh 17.3% $334.8 million
47 Atwater Malick Lancaster 17.2% $311.0 million
48 Costello Asset Management, Inc. Feasterville 17.1% $176.5 million
49 Kathmere Capital Management, LLC Wayne 17.0% $1.6 billion
50 Blue Bell Private Wealth Management, LLC Blue Bell 16.7% $517.7 million
51 Trustmont Advisory Group, Inc. Broker-dealer affiliated Greensburg 16.5% $651.2 million
52 Innova Wealth Partners, LLC Newtown 16.4% $134.7 million
53 Drexel Morgan & Co. Radnor 16.2% $286.5 million
54 Compass Ion Advisors, LLC Conshohocken 16.2% $749.0 million
55 Quadrant Private Wealth Management, LLC Broker-dealer affiliated Center Valley 16.1% $991.9 million
56 Lifeguide Financial Advisors, LLC Mechanicsburg 16.0% $267.6 million
57 Valley Financial Group Broker-dealer affiliated Ambler 16.0% $136.6 million
58 Matune Basile Advisors Hermitage 15.8% $164.3 million
59 Bill Few Associates, Inc. Sewickley 15.8% $1.3 billion
60 Wharton Wealth Management, LLC Malvern 15.6% $101.5 million
61 Alliance Wealth Advisors, LLC Scranton 15.6% $291.7 million
62 Lountzis Asset Management, LLC Wyomissing 15.5% $303.4 million
63 RKL Private Wealth Lancaster 15.4% $1.2 billion
64 Roble, Belko and Company, Inc. Sewickley 15.3% $761.2 million
65 Capital Wealth Investments Scranton 15.3% $207.4 million
66 Trebuchet Consulting, LLC Pittsburgh 15.2% $532.5 million
67 Market Street Wealth Management West Chester 14.9% $418.1 million
68 Capstone Wealth Management Group, LLC Broker-dealer affiliated Dunmore 14.8% $178.5 million
69 Comprehensive Financial Planning, Inc. East Petersburg 14.4% $221.8 million
70 Ventura Wealth Management Yardley 14.4% $364.9 million
71 Sterling Investment Advisors Ltd. Berwyn 14.3% $551.5 million
72 Certior Financial Group, LLC King of Prussia 14.3% $231.9 million
73 Collective Family Office, LLC York 14.2% $274.2 million
74 Sevenbridge Financial Group, LLC Harrisburg 14.1% $378.3 million
75 BLBB Advisors Montgomeryville 14.0% $1.7 billion
76 Key Financial, Inc. West Chester 14.0% $1.5 billion
77 DT Investment Partners, LLC Chadds Ford 13.8% $1.0 billion
78 Grandview Asset Management LLC Harrisburg 13.5% $218.3 million
79 Yardley Wealth Management LLC Yardley 13.5% $123.1 million
80 Stewardship Advisors, LLC Mount Joy 13.4% $290.7 million
81 Amplius Wealth Advisors Blue Bell 13.1% $940.6 million
82 Quattro Advisors L.L.C. Pittsburgh 13.1% $357.5 million
83 Cordatus Wealth Management LLC Yardley 13.1% $340.8 million
84 Brandywine Oak Private Wealth LLC Kennett Square 12.9% $855.9 million
85 Main Street Financial Solutions, LLC Newtown 12.8% $1.4 billion
86 McClarren Financial Advisors State College 12.8% $248.3 million
87 Mfa Wealth Advisors, LLC Pittsburgh 12.7% $333.2 million
88 Bruton Chisnell Advisors, LLC Downingtown 12.6% $426.8 million
89 Tower Wealth Partners Lewisburg 12.6% $243.3 million
90 Entrust Financial LLC Wayne 12.6% $194.1 million
91 Atmos Advisory, LLC Pittsburgh 12.6% $100.1 million
92 HBKS Wealth Advisors Erie 12.5% $4.2 billion
93 River Wealth Advisors LLC Camp Hill 12.4% $818.3 million
94 Common Cents Planning Glen Mills 12.2% $304.4 million
95 Financial Coach West Chester 12.2% $223.0 million
96 Trunorth Financial Services, Inc. Chambersburg 12.2% $174.1 million
97 Biondo Investment Advisors LLC Milford 12.2% $727.6 million
98 Janney Montgomery Scott LLC Broker-dealer affiliated Philadelphia 12.2% $62.0 billion
99 Miller Investment Management, LP West Conshohocken 12.0% $4.0 billion
100 Vista Investment Management, LLC Pittsburgh 11.8% $185.2 million

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.