# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-5-year/pennsylvania/

## Facts

- ranking: Fastest-growing independent RIAs over five years
- how_it_is_computed: 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.
- unit: pct
- scope: Pennsylvania
- firms_listed: 100
- rows: rank: 1, crd: 305815, firm: Wedmont Private Capital, city: West Chester, state: PA, value: 0.897020139403911, base_value: 140051863, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305815/; rank: 2, crd: 281762, firm: Prowell Financial Management, LLC, city: Exton, state: PA, value: 0.584907048624142, base_value: 686326980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281762/; rank: 3, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, state: PA, value: 0.436510806609681, base_value: 245379961, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299407/; rank: 4, crd: 281347, firm: Thrive Capital Management, LLC, city: Fort Washington, state: PA, value: 0.349267033159594, base_value: 146861274, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281347/; rank: 5, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, state: PA, value: 0.334939570345986, base_value: 219296474, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299194/; rank: 6, crd: 289325, firm: Sharp Financial, city: Horsham, state: PA, value: 0.306176365556724, base_value: 132068924, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289325/; rank: 7, crd: 308977, firm: Ewa, LLC, city: Pittsburgh, state: PA, value: 0.303574365650688, base_value: 199430475, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308977/; rank: 8, crd: 277031, firm: Equita Financial Network, Inc., city: Fort Washington, state: PA, value: 0.294373894676927, base_value: 107606822, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277031/; rank: 9, crd: 311980, firm: Confluence Financial Partners, city: McMurray, state: PA, value: 0.288306142708505, base_value: 2200289648, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311980/; rank: 10, crd: 138881, firm: Traynor Capital Management, city: Malvern, state: PA, value: 0.272316671881971, base_value: 726012808, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138881/; rank: 11, crd: 170914, firm: McAdam LLC, city: Radnor, state: PA, value: 0.264106767098423, base_value: 829743892, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170914/; rank: 12, crd: 309663, firm: Prepared Retirement Institute LLC, city: Montgomeryville, state: PA, value: 0.232926395013374, base_value: 107953322, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309663/; rank: 13, crd: 168777, firm: Thrive Wealth Management, LLC, city: Audubon, state: PA, value: 0.23187751405071, base_value: 556429572, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168777/; rank: 14, crd: 304430, firm: Ballast Financial Advisors, LLC, city: West Chester, state: PA, value: 0.23125203781042, base_value: 121091702, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304430/; rank: 15, crd: 282998, firm: Prosperity Advisers, LLC, city: Horsham, state: PA, value: 0.228383220093078, base_value: 134355000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282998/; rank: 16, crd: 137481, firm: Rockwood Wealth Management, LLC, city: New Hope, state: PA, value: 0.225514726301534, base_value: 1038183575, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137481/; rank: 17, crd: 290734, firm: Thayer Partners LLC, city: Wyndmoor, state: PA, value: 0.220688106274521, base_value: 252998010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290734/; rank: 18, crd: 310441, firm: Milestone Asset Management, LLC, city: Pittsburgh, state: PA, value: 0.220171152913363, base_value: 255369442, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310441/; rank: 19, crd: 292278, firm: Morton Brown Family Wealth LLC, city: Allentown, state: PA, value: 0.218959592630401, base_value: 179651667, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292278/; rank: 20, crd: 300139, firm: Independence Square Holdings, LLC, city: King of Prussia, state: PA, value: 0.2170645528854, base_value: 686793614, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300139/; rank: 21, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, state: PA, value: 0.214932766581569, base_value: 4004355590, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123913/; rank: 22, crd: 307480, firm: Three Cord True Wealth Management, LLC, city: Beaver, state: PA, value: 0.213888879285219, base_value: 120608949, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307480/; rank: 23, crd: 121982, firm: Prometheus Capital Management Corp., city: Yardley, state: PA, value: 0.213841682875758, base_value: 150954008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121982/; rank: 24, crd: 167225, firm: Elm Wealth, city: Philadelphia, state: PA, value: 0.213811101249975, base_value: 1145493074, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167225/; rank: 25, crd: 152430, firm: Newsquare Capital, LLC, city: Newtown Square, state: PA, value: 0.210751645675795, base_value: 919645735, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152430/; rank: 26, crd: 156527, firm: Archetype Advisors, LLC, city: Doylestown, state: PA, value: 0.210376775417769, base_value: 100085333, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156527/; rank: 27, crd: 139410, firm: Stone House Investment Management, LLC, city: Tunkhannock, state: PA, value: 0.205351643632439, base_value: 330808438, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139410/; rank: 28, crd: 152103, firm: Hoey Investments, Inc., city: Coatesville, state: PA, value: 0.203592941818112, base_value: 312098208, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152103/; rank: 29, crd: 147221, firm: MTM Financial Group, LLC, city: Bethlehem, state: PA, value: 0.19853991833458, base_value: 312000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147221/; rank: 30, crd: 147663, firm: Jacobi Capital Management, LLC, city: Pittston, state: PA, value: 0.198260760083537, base_value: 1069708330, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147663/; rank: 31, crd: 288705, firm: Wellfull, city: Harleysville, state: PA, value: 0.197487540913584, base_value: 351834881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288705/; rank: 32, crd: 290430, firm: Carnegie Wealth Management, LLC, city: Berwyn, state: PA, value: 0.197175331074986, base_value: 145212003, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290430/; rank: 33, crd: 139830, firm: Legacy Advisors, LLC, city: Plymouth Meeting, state: PA, value: 0.197035335261589, base_value: 2103043995, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139830/; rank: 34, crd: 150250, firm: Ironview Capital Management, LLC, city: Conshohocken, state: PA, value: 0.196773419119558, base_value: 567900454, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150250/; rank: 35, crd: 106261, firm: Smithbridge Asset Management, Inc., city: Chadds Ford, state: PA, value: 0.196258068758906, base_value: 339080804, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106261/; rank: 36, crd: 169216, firm: Trinity Wealth Management, LLC, city: Berwyn, state: PA, value: 0.194282853488743, base_value: 164294383, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169216/; rank: 37, crd: 175287, firm: Stone Pine Financial Partners, city: Media, state: PA, value: 0.186212214006244, base_value: 109320000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175287/; rank: 38, crd: 118832, firm: Macro Advisors, Inc., city: York, state: PA, value: 0.18511324774074, base_value: 158645644, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118832/; rank: 39, crd: 119396, firm: Northstar Financial Companies, Inc., city: Conshohocken, state: PA, value: 0.184683170671303, base_value: 222411000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119396/; rank: 40, crd: 117495, firm: Addis & Hill, Incorporated, city: Wayne, state: PA, value: 0.179346022780404, base_value: 111315633, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117495/; rank: 41, crd: 309314, firm: Interchange Capital Partners, city: Pittsburgh, state: PA, value: 0.17305153477268, base_value: 334777697, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309314/; rank: 42, crd: 147972, firm: Atwater Malick, city: Lancaster, state: PA, value: 0.171872836844966, base_value: 311021341, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147972/; rank: 43, crd: 123249, firm: Costello Asset Management, Inc., city: Feasterville, state: PA, value: 0.171009269811804, base_value: 176459240, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123249/; rank: 44, crd: 305118, firm: Kathmere Capital Management, LLC, city: Wayne, state: PA, value: 0.169673356641561, base_value: 1588649859, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305118/; rank: 45, crd: 134184, firm: Blue Bell Private Wealth Management, LLC, city: Blue Bell, state: PA, value: 0.167127501458196, base_value: 517723246, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134184/; rank: 46, crd: 168500, firm: Innova Wealth Partners, LLC, city: Newtown, state: PA, value: 0.164353325832373, base_value: 134663312, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168500/; rank: 47, crd: 151053, firm: Drexel Morgan & Co., city: Radnor, state: PA, value: 0.16203310383885, base_value: 286481241, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151053/; rank: 48, crd: 166418, firm: Compass Ion Advisors, LLC, city: Conshohocken, state: PA, value: 0.162017423484718, base_value: 748974948, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166418/; rank: 49, crd: 284842, firm: Lifeguide Financial Advisors, LLC, city: Mechanicsburg, state: PA, value: 0.1604067606602, base_value: 267550006, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284842/; rank: 50, crd: 168073, firm: Matune Basile Advisors, city: Hermitage, state: PA, value: 0.158281453709864, base_value: 164336339, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168073/; rank: 51, crd: 133561, firm: Bill Few Associates, Inc., city: Sewickley, state: PA, value: 0.158040428100766, base_value: 1307546129, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133561/; rank: 52, crd: 281348, firm: Wharton Wealth Management, LLC, city: Malvern, state: PA, value: 0.155633303314605, base_value: 101483862, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281348/; rank: 53, crd: 288394, firm: Alliance Wealth Advisors, LLC, city: Scranton, state: PA, value: 0.155552946881394, base_value: 291741509, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288394/; rank: 54, crd: 118923, firm: Lountzis Asset Management, LLC, city: Wyomissing, state: PA, value: 0.155214489822872, base_value: 303369154, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118923/; rank: 55, crd: 122693, firm: RKL Private Wealth, city: Lancaster, state: PA, value: 0.153680603194594, base_value: 1227188258, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122693/; rank: 56, crd: 123286, firm: Roble, Belko and Company, Inc., city: Sewickley, state: PA, value: 0.15326509870744, base_value: 761176655, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123286/; rank: 57, crd: 311698, firm: Capital Wealth Investments, city: Scranton, state: PA, value: 0.153148709860211, base_value: 207434456, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311698/; rank: 58, crd: 166645, firm: Trebuchet Consulting, LLC, city: Pittsburgh, state: PA, value: 0.151998920796843, base_value: 532492074, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166645/; rank: 59, crd: 155157, firm: Market Street Wealth Management, city: West Chester, state: PA, value: 0.148933071780767, base_value: 418064408, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155157/; rank: 60, crd: 110937, firm: Comprehensive Financial Planning, Inc., city: East Petersburg, state: PA, value: 0.143733086013394, base_value: 221813585, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110937/; rank: 61, crd: 152301, firm: Ventura Wealth Management, city: Yardley, state: PA, value: 0.143533466621435, base_value: 364861840, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152301/; rank: 62, crd: 140710, firm: Sterling Investment Advisors Ltd., city: Berwyn, state: PA, value: 0.142996719468012, base_value: 551461207, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140710/; rank: 63, crd: 285502, firm: Certior Financial Group, LLC, city: King of Prussia, state: PA, value: 0.142943909619176, base_value: 231889694, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285502/; rank: 64, crd: 301274, firm: Collective Family Office, LLC, city: York, state: PA, value: 0.142335726520257, base_value: 274192332, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301274/; rank: 65, crd: 281037, firm: Sevenbridge Financial Group, LLC, city: Harrisburg, state: PA, value: 0.140851838710677, base_value: 378275000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281037/; rank: 66, crd: 139096, firm: BLBB Advisors, city: Montgomeryville, state: PA, value: 0.140312554740053, base_value: 1688435566, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139096/; rank: 67, crd: 116240, firm: Key Financial, Inc., city: West Chester, state: PA, value: 0.139638381982808, base_value: 1476906293, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116240/; rank: 68, crd: 157646, firm: DT Investment Partners, LLC, city: Chadds Ford, state: PA, value: 0.137636074595497, base_value: 1003838924, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157646/; rank: 69, crd: 172357, firm: Grandview Asset Management LLC, city: Harrisburg, state: PA, value: 0.135309521075823, base_value: 218255386, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172357/; rank: 70, crd: 134311, firm: Yardley Wealth Management LLC, city: Yardley, state: PA, value: 0.134820513595785, base_value: 123050285, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134311/; rank: 71, crd: 277099, firm: Stewardship Advisors, LLC, city: Mount Joy, state: PA, value: 0.134019693324963, base_value: 290694824, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277099/; rank: 72, crd: 312463, firm: Amplius Wealth Advisors, city: Blue Bell, state: PA, value: 0.131059629193014, base_value: 940610145, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312463/; rank: 73, crd: 146438, firm: Quattro Advisors L.L.C., city: Pittsburgh, state: PA, value: 0.13104542511776, base_value: 357509604, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146438/; rank: 74, crd: 282871, firm: Cordatus Wealth Management LLC, city: Yardley, state: PA, value: 0.130902684782948, base_value: 340778759, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282871/; rank: 75, crd: 297021, firm: Brandywine Oak Private Wealth LLC, city: Kennett Square, state: PA, value: 0.129251029255672, base_value: 855928980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297021/; rank: 76, crd: 305834, firm: Main Street Financial Solutions, LLC, city: Newtown, state: PA, value: 0.128150410214023, base_value: 1372437272, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305834/; rank: 77, crd: 122147, firm: McClarren Financial Advisors, city: State College, state: PA, value: 0.127781376963775, base_value: 248298221, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122147/; rank: 78, crd: 171984, firm: Mfa Wealth Advisors, LLC, city: Pittsburgh, state: PA, value: 0.126853756245597, base_value: 333176481, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171984/; rank: 79, crd: 293192, firm: Bruton Chisnell Advisors, LLC, city: Downingtown, state: PA, value: 0.125982138260895, base_value: 426794880, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293192/; rank: 80, crd: 310461, firm: Tower Wealth Partners, city: Lewisburg, state: PA, value: 0.125956928906292, base_value: 243345733, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310461/; rank: 81, crd: 174694, firm: Entrust Financial LLC, city: Wayne, state: PA, value: 0.125690356420179, base_value: 194149048, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174694/; rank: 82, crd: 160087, firm: Atmos Advisory, LLC, city: Pittsburgh, state: PA, value: 0.125526333840012, base_value: 100138165, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160087/; rank: 83, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, state: PA, value: 0.125212354115695, base_value: 4247821714, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112139/; rank: 84, crd: 173767, firm: River Wealth Advisors LLC, city: Camp Hill, state: PA, value: 0.124191521016268, base_value: 818300220, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173767/; rank: 85, crd: 120131, firm: Common Cents Planning, city: Glen Mills, state: PA, value: 0.122486025425704, base_value: 304404318, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120131/; rank: 86, crd: 170478, firm: Financial Coach, city: West Chester, state: PA, value: 0.122472314761184, base_value: 222975352, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170478/; rank: 87, crd: 111308, firm: Trunorth Financial Services, Inc., city: Chambersburg, state: PA, value: 0.122006023431698, base_value: 174050164, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111308/; rank: 88, crd: 130105, firm: Biondo Investment Advisors LLC, city: Milford, state: PA, value: 0.121790017170768, base_value: 727616068, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130105/; rank: 89, crd: 108380, firm: Miller Investment Management, LP, city: West Conshohocken, state: PA, value: 0.120404250226363, base_value: 4024226215, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108380/; rank: 90, crd: 116068, firm: Vista Investment Management, LLC, city: Pittsburgh, state: PA, value: 0.118292340775737, base_value: 185219121, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116068/; rank: 91, crd: 127270, firm: Covington Investment Advisors, Inc., city: Ligonier, state: PA, value: 0.118243410753739, base_value: 506639063, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127270/; rank: 92, crd: 169795, firm: Johnson & White Wealth Management LLC, city: York, state: PA, value: 0.116258160058196, base_value: 279631514, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169795/; rank: 93, crd: 117105, firm: Psi Capital Management, city: Lancaster, state: PA, value: 0.115743858007017, base_value: 222563678, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117105/; rank: 94, crd: 299818, firm: Erickson Financial Group, LLC, city: Allentown, state: PA, value: 0.115257284599762, base_value: 115260426, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299818/; rank: 95, crd: 283626, firm: Advice & Planning Services LLC, city: Youngwood, state: PA, value: 0.114870239440104, base_value: 108642494, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283626/; rank: 96, crd: 311243, firm: Invested Advisors, city: State College, state: PA, value: 0.114705569779575, base_value: 155877987, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311243/; rank: 97, crd: 121202, firm: Christine Messmer, P.C., city: Collegeville, state: PA, value: 0.114607939679961, base_value: 139833529, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121202/; rank: 98, crd: 158720, firm: Red Spruce Capital, LLC, city: Berwyn, state: PA, value: 0.113396892699216, base_value: 150149460, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158720/; rank: 99, crd: 226774, firm: Econ Wealth Management, city: Harrisburg, state: PA, value: 0.112562274721757, base_value: 136151287, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226774/; rank: 100, crd: 105989, firm: Wescott Financial Advisory Group LLC, city: Philadelphia, state: PA, value: 0.112336177130549, base_value: 2440467782, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105989/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Fastest-growing independent RIAs over five years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-5-year/)
- [RIA market data for Pennsylvania](https://advisoriq.com/ria/states/pennsylvania/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-5-year/pennsylvania/

License: https://advisoriq.com/license/