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Ranking, Pennsylvania

Fastest-growing independent RIAs over one year in Pennsylvania

As of October 2, 2026, Kintra Wealth, LLC ranked #1 in Pennsylvania in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 225.6%, from a base of $460.9 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 one year in Pennsylvania
Rank Firm City Growth Starting value
1 Kintra Wealth, LLC Williamsport 225.6% $460.9 million
2 Martin, Javan Von Ephrata 133.5% $407.8 million
3 PW Nova Financial Services LLC Newtown 112.5% $307.9 million
4 Corient SHC Partners (US) LP Philadelphia 101.4% $847.9 million
5 PTM Wealth Management, LLC North Wales 76.9% $175.3 million
6 Thayer Partners LLC Wyndmoor 70.9% $401.3 million
7 Taylor Securities Services, Inc. Harrisburg 65.2% $152.9 million
8 Thrive Capital Management, LLC Fort Washington 65.1% $397.7 million
9 Wick Capital Partners, LLC Wayne 64.5% $565.3 million
10 Prometheus Capital Management Corp. Yardley 60.7% $247.6 million
11 Viable Malvern 58.5% $135.1 million
12 Oaktree Advisors LLC Coopersburg 57.7% $179.3 million
13 Callan Family Office, LLC Radnor 53.1% $6.7 billion
14 Elm Wealth Philadelphia 49.5% $2.0 billion
15 Capital A Wealth Management Cranberry Township 48.6% $412.3 million
16 Stark Wealth Management LLC Bethlehem 48.4% $176.9 million
17 Zenith Wealth Partners Philadelphia 47.8% $102.1 million
18 Kissling Financial Services, LLC New Castle 46.6% $112.8 million
19 Macro Advisors, Inc. York 46.4% $253.3 million
20 Wedmont Private Capital West Chester 45.1% $2.4 billion
21 Rolek Retirement Planning Berwyn 44.4% $165.6 million
22 Roble, Belko and Company, Inc. Sewickley 44.4% $1.1 billion
23 Confluence Financial Partners McMurray 43.2% $5.5 billion
24 Wagner Wealth Management, Corp. Conyngham 42.1% $104.7 million
25 Master's Wealth Management Inc. Leola 41.9% $415.4 million
26 Kathmere Capital Management, LLC Wayne 40.9% $2.5 billion
27 Marathon Strategic Advisors, LLC Pittsburgh 40.1% $130.4 million
28 Liberty One Wealth Advisors Philadelphia 37.8% $129.5 million
29 Newbridge Wealth Management Bryn Mawr 37.2% $160.0 million
30 1015 Capital Partners, LLC Pottstown 36.4% $110.2 million
31 Ethos Financial Group, LLC King of Prussia 36.0% $1.6 billion
32 Holos Integrated Wealth Kennett Square 34.7% $173.0 million
33 Invariant Investment Management Camp Hill 34.4% $135.9 million
34 Ewa, LLC Pittsburgh 34.3% $559.0 million
35 Archetype Advisors, LLC Doylestown 33.3% $195.0 million
36 Liberty Asset Management Allentown 32.8% $106.2 million
37 Avail Investment Partners, LLC Lemont 31.7% $140.1 million
38 Omicron Advisors, LLC Lancaster 31.5% $114.9 million
39 Rockwood Wealth Management, LLC New Hope 31.3% $2.2 billion
40 Blue Bell Private Wealth Management, LLC Blue Bell 31.2% $854.7 million
41 Trinity Wealth Management, LLC Berwyn 31.1% $304.4 million
42 Traynor Capital Management Malvern 31.1% $1.8 billion
43 Odyssey Capital Advisors Inc. Bala Cynwyd 31.0% $144.4 million
44 Bare Wealth Advisors Gap 30.0% $509.3 million
45 Drexel Morgan & Co. Radnor 29.4% $469.0 million
46 Stone Pine Financial Partners Media 29.0% $199.0 million
47 Flax Pond Capital, LLC Merion Station 28.7% $172.8 million
48 Members Wealth LLC Media 28.7% $217.3 million
49 Cross Border Financial Planning USA LLC Philadelphia 28.4% $114.7 million
50 46 Peaks Investment Advisory Group Newtown 28.2% $212.3 million
51 Quattro Advisors L.L.C. Pittsburgh 28.2% $516.3 million
52 Sharp Financial Horsham 28.1% $391.9 million
53 River's Edge Beaver 28.0% $122.7 million
54 Lynch Asset Management, Inc. Yardley 27.1% $260.1 million
55 Main Advisory, Inc. Canonsburg 26.9% $128.2 million
56 Lansing Street Advisors Ambler 26.5% $438.7 million
57 Legacy Solutions, LLC Kennett Square 26.5% $192.8 million
58 Milestone Asset Management, LLC Pittsburgh 26.4% $546.3 million
59 Innova Wealth Partners, LLC Newtown 26.3% $228.2 million
60 Three Cord True Wealth Management, LLC Beaver 26.1% $252.2 million
61 Foundation Wealth Management, LLC Media 26.1% $326.8 million
62 Tower Wealth Partners Lewisburg 25.7% $350.5 million
63 Stone House Investment Management, LLC Tunkhannock 25.6% $669.9 million
64 Prosperity Advisers, LLC Horsham 24.9% $300.8 million
65 Interchange Capital Partners Pittsburgh 24.8% $595.9 million
66 Guardian Capital, LLC Wexford 24.8% $102.6 million
67 Smithbridge Asset Management, Inc. Chadds Ford 24.8% $665.8 million
68 Miller Investment Management, LP West Conshohocken 24.8% $5.7 billion
69 Matune Basile Advisors Hermitage 24.5% $275.2 million
70 Clearview Financial Partners Radnor 24.4% $850.4 million
71 WMS Wealth Planners Pittsburgh 24.4% $252.9 million
72 Aurdan Capital Management, LLC Wayne 24.3% $423.2 million
73 Stonebridge Financial Group, LLC Wormleysburg 24.3% $1.8 billion
74 MTM Financial Group, LLC Bethlehem 24.3% $620.7 million
75 Henderson Brothers Financial Partners LLC Pittsburgh 24.3% $327.3 million
76 Foundation Capital Management, LLC East Norriton 24.2% $196.2 million
77 Hoey Investments, Inc. Coatesville 24.0% $635.5 million
78 Ballast Financial Advisors, LLC West Chester 24.0% $276.4 million
79 Newsquare Capital, LLC Newtown Square 23.9% $1.9 billion
80 Legacy Advisors, LLC Plymouth Meeting 23.6% $4.2 billion
81 Lifeguide Financial Advisors, LLC Mechanicsburg 23.6% $455.6 million
82 Lighthouse Wealth Management, LLC Camp Hill 23.5% $199.7 million
83 Independence Square Holdings, LLC King of Prussia 23.3% $1.5 billion
84 Wharton Wealth Management, LLC Malvern 22.8% $170.4 million
85 Snavely Associates Financial Services Lemoyne 22.7% $148.8 million
86 Riggs Asset Management Co Inc Dallas 22.5% $522.5 million
87 Almanack Investment Partners Newtown Square 22.3% $773.4 million
88 O'Hagan Group, Inc. Bethlehem 22.3% $1.0 billion
89 Vericrest Private Wealth, LLC Newtown 21.9% $113.1 million
90 Waldron Private Wealth Bridgeville 21.7% $4.5 billion
91 Ironview Capital Management, LLC Conshohocken 21.6% $1.1 billion
92 Cedar Spring Advisors, LLC Lancaster 21.5% $139.4 million
93 MFG Private Wealth Canonsburg 21.5% $119.8 million
94 Christine Messmer, P.C. Collegeville 21.5% $198.0 million
95 Atmos Advisory, LLC Pittsburgh 21.4% $149.0 million
96 Presilium Private Wealth, LLC Radnor 21.2% $554.2 million
97 Morton Brown Family Wealth LLC Allentown 21.2% $399.0 million
98 Grandview Asset Management LLC Harrisburg 21.1% $340.0 million
99 Alvin Clay Financial Advisors, LLC Jenkintown 20.7% $154.6 million
100 Jacobi Capital Management, LLC Pittston 20.6% $2.2 billion

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

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Fastest growing 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.