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RIA directory Rankings Fastest growing Pennsylvania
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.
More rankings
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 .