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AdvisorIQ

Ranking, Pennsylvania

Fastest-growing wealth firms over one year, including broker-dealer firms in Pennsylvania

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

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 Invicta Advisors LLC Broker-dealer affiliated Oakmont 69.0% $183.5 million
8 Taylor Securities Services, Inc. Harrisburg 65.2% $152.9 million
9 Thrive Capital Management, LLC Fort Washington 65.1% $397.7 million
10 Wick Capital Partners, LLC Wayne 64.5% $565.3 million
11 Prometheus Capital Management Corp. Yardley 60.7% $247.6 million
12 Viable Malvern 58.5% $135.1 million
13 Oaktree Advisors LLC Coopersburg 57.7% $179.3 million
14 Callan Family Office, LLC Radnor 53.1% $6.7 billion
15 Elm Wealth Philadelphia 49.5% $2.0 billion
16 Capital A Wealth Management Cranberry Township 48.6% $412.3 million
17 Stark Wealth Management LLC Bethlehem 48.4% $176.9 million
18 Zenith Wealth Partners Philadelphia 47.8% $102.1 million
19 Kissling Financial Services, LLC New Castle 46.6% $112.8 million
20 Macro Advisors, Inc. York 46.4% $253.3 million
21 Wedmont Private Capital West Chester 45.1% $2.4 billion
22 Rolek Retirement Planning Berwyn 44.4% $165.6 million
23 Roble, Belko and Company, Inc. Sewickley 44.4% $1.1 billion
24 Confluence Financial Partners McMurray 43.2% $5.5 billion
25 Wagner Wealth Management, Corp. Conyngham 42.1% $104.7 million
26 Master's Wealth Management Inc. Leola 41.9% $415.4 million
27 Kathmere Capital Management, LLC Wayne 40.9% $2.5 billion
28 Marathon Strategic Advisors, LLC Pittsburgh 40.1% $130.4 million
29 Wealthcare Advisory Partners LLC Broker-dealer affiliated West Chester 37.8% $6.0 billion
30 Liberty One Wealth Advisors Philadelphia 37.8% $129.5 million
31 Newbridge Wealth Management Bryn Mawr 37.2% $160.0 million
32 1015 Capital Partners, LLC Pottstown 36.4% $110.2 million
33 Ethos Financial Group, LLC King of Prussia 36.0% $1.6 billion
34 Holos Integrated Wealth Kennett Square 34.7% $173.0 million
35 Invariant Investment Management Camp Hill 34.4% $135.9 million
36 Ewa, LLC Pittsburgh 34.3% $559.0 million
37 Archetype Advisors, LLC Doylestown 33.3% $195.0 million
38 Liberty Asset Management Allentown 32.8% $106.2 million
39 Avail Investment Partners, LLC Lemont 31.7% $140.1 million
40 Omicron Advisors, LLC Lancaster 31.5% $114.9 million
41 Rockwood Wealth Management, LLC New Hope 31.3% $2.2 billion
42 Blue Bell Private Wealth Management, LLC Blue Bell 31.2% $854.7 million
43 Trinity Wealth Management, LLC Berwyn 31.1% $304.4 million
44 Traynor Capital Management Malvern 31.1% $1.8 billion
45 Odyssey Capital Advisors Inc. Bala Cynwyd 31.0% $144.4 million
46 Bare Wealth Advisors Gap 30.0% $509.3 million
47 Nest Egg Broker-dealer affiliated Conshohocken 29.7% $101.6 million
48 Drexel Morgan & Co. Radnor 29.4% $469.0 million
49 Stone Pine Financial Partners Media 29.0% $199.0 million
50 Flax Pond Capital, LLC Merion Station 28.7% $172.8 million
51 Members Wealth LLC Media 28.7% $217.3 million
52 Cross Border Financial Planning USA LLC Philadelphia 28.4% $114.7 million
53 46 Peaks Investment Advisory Group Newtown 28.2% $212.3 million
54 Quattro Advisors L.L.C. Pittsburgh 28.2% $516.3 million
55 Sharp Financial Horsham 28.1% $391.9 million
56 River's Edge Beaver 28.0% $122.7 million
57 Lynch Asset Management, Inc. Yardley 27.1% $260.1 million
58 Main Advisory, Inc. Canonsburg 26.9% $128.2 million
59 Lansing Street Advisors Ambler 26.5% $438.7 million
60 Legacy Solutions, LLC Kennett Square 26.5% $192.8 million
61 Milestone Asset Management, LLC Pittsburgh 26.4% $546.3 million
62 Innova Wealth Partners, LLC Newtown 26.3% $228.2 million
63 Three Cord True Wealth Management, LLC Beaver 26.1% $252.2 million
64 Foundation Wealth Management, LLC Media 26.1% $326.8 million
65 Tower Wealth Partners Lewisburg 25.7% $350.5 million
66 Stone House Investment Management, LLC Tunkhannock 25.6% $669.9 million
67 Prosperity Advisers, LLC Horsham 24.9% $300.8 million
68 Interchange Capital Partners Pittsburgh 24.8% $595.9 million
69 Guardian Capital, LLC Wexford 24.8% $102.6 million
70 Smithbridge Asset Management, Inc. Chadds Ford 24.8% $665.8 million
71 Miller Investment Management, LP West Conshohocken 24.8% $5.7 billion
72 Matune Basile Advisors Hermitage 24.5% $275.2 million
73 Clearview Financial Partners Radnor 24.4% $850.4 million
74 WMS Wealth Planners Pittsburgh 24.4% $252.9 million
75 Aurdan Capital Management, LLC Wayne 24.3% $423.2 million
76 Stonebridge Financial Group, LLC Wormleysburg 24.3% $1.8 billion
77 MTM Financial Group, LLC Bethlehem 24.3% $620.7 million
78 Henderson Brothers Financial Partners LLC Pittsburgh 24.3% $327.3 million
79 Foundation Capital Management, LLC East Norriton 24.2% $196.2 million
80 Hoey Investments, Inc. Coatesville 24.0% $635.5 million
81 Ballast Financial Advisors, LLC West Chester 24.0% $276.4 million
82 Newsquare Capital, LLC Newtown Square 23.9% $1.9 billion
83 Trustmont Advisory Group, Inc. Broker-dealer affiliated Greensburg 23.9% $1.1 billion
84 Legacy Advisors, LLC Plymouth Meeting 23.6% $4.2 billion
85 Lifeguide Financial Advisors, LLC Mechanicsburg 23.6% $455.6 million
86 Lighthouse Wealth Management, LLC Camp Hill 23.5% $199.7 million
87 Independence Square Holdings, LLC King of Prussia 23.3% $1.5 billion
88 Wealthcare Capital Partners, LLC Broker-dealer affiliated West Chester 23.1% $330.9 million
89 Wharton Wealth Management, LLC Malvern 22.8% $170.4 million
90 Snavely Associates Financial Services Lemoyne 22.7% $148.8 million
91 Riggs Asset Management Co Inc Dallas 22.5% $522.5 million
92 Almanack Investment Partners Newtown Square 22.3% $773.4 million
93 O'Hagan Group, Inc. Bethlehem 22.3% $1.0 billion
94 Capstone Wealth Management Group, LLC Broker-dealer affiliated Dunmore 22.1% $291.7 million
95 Vericrest Private Wealth, LLC Newtown 21.9% $113.1 million
96 Transamerica Financial Advisors, LLC Broker-dealer affiliated Philadelphia 21.7% $1.7 billion
97 Waldron Private Wealth Bridgeville 21.7% $4.5 billion
98 Ironview Capital Management, LLC Conshohocken 21.6% $1.1 billion
99 Cedar Spring Advisors, LLC Lancaster 21.5% $139.4 million
100 MFG Private Wealth Canonsburg 21.5% $119.8 million

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.