# 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.

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

## Facts

- ranking: Fastest-growing independent RIAs over one year
- how_it_is_computed: 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.
- unit: pct
- scope: Pennsylvania
- firms_listed: 100
- rows: rank: 1, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, state: PA, value: 2.25640282584896, base_value: 460941125, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299407/; rank: 2, crd: 335035, firm: Martin, Javan Von, city: Ephrata, state: PA, value: 1.33514429846927, base_value: 407798574, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335035/; rank: 3, crd: 333595, firm: PW Nova Financial Services LLC, city: Newtown, state: PA, value: 1.12490568402867, base_value: 307933000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333595/; rank: 4, crd: 289784, firm: Corient SHC Partners (US) LP, city: Philadelphia, state: PA, value: 1.01442447170791, base_value: 847859613, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289784/; rank: 5, crd: 308944, firm: PTM Wealth Management, LLC, city: North Wales, state: PA, value: 0.769438250898511, base_value: 175290000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308944/; rank: 6, crd: 290734, firm: Thayer Partners LLC, city: Wyndmoor, state: PA, value: 0.708818968388246, base_value: 401277320, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290734/; rank: 7, crd: 304070, firm: Taylor Securities Services, Inc., city: Harrisburg, state: PA, value: 0.651613853052226, base_value: 152883622, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304070/; rank: 8, crd: 281347, firm: Thrive Capital Management, LLC, city: Fort Washington, state: PA, value: 0.651440493716376, base_value: 397680145, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281347/; rank: 9, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, state: PA, value: 0.644637464638645, base_value: 565287657, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299194/; rank: 10, crd: 121982, firm: Prometheus Capital Management Corp., city: Yardley, state: PA, value: 0.606688857088272, base_value: 247584300, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121982/; rank: 11, crd: 322140, firm: Viable, city: Malvern, state: PA, value: 0.585130155330571, base_value: 135116287, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322140/; rank: 12, crd: 168271, firm: Oaktree Advisors LLC, city: Coopersburg, state: PA, value: 0.577480093112614, base_value: 179250901, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168271/; rank: 13, crd: 317446, firm: Callan Family Office, LLC, city: Radnor, state: PA, value: 0.530660681097609, base_value: 6669553323, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317446/; rank: 14, crd: 167225, firm: Elm Wealth, city: Philadelphia, state: PA, value: 0.494561250636398, base_value: 2019455442, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167225/; rank: 15, crd: 328863, firm: Capital A Wealth Management, city: Cranberry Township, state: PA, value: 0.486423382808884, base_value: 412329590, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328863/; rank: 16, crd: 309422, firm: Stark Wealth Management LLC, city: Bethlehem, state: PA, value: 0.483624739885278, base_value: 176907999, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309422/; rank: 17, crd: 304732, firm: Zenith Wealth Partners, city: Philadelphia, state: PA, value: 0.47826761924899, base_value: 102123947, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304732/; rank: 18, crd: 299531, firm: Kissling Financial Services, LLC, city: New Castle, state: PA, value: 0.4662533428621, base_value: 112845666, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299531/; rank: 19, crd: 118832, firm: Macro Advisors, Inc., city: York, state: PA, value: 0.464045318797093, base_value: 253321993, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118832/; rank: 20, crd: 305815, firm: Wedmont Private Capital, city: West Chester, state: PA, value: 0.451266061269, base_value: 2370836249, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305815/; rank: 21, crd: 285351, firm: Rolek Retirement Planning, city: Berwyn, state: PA, value: 0.444444720924379, base_value: 165573599, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285351/; rank: 22, crd: 123286, firm: Roble, Belko and Company, Inc., city: Sewickley, state: PA, value: 0.44375220239104, base_value: 1075569668, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123286/; rank: 23, crd: 311980, firm: Confluence Financial Partners, city: McMurray, state: PA, value: 0.431680619292857, base_value: 5454175362, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311980/; rank: 24, crd: 324196, firm: Wagner Wealth Management, Corp., city: Conyngham, state: PA, value: 0.420538009505312, base_value: 104668634, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324196/; rank: 25, crd: 328693, firm: Master's Wealth Management Inc., city: Leola, state: PA, value: 0.419013973568935, base_value: 415439107, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328693/; rank: 26, crd: 305118, firm: Kathmere Capital Management, LLC, city: Wayne, state: PA, value: 0.408873551459282, base_value: 2468761634, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305118/; rank: 27, crd: 117108, firm: Marathon Strategic Advisors, LLC, city: Pittsburgh, state: PA, value: 0.401117207240283, base_value: 130426115, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117108/; rank: 28, crd: 315675, firm: Liberty One Wealth Advisors, city: Philadelphia, state: PA, value: 0.37765471351891, base_value: 129464252, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315675/; rank: 29, crd: 169239, firm: Newbridge Wealth Management, city: Bryn Mawr, state: PA, value: 0.371875, base_value: 160000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169239/; rank: 30, crd: 328453, firm: 1015 Capital Partners, LLC, city: Pottstown, state: PA, value: 0.364141404584876, base_value: 110242366, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328453/; rank: 31, crd: 321748, firm: Ethos Financial Group, LLC, city: King of Prussia, state: PA, value: 0.359619669091129, base_value: 1576974645, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321748/; rank: 32, crd: 329884, firm: Holos Integrated Wealth, city: Kennett Square, state: PA, value: 0.347383277456647, base_value: 173000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329884/; rank: 33, crd: 168772, firm: Invariant Investment Management, city: Camp Hill, state: PA, value: 0.344094419913407, base_value: 135912855, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168772/; rank: 34, crd: 308977, firm: Ewa, LLC, city: Pittsburgh, state: PA, value: 0.342946692307692, base_value: 559000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308977/; rank: 35, crd: 156527, firm: Archetype Advisors, LLC, city: Doylestown, state: PA, value: 0.333333333333333, base_value: 195000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156527/; rank: 36, crd: 142094, firm: Liberty Asset Management, city: Allentown, state: PA, value: 0.327876510394489, base_value: 106177228, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142094/; rank: 37, crd: 315678, firm: Avail Investment Partners, LLC, city: Lemont, state: PA, value: 0.316916793948823, base_value: 140067421, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315678/; rank: 38, crd: 165250, firm: Omicron Advisors, LLC, city: Lancaster, state: PA, value: 0.315231554465087, base_value: 114923070, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165250/; rank: 39, crd: 137481, firm: Rockwood Wealth Management, LLC, city: New Hope, state: PA, value: 0.313188808134502, base_value: 2185443848, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137481/; rank: 40, crd: 134184, firm: Blue Bell Private Wealth Management, LLC, city: Blue Bell, state: PA, value: 0.311789921469812, base_value: 854722012, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134184/; rank: 41, crd: 169216, firm: Trinity Wealth Management, LLC, city: Berwyn, state: PA, value: 0.311492640193102, base_value: 304363692, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169216/; rank: 42, crd: 138881, firm: Traynor Capital Management, city: Malvern, state: PA, value: 0.311487407320073, base_value: 1845679326, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138881/; rank: 43, crd: 299034, firm: Odyssey Capital Advisors Inc., city: Bala Cynwyd, state: PA, value: 0.309569960795817, base_value: 144447342, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299034/; rank: 44, crd: 328043, firm: Bare Wealth Advisors, city: Gap, state: PA, value: 0.300250319760838, base_value: 509336137, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328043/; rank: 45, crd: 151053, firm: Drexel Morgan & Co., city: Radnor, state: PA, value: 0.294243070362473, base_value: 469000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151053/; rank: 46, crd: 175287, firm: Stone Pine Financial Partners, city: Media, state: PA, value: 0.29047800296869, base_value: 198957802, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175287/; rank: 47, crd: 324332, firm: Flax Pond Capital, LLC, city: Merion Station, state: PA, value: 0.28672007271267, base_value: 172761089, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324332/; rank: 48, crd: 323778, firm: Members Wealth LLC, city: Media, state: PA, value: 0.286549918682622, base_value: 217289348, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323778/; rank: 49, crd: 317154, firm: Cross Border Financial Planning USA LLC, city: Philadelphia, state: PA, value: 0.283997934977501, base_value: 114664126, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317154/; rank: 50, crd: 306902, firm: 46 Peaks Investment Advisory Group, city: Newtown, state: PA, value: 0.281767953667308, base_value: 212315745, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306902/; rank: 51, crd: 146438, firm: Quattro Advisors L.L.C., city: Pittsburgh, state: PA, value: 0.281765233463403, base_value: 516273059, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146438/; rank: 52, crd: 289325, firm: Sharp Financial, city: Horsham, state: PA, value: 0.281258904983807, base_value: 391897821, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289325/; rank: 53, crd: 313711, firm: River's Edge, city: Beaver, state: PA, value: 0.280441594353959, base_value: 122681641, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313711/; rank: 54, crd: 159938, firm: Lynch Asset Management, Inc., city: Yardley, state: PA, value: 0.270963441645566, base_value: 260123497, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159938/; rank: 55, crd: 328040, firm: Main Advisory, Inc., city: Canonsburg, state: PA, value: 0.269290723331697, base_value: 128216032, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328040/; rank: 56, crd: 306882, firm: Lansing Street Advisors, city: Ambler, state: PA, value: 0.265098159240282, base_value: 438700930, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306882/; rank: 57, crd: 323360, firm: Legacy Solutions, LLC, city: Kennett Square, state: PA, value: 0.264956600370107, base_value: 192755100, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323360/; rank: 58, crd: 310441, firm: Milestone Asset Management, LLC, city: Pittsburgh, state: PA, value: 0.264335727507462, base_value: 546273689, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310441/; rank: 59, crd: 168500, firm: Innova Wealth Partners, LLC, city: Newtown, state: PA, value: 0.26300238149554, base_value: 228175527, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168500/; rank: 60, crd: 307480, firm: Three Cord True Wealth Management, LLC, city: Beaver, state: PA, value: 0.260671554731988, base_value: 252157705, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307480/; rank: 61, crd: 168270, firm: Foundation Wealth Management, LLC, city: Media, state: PA, value: 0.260541686406231, base_value: 326790811, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168270/; rank: 62, crd: 310461, firm: Tower Wealth Partners, city: Lewisburg, state: PA, value: 0.256556264060909, base_value: 350469868, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310461/; rank: 63, crd: 139410, firm: Stone House Investment Management, LLC, city: Tunkhannock, state: PA, value: 0.256396460253778, base_value: 669913449, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139410/; rank: 64, crd: 282998, firm: Prosperity Advisers, LLC, city: Horsham, state: PA, value: 0.249187341326111, base_value: 300812331, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282998/; rank: 65, crd: 309314, firm: Interchange Capital Partners, city: Pittsburgh, state: PA, value: 0.247770173277073, base_value: 595946643, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309314/; rank: 66, crd: 156015, firm: Guardian Capital, LLC, city: Wexford, state: PA, value: 0.247727197432245, base_value: 102626600, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156015/; rank: 67, crd: 106261, firm: Smithbridge Asset Management, Inc., city: Chadds Ford, state: PA, value: 0.247645649800036, base_value: 665788590, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106261/; rank: 68, crd: 108380, firm: Miller Investment Management, LP, city: West Conshohocken, state: PA, value: 0.247601909083571, base_value: 5694821204, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108380/; rank: 69, crd: 168073, firm: Matune Basile Advisors, city: Hermitage, state: PA, value: 0.245074036164189, base_value: 275174980, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168073/; rank: 70, crd: 286168, firm: Clearview Financial Partners, city: Radnor, state: PA, value: 0.244345944297887, base_value: 850402570, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286168/; rank: 71, crd: 305481, firm: WMS Wealth Planners, city: Pittsburgh, state: PA, value: 0.2441546482042, base_value: 252909500, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305481/; rank: 72, crd: 330304, firm: Aurdan Capital Management, LLC, city: Wayne, state: PA, value: 0.243363599546391, base_value: 423245330, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330304/; rank: 73, crd: 327529, firm: Stonebridge Financial Group, LLC, city: Wormleysburg, state: PA, value: 0.243312023316829, base_value: 1831293279, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327529/; rank: 74, crd: 147221, firm: MTM Financial Group, LLC, city: Bethlehem, state: PA, value: 0.243266978191171, base_value: 620658505, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147221/; rank: 75, crd: 333732, firm: Henderson Brothers Financial Partners LLC, city: Pittsburgh, state: PA, value: 0.242731111448932, base_value: 327345953, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333732/; rank: 76, crd: 142659, firm: Foundation Capital Management, LLC, city: East Norriton, state: PA, value: 0.242456061981907, base_value: 196215325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142659/; rank: 77, crd: 152103, firm: Hoey Investments, Inc., city: Coatesville, state: PA, value: 0.240380898181959, base_value: 635527528, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152103/; rank: 78, crd: 304430, firm: Ballast Financial Advisors, LLC, city: West Chester, state: PA, value: 0.239765719376042, base_value: 276381883, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304430/; rank: 79, crd: 152430, firm: Newsquare Capital, LLC, city: Newtown Square, state: PA, value: 0.239278194881378, base_value: 1930754665, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152430/; rank: 80, crd: 139830, firm: Legacy Advisors, LLC, city: Plymouth Meeting, state: PA, value: 0.235805141042125, base_value: 4182473646, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139830/; rank: 81, crd: 284842, firm: Lifeguide Financial Advisors, LLC, city: Mechanicsburg, state: PA, value: 0.235673349798621, base_value: 455567293, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284842/; rank: 82, crd: 307529, firm: Lighthouse Wealth Management, LLC, city: Camp Hill, state: PA, value: 0.235358294659798, base_value: 199749000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307529/; rank: 83, crd: 300139, firm: Independence Square Holdings, LLC, city: King of Prussia, state: PA, value: 0.232504029479541, base_value: 1488010409, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300139/; rank: 84, crd: 281348, firm: Wharton Wealth Management, LLC, city: Malvern, state: PA, value: 0.227744940020073, base_value: 170368413, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281348/; rank: 85, crd: 144405, firm: Snavely Associates Financial Services, city: Lemoyne, state: PA, value: 0.227316476322701, base_value: 148755438, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144405/; rank: 86, crd: 107233, firm: Riggs Asset Management Co Inc, city: Dallas, state: PA, value: 0.224907677096256, base_value: 522481400, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107233/; rank: 87, crd: 282428, firm: Almanack Investment Partners, city: Newtown Square, state: PA, value: 0.223062160242878, base_value: 773350051, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282428/; rank: 88, crd: 315389, firm: O'Hagan Group, Inc., city: Bethlehem, state: PA, value: 0.22291546371945, base_value: 1021872212, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315389/; rank: 89, crd: 311111, firm: Vericrest Private Wealth, LLC, city: Newtown, state: PA, value: 0.218864887412464, base_value: 113065313, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311111/; rank: 90, crd: 131063, firm: Waldron Private Wealth, city: Bridgeville, state: PA, value: 0.217113045900809, base_value: 4516982450, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131063/; rank: 91, crd: 150250, firm: Ironview Capital Management, LLC, city: Conshohocken, state: PA, value: 0.216217616584243, base_value: 1146358881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150250/; rank: 92, crd: 289329, firm: Cedar Spring Advisors, LLC, city: Lancaster, state: PA, value: 0.215356672521573, base_value: 139398193, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289329/; rank: 93, crd: 334574, firm: MFG Private Wealth, city: Canonsburg, state: PA, value: 0.215003376998425, base_value: 119760198, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334574/; rank: 94, crd: 121202, firm: Christine Messmer, P.C., city: Collegeville, state: PA, value: 0.21494547979798, base_value: 198000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121202/; rank: 95, crd: 160087, firm: Atmos Advisory, LLC, city: Pittsburgh, state: PA, value: 0.213948350983658, base_value: 148997068, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160087/; rank: 96, crd: 318345, firm: Presilium Private Wealth, LLC, city: Radnor, state: PA, value: 0.211838398392634, base_value: 554248200, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318345/; rank: 97, crd: 292278, firm: Morton Brown Family Wealth LLC, city: Allentown, state: PA, value: 0.211814411916373, base_value: 398971327, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292278/; rank: 98, crd: 172357, firm: Grandview Asset Management LLC, city: Harrisburg, state: PA, value: 0.210900596306547, base_value: 339960044, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172357/; rank: 99, crd: 226655, firm: Alvin Clay Financial Advisors, LLC, city: Jenkintown, state: PA, value: 0.207043139238999, base_value: 154570251, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226655/; rank: 100, crd: 147663, firm: Jacobi Capital Management, LLC, city: Pittston, state: PA, value: 0.206427370142243, base_value: 2190387155, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147663/

## 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 one year, nationally](https://advisoriq.com/ria/rankings/fastest-growing/)
- [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/pennsylvania/

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