Ranking, Pennsylvania

Largest independent RIAs by assets under management in Pennsylvania

As of October 2, 2026, Mycio Wealth Partners, LLC ranked #1 in Pennsylvania in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $15.8 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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.

Largest independent RIAs by assets under management in Pennsylvania
Rank	Firm	City	RAUM
1	Mycio Wealth Partners, LLC	Philadelphia	$15.8 billion
2	Great Valley Advisor Group, LLC	Berwyn	$10.6 billion
3	Callan Family Office, LLC	Radnor	$10.2 billion
4	Confluence Financial Partners	McMurray	$7.8 billion
5	HBKS Wealth Advisors	Erie	$7.7 billion
6	Miller Investment Management, LP	West Conshohocken	$7.1 billion
7	Prowell Financial Management, LLC	Exton	$6.9 billion
8	Greycourt & Co., Inc. Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.	Pittsburgh	$6.6 billion
9	Pitcairn	Conshohocken	$5.9 billion
10	Allegheny Financial Group	Pittsburgh	$5.6 billion
11	Waldron Private Wealth	Bridgeville	$5.5 billion
12	Legacy Advisors, LLC	Plymouth Meeting	$5.2 billion
13	JFS Wealth Advisors, LLC	Hermitage	$4.7 billion
14	Wharton Business Group, LLC	Malvern	$4.6 billion
15	Sage Financial Group Inc.	West Conshohocken	$4.3 billion
16	Wescott Financial Advisory Group LLC	Philadelphia	$4.2 billion
17	Nordwand Advisors	Radnor	$4.0 billion
18	Kathmere Capital Management, LLC	Wayne	$3.5 billion
19	Wedmont Private Capital	West Chester	$3.4 billion
20	Schneider Downs Wealth Management Advisors, LP	Pittsburgh	$3.3 billion
21	BLBB Advisors	Montgomeryville	$3.3 billion
22	Roffman Miller Associates Inc	Philadelphia	$3.2 billion
23	Staley Capital Advisers Inc	Pittsburgh	$3.1 billion
24	Gibson Capital, LLC	Wexford	$3.0 billion
25	Elm Wealth	Philadelphia	$3.0 billion
26	Vicus Capital, Inc.	State College	$3.0 billion
27	Rockwood Wealth Management, LLC	New Hope	$2.9 billion
28	Key Financial, Inc.	West Chester	$2.8 billion
29	Fragasso Financial Advisors	Sewickley	$2.8 billion
30	RTD Financial Advisors Inc	Philadelphia	$2.7 billion
31	Bill Few Associates, Inc.	Sewickley	$2.7 billion
32	McAdam LLC	Radnor	$2.7 billion
33	Jacobi Capital Management, LLC	Pittston	$2.6 billion
34	Cookson Peirce Wealth Management	Pittsburgh	$2.6 billion
35	RKL Private Wealth	Lancaster	$2.5 billion
36	Main Street Financial Solutions, LLC	Newtown	$2.5 billion
37	Guyasuta Investment Advisors, Incorporated	Pittsburgh	$2.4 billion
38	Traynor Capital Management	Malvern	$2.4 billion
39	Newsquare Capital, LLC	Newtown Square	$2.4 billion
40	Corient SHC Wealth Management (US) LP	Philadelphia	$2.3 billion
41	Stonebridge Financial Group, LLC	Wormleysburg	$2.3 billion
42	Ethos Financial Group, LLC	King of Prussia	$2.1 billion
43	Conservest Capital Advisors Inc	Wynnewood	$1.9 billion
44	DT Investment Partners, LLC	Chadds Ford	$1.9 billion
45	Independence Square Holdings, LLC	King of Prussia	$1.8 billion
46	Mitchell Sinkler & Starr	Philadelphia	$1.8 billion
47	Amplius Wealth Advisors	Blue Bell	$1.7 billion
48	Corient SHC Partners (US) LP	Philadelphia	$1.7 billion
49	Petredis Investment Advisors	Warrendale	$1.7 billion
50	Rodgers & Associates	Lancaster	$1.6 billion
51	Compass Ion Advisors, LLC	Conshohocken	$1.6 billion
52	Thrive Wealth Management, LLC	Audubon	$1.6 billion
53	Brandywine Oak Private Wealth LLC	Kennett Square	$1.6 billion
54	Abundance Wealth Counselors, LLC	State College	$1.6 billion
55	Roble, Belko and Company, Inc.	Sewickley	$1.6 billion
56	Kintra Wealth, LLC	Williamsport	$1.5 billion
57	Tower Bridge Advisors	West Conshohocken	$1.5 billion
58	River Wealth Advisors LLC	Camp Hill	$1.5 billion
59	Ironview Capital Management, LLC	Conshohocken	$1.4 billion
60	Meridian Wealth Partners, LLC	East Norriton	$1.4 billion
61	Chadds Ford Wealth Partners, LLC	Chadds Ford	$1.3 billion
62	The Coury Firm	Pittsburgh	$1.3 billion
63	Baldwin Investment Management, LLC	West Conshohocken	$1.3 billion
64	Biondo Investment Advisors LLC	Milford	$1.3 billion
65	O'Hagan Group, Inc.	Bethlehem	$1.2 billion
66	Henry H. Armstrong Associates, Inc.	Pittsburgh	$1.2 billion
67	Prudent Management Associates	Philadelphia	$1.2 billion
68	Dinuzzo Private Wealth, Inc.	Beaver	$1.2 billion
69	Blue Bell Private Wealth Management, LLC	Blue Bell	$1.1 billion
70	Trebuchet Consulting, LLC	Pittsburgh	$1.1 billion
71	Concentus Wealth Advisors	Newtown Square	$1.1 billion
72	Sterling Investment Advisors Ltd.	Berwyn	$1.1 billion
73	Clearview Financial Partners	Radnor	$1.1 billion
74	Faithward Advisors, LLC	Lancaster	$1.1 billion
75	Stanley-Laman Group Ltd.	Berwyn	$1.0 billion
76	Hudock Capital Group	Williamsport	$1.0 billion
77	Ellis Investment Partners, LLC	Berwyn	$986.8 million
78	Barton Investment Management, LLC	W. Conshohocken	$984.7 million
79	Aufman Associates Inc	Sewickley	$971.5 million
80	D.B. Root & Company, LLC	Pittsburgh	$952.4 million
81	Martin, Javan Von	Ephrata	$952.3 million
82	Almanack Investment Partners	Newtown Square	$945.9 million
83	Wick Capital Partners, LLC	Wayne	$929.7 million
84	The Fairman Group, LLC	Chesterbrook	$902.1 million
85	Axiom Asset Management	Wayne	$899.6 million
86	Covington Investment Advisors, Inc.	Ligonier	$885.9 million
87	Wellfull	Harleysville	$866.4 million
88	Radnor Capital Management, LLC	Wayne	$854.8 million
89	Pennsylvania Capital Management Inc.	Huntingdon Valley	$848.6 million
90	Stone House Investment Management, LLC	Tunkhannock	$841.7 million
91	Market Street Wealth Management	West Chester	$837.0 million
92	Smithbridge Asset Management, Inc.	Chadds Ford	$830.7 million
93	Hoey Investments, Inc.	Coatesville	$788.3 million
94	Insight Advisors, LLC	Newtown	$785.7 million
95	Bruton Chisnell Advisors, LLC	Downingtown	$772.5 million
96	MTM Financial Group, LLC	Bethlehem	$771.6 million
97	Grant Street Asset Management Inc	Canonsburg	$768.9 million
98	Ewa, LLC	Pittsburgh	$750.7 million
99	Interchange Capital Partners	Pittsburgh	$743.6 million
100	Allegheny Investments	Pittsburgh	$742.1 million

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

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

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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.