# 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.

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

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Pennsylvania
- firms_listed: 100
- rows: rank: 1, crd: 134436, firm: Mycio Wealth Partners, LLC, city: Philadelphia, state: PA, value: 15780802533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134436/; rank: 2, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, state: PA, value: 10599707027, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123913/; rank: 3, crd: 317446, firm: Callan Family Office, LLC, city: Radnor, state: PA, value: 10208823032, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317446/; rank: 4, crd: 311980, firm: Confluence Financial Partners, city: McMurray, state: PA, value: 7808637160, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311980/; rank: 5, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, state: PA, value: 7661939874, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112139/; rank: 6, crd: 108380, firm: Miller Investment Management, LP, city: West Conshohocken, state: PA, value: 7104869806, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108380/; rank: 7, crd: 281762, firm: Prowell Financial Management, LLC, city: Exton, state: PA, value: 6863569821, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281762/; rank: 8, crd: 111936, firm: Greycourt & Co., Inc., city: Pittsburgh, state: PA, value: 6608873377, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/111936/; rank: 9, crd: 333260, firm: Pitcairn, city: Conshohocken, state: PA, value: 5871259245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333260/; rank: 10, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, state: PA, value: 5593591868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104690/; rank: 11, crd: 131063, firm: Waldron Private Wealth, city: Bridgeville, state: PA, value: 5497678268, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131063/; rank: 12, crd: 139830, firm: Legacy Advisors, LLC, city: Plymouth Meeting, state: PA, value: 5168722434, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139830/; rank: 13, crd: 145051, firm: JFS Wealth Advisors, LLC, city: Hermitage, state: PA, value: 4729065800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145051/; rank: 14, crd: 133722, firm: Wharton Business Group, LLC, city: Malvern, state: PA, value: 4566061373, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133722/; rank: 15, crd: 116574, firm: Sage Financial Group Inc., city: West Conshohocken, state: PA, value: 4291847204, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116574/; rank: 16, crd: 105989, firm: Wescott Financial Advisory Group LLC, city: Philadelphia, state: PA, value: 4155788050, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105989/; rank: 17, crd: 322936, firm: Nordwand Advisors, city: Radnor, state: PA, value: 3967694453, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322936/; rank: 18, crd: 305118, firm: Kathmere Capital Management, LLC, city: Wayne, state: PA, value: 3478172971, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305118/; rank: 19, crd: 305815, firm: Wedmont Private Capital, city: West Chester, state: PA, value: 3440714185, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305815/; rank: 20, crd: 128591, firm: Schneider Downs Wealth Management Advisors, LP, city: Pittsburgh, state: PA, value: 3305788046, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128591/; rank: 21, crd: 139096, firm: BLBB Advisors, city: Montgomeryville, state: PA, value: 3255397467, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139096/; rank: 22, crd: 106019, firm: Roffman Miller Associates Inc, city: Philadelphia, state: PA, value: 3198701439, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106019/; rank: 23, crd: 107118, firm: Staley Capital Advisers Inc, city: Pittsburgh, state: PA, value: 3108464090, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107118/; rank: 24, crd: 148836, firm: Gibson Capital, LLC, city: Wexford, state: PA, value: 3034031370, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148836/; rank: 25, crd: 167225, firm: Elm Wealth, city: Philadelphia, state: PA, value: 3018199851, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167225/; rank: 26, crd: 116021, firm: Vicus Capital, Inc., city: State College, state: PA, value: 2994398372, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116021/; rank: 27, crd: 137481, firm: Rockwood Wealth Management, LLC, city: New Hope, state: PA, value: 2869900402, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137481/; rank: 28, crd: 116240, firm: Key Financial, Inc., city: West Chester, state: PA, value: 2839149609, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116240/; rank: 29, crd: 123255, firm: Fragasso Financial Advisors, city: Sewickley, state: PA, value: 2831366332, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123255/; rank: 30, crd: 110744, firm: RTD Financial Advisors Inc, city: Philadelphia, state: PA, value: 2724578473, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110744/; rank: 31, crd: 133561, firm: Bill Few Associates, Inc., city: Sewickley, state: PA, value: 2723175464, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133561/; rank: 32, crd: 170914, firm: McAdam LLC, city: Radnor, state: PA, value: 2678322349, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170914/; rank: 33, crd: 147663, firm: Jacobi Capital Management, LLC, city: Pittston, state: PA, value: 2642543015, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147663/; rank: 34, crd: 110729, firm: Cookson Peirce Wealth Management, city: Pittsburgh, state: PA, value: 2555384473, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110729/; rank: 35, crd: 122693, firm: RKL Private Wealth, city: Lancaster, state: PA, value: 2508067068, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122693/; rank: 36, crd: 305834, firm: Main Street Financial Solutions, LLC, city: Newtown, state: PA, value: 2508000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305834/; rank: 37, crd: 108400, firm: Guyasuta Investment Advisors, Incorporated, city: Pittsburgh, state: PA, value: 2437457000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108400/; rank: 38, crd: 138881, firm: Traynor Capital Management, city: Malvern, state: PA, value: 2420585194, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/138881/; rank: 39, crd: 152430, firm: Newsquare Capital, LLC, city: Newtown Square, state: PA, value: 2392742156, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152430/; rank: 40, crd: 151225, firm: Corient SHC Wealth Management (US) LP, city: Philadelphia, state: PA, value: 2343505235, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151225/; rank: 41, crd: 327529, firm: Stonebridge Financial Group, LLC, city: Wormleysburg, state: PA, value: 2276868952, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327529/; rank: 42, crd: 321748, firm: Ethos Financial Group, LLC, city: King of Prussia, state: PA, value: 2144085745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321748/; rank: 43, crd: 111353, firm: Conservest Capital Advisors Inc, city: Wynnewood, state: PA, value: 1924651036, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111353/; rank: 44, crd: 157646, firm: DT Investment Partners, LLC, city: Chadds Ford, state: PA, value: 1912849524, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157646/; rank: 45, crd: 300139, firm: Independence Square Holdings, LLC, city: King of Prussia, state: PA, value: 1833978825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300139/; rank: 46, crd: 106460, firm: Mitchell Sinkler & Starr, city: Philadelphia, state: PA, value: 1789213488, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106460/; rank: 47, crd: 312463, firm: Amplius Wealth Advisors, city: Blue Bell, state: PA, value: 1741153923, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312463/; rank: 48, crd: 289784, firm: Corient SHC Partners (US) LP, city: Philadelphia, state: PA, value: 1707949153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289784/; rank: 49, crd: 322371, firm: Petredis Investment Advisors, city: Warrendale, state: PA, value: 1686982677, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322371/; rank: 50, crd: 121700, firm: Rodgers & Associates, city: Lancaster, state: PA, value: 1630281071, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121700/; rank: 51, crd: 166418, firm: Compass Ion Advisors, LLC, city: Conshohocken, state: PA, value: 1586830325, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166418/; rank: 52, crd: 168777, firm: Thrive Wealth Management, LLC, city: Audubon, state: PA, value: 1578511836, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168777/; rank: 53, crd: 297021, firm: Brandywine Oak Private Wealth LLC, city: Kennett Square, state: PA, value: 1571774383, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297021/; rank: 54, crd: 111740, firm: Abundance Wealth Counselors, LLC, city: State College, state: PA, value: 1564033885, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111740/; rank: 55, crd: 123286, firm: Roble, Belko and Company, Inc., city: Sewickley, state: PA, value: 1552856077, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123286/; rank: 56, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, state: PA, value: 1501009982, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299407/; rank: 57, crd: 115700, firm: Tower Bridge Advisors, city: West Conshohocken, state: PA, value: 1494267021, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115700/; rank: 58, crd: 173767, firm: River Wealth Advisors LLC, city: Camp Hill, state: PA, value: 1469312573, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173767/; rank: 59, crd: 150250, firm: Ironview Capital Management, LLC, city: Conshohocken, state: PA, value: 1394221866, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150250/; rank: 60, crd: 287768, firm: Meridian Wealth Partners, LLC, city: East Norriton, state: PA, value: 1368978981, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287768/; rank: 61, crd: 304159, firm: Chadds Ford Wealth Partners, LLC, city: Chadds Ford, state: PA, value: 1327385934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304159/; rank: 62, crd: 289145, firm: The Coury Firm, city: Pittsburgh, state: PA, value: 1324806135, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289145/; rank: 63, crd: 108922, firm: Baldwin Investment Management, LLC, city: West Conshohocken, state: PA, value: 1295038694, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108922/; rank: 64, crd: 130105, firm: Biondo Investment Advisors LLC, city: Milford, state: PA, value: 1292588047, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130105/; rank: 65, crd: 315389, firm: O'Hagan Group, Inc., city: Bethlehem, state: PA, value: 1249663330, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315389/; rank: 66, crd: 105510, firm: Henry H. Armstrong Associates, Inc., city: Pittsburgh, state: PA, value: 1231153237, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105510/; rank: 67, crd: 16691, firm: Prudent Management Associates, city: Philadelphia, state: PA, value: 1228684992, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/16691/; rank: 68, crd: 112778, firm: Dinuzzo Private Wealth, Inc., city: Beaver, state: PA, value: 1177328579, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112778/; rank: 69, crd: 134184, firm: Blue Bell Private Wealth Management, LLC, city: Blue Bell, state: PA, value: 1121215721, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134184/; rank: 70, crd: 166645, firm: Trebuchet Consulting, LLC, city: Pittsburgh, state: PA, value: 1080372470, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166645/; rank: 71, crd: 170052, firm: Concentus Wealth Advisors, city: Newtown Square, state: PA, value: 1077317886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170052/; rank: 72, crd: 140710, firm: Sterling Investment Advisors Ltd., city: Berwyn, state: PA, value: 1075820676, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140710/; rank: 73, crd: 286168, firm: Clearview Financial Partners, city: Radnor, state: PA, value: 1058194989, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286168/; rank: 74, crd: 116978, firm: Faithward Advisors, LLC, city: Lancaster, state: PA, value: 1052532710, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116978/; rank: 75, crd: 112112, firm: Stanley-Laman Group Ltd., city: Berwyn, state: PA, value: 1023479352, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112112/; rank: 76, crd: 149255, firm: Hudock Capital Group, city: Williamsport, state: PA, value: 1003191859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149255/; rank: 77, crd: 157669, firm: Ellis Investment Partners, LLC, city: Berwyn, state: PA, value: 986849047, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157669/; rank: 78, crd: 141084, firm: Barton Investment Management, LLC, city: W. Conshohocken, state: PA, value: 984712343, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141084/; rank: 79, crd: 104622, firm: Aufman Associates Inc, city: Sewickley, state: PA, value: 971506728, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104622/; rank: 80, crd: 188512, firm: D.B. Root & Company, LLC, city: Pittsburgh, state: PA, value: 952367792, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/188512/; rank: 81, crd: 335035, firm: Martin, Javan Von, city: Ephrata, state: PA, value: 952268515, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335035/; rank: 82, crd: 282428, firm: Almanack Investment Partners, city: Newtown Square, state: PA, value: 945855184, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282428/; rank: 83, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, state: PA, value: 929693259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299194/; rank: 84, crd: 121492, firm: The Fairman Group, LLC, city: Chesterbrook, state: PA, value: 902130650, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121492/; rank: 85, crd: 145186, firm: Axiom Asset Management, city: Wayne, state: PA, value: 899555956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145186/; rank: 86, crd: 127270, firm: Covington Investment Advisors, Inc., city: Ligonier, state: PA, value: 885891247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127270/; rank: 87, crd: 288705, firm: Wellfull, city: Harleysville, state: PA, value: 866351060, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288705/; rank: 88, crd: 159559, firm: Radnor Capital Management, LLC, city: Wayne, state: PA, value: 854821698, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159559/; rank: 89, crd: 107648, firm: Pennsylvania Capital Management Inc., city: Huntingdon Valley, state: PA, value: 848645464, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107648/; rank: 90, crd: 139410, firm: Stone House Investment Management, LLC, city: Tunkhannock, state: PA, value: 841676886, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139410/; rank: 91, crd: 155157, firm: Market Street Wealth Management, city: West Chester, state: PA, value: 836983408, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155157/; rank: 92, crd: 106261, firm: Smithbridge Asset Management, Inc., city: Chadds Ford, state: PA, value: 830668238, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106261/; rank: 93, crd: 152103, firm: Hoey Investments, Inc., city: Coatesville, state: PA, value: 788296206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152103/; rank: 94, crd: 168057, firm: Insight Advisors, LLC, city: Newtown, state: PA, value: 785650000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168057/; rank: 95, crd: 293192, firm: Bruton Chisnell Advisors, LLC, city: Downingtown, state: PA, value: 772461258, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293192/; rank: 96, crd: 147221, firm: MTM Financial Group, LLC, city: Bethlehem, state: PA, value: 771644224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147221/; rank: 97, crd: 106980, firm: Grant Street Asset Management Inc, city: Canonsburg, state: PA, value: 768881121, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106980/; rank: 98, crd: 308977, firm: Ewa, LLC, city: Pittsburgh, state: PA, value: 750707201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308977/; rank: 99, crd: 309314, firm: Interchange Capital Partners, city: Pittsburgh, state: PA, value: 743604446, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309314/; rank: 100, crd: 7597, firm: Allegheny Investments, city: Pittsburgh, state: PA, value: 742120123, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/7597/

## 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

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [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/largest/pennsylvania/

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