IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Pennsylvania

Independent RIAs with the most advisory staff in Pennsylvania

As of October 2, 2026, Great Valley Advisor Group, LLC ranked #1 in Pennsylvania in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 192.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most advisory staff
1 Great Valley Advisor Group, LLC Berwyn 192
2 McAdam LLC Radnor 138
3 Vicus Capital, Inc. State College 84
4 HBKS Wealth Advisors Erie 73
5 Waldron Private Wealth Bridgeville 47
5 Rockwood Wealth Management, LLC New Hope 47
7 Mycio Wealth Partners, LLC Philadelphia 46
8 Kintra Wealth, LLC Williamsport 43
9 Confluence Financial Partners McMurray 39
10 Independence Square Holdings, LLC King of Prussia 37
10 Pitcairn Conshohocken 37
12 Main Street Financial Solutions, LLC Newtown 35
13 Ethos Financial Group, LLC King of Prussia 33
14 JFS Wealth Advisors, LLC Hermitage 32
15 Jacobi Capital Management, LLC Pittston 31
16 Bill Few Associates, Inc. Sewickley 29
17 Allegheny Financial Group Pittsburgh 28
17 Fragasso Financial Advisors Sewickley 28
19 Wescott Financial Advisory Group LLC Philadelphia 27
20 Legacy Advisors, LLC Plymouth Meeting 25
21 RKL Private Wealth Lancaster 23
22 RTD Financial Advisors Inc Philadelphia 22
22 Schneider Downs Wealth Management Advisors, LP Pittsburgh 22
22 Corient SHC Wealth Management (US) LP Philadelphia 22
22 Corient SHC Partners (US) LP Philadelphia 22
26 Sage Financial Group Inc. West Conshohocken 21
26 Stonebridge Financial Group, LLC Wormleysburg 21
28 Greycourt & Co., Inc. Successor Pittsburgh 19
28 Henderson Brothers Financial Partners LLC Pittsburgh 19
30 Cookson Peirce Wealth Management Pittsburgh 18
30 Ellis Investment Partners, LLC Berwyn 18
32 Stone House Investment Management, LLC Tunkhannock 17
33 Faithward Advisors, LLC Lancaster 16
33 The Fairman Group, LLC Chesterbrook 16
33 Insight Advisors, LLC Newtown 16
33 Lifeguide Financial Advisors, LLC Mechanicsburg 16
37 Compass Ion Advisors, LLC Conshohocken 15
37 D.B. Root & Company, LLC Pittsburgh 15
37 Equita Financial Network, Inc. Fort Washington 15
37 Success Wealth Management LLC Wexford 15
37 Kathmere Capital Management, LLC Wayne 15
37 Callan Family Office, LLC Radnor 15
43 Allegheny Investments Pittsburgh 14
43 Roffman Miller Associates Inc Philadelphia 14
45 Stanley-Laman Group Ltd. Berwyn 13
45 Thrive Capital Management, LLC Fort Washington 13
45 Almanack Investment Partners Newtown Square 13
45 Milestone Asset Management, LLC Pittsburgh 13
45 Amplius Wealth Advisors Blue Bell 13
50 Abundance Wealth Counselors, LLC State College 12
50 Biondo Investment Advisors LLC Milford 12
50 BLBB Advisors Montgomeryville 12
50 The Coury Firm Pittsburgh 12
50 Wedmont Private Capital West Chester 12
55 Baldwin Investment Management, LLC West Conshohocken 11
55 Thrive Wealth Management, LLC Audubon 11
55 Meridian Wealth Partners, LLC East Norriton 11
55 Capital A Wealth Management Cranberry Township 11
59 Staley Capital Advisers Inc Pittsburgh 10
59 Key Financial, Inc. West Chester 10
59 Rodgers & Associates Lancaster 10
59 Blue Bell Private Wealth Management, LLC Blue Bell 10
59 Gkfo, LLC W. Conshohocken 10
59 Market Street Wealth Management West Chester 10
59 Stewardship Advisors, LLC Mount Joy 10
59 Brandywine Oak Private Wealth LLC Kennett Square 10
59 Wick Capital Partners, LLC Wayne 10
59 O'Hagan Group, Inc. Bethlehem 10
69 MTM Financial Group, LLC Bethlehem 9
69 Ironview Capital Management, LLC Conshohocken 9
69 Ventura Wealth Management Yardley 9
69 Concentus Wealth Advisors Newtown Square 9
69 River Wealth Advisors LLC Camp Hill 9
69 Zenith Wealth Partners Philadelphia 9
69 Master's Wealth Management Inc. Leola 9
69 One-Up Financial Erie 9
77 Grant Street Asset Management Inc Canonsburg 8
77 Riggs Asset Management Co Inc Dallas 8
77 Guyasuta Investment Advisors, Incorporated Pittsburgh 8
77 CMG Capital Management Group, Inc. Malvern 8
77 Dinuzzo Private Wealth, Inc. Beaver 8
77 Tower Bridge Advisors West Conshohocken 8
77 Macro Advisors, Inc. York 8
77 BCR Financial Services, LLC Wexford 8
77 McClarren Financial Advisors State College 8
77 IM Wealth Partners Blue Bell 8
77 Ewa, LLC Pittsburgh 8
77 Bare Wealth Advisors Gap 8
77 Integrated Wealth Solutions, LLC York 8
77 Boden Wealth Lemoyne 8
91 TGS Financial Advisors Radnor 7
91 Miller Investment Management, LP West Conshohocken 7
91 Conservest Capital Advisors Inc Wynnewood 7
91 Wealthkare.com, Inc. Mount Union 7
91 Psi Capital Management Lancaster 7
91 Roble, Belko and Company, Inc. Sewickley 7
91 Sterling Investment Advisors Ltd. Berwyn 7
91 Gibson Capital, LLC Wexford 7
91 Hudock Capital Group Williamsport 7
91 Hapanowicz Financial Pittsburgh 7
91 Trebuchet Consulting, LLC Pittsburgh 7
91 Elm Wealth Philadelphia 7
91 Johnson & White Wealth Management LLC York 7
91 Mfa Wealth Advisors, LLC Pittsburgh 7
91 Certior Financial Group, LLC King of Prussia 7
91 Hoffman Capital Advisors LLC Cranberry Township 7
91 Wellfull Harleysville 7
91 Comprehensive Advisors, LLC Lansdale 7
91 Thayer Partners LLC Wyndmoor 7
91 Ivc Wealth Advisors LLC Silverdale 7
91 Three Cord True Wealth Management, LLC Beaver 7
91 Interchange Capital Partners Pittsburgh 7
91 Moralis Technologies, LLC Pittsburgh 7
91 Milestone Financial Associates, LLC Macungie 7

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.

More rankings

Most advisory staff 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.