# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Pennsylvania
- firms_listed: 114
- rows: rank: 1, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, state: PA, value: 192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123913/; rank: 2, crd: 170914, firm: McAdam LLC, city: Radnor, state: PA, value: 138, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170914/; rank: 3, crd: 116021, firm: Vicus Capital, Inc., city: State College, state: PA, value: 84, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116021/; rank: 4, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, state: PA, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112139/; rank: 5, crd: 131063, firm: Waldron Private Wealth, city: Bridgeville, state: PA, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131063/; rank: 5, crd: 137481, firm: Rockwood Wealth Management, LLC, city: New Hope, state: PA, value: 47, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137481/; rank: 7, crd: 134436, firm: Mycio Wealth Partners, LLC, city: Philadelphia, state: PA, value: 46, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134436/; rank: 8, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, state: PA, value: 43, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299407/; rank: 9, crd: 311980, firm: Confluence Financial Partners, city: McMurray, state: PA, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311980/; rank: 10, crd: 300139, firm: Independence Square Holdings, LLC, city: King of Prussia, state: PA, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300139/; rank: 10, crd: 333260, firm: Pitcairn, city: Conshohocken, state: PA, value: 37, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333260/; rank: 12, crd: 305834, firm: Main Street Financial Solutions, LLC, city: Newtown, state: PA, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305834/; rank: 13, crd: 321748, firm: Ethos Financial Group, LLC, city: King of Prussia, state: PA, value: 33, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321748/; rank: 14, crd: 145051, firm: JFS Wealth Advisors, LLC, city: Hermitage, state: PA, value: 32, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145051/; rank: 15, crd: 147663, firm: Jacobi Capital Management, LLC, city: Pittston, state: PA, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147663/; rank: 16, crd: 133561, firm: Bill Few Associates, Inc., city: Sewickley, state: PA, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133561/; rank: 17, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, state: PA, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104690/; rank: 17, crd: 123255, firm: Fragasso Financial Advisors, city: Sewickley, state: PA, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123255/; rank: 19, crd: 105989, firm: Wescott Financial Advisory Group LLC, city: Philadelphia, state: PA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105989/; rank: 20, crd: 139830, firm: Legacy Advisors, LLC, city: Plymouth Meeting, state: PA, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139830/; rank: 21, crd: 122693, firm: RKL Private Wealth, city: Lancaster, state: PA, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122693/; rank: 22, crd: 110744, firm: RTD Financial Advisors Inc, city: Philadelphia, state: PA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110744/; rank: 22, crd: 128591, firm: Schneider Downs Wealth Management Advisors, LP, city: Pittsburgh, state: PA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128591/; rank: 22, crd: 151225, firm: Corient SHC Wealth Management (US) LP, city: Philadelphia, state: PA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151225/; rank: 22, crd: 289784, firm: Corient SHC Partners (US) LP, city: Philadelphia, state: PA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289784/; rank: 26, crd: 116574, firm: Sage Financial Group Inc., city: West Conshohocken, state: PA, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116574/; rank: 26, crd: 327529, firm: Stonebridge Financial Group, LLC, city: Wormleysburg, state: PA, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327529/; rank: 28, crd: 111936, firm: Greycourt & Co., Inc., city: Pittsburgh, state: PA, value: 19, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/111936/; rank: 28, crd: 333732, firm: Henderson Brothers Financial Partners LLC, city: Pittsburgh, state: PA, value: 19, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333732/; rank: 30, crd: 110729, firm: Cookson Peirce Wealth Management, city: Pittsburgh, state: PA, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110729/; rank: 30, crd: 157669, firm: Ellis Investment Partners, LLC, city: Berwyn, state: PA, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157669/; rank: 32, crd: 139410, firm: Stone House Investment Management, LLC, city: Tunkhannock, state: PA, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139410/; rank: 33, crd: 116978, firm: Faithward Advisors, LLC, city: Lancaster, state: PA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116978/; rank: 33, crd: 121492, firm: The Fairman Group, LLC, city: Chesterbrook, state: PA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121492/; rank: 33, crd: 168057, firm: Insight Advisors, LLC, city: Newtown, state: PA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168057/; rank: 33, crd: 284842, firm: Lifeguide Financial Advisors, LLC, city: Mechanicsburg, state: PA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284842/; rank: 37, crd: 166418, firm: Compass Ion Advisors, LLC, city: Conshohocken, state: PA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166418/; rank: 37, crd: 188512, firm: D.B. Root & Company, LLC, city: Pittsburgh, state: PA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/188512/; rank: 37, crd: 277031, firm: Equita Financial Network, Inc., city: Fort Washington, state: PA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277031/; rank: 37, crd: 299094, firm: Success Wealth Management LLC, city: Wexford, state: PA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299094/; rank: 37, crd: 305118, firm: Kathmere Capital Management, LLC, city: Wayne, state: PA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305118/; rank: 37, crd: 317446, firm: Callan Family Office, LLC, city: Radnor, state: PA, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317446/; rank: 43, crd: 7597, firm: Allegheny Investments, city: Pittsburgh, state: PA, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/7597/; rank: 43, crd: 106019, firm: Roffman Miller Associates Inc, city: Philadelphia, state: PA, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106019/; rank: 45, crd: 112112, firm: Stanley-Laman Group Ltd., city: Berwyn, state: PA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112112/; rank: 45, crd: 281347, firm: Thrive Capital Management, LLC, city: Fort Washington, state: PA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281347/; rank: 45, crd: 282428, firm: Almanack Investment Partners, city: Newtown Square, state: PA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282428/; rank: 45, crd: 310441, firm: Milestone Asset Management, LLC, city: Pittsburgh, state: PA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310441/; rank: 45, crd: 312463, firm: Amplius Wealth Advisors, city: Blue Bell, state: PA, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312463/; rank: 50, crd: 111740, firm: Abundance Wealth Counselors, LLC, city: State College, state: PA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111740/; rank: 50, crd: 130105, firm: Biondo Investment Advisors LLC, city: Milford, state: PA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130105/; rank: 50, crd: 139096, firm: BLBB Advisors, city: Montgomeryville, state: PA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139096/; rank: 50, crd: 289145, firm: The Coury Firm, city: Pittsburgh, state: PA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289145/; rank: 50, crd: 305815, firm: Wedmont Private Capital, city: West Chester, state: PA, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305815/; rank: 55, crd: 108922, firm: Baldwin Investment Management, LLC, city: West Conshohocken, state: PA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108922/; rank: 55, crd: 168777, firm: Thrive Wealth Management, LLC, city: Audubon, state: PA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168777/; rank: 55, crd: 287768, firm: Meridian Wealth Partners, LLC, city: East Norriton, state: PA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287768/; rank: 55, crd: 328863, firm: Capital A Wealth Management, city: Cranberry Township, state: PA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328863/; rank: 59, crd: 107118, firm: Staley Capital Advisers Inc, city: Pittsburgh, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107118/; rank: 59, crd: 116240, firm: Key Financial, Inc., city: West Chester, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116240/; rank: 59, crd: 121700, firm: Rodgers & Associates, city: Lancaster, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121700/; rank: 59, crd: 134184, firm: Blue Bell Private Wealth Management, LLC, city: Blue Bell, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134184/; rank: 59, crd: 151138, firm: Gkfo, LLC, city: W. Conshohocken, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151138/; rank: 59, crd: 155157, firm: Market Street Wealth Management, city: West Chester, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155157/; rank: 59, crd: 277099, firm: Stewardship Advisors, LLC, city: Mount Joy, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277099/; rank: 59, crd: 297021, firm: Brandywine Oak Private Wealth LLC, city: Kennett Square, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297021/; rank: 59, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299194/; rank: 59, crd: 315389, firm: O'Hagan Group, Inc., city: Bethlehem, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315389/; rank: 69, crd: 147221, firm: MTM Financial Group, LLC, city: Bethlehem, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147221/; rank: 69, crd: 150250, firm: Ironview Capital Management, LLC, city: Conshohocken, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150250/; rank: 69, crd: 152301, firm: Ventura Wealth Management, city: Yardley, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152301/; rank: 69, crd: 170052, firm: Concentus Wealth Advisors, city: Newtown Square, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170052/; rank: 69, crd: 173767, firm: River Wealth Advisors LLC, city: Camp Hill, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173767/; rank: 69, crd: 304732, firm: Zenith Wealth Partners, city: Philadelphia, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304732/; rank: 69, crd: 328693, firm: Master's Wealth Management Inc., city: Leola, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328693/; rank: 69, crd: 333778, firm: One-Up Financial, city: Erie, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333778/; rank: 77, crd: 106980, firm: Grant Street Asset Management Inc, city: Canonsburg, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106980/; rank: 77, crd: 107233, firm: Riggs Asset Management Co Inc, city: Dallas, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107233/; rank: 77, crd: 108400, firm: Guyasuta Investment Advisors, Incorporated, city: Pittsburgh, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108400/; rank: 77, crd: 110750, firm: CMG Capital Management Group, Inc., city: Malvern, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110750/; rank: 77, crd: 112778, firm: Dinuzzo Private Wealth, Inc., city: Beaver, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112778/; rank: 77, crd: 115700, firm: Tower Bridge Advisors, city: West Conshohocken, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115700/; rank: 77, crd: 118832, firm: Macro Advisors, Inc., city: York, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118832/; rank: 77, crd: 119937, firm: BCR Financial Services, LLC, city: Wexford, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119937/; rank: 77, crd: 122147, firm: McClarren Financial Advisors, city: State College, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122147/; rank: 77, crd: 307379, firm: IM Wealth Partners, city: Blue Bell, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307379/; rank: 77, crd: 308977, firm: Ewa, LLC, city: Pittsburgh, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308977/; rank: 77, crd: 328043, firm: Bare Wealth Advisors, city: Gap, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328043/; rank: 77, crd: 334422, firm: Integrated Wealth Solutions, LLC, city: York, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334422/; rank: 77, crd: 340590, firm: Boden Wealth, city: Lemoyne, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340590/; rank: 91, crd: 107289, firm: TGS Financial Advisors, city: Radnor, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107289/; rank: 91, crd: 108380, firm: Miller Investment Management, LP, city: West Conshohocken, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108380/; rank: 91, crd: 111353, firm: Conservest Capital Advisors Inc, city: Wynnewood, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111353/; rank: 91, crd: 115111, firm: Wealthkare.com, Inc., city: Mount Union, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115111/; rank: 91, crd: 117105, firm: Psi Capital Management, city: Lancaster, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117105/; rank: 91, crd: 123286, firm: Roble, Belko and Company, Inc., city: Sewickley, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123286/; rank: 91, crd: 140710, firm: Sterling Investment Advisors Ltd., city: Berwyn, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140710/; rank: 91, crd: 148836, firm: Gibson Capital, LLC, city: Wexford, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148836/; rank: 91, crd: 149255, firm: Hudock Capital Group, city: Williamsport, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149255/; rank: 91, crd: 157523, firm: Hapanowicz Financial, city: Pittsburgh, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157523/; rank: 91, crd: 166645, firm: Trebuchet Consulting, LLC, city: Pittsburgh, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166645/; rank: 91, crd: 167225, firm: Elm Wealth, city: Philadelphia, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167225/; rank: 91, crd: 169795, firm: Johnson & White Wealth Management LLC, city: York, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169795/; rank: 91, crd: 171984, firm: Mfa Wealth Advisors, LLC, city: Pittsburgh, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171984/; rank: 91, crd: 285502, firm: Certior Financial Group, LLC, city: King of Prussia, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285502/; rank: 91, crd: 287766, firm: Hoffman Capital Advisors LLC, city: Cranberry Township, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287766/; rank: 91, crd: 288705, firm: Wellfull, city: Harleysville, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288705/; rank: 91, crd: 289316, firm: Comprehensive Advisors, LLC, city: Lansdale, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289316/; rank: 91, crd: 290734, firm: Thayer Partners LLC, city: Wyndmoor, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290734/; rank: 91, crd: 301127, firm: Ivc Wealth Advisors LLC, city: Silverdale, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301127/; rank: 91, crd: 307480, firm: Three Cord True Wealth Management, LLC, city: Beaver, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307480/; rank: 91, crd: 309314, firm: Interchange Capital Partners, city: Pittsburgh, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309314/; rank: 91, crd: 316221, firm: Moralis Technologies, LLC, city: Pittsburgh, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316221/; rank: 91, crd: 336684, firm: Milestone Financial Associates, LLC, city: Macungie, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336684/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/pennsylvania/

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