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AdvisorIQ

Ranking, Pennsylvania

Independent RIAs with the most CFP professionals 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 CFP professionals, with 45.

Include wirehouses and broker-dealer firms

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Great Valley Advisor Group, LLC Berwyn 45
2 HBKS Wealth Advisors Erie 31
3 McAdam LLC Radnor 28
4 Allegheny Financial Group Pittsburgh 27
4 Kintra Wealth, LLC Williamsport 27
6 Vicus Capital, Inc. State College 26
6 Waldron Private Wealth Bridgeville 26
8 Main Street Financial Solutions, LLC Newtown 25
9 Rockwood Wealth Management, LLC New Hope 24
10 Confluence Financial Partners McMurray 23
11 JFS Wealth Advisors, LLC Hermitage 22
12 Wescott Financial Advisory Group LLC Philadelphia 21
13 RTD Financial Advisors Inc Philadelphia 16
13 Pitcairn Conshohocken 16
15 Equita Financial Network, Inc. Fort Washington 15
16 Schneider Downs Wealth Management Advisors, LP Pittsburgh 11
16 Kathmere Capital Management, LLC Wayne 11
18 Bill Few Associates, Inc. Sewickley 10
18 BLBB Advisors Montgomeryville 10
18 Lifeguide Financial Advisors, LLC Mechanicsburg 10
18 Wedmont Private Capital West Chester 10
22 Sage Financial Group Inc. West Conshohocken 9
22 RKL Private Wealth Lancaster 9
22 Thrive Wealth Management, LLC Audubon 9
25 Brandywine Oak Private Wealth LLC Kennett Square 8
25 Independence Square Holdings, LLC King of Prussia 8
27 Cookson Peirce Wealth Management Pittsburgh 7
27 Key Financial, Inc. West Chester 7
27 The Fairman Group, LLC Chesterbrook 7
27 Rodgers & Associates Lancaster 7
27 Stonebridge Financial Group, LLC Wormleysburg 7
32 Allegheny Investments Pittsburgh 6
32 Roffman Miller Associates Inc Philadelphia 6
32 Blue Bell Private Wealth Management, LLC Blue Bell 6
32 Compass Ion Advisors, LLC Conshohocken 6
32 River Wealth Advisors LLC Camp Hill 6
32 D.B. Root & Company, LLC Pittsburgh 6
32 Duncan Financial Planning Advisors Irwin 6
39 TGS Financial Advisors Radnor 5
39 Dinuzzo Private Wealth, Inc. Beaver 5
39 Common Cents Planning Glen Mills 5
39 McClarren Financial Advisors State College 5
39 Fragasso Financial Advisors Sewickley 5
39 Roble, Belko and Company, Inc. Sewickley 5
39 Mycio Wealth Partners, LLC Philadelphia 5
39 Gibson Capital, LLC Wexford 5
39 Concentus Wealth Advisors Newtown Square 5
39 Stewardship Advisors, LLC Mount Joy 5
39 Wellfull Harleysville 5
39 Wick Capital Partners, LLC Wayne 5
39 Wealthfd Conshohocken 5
39 Ballast Financial Advisors, LLC West Chester 5
39 Zenith Wealth Partners Philadelphia 5
39 Interchange Capital Partners Pittsburgh 5
39 Kooman & Associates Altoona 5
39 Master's Wealth Management Inc. Leola 5
39 Milestone Financial Associates, LLC Macungie 5
58 Tiller Private Wealth, Inc. Bethlehem 4
58 Macro Advisors, Inc. York 4
58 CPC Financial Planning, Inc King of Prussia 4
58 BCR Financial Services, LLC Wexford 4
58 The Financial Advisory Group York 4
58 Comprehensive Investment Management, LLC North Wales 4
58 Legacy Advisors, LLC Plymouth Meeting 4
58 Jacobi Capital Management, LLC Pittston 4
58 Market Street Wealth Management West Chester 4
58 Ellis Investment Partners, LLC Berwyn 4
58 Foundation Wealth Management, LLC Media 4
58 Financial Coach West Chester 4
58 Entrust Financial LLC Wayne 4
58 Stone Pine Financial Partners Media 4
58 Morton Brown Family Wealth LLC Allentown 4
58 Ewa, LLC Pittsburgh 4
58 Amplius Wealth Advisors Blue Bell 4
58 River's Edge Beaver 4
58 Liberty One Wealth Advisors Philadelphia 4
58 Presilium Private Wealth, LLC Radnor 4
58 Ethos Financial Group, LLC King of Prussia 4
58 Viable Malvern 4
58 Wealth More Enterprise, Inc. Philadelphia 4
58 Henderson Brothers Financial Partners LLC Pittsburgh 4
82 Pennsylvania Capital Management Inc. Huntingdon Valley 3
82 Lynch Investment Planning, LLC Newtown Square 3
82 Crossgate Wealth Advisors, LLC Newtown 3
82 Stone House Investment Management, LLC Tunkhannock 3
82 Atmos Advisory, LLC Pittsburgh 3
82 Oaktree Advisors LLC Coopersburg 3
82 Trinity Wealth Management, LLC Berwyn 3
82 Johnson & White Wealth Management LLC York 3
82 Thrive Capital Management, LLC Fort Washington 3
82 Alliance Wealth Advisors, LLC Scranton 3
82 Cedar Spring Advisors, LLC Lancaster 3
82 WMS Wealth Planners Pittsburgh 3
82 46 Peaks Investment Advisory Group Newtown 3
82 Three Cord True Wealth Management, LLC Beaver 3
82 Networth Advisors, LLC Canonsburg 3
82 Ethos Capital Management, Inc. Newtown 3
82 Attleboro Wealth Management LLC Yardley 3
82 Alliance Financial Wyomissing 3
82 Legacy Solutions, LLC Kennett Square 3
82 Vama Oak Wealth, LLC Doylestown 3
82 Ifs Group Mechanicsburg 3
82 Keyvantage Wealth Advisors Bethlehem 3
82 PW Nova Financial Services LLC Newtown 3
82 Odyssey Group Wealth Advisors Lancaster 3
82 Arx Private Wealth Lancaster 3
82 Beacon Light Wealth Management Carnegie 3
82 Boden Wealth Lemoyne 3

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

More rankings

Most CFP professionals 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.