# 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.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: 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.
- unit: count
- scope: Pennsylvania
- firms_listed: 108
- rows: rank: 1, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, state: PA, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123913/; rank: 2, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, state: PA, value: 31, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112139/; rank: 3, crd: 170914, firm: McAdam LLC, city: Radnor, state: PA, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170914/; rank: 4, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, state: PA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104690/; rank: 4, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, state: PA, value: 27, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299407/; rank: 6, crd: 116021, firm: Vicus Capital, Inc., city: State College, state: PA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116021/; rank: 6, crd: 131063, firm: Waldron Private Wealth, city: Bridgeville, state: PA, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131063/; rank: 8, crd: 305834, firm: Main Street Financial Solutions, LLC, city: Newtown, state: PA, value: 25, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305834/; rank: 9, crd: 137481, firm: Rockwood Wealth Management, LLC, city: New Hope, state: PA, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137481/; rank: 10, crd: 311980, firm: Confluence Financial Partners, city: McMurray, state: PA, value: 23, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311980/; rank: 11, crd: 145051, firm: JFS Wealth Advisors, LLC, city: Hermitage, state: PA, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145051/; rank: 12, crd: 105989, firm: Wescott Financial Advisory Group LLC, city: Philadelphia, state: PA, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105989/; rank: 13, crd: 110744, firm: RTD Financial Advisors Inc, city: Philadelphia, state: PA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110744/; rank: 13, crd: 333260, firm: Pitcairn, city: Conshohocken, state: PA, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333260/; rank: 15, 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: 16, crd: 128591, firm: Schneider Downs Wealth Management Advisors, LP, city: Pittsburgh, state: PA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128591/; rank: 16, crd: 305118, firm: Kathmere Capital Management, LLC, city: Wayne, state: PA, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305118/; rank: 18, crd: 133561, firm: Bill Few Associates, Inc., city: Sewickley, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133561/; rank: 18, crd: 139096, firm: BLBB Advisors, city: Montgomeryville, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139096/; rank: 18, crd: 284842, firm: Lifeguide Financial Advisors, LLC, city: Mechanicsburg, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284842/; rank: 18, crd: 305815, firm: Wedmont Private Capital, city: West Chester, state: PA, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305815/; rank: 22, crd: 116574, firm: Sage Financial Group Inc., city: West Conshohocken, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116574/; rank: 22, crd: 122693, firm: RKL Private Wealth, city: Lancaster, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122693/; rank: 22, crd: 168777, firm: Thrive Wealth Management, LLC, city: Audubon, state: PA, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168777/; rank: 25, crd: 297021, firm: Brandywine Oak Private Wealth LLC, city: Kennett Square, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297021/; rank: 25, crd: 300139, firm: Independence Square Holdings, LLC, city: King of Prussia, state: PA, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300139/; rank: 27, crd: 110729, firm: Cookson Peirce Wealth Management, city: Pittsburgh, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110729/; rank: 27, crd: 116240, firm: Key Financial, Inc., city: West Chester, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116240/; rank: 27, crd: 121492, firm: The Fairman Group, LLC, city: Chesterbrook, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121492/; rank: 27, crd: 121700, firm: Rodgers & Associates, city: Lancaster, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121700/; rank: 27, crd: 327529, firm: Stonebridge Financial Group, LLC, city: Wormleysburg, state: PA, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327529/; rank: 32, crd: 7597, firm: Allegheny Investments, city: Pittsburgh, state: PA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/7597/; rank: 32, crd: 106019, firm: Roffman Miller Associates Inc, city: Philadelphia, state: PA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106019/; rank: 32, crd: 134184, firm: Blue Bell Private Wealth Management, LLC, city: Blue Bell, state: PA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134184/; rank: 32, crd: 166418, firm: Compass Ion Advisors, LLC, city: Conshohocken, state: PA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166418/; rank: 32, crd: 173767, firm: River Wealth Advisors LLC, city: Camp Hill, state: PA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173767/; rank: 32, crd: 188512, firm: D.B. Root & Company, LLC, city: Pittsburgh, state: PA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/188512/; rank: 32, crd: 309454, firm: Duncan Financial Planning Advisors, city: Irwin, state: PA, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309454/; rank: 39, crd: 107289, firm: TGS Financial Advisors, city: Radnor, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107289/; rank: 39, crd: 112778, firm: Dinuzzo Private Wealth, Inc., city: Beaver, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112778/; rank: 39, crd: 120131, firm: Common Cents Planning, city: Glen Mills, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120131/; rank: 39, crd: 122147, firm: McClarren Financial Advisors, city: State College, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122147/; rank: 39, crd: 123255, firm: Fragasso Financial Advisors, city: Sewickley, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123255/; rank: 39, crd: 123286, firm: Roble, Belko and Company, Inc., city: Sewickley, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123286/; rank: 39, crd: 134436, firm: Mycio Wealth Partners, LLC, city: Philadelphia, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134436/; rank: 39, crd: 148836, firm: Gibson Capital, LLC, city: Wexford, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148836/; rank: 39, crd: 170052, firm: Concentus Wealth Advisors, city: Newtown Square, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170052/; rank: 39, crd: 277099, firm: Stewardship Advisors, LLC, city: Mount Joy, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277099/; rank: 39, crd: 288705, firm: Wellfull, city: Harleysville, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288705/; rank: 39, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299194/; rank: 39, crd: 299248, firm: Wealthfd, city: Conshohocken, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299248/; rank: 39, crd: 304430, firm: Ballast Financial Advisors, LLC, city: West Chester, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304430/; rank: 39, crd: 304732, firm: Zenith Wealth Partners, city: Philadelphia, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304732/; rank: 39, crd: 309314, firm: Interchange Capital Partners, city: Pittsburgh, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309314/; rank: 39, crd: 322163, firm: Kooman & Associates, city: Altoona, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322163/; rank: 39, crd: 328693, firm: Master's Wealth Management Inc., city: Leola, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328693/; rank: 39, crd: 336684, firm: Milestone Financial Associates, LLC, city: Macungie, state: PA, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336684/; rank: 58, crd: 111268, firm: Tiller Private Wealth, Inc., city: Bethlehem, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111268/; rank: 58, crd: 118832, firm: Macro Advisors, Inc., city: York, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118832/; rank: 58, crd: 119150, firm: CPC Financial Planning, Inc, city: King of Prussia, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119150/; rank: 58, crd: 119937, firm: BCR Financial Services, LLC, city: Wexford, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119937/; rank: 58, crd: 127386, firm: The Financial Advisory Group, city: York, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127386/; rank: 58, crd: 133272, firm: Comprehensive Investment Management, LLC, city: North Wales, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133272/; rank: 58, crd: 139830, firm: Legacy Advisors, LLC, city: Plymouth Meeting, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139830/; rank: 58, crd: 147663, firm: Jacobi Capital Management, LLC, city: Pittston, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147663/; rank: 58, crd: 155157, firm: Market Street Wealth Management, city: West Chester, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155157/; rank: 58, crd: 157669, firm: Ellis Investment Partners, LLC, city: Berwyn, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157669/; rank: 58, crd: 168270, firm: Foundation Wealth Management, LLC, city: Media, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168270/; rank: 58, crd: 170478, firm: Financial Coach, city: West Chester, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170478/; rank: 58, crd: 174694, firm: Entrust Financial LLC, city: Wayne, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174694/; rank: 58, crd: 175287, firm: Stone Pine Financial Partners, city: Media, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175287/; rank: 58, crd: 292278, firm: Morton Brown Family Wealth LLC, city: Allentown, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292278/; rank: 58, crd: 308977, firm: Ewa, LLC, city: Pittsburgh, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308977/; rank: 58, crd: 312463, firm: Amplius Wealth Advisors, city: Blue Bell, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312463/; rank: 58, crd: 313711, firm: River's Edge, city: Beaver, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313711/; rank: 58, crd: 315675, firm: Liberty One Wealth Advisors, city: Philadelphia, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315675/; rank: 58, crd: 318345, firm: Presilium Private Wealth, LLC, city: Radnor, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318345/; rank: 58, crd: 321748, firm: Ethos Financial Group, LLC, city: King of Prussia, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321748/; rank: 58, crd: 322140, firm: Viable, city: Malvern, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322140/; rank: 58, crd: 324763, firm: Wealth More Enterprise, Inc., city: Philadelphia, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324763/; rank: 58, crd: 333732, firm: Henderson Brothers Financial Partners LLC, city: Pittsburgh, state: PA, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333732/; rank: 82, crd: 107648, firm: Pennsylvania Capital Management Inc., city: Huntingdon Valley, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107648/; rank: 82, crd: 115956, firm: Lynch Investment Planning, LLC, city: Newtown Square, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115956/; rank: 82, crd: 121856, firm: Crossgate Wealth Advisors, LLC, city: Newtown, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121856/; rank: 82, crd: 139410, firm: Stone House Investment Management, LLC, city: Tunkhannock, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139410/; rank: 82, crd: 160087, firm: Atmos Advisory, LLC, city: Pittsburgh, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160087/; rank: 82, crd: 168271, firm: Oaktree Advisors LLC, city: Coopersburg, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168271/; rank: 82, crd: 169216, firm: Trinity Wealth Management, LLC, city: Berwyn, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169216/; rank: 82, crd: 169795, firm: Johnson & White Wealth Management LLC, city: York, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169795/; rank: 82, crd: 281347, firm: Thrive Capital Management, LLC, city: Fort Washington, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281347/; rank: 82, crd: 288394, firm: Alliance Wealth Advisors, LLC, city: Scranton, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288394/; rank: 82, crd: 289329, firm: Cedar Spring Advisors, LLC, city: Lancaster, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289329/; rank: 82, crd: 305481, firm: WMS Wealth Planners, city: Pittsburgh, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305481/; rank: 82, crd: 306902, firm: 46 Peaks Investment Advisory Group, city: Newtown, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306902/; rank: 82, crd: 307480, firm: Three Cord True Wealth Management, LLC, city: Beaver, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307480/; rank: 82, crd: 311621, firm: Networth Advisors, LLC, city: Canonsburg, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311621/; rank: 82, crd: 313145, firm: Ethos Capital Management, Inc., city: Newtown, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313145/; rank: 82, crd: 318056, firm: Attleboro Wealth Management LLC, city: Yardley, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318056/; rank: 82, crd: 319679, firm: Alliance Financial, city: Wyomissing, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319679/; rank: 82, crd: 323360, firm: Legacy Solutions, LLC, city: Kennett Square, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323360/; rank: 82, crd: 328023, firm: Vama Oak Wealth, LLC, city: Doylestown, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328023/; rank: 82, crd: 328774, firm: Ifs Group, city: Mechanicsburg, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328774/; rank: 82, crd: 331996, firm: Keyvantage Wealth Advisors, city: Bethlehem, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331996/; rank: 82, crd: 333595, firm: PW Nova Financial Services LLC, city: Newtown, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333595/; rank: 82, crd: 336636, firm: Odyssey Group Wealth Advisors, city: Lancaster, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336636/; rank: 82, crd: 338631, firm: Arx Private Wealth, city: Lancaster, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338631/; rank: 82, crd: 338731, firm: Beacon Light Wealth Management, city: Carnegie, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338731/; rank: 82, crd: 340590, firm: Boden Wealth, city: Lemoyne, state: PA, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340590/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/pennsylvania/

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