{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most clients in Pennsylvania","lead":"As of October 2, 2026, Great Valley Advisor Group, LLC ranked #1 in Pennsylvania in AdvisorIQ's ranking of independent RIAs with the most clients, with 37,069.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most clients","how_it_is_computed":"Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked \"fewer than 5 clients\" without a number adds nothing. 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":100,"rows":[{"rank":1,"crd":123913,"firm":"Great Valley Advisor Group, LLC","city":"Berwyn","state":"PA","value":37069,"base_value":null,"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":8124,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112139/"},{"rank":3,"crd":116021,"firm":"Vicus Capital, Inc.","city":"State College","state":"PA","value":6593,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116021/"},{"rank":4,"crd":170914,"firm":"McAdam LLC","city":"Radnor","state":"PA","value":5822,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170914/"},{"rank":5,"crd":311980,"firm":"Confluence Financial Partners","city":"McMurray","state":"PA","value":5266,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311980/"},{"rank":6,"crd":104690,"firm":"Allegheny Financial Group","city":"Pittsburgh","state":"PA","value":3971,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104690/"},{"rank":7,"crd":147221,"firm":"MTM Financial Group, LLC","city":"Bethlehem","state":"PA","value":3276,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147221/"},{"rank":8,"crd":116978,"firm":"Faithward Advisors, LLC","city":"Lancaster","state":"PA","value":3124,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116978/"},{"rank":9,"crd":147663,"firm":"Jacobi Capital Management, LLC","city":"Pittston","state":"PA","value":3024,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147663/"},{"rank":10,"crd":133561,"firm":"Bill Few Associates, Inc.","city":"Sewickley","state":"PA","value":2983,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/133561/"},{"rank":11,"crd":299407,"firm":"Kintra Wealth, LLC","city":"Williamsport","state":"PA","value":2914,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299407/"},{"rank":12,"crd":300139,"firm":"Independence Square Holdings, LLC","city":"King of Prussia","state":"PA","value":2699,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300139/"},{"rank":13,"crd":138881,"firm":"Traynor Capital Management","city":"Malvern","state":"PA","value":2575,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/138881/"},{"rank":14,"crd":145051,"firm":"JFS Wealth Advisors, LLC","city":"Hermitage","state":"PA","value":2387,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145051/"},{"rank":15,"crd":152430,"firm":"Newsquare Capital, LLC","city":"Newtown Square","state":"PA","value":2281,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152430/"},{"rank":16,"crd":123255,"firm":"Fragasso Financial Advisors","city":"Sewickley","state":"PA","value":2229,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123255/"},{"rank":17,"crd":305834,"firm":"Main Street Financial Solutions, LLC","city":"Newtown","state":"PA","value":2148,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305834/"},{"rank":18,"crd":321748,"firm":"Ethos Financial Group, LLC","city":"King of Prussia","state":"PA","value":1814,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321748/"},{"rank":19,"crd":110729,"firm":"Cookson Peirce Wealth Management","city":"Pittsburgh","state":"PA","value":1650,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110729/"},{"rank":20,"crd":139096,"firm":"BLBB Advisors","city":"Montgomeryville","state":"PA","value":1632,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139096/"},{"rank":21,"crd":106019,"firm":"Roffman Miller Associates Inc","city":"Philadelphia","state":"PA","value":1603,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106019/"},{"rank":22,"crd":306486,"firm":"Stonecrop Wealth Advisors, LLC","city":"West Chester","state":"PA","value":1520,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306486/"},{"rank":23,"crd":327529,"firm":"Stonebridge Financial Group, LLC","city":"Wormleysburg","state":"PA","value":1458,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327529/"},{"rank":24,"crd":116240,"firm":"Key Financial, Inc.","city":"West Chester","state":"PA","value":1439,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116240/"},{"rank":25,"crd":7597,"firm":"Allegheny Investments","city":"Pittsburgh","state":"PA","value":1432,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/7597/"},{"rank":26,"crd":109511,"firm":"Chapel Hill Investment Analysts Inc","city":"Greensburg","state":"PA","value":1411,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109511/"},{"rank":27,"crd":310441,"firm":"Milestone Asset Management, LLC","city":"Pittsburgh","state":"PA","value":1364,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310441/"},{"rank":28,"crd":157646,"firm":"DT Investment Partners, LLC","city":"Chadds Ford","state":"PA","value":1319,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157646/"},{"rank":29,"crd":159563,"firm":"Chancellor Financial Group WB LP","city":"Wilkes-Barre","state":"PA","value":1298,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/159563/"},{"rank":30,"crd":166418,"firm":"Compass Ion Advisors, LLC","city":"Conshohocken","state":"PA","value":1215,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166418/"},{"rank":31,"crd":340590,"firm":"Boden Wealth","city":"Lemoyne","state":"PA","value":1212,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340590/"},{"rank":32,"crd":139410,"firm":"Stone House Investment Management, LLC","city":"Tunkhannock","state":"PA","value":1171,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139410/"},{"rank":33,"crd":328863,"firm":"Capital A Wealth Management","city":"Cranberry Township","state":"PA","value":1162,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328863/"},{"rank":34,"crd":142659,"firm":"Foundation Capital Management, LLC","city":"East Norriton","state":"PA","value":1154,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/142659/"},{"rank":35,"crd":130105,"firm":"Biondo Investment Advisors LLC","city":"Milford","state":"PA","value":1152,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130105/"},{"rank":36,"crd":116574,"firm":"Sage Financial Group Inc.","city":"West Conshohocken","state":"PA","value":1116,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116574/"},{"rank":37,"crd":122693,"firm":"RKL Private Wealth","city":"Lancaster","state":"PA","value":1052,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122693/"},{"rank":37,"crd":155157,"firm":"Market Street Wealth Management","city":"West Chester","state":"PA","value":1052,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155157/"},{"rank":39,"crd":333732,"firm":"Henderson Brothers Financial Partners LLC","city":"Pittsburgh","state":"PA","value":1044,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333732/"},{"rank":40,"crd":337216,"firm":"Vantus Wealth","city":"Lancaster","state":"PA","value":1010,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337216/"},{"rank":41,"crd":121700,"firm":"Rodgers & Associates","city":"Lancaster","state":"PA","value":997,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121700/"},{"rank":42,"crd":137481,"firm":"Rockwood Wealth Management, LLC","city":"New Hope","state":"PA","value":971,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137481/"},{"rank":43,"crd":134436,"firm":"Mycio Wealth Partners, LLC","city":"Philadelphia","state":"PA","value":963,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134436/"},{"rank":44,"crd":149489,"firm":"Integrated Capital Management, Inc.","city":"Jessup","state":"PA","value":928,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149489/"},{"rank":45,"crd":149255,"firm":"Hudock Capital Group","city":"Williamsport","state":"PA","value":921,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149255/"},{"rank":46,"crd":310461,"firm":"Tower Wealth Partners","city":"Lewisburg","state":"PA","value":920,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310461/"},{"rank":47,"crd":173767,"firm":"River Wealth Advisors LLC","city":"Camp Hill","state":"PA","value":906,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173767/"},{"rank":48,"crd":305118,"firm":"Kathmere Capital Management, LLC","city":"Wayne","state":"PA","value":905,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305118/"},{"rank":49,"crd":168057,"firm":"Insight Advisors, LLC","city":"Newtown","state":"PA","value":902,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168057/"},{"rank":50,"crd":315389,"firm":"O'Hagan Group, Inc.","city":"Bethlehem","state":"PA","value":900,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315389/"},{"rank":51,"crd":287768,"firm":"Meridian Wealth Partners, LLC","city":"East Norriton","state":"PA","value":895,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287768/"},{"rank":52,"crd":168777,"firm":"Thrive Wealth Management, LLC","city":"Audubon","state":"PA","value":889,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168777/"},{"rank":53,"crd":328043,"firm":"Bare Wealth Advisors","city":"Gap","state":"PA","value":866,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328043/"},{"rank":54,"crd":107233,"firm":"Riggs Asset Management Co Inc","city":"Dallas","state":"PA","value":842,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107233/"},{"rank":55,"crd":110744,"firm":"RTD Financial Advisors Inc","city":"Philadelphia","state":"PA","value":837,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110744/"},{"rank":56,"crd":288705,"firm":"Wellfull","city":"Harleysville","state":"PA","value":826,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288705/"},{"rank":57,"crd":157669,"firm":"Ellis Investment Partners, LLC","city":"Berwyn","state":"PA","value":822,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157669/"},{"rank":57,"crd":299094,"firm":"Success Wealth Management LLC","city":"Wexford","state":"PA","value":822,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299094/"},{"rank":59,"crd":134184,"firm":"Blue Bell Private Wealth Management, LLC","city":"Blue Bell","state":"PA","value":813,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134184/"},{"rank":60,"crd":115700,"firm":"Tower Bridge Advisors","city":"West Conshohocken","state":"PA","value":807,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115700/"},{"rank":61,"crd":171984,"firm":"Mfa Wealth Advisors, LLC","city":"Pittsburgh","state":"PA","value":801,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/171984/"},{"rank":62,"crd":112778,"firm":"Dinuzzo Private Wealth, Inc.","city":"Beaver","state":"PA","value":796,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112778/"},{"rank":63,"crd":334574,"firm":"MFG Private Wealth","city":"Canonsburg","state":"PA","value":795,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334574/"},{"rank":64,"crd":312463,"firm":"Amplius Wealth Advisors","city":"Blue Bell","state":"PA","value":790,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312463/"},{"rank":65,"crd":105989,"firm":"Wescott Financial Advisory Group LLC","city":"Philadelphia","state":"PA","value":787,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105989/"},{"rank":66,"crd":128591,"firm":"Schneider Downs Wealth Management Advisors, LP","city":"Pittsburgh","state":"PA","value":786,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128591/"},{"rank":66,"crd":281347,"firm":"Thrive Capital Management, LLC","city":"Fort Washington","state":"PA","value":786,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281347/"},{"rank":68,"crd":284842,"firm":"Lifeguide Financial Advisors, LLC","city":"Mechanicsburg","state":"PA","value":778,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284842/"},{"rank":69,"crd":188512,"firm":"D.B. Root & Company, LLC","city":"Pittsburgh","state":"PA","value":777,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/188512/"},{"rank":70,"crd":304070,"firm":"Taylor Securities Services, Inc.","city":"Harrisburg","state":"PA","value":767,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304070/"},{"rank":71,"crd":335246,"firm":"Sequinox Wealth Management, LLC","city":"Lancaster","state":"PA","value":761,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/335246/"},{"rank":72,"crd":321705,"firm":"Beacon Bridge Wealth Partners, LLC","city":"Lower Gwynedd","state":"PA","value":735,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321705/"},{"rank":73,"crd":333595,"firm":"PW Nova Financial Services LLC","city":"Newtown","state":"PA","value":733,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333595/"},{"rank":74,"crd":277099,"firm":"Stewardship Advisors, LLC","city":"Mount Joy","state":"PA","value":710,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/277099/"},{"rank":75,"crd":299531,"firm":"Kissling Financial Services, LLC","city":"New Castle","state":"PA","value":704,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299531/"},{"rank":76,"crd":118832,"firm":"Macro Advisors, Inc.","city":"York","state":"PA","value":683,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/118832/"},{"rank":77,"crd":169789,"firm":"Sector Analysts LLC","city":"Allentown","state":"PA","value":677,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169789/"},{"rank":77,"crd":288394,"firm":"Alliance Wealth Advisors, LLC","city":"Scranton","state":"PA","value":677,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288394/"},{"rank":79,"crd":286168,"firm":"Clearview Financial Partners","city":"Radnor","state":"PA","value":669,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286168/"},{"rank":80,"crd":319679,"firm":"Alliance Financial","city":"Wyomissing","state":"PA","value":666,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/319679/"},{"rank":81,"crd":157523,"firm":"Hapanowicz Financial","city":"Pittsburgh","state":"PA","value":664,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157523/"},{"rank":82,"crd":167225,"firm":"Elm Wealth","city":"Philadelphia","state":"PA","value":658,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167225/"},{"rank":83,"crd":336684,"firm":"Milestone Financial Associates, LLC","city":"Macungie","state":"PA","value":645,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336684/"},{"rank":84,"crd":293192,"firm":"Bruton Chisnell Advisors, LLC","city":"Downingtown","state":"PA","value":630,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/293192/"},{"rank":85,"crd":307480,"firm":"Three Cord True Wealth Management, LLC","city":"Beaver","state":"PA","value":628,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307480/"},{"rank":86,"crd":332476,"firm":"Liberty Square Wealth Partners LLC","city":"Bethlehem","state":"PA","value":625,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332476/"},{"rank":87,"crd":104616,"firm":"Fischer Financial Services Inc","city":"Harrisburg","state":"PA","value":615,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104616/"},{"rank":88,"crd":304430,"firm":"Ballast Financial Advisors, LLC","city":"West Chester","state":"PA","value":609,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/304430/"},{"rank":89,"crd":111353,"firm":"Conservest Capital Advisors Inc","city":"Wynnewood","state":"PA","value":606,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111353/"},{"rank":89,"crd":172357,"firm":"Grandview Asset Management LLC","city":"Harrisburg","state":"PA","value":606,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172357/"},{"rank":91,"crd":110937,"firm":"Comprehensive Financial Planning, Inc.","city":"East Petersburg","state":"PA","value":592,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110937/"},{"rank":92,"crd":152301,"firm":"Ventura Wealth Management","city":"Yardley","state":"PA","value":590,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152301/"},{"rank":93,"crd":145186,"firm":"Axiom Asset Management","city":"Wayne","state":"PA","value":589,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145186/"},{"rank":93,"crd":152103,"firm":"Hoey Investments, Inc.","city":"Coatesville","state":"PA","value":589,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152103/"},{"rank":95,"crd":301127,"firm":"Ivc Wealth Advisors LLC","city":"Silverdale","state":"PA","value":580,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301127/"},{"rank":96,"crd":294012,"firm":"Elm Capital Management LLC","city":"Pittsburgh","state":"PA","value":564,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/294012/"},{"rank":97,"crd":148209,"firm":"H Financial Management","city":"Canonsburg","state":"PA","value":557,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148209/"},{"rank":98,"crd":110750,"firm":"CMG Capital Management Group, Inc.","city":"Malvern","state":"PA","value":539,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110750/"},{"rank":98,"crd":322371,"firm":"Petredis Investment Advisors","city":"Warrendale","state":"PA","value":539,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322371/"},{"rank":100,"crd":316942,"firm":"Retire Ready Wealth Management","city":"Radnor","state":"PA","value":535,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/316942/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most clients, nationally","url":"https://advisoriq.com/ria/rankings/most-clients/"},{"title":"RIA market data for Pennsylvania","url":"https://advisoriq.com/ria/states/pennsylvania/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-clients/pennsylvania/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-clients/pennsylvania/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}