# Independent RIAs with the most clients 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 clients, with 37,069.

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

## 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: 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: 8124, base_value: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316942/

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

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