{"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 high net worth clients in Pennsylvania","lead":"As of October 2, 2026, Vicus Capital, Inc. ranked #1 in Pennsylvania in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 2,218.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most high net worth clients","how_it_is_computed":"Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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":100,"rows":[{"rank":1,"crd":116021,"firm":"Vicus Capital, Inc.","city":"State College","state":"PA","value":2218,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116021/"},{"rank":2,"crd":311980,"firm":"Confluence Financial Partners","city":"McMurray","state":"PA","value":1910,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/311980/"},{"rank":3,"crd":123913,"firm":"Great Valley Advisor Group, LLC","city":"Berwyn","state":"PA","value":1769,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123913/"},{"rank":4,"crd":112139,"firm":"HBKS Wealth Advisors","city":"Erie","state":"PA","value":1597,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112139/"},{"rank":5,"crd":104690,"firm":"Allegheny Financial Group","city":"Pittsburgh","state":"PA","value":1337,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104690/"},{"rank":6,"crd":299407,"firm":"Kintra Wealth, LLC","city":"Williamsport","state":"PA","value":1304,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299407/"},{"rank":7,"crd":106019,"firm":"Roffman Miller Associates Inc","city":"Philadelphia","state":"PA","value":1132,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106019/"},{"rank":8,"crd":147663,"firm":"Jacobi Capital Management, LLC","city":"Pittston","state":"PA","value":1087,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147663/"},{"rank":9,"crd":300139,"firm":"Independence Square Holdings, LLC","city":"King of Prussia","state":"PA","value":1080,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300139/"},{"rank":10,"crd":310441,"firm":"Milestone Asset Management, LLC","city":"Pittsburgh","state":"PA","value":1012,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/310441/"},{"rank":11,"crd":134436,"firm":"Mycio Wealth Partners, LLC","city":"Philadelphia","state":"PA","value":923,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134436/"},{"rank":12,"crd":145051,"firm":"JFS Wealth Advisors, LLC","city":"Hermitage","state":"PA","value":877,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145051/"},{"rank":13,"crd":123255,"firm":"Fragasso Financial Advisors","city":"Sewickley","state":"PA","value":758,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/123255/"},{"rank":14,"crd":116574,"firm":"Sage Financial Group Inc.","city":"West Conshohocken","state":"PA","value":715,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116574/"},{"rank":15,"crd":305834,"firm":"Main Street Financial Solutions, LLC","city":"Newtown","state":"PA","value":706,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305834/"},{"rank":16,"crd":116240,"firm":"Key Financial, Inc.","city":"West Chester","state":"PA","value":687,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116240/"},{"rank":17,"crd":139096,"firm":"BLBB Advisors","city":"Montgomeryville","state":"PA","value":678,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139096/"},{"rank":18,"crd":170914,"firm":"McAdam LLC","city":"Radnor","state":"PA","value":584,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170914/"},{"rank":19,"crd":105989,"firm":"Wescott Financial Advisory Group LLC","city":"Philadelphia","state":"PA","value":581,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105989/"},{"rank":20,"crd":121700,"firm":"Rodgers & Associates","city":"Lancaster","state":"PA","value":549,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121700/"},{"rank":21,"crd":167225,"firm":"Elm Wealth","city":"Philadelphia","state":"PA","value":537,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167225/"},{"rank":22,"crd":155652,"firm":"Pinnacle Strategic Wealth Management, LLC.","city":"King of Prussia","state":"PA","value":501,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155652/"},{"rank":23,"crd":110744,"firm":"RTD Financial Advisors Inc","city":"Philadelphia","state":"PA","value":494,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110744/"},{"rank":24,"crd":305815,"firm":"Wedmont Private Capital","city":"West Chester","state":"PA","value":491,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305815/"},{"rank":25,"crd":137481,"firm":"Rockwood Wealth Management, LLC","city":"New Hope","state":"PA","value":480,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137481/"},{"rank":26,"crd":306486,"firm":"Stonecrop Wealth Advisors, LLC","city":"West Chester","state":"PA","value":464,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306486/"},{"rank":27,"crd":122693,"firm":"RKL Private Wealth","city":"Lancaster","state":"PA","value":462,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/122693/"},{"rank":28,"crd":138881,"firm":"Traynor Capital Management","city":"Malvern","state":"PA","value":410,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/138881/"},{"rank":29,"crd":312463,"firm":"Amplius Wealth Advisors","city":"Blue Bell","state":"PA","value":406,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/312463/"},{"rank":30,"crd":315389,"firm":"O'Hagan Group, Inc.","city":"Bethlehem","state":"PA","value":394,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315389/"},{"rank":31,"crd":327529,"firm":"Stonebridge Financial Group, LLC","city":"Wormleysburg","state":"PA","value":391,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327529/"},{"rank":32,"crd":115700,"firm":"Tower Bridge Advisors","city":"West Conshohocken","state":"PA","value":386,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115700/"},{"rank":33,"crd":321748,"firm":"Ethos Financial Group, LLC","city":"King of Prussia","state":"PA","value":382,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321748/"},{"rank":34,"crd":173767,"firm":"River Wealth Advisors LLC","city":"Camp Hill","state":"PA","value":372,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173767/"},{"rank":35,"crd":297021,"firm":"Brandywine Oak Private Wealth LLC","city":"Kennett Square","state":"PA","value":351,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/297021/"},{"rank":36,"crd":131063,"firm":"Waldron Private Wealth","city":"Bridgeville","state":"PA","value":349,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131063/"},{"rank":36,"crd":286168,"firm":"Clearview Financial Partners","city":"Radnor","state":"PA","value":349,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286168/"},{"rank":38,"crd":340590,"firm":"Boden Wealth","city":"Lemoyne","state":"PA","value":345,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/340590/"},{"rank":39,"crd":333732,"firm":"Henderson Brothers Financial Partners LLC","city":"Pittsburgh","state":"PA","value":342,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333732/"},{"rank":40,"crd":112778,"firm":"Dinuzzo Private Wealth, Inc.","city":"Beaver","state":"PA","value":339,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112778/"},{"rank":41,"crd":166418,"firm":"Compass Ion Advisors, LLC","city":"Conshohocken","state":"PA","value":333,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166418/"},{"rank":42,"crd":333260,"firm":"Pitcairn","city":"Conshohocken","state":"PA","value":330,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333260/"},{"rank":43,"crd":157646,"firm":"DT Investment Partners, LLC","city":"Chadds Ford","state":"PA","value":315,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157646/"},{"rank":44,"crd":107118,"firm":"Staley Capital Advisers Inc","city":"Pittsburgh","state":"PA","value":314,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107118/"},{"rank":44,"crd":107771,"firm":"Brick & Kyle Associates Inc","city":"Newtown","state":"PA","value":314,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107771/"},{"rank":46,"crd":108400,"firm":"Guyasuta Investment Advisors, Incorporated","city":"Pittsburgh","state":"PA","value":310,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108400/"},{"rank":46,"crd":277031,"firm":"Equita Financial Network, Inc.","city":"Fort Washington","state":"PA","value":310,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/277031/"},{"rank":48,"crd":150250,"firm":"Ironview Capital Management, LLC","city":"Conshohocken","state":"PA","value":307,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150250/"},{"rank":49,"crd":116978,"firm":"Faithward Advisors, LLC","city":"Lancaster","state":"PA","value":304,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116978/"},{"rank":50,"crd":287768,"firm":"Meridian Wealth Partners, LLC","city":"East Norriton","state":"PA","value":302,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287768/"},{"rank":51,"crd":322371,"firm":"Petredis Investment Advisors","city":"Warrendale","state":"PA","value":301,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/322371/"},{"rank":52,"crd":168777,"firm":"Thrive Wealth Management, LLC","city":"Audubon","state":"PA","value":297,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168777/"},{"rank":53,"crd":157669,"firm":"Ellis Investment Partners, LLC","city":"Berwyn","state":"PA","value":291,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157669/"},{"rank":54,"crd":288705,"firm":"Wellfull","city":"Harleysville","state":"PA","value":289,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288705/"},{"rank":55,"crd":139830,"firm":"Legacy Advisors, LLC","city":"Plymouth Meeting","state":"PA","value":282,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139830/"},{"rank":56,"crd":305118,"firm":"Kathmere Capital Management, LLC","city":"Wayne","state":"PA","value":278,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/305118/"},{"rank":57,"crd":130105,"firm":"Biondo Investment Advisors LLC","city":"Milford","state":"PA","value":266,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130105/"},{"rank":58,"crd":149255,"firm":"Hudock Capital Group","city":"Williamsport","state":"PA","value":264,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/149255/"},{"rank":59,"crd":307480,"firm":"Three Cord True Wealth Management, LLC","city":"Beaver","state":"PA","value":254,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/307480/"},{"rank":60,"crd":139410,"firm":"Stone House Investment Management, LLC","city":"Tunkhannock","state":"PA","value":253,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139410/"},{"rank":61,"crd":299194,"firm":"Wick Capital Partners, LLC","city":"Wayne","state":"PA","value":241,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299194/"},{"rank":62,"crd":106460,"firm":"Mitchell Sinkler & Starr","city":"Philadelphia","state":"PA","value":240,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106460/"},{"rank":62,"crd":328043,"firm":"Bare Wealth Advisors","city":"Gap","state":"PA","value":240,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328043/"},{"rank":64,"crd":318345,"firm":"Presilium Private Wealth, LLC","city":"Radnor","state":"PA","value":228,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/318345/"},{"rank":65,"crd":168057,"firm":"Insight Advisors, LLC","city":"Newtown","state":"PA","value":227,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168057/"},{"rank":66,"crd":145186,"firm":"Axiom Asset Management","city":"Wayne","state":"PA","value":225,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145186/"},{"rank":67,"crd":166645,"firm":"Trebuchet Consulting, LLC","city":"Pittsburgh","state":"PA","value":220,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/166645/"},{"rank":68,"crd":111740,"firm":"Abundance Wealth Counselors, LLC","city":"State College","state":"PA","value":209,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111740/"},{"rank":68,"crd":134184,"firm":"Blue Bell Private Wealth Management, LLC","city":"Blue Bell","state":"PA","value":209,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/134184/"},{"rank":70,"crd":152430,"firm":"Newsquare Capital, LLC","city":"Newtown Square","state":"PA","value":205,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152430/"},{"rank":71,"crd":111353,"firm":"Conservest Capital Advisors Inc","city":"Wynnewood","state":"PA","value":204,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111353/"},{"rank":72,"crd":282871,"firm":"Cordatus Wealth Management LLC","city":"Yardley","state":"PA","value":203,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282871/"},{"rank":72,"crd":308977,"firm":"Ewa, LLC","city":"Pittsburgh","state":"PA","value":203,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/308977/"},{"rank":74,"crd":155157,"firm":"Market Street Wealth Management","city":"West Chester","state":"PA","value":202,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/155157/"},{"rank":75,"crd":112112,"firm":"Stanley-Laman Group Ltd.","city":"Berwyn","state":"PA","value":200,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/112112/"},{"rank":76,"crd":281347,"firm":"Thrive Capital Management, LLC","city":"Fort Washington","state":"PA","value":199,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281347/"},{"rank":77,"crd":146438,"firm":"Quattro Advisors L.L.C.","city":"Pittsburgh","state":"PA","value":196,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146438/"},{"rank":78,"crd":140710,"firm":"Sterling Investment Advisors Ltd.","city":"Berwyn","state":"PA","value":194,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/140710/"},{"rank":79,"crd":108736,"firm":"McGowan & Co LLP","city":"Bryn Mawr","state":"PA","value":187,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/108736/"},{"rank":80,"crd":328693,"firm":"Master's Wealth Management Inc.","city":"Leola","state":"PA","value":186,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328693/"},{"rank":81,"crd":152103,"firm":"Hoey Investments, Inc.","city":"Coatesville","state":"PA","value":185,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152103/"},{"rank":81,"crd":336684,"firm":"Milestone Financial Associates, LLC","city":"Macungie","state":"PA","value":185,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/336684/"},{"rank":83,"crd":293192,"firm":"Bruton Chisnell Advisors, LLC","city":"Downingtown","state":"PA","value":184,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/293192/"},{"rank":84,"crd":170052,"firm":"Concentus Wealth Advisors","city":"Newtown Square","state":"PA","value":183,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170052/"},{"rank":85,"crd":157523,"firm":"Hapanowicz Financial","city":"Pittsburgh","state":"PA","value":178,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/157523/"},{"rank":86,"crd":111268,"firm":"Tiller Private Wealth, Inc.","city":"Bethlehem","state":"PA","value":177,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111268/"},{"rank":86,"crd":121982,"firm":"Prometheus Capital Management Corp.","city":"Yardley","state":"PA","value":177,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/121982/"},{"rank":88,"crd":7597,"firm":"Allegheny Investments","city":"Pittsburgh","state":"PA","value":175,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/7597/"},{"rank":88,"crd":148836,"firm":"Gibson Capital, LLC","city":"Wexford","state":"PA","value":175,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148836/"},{"rank":90,"crd":124418,"firm":"The Estate Planners Group","city":"Yardley","state":"PA","value":173,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124418/"},{"rank":90,"crd":152301,"firm":"Ventura Wealth Management","city":"Yardley","state":"PA","value":173,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152301/"},{"rank":92,"crd":317446,"firm":"Callan Family Office, LLC","city":"Radnor","state":"PA","value":170,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317446/"},{"rank":93,"crd":106980,"firm":"Grant Street Asset Management Inc","city":"Canonsburg","state":"PA","value":168,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106980/"},{"rank":93,"crd":283972,"firm":"Bluesphere Advisors LLC","city":"East Norriton","state":"PA","value":168,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283972/"},{"rank":95,"crd":104622,"firm":"Aufman Associates Inc","city":"Sewickley","state":"PA","value":166,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/104622/"},{"rank":95,"crd":148209,"firm":"H Financial Management","city":"Canonsburg","state":"PA","value":166,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/148209/"},{"rank":97,"crd":285502,"firm":"Certior Financial Group, LLC","city":"King of Prussia","state":"PA","value":165,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285502/"},{"rank":98,"crd":315730,"firm":"Marion Wealth Management","city":"Monroeville","state":"PA","value":164,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/315730/"},{"rank":99,"crd":147972,"firm":"Atwater Malick","city":"Lancaster","state":"PA","value":163,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/147972/"},{"rank":100,"crd":106261,"firm":"Smithbridge Asset Management, Inc.","city":"Chadds Ford","state":"PA","value":161,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106261/"}]},"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 high net worth clients, nationally","url":"https://advisoriq.com/ria/rankings/most-hnw-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-hnw-clients/pennsylvania/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/pennsylvania/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}