# Newest independent RIAs in Pennsylvania

As of October 2, 2026, Boden Wealth ranked #1 in Pennsylvania in AdvisorIQ's ranking of newest independent RIAs, with $581.8 million.

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

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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: usd
- scope: Pennsylvania
- firms_listed: 107
- rows: rank: 1, crd: 340590, firm: Boden Wealth, city: Lemoyne, state: PA, value: 581810839, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340590/; rank: 2, crd: 342364, firm: Valen Private Capital, LLC., city: Paoli, state: PA, value: 482643221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342364/; rank: 3, crd: 325612, firm: Arsenal Capital Advisors LLC, city: Conshohocken, state: PA, value: 267086889, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325612/; rank: 4, crd: 341684, firm: DVB Private Wealth, city: Harrisburg, state: PA, value: 225713958, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341684/; rank: 5, crd: 339794, firm: Stillwater Private Wealth, city: Allenton, state: PA, value: 176766445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339794/; rank: 6, crd: 338936, firm: Aeternitas Investment Management, LLC, city: Yardley, state: PA, value: 172503179, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338936/; rank: 7, crd: 290041, firm: Auerbach Investment Services, LLC, city: Narberth, state: PA, value: 150199334, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290041/; rank: 8, crd: 281661, firm: Evident Financial, city: Erie, state: PA, value: 149715186, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281661/; rank: 9, crd: 115956, firm: Lynch Investment Planning, LLC, city: Newtown Square, state: PA, value: 143250844, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115956/; rank: 10, crd: 294012, firm: Elm Capital Management LLC, city: Pittsburgh, state: PA, value: 133387217, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294012/; rank: 11, crd: 307379, firm: IM Wealth Partners, city: Blue Bell, state: PA, value: 123883297, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307379/; rank: 12, crd: 143052, firm: Schuylkill Financial, LLC, city: Wyomissing, state: PA, value: 123631702, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143052/; rank: 13, crd: 130769, firm: Hartley Advisors Corp., city: New Hope, state: PA, value: 118678000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130769/; rank: 14, crd: 282443, firm: McKinley Financial, city: Brookville, state: PA, value: 117248954, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282443/; rank: 15, crd: 334422, firm: Integrated Wealth Solutions, LLC, city: York, state: PA, value: 114000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334422/; rank: 16, crd: 298027, firm: Webster Street Investment Advisors LLC, city: Philadelphia, state: PA, value: 113737962, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298027/; rank: 17, crd: 338631, firm: Arx Private Wealth, city: Lancaster, state: PA, value: 113605108, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338631/; rank: 18, crd: 157930, firm: Setarcos Wealth Advisors LLC, city: Philadelphia, state: PA, value: 111675224, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157930/; rank: 19, crd: 304914, firm: A Better Way Financial, LLC, city: Allentown, state: PA, value: 108964358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304914/; rank: 20, crd: 307239, firm: Meschel Wealth Management LLC, city: Yardley, state: PA, value: 107462176, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307239/; rank: 21, crd: 333778, firm: One-Up Financial, city: Erie, state: PA, value: 107461065, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333778/; rank: 22, crd: 304763, firm: Opulus, city: Doylestown, state: PA, value: 104887661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304763/; rank: 23, crd: 149307, firm: VCM Wealth, city: Collegeville, state: PA, value: 104770049, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149307/; rank: 24, crd: 327645, firm: Seaside Wealth Advisors LLC, city: Mechanicsburg, state: PA, value: 103460697, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327645/; rank: 25, crd: 339188, firm: Pflueger Wealth, city: Churchville, state: PA, value: 100681756, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339188/; rank: 26, crd: 316942, firm: Retire Ready Wealth Management, city: Radnor, state: PA, value: 100099000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316942/; rank: 27, crd: 340727, firm: Bowman Wealth Management Group, city: Hershey, state: PA, value: 96263432, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340727/; rank: 28, crd: 339568, firm: Lakewood Financial Group, LLC, city: Tafton, state: PA, value: 90640000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339568/; rank: 29, crd: 338731, firm: Beacon Light Wealth Management, city: Carnegie, state: PA, value: 39122800, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338731/; rank: 30, crd: 309080, firm: Bloomer Financial Planning LLC, city: Doylestown, state: PA, value: 36000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309080/; rank: 31, crd: 105257, firm: Bishop & Associates Inc, city: Philadelphia, state: PA, value: 32001646, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105257/; rank: 32, crd: 340875, firm: Dentler Capital LLC, city: New Cumberland, state: PA, value: 26545000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340875/; rank: 33, crd: 339678, firm: Riverside Financial Advisors LLC, city: Pittsburgh, state: PA, value: 22384553, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339678/; rank: 34, crd: 338162, firm: Locus Wealth Management, city: West Chester, state: PA, value: 17456770, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338162/; rank: 35, crd: 336094, firm: CS Ellis, city: Irwin, state: PA, value: 16521308, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336094/; rank: 36, crd: 338308, firm: Wealthprotect Advisors LLC, city: Pittsburgh, state: PA, value: 7719924, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338308/; rank: 37, crd: 342035, firm: Ashram Capital LLC, city: Eagleville, state: PA, value: 5100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342035/; rank: 38, crd: 122501, firm: Borden Portfolio Management, city: Bellefonte, state: PA, value: 4713709, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122501/; rank: 39, crd: 332257, firm: Courtside Wealth Partners LLC, city: Blue Bell, state: PA, value: 2733760, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332257/; rank: 40, crd: 338896, firm: Conroy Capital LLC, city: Bensalem, state: PA, value: 2600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338896/; rank: 41, crd: 336800, firm: Brogan Asset Management, LLC, city: Wynnewood, state: PA, value: 500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336800/; rank: 42, crd: 323082, firm: Virtual Tax Planners, city: Wyoming, state: PA, value: 406905, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323082/; rank: 43, crd: 338320, firm: Atlantic Financial Management LLC, city: Bensalem, state: PA, value: 11000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338320/; rank: 44, crd: 290325, firm: Bryn Mawr Investments, city: Secane, state: PA, value: 10000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290325/; rank: 45, crd: 308861, firm: Wealthpenn.com LLC, city: Sinking Spring, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308861/; rank: 45, crd: 332591, firm: Buckler Wealth Management, LLC, city: Coatesville, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332591/; rank: 45, crd: 335648, firm: Michael Leslie Investments LLC, city: Philadelphia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335648/; rank: 45, crd: 336441, firm: Lifelong Advisory Corp, city: New Hope, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336441/; rank: 45, crd: 336472, firm: Valor Capital Management LLC, city: Easton, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336472/; rank: 45, crd: 337624, firm: Houseman Financial LLC, city: New Freedom, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337624/; rank: 45, crd: 337651, firm: Eagleview Asset Management, LLC, city: Lancaster, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337651/; rank: 45, crd: 338192, firm: Tarigas Investment Advisory, city: Lancaster, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338192/; rank: 45, crd: 338289, firm: Pace Wealth, city: Exton, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338289/; rank: 45, crd: 338567, firm: Ascension Legacy Partners, Inc., city: Bala Cynwyd, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338567/; rank: 45, crd: 338713, firm: Alegre Wealth Management, LLC, city: Radnor, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338713/; rank: 45, crd: 338785, firm: Keystone Bitcoin, city: Pittsburgh, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338785/; rank: 45, crd: 338829, firm: Burnett Lane Advisors, LLC, city: Bryn Mawr, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338829/; rank: 45, crd: 339152, firm: Rex Consulting, LLC, city: Seven Fields, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339152/; rank: 45, crd: 339473, firm: J.M. Hite Financial LLC, city: Troy, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339473/; rank: 45, crd: 339525, firm: Timeless Wealth, city: Phoenixville, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339525/; rank: 45, crd: 339628, firm: McHenry Investments, LLC, city: Beaver, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339628/; rank: 45, crd: 339642, firm: Element Risk Wealth Advisors, city: Hanover, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339642/; rank: 45, crd: 339647, firm: Great Valley Tax & Financial Services, city: Paoli, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339647/; rank: 45, crd: 339666, firm: SP Retirement LLC, city: Downingtown, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339666/; rank: 45, crd: 339685, firm: Convivia Financial LLC, city: Sarver, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339685/; rank: 45, crd: 339819, firm: Keystone Fiduciary Financial Planning and Tax Advisory, city: Bethlehem, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339819/; rank: 45, crd: 339903, firm: Stirling Investment Management, city: Coatesville, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339903/; rank: 45, crd: 340286, firm: Deluca Financial Planning, city: Paoli, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340286/; rank: 45, crd: 340330, firm: O'Brien Strategic Wealth, city: South Park, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340330/; rank: 45, crd: 340343, firm: Invictus Financial Services, city: Wyoming, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340343/; rank: 45, crd: 340355, firm: Isq Capital, city: King of Prussia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340355/; rank: 45, crd: 340460, firm: Block House Investments, LLC, city: Sewickley, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340460/; rank: 45, crd: 340694, firm: Woolstone Wealth Management, city: Malvern, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340694/; rank: 45, crd: 340807, firm: Limeral Research, city: Malvern, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340807/; rank: 45, crd: 340885, firm: DS Financial Strategies, LLC, city: King of Prussia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340885/; rank: 45, crd: 340975, firm: Paraplan Ondemand, city: Pittsburgh, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340975/; rank: 45, crd: 340988, firm: Menzel Asset Management LLC, city: Philadelphia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340988/; rank: 45, crd: 340996, firm: Longview Financial Planning LLC, city: Auburn, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340996/; rank: 45, crd: 341081, firm: Candlelight Financial Solutions, city: Lincoln University, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341081/; rank: 45, crd: 341179, firm: Aes Triplex, city: Philadelphia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341179/; rank: 45, crd: 341210, firm: Veritable Financials LLC, city: Philadelphia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341210/; rank: 45, crd: 341333, firm: North Manor Capital, city: Philadelphia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341333/; rank: 45, crd: 341417, firm: Proctor Advisory Wealth, LLC, city: Wexford, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341417/; rank: 45, crd: 341740, firm: Woodmont Wealth Management, LLC`, city: Huntingdon Valley, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341740/; rank: 45, crd: 341905, firm: Goalpost Wealth Management, LLC, city: Radnor, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341905/; rank: 45, crd: 342040, firm: Bucks Capital Advisers, city: Newtown, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342040/; rank: 45, crd: 342204, firm: Mvo Private Wealth, LLC, city: Malvern, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342204/; rank: 45, crd: 342223, firm: Krown Advisory, city: Blue Bell, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342223/; rank: 45, crd: 342259, firm: Salvino Capital Management, LLC, city: North Wales, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342259/; rank: 45, crd: 342307, firm: Victus Wealth Management, city: Enola, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342307/; rank: 45, crd: 342561, firm: Golden Ratio Wealth Management LLC, city: Radnor, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342561/; rank: 45, crd: 342574, firm: Bennington Asset Management, LLC, city: Pittsburgh, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342574/; rank: 45, crd: 342622, firm: Recker Capital Management LLC, city: McMurray, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342622/; rank: 45, crd: 342697, firm: Earlybird Advisors LLC, city: Kennett Square, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342697/; rank: 45, crd: 342773, firm: Fat Cat Financial Advisor, city: Norristown, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342773/; rank: 45, crd: 342781, firm: Edyn, city: Philadelphia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342781/; rank: 45, crd: 342792, firm: Omaris Financial, LLC, city: Abington, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342792/; rank: 45, crd: 342937, firm: Langan Financial Group, city: Camp Hill, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342937/; rank: 45, crd: 343083, firm: Acs Tax & Financial Advisors PC, city: Pottstown, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343083/; rank: 45, crd: 343087, firm: Haverford Wealth Management, LLC, city: Erie, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343087/; rank: 45, crd: 343173, firm: Reese Legacy Capital, city: East Petersburg, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343173/; rank: 45, crd: 343193, firm: Milvian Bridge Advisory, city: Paoli, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343193/; rank: 45, crd: 343330, firm: Magness Wealth Management, city: Tionesta, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343330/; rank: 45, crd: 343437, firm: Frost Financial Advisory Group LLC, city: Philadelphia, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343437/; rank: 45, crd: 343445, firm: Schubert Financial LLC, city: Coatesville, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343445/; rank: 45, crd: 343778, firm: Alj Capital, LLC, city: Cheltenham, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343778/; rank: 45, crd: 343870, firm: SFR Wealth LLC, city: Lower Burrell, state: PA, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343870/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/pennsylvania/

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