# Independent RIAs in Pennsylvania

As of October 2, 2026, 898 independent wealth management RIAs based in Pennsylvania reported $342.4 billion in regulatory assets under management; the largest by assets was Mycio Wealth Partners, LLC, with $15.8 billion.

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

## Facts

- state: Pennsylvania
- code: PA
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 546947, firms: 898, median_raum: 81131944, raum: 342416055104, advisory_employees: 3623, avg_account: 626049.791120529, band_100m_250m: 127, band_100m_250m_raum: 20993808030, band_10b_plus: 3, band_10b_plus_raum: 36589332592, band_1b_5b: 64, band_1b_5b_raum: 139367687375, band_250m_500m: 79, band_250m_500m_raum: 28068504735, band_500m_1b: 68, band_500m_1b_raum: 47603919068, band_5b_10b: 9, band_5b_10b_raum: 58179141853, band_lt100m: 399, band_lt100m_raum: 11613661451, bd_affiliated_share: 0.0189309576837416, cfp_professionals: 1203, clients: 258207, custody_share: 0.28619153674833, employees: 5395, fee_aum_pct_share: 0.903118040089087, fee_commissions_share: 0.0167037861915367, fee_fixed_share: 0.634743875278396, fee_hourly_share: 0.497772828507795, fee_other_share: 0.0913140311804009, fee_performance_share: 0.0489977728285078, fee_subscription_share: 0.0089086859688196, financial_planning_share: 0.797327394209354, firms_with_raum: 749, iars: 3675, mean_raum: 457164292.528705, new_firms: 107, p25_raum: 17456770, p75_raum: 342613223, p90_raum: 1007249357.6, raum_discretionary: 278612132429, top100_share: 0.743976516511839, top10_share: 0.24561369856754, independent_sec: accounts: 499743, firms: 355, median_raum: 397525265.5, raum: 330108475309, advisory_employees: 2877, avg_account: 660556.476646997, band_100m_250m: 119, band_100m_250m_raum: 20085167641, band_10b_plus: 3, band_10b_plus_raum: 36589332592, band_1b_5b: 64, band_1b_5b_raum: 139367687375, band_250m_500m: 79, band_250m_500m_raum: 28068504735, band_500m_1b: 68, band_500m_1b_raum: 47603919068, band_5b_10b: 9, band_5b_10b_raum: 58179141853, band_lt100m: 4, band_lt100m_raum: 214722045, bd_affiliated_share: 0.0422535211267606, cfp_professionals: 996, clients: 227840, custody_share: 0.543661971830986, employees: 4505, fee_aum_pct_share: 0.983098591549296, fee_commissions_share: 0.0338028169014084, fee_fixed_share: 0.707042253521127, fee_hourly_share: 0.459154929577465, fee_other_share: 0.0732394366197183, fee_performance_share: 0.0591549295774648, fee_subscription_share: 0.0112676056338028, financial_planning_share: 0.867605633802817, firms_with_raum: 346, iars: 2906, mean_raum: 954070737.887283, new_firms: 34, p25_raum: 186709842.5, p75_raum: 863468719.5, p90_raum: 2508033534, raum_discretionary: 268253179963, raum_growth_1y: 0.182108197724475, successions: 1, top100_share: 0.771714520917829, top10_share: 0.254771022356441, state: accounts: 47204, firms: 543, median_raum: 20500000, raum: 12307579795, advisory_employees: 746, avg_account: 260731.713308194, band_100m_250m: 8, band_100m_250m_raum: 908640389, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 395, band_lt100m_raum: 11398939406, bd_affiliated_share: 0.00368324125230203, cfp_professionals: 207, clients: 30367, custody_share: 0.117863720073665, employees: 890, fee_aum_pct_share: 0.850828729281768, fee_commissions_share: 0.00552486187845304, fee_fixed_share: 0.587476979742173, fee_hourly_share: 0.523020257826888, fee_other_share: 0.103130755064457, fee_performance_share: 0.0423572744014733, fee_subscription_share: 0.00736648250460405, financial_planning_share: 0.751381215469613, firms_with_raum: 403, iars: 769, mean_raum: 30539900.235732, new_firms: 73, p25_raum: 6479723.5, p75_raum: 49458462.5, p90_raum: 73529022.8, raum_discretionary: 10358952466, top100_share: 0.600473443121804, top10_share: 0.0900066259533847
- broker_dealer_affiliated_not_included: firms: 41, raum: 552795996986
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 235; as_of: 2019-10-01, value: 240; as_of: 2020-10-01, value: 255; as_of: 2021-10-04, value: 287; as_of: 2022-10-03, value: 307; as_of: 2023-10-05, value: 299; as_of: 2024-10-01, value: 314; as_of: 2025-09-02, value: 329; as_of: 2026-10-02, value: 355, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 144818037243; as_of: 2019-10-01, value: 143152397617; as_of: 2020-10-01, value: 169794687266; as_of: 2021-10-04, value: 209399576631; as_of: 2022-10-03, value: 249940737426; as_of: 2023-10-05, value: 226099396222; as_of: 2024-10-01, value: 244509077480; as_of: 2025-09-02, value: 279254027630; as_of: 2026-10-02, value: 330108475309, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 214322; as_of: 2019-10-01, value: 239910; as_of: 2020-10-01, value: 268128; as_of: 2021-10-04, value: 324776; as_of: 2022-10-03, value: 376963; as_of: 2023-10-05, value: 393928; as_of: 2024-10-01, value: 431491; as_of: 2025-09-02, value: 464310; as_of: 2026-10-02, value: 499743, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 276654707; as_of: 2019-10-01, value: 264528971; as_of: 2020-10-01, value: 288842728; as_of: 2021-10-04, value: 311546943.5; as_of: 2022-10-03, value: 354254649.5; as_of: 2023-10-05, value: 315133461; as_of: 2024-10-01, value: 329680934.5; as_of: 2025-09-02, value: 359841592.5; as_of: 2026-10-02, value: 397525265.5
- top_10: largest: rank: 1, crd: 134436, firm: Mycio Wealth Partners, LLC, city: Philadelphia, value: 15780802533; rank: 2, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, value: 10599707027; rank: 3, crd: 317446, firm: Callan Family Office, LLC, city: Radnor, value: 10208823032; rank: 4, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 7808637160; rank: 5, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, value: 7661939874; rank: 6, crd: 108380, firm: Miller Investment Management, LP, city: West Conshohocken, value: 7104869806; rank: 7, crd: 281762, firm: Prowell Financial Management, LLC, city: Exton, value: 6863569821; rank: 8, crd: 111936, firm: Greycourt & Co., Inc., city: Pittsburgh, value: 6608873377; rank: 9, crd: 333260, firm: Pitcairn, city: Conshohocken, value: 5871259245; rank: 10, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, value: 5593591868, fastest-growing: rank: 1, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, value: 2.25640282584896; rank: 2, crd: 335035, firm: Martin, Javan Von, city: Ephrata, value: 1.33514429846927; rank: 3, crd: 333595, firm: PW Nova Financial Services LLC, city: Newtown, value: 1.12490568402867; rank: 4, crd: 289784, firm: Corient SHC Partners (US) LP, city: Philadelphia, value: 1.01442447170791; rank: 5, crd: 308944, firm: PTM Wealth Management, LLC, city: North Wales, value: 0.769438250898511; rank: 6, crd: 290734, firm: Thayer Partners LLC, city: Wyndmoor, value: 0.708818968388246; rank: 7, crd: 304070, firm: Taylor Securities Services, Inc., city: Harrisburg, value: 0.651613853052226; rank: 8, crd: 281347, firm: Thrive Capital Management, LLC, city: Fort Washington, value: 0.651440493716376; rank: 9, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, value: 0.644637464638645; rank: 10, crd: 121982, firm: Prometheus Capital Management Corp., city: Yardley, value: 0.606688857088272, fastest-growing-3-year: rank: 1, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, value: 0.66847123099337; rank: 2, crd: 309314, firm: Interchange Capital Partners, city: Pittsburgh, value: 0.50730458923045; rank: 3, crd: 305815, firm: Wedmont Private Capital, city: West Chester, value: 0.498687500339842; rank: 4, crd: 168270, firm: Foundation Wealth Management, LLC, city: Media, value: 0.489020326198384; rank: 5, crd: 321748, firm: Ethos Financial Group, LLC, city: King of Prussia, value: 0.487193688736556; rank: 6, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 0.467691754624875; rank: 7, crd: 138881, firm: Traynor Capital Management, city: Malvern, value: 0.432702209457731; rank: 8, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, value: 0.430271665963153; rank: 9, crd: 317446, firm: Callan Family Office, LLC, city: Radnor, value: 0.423261085561056; rank: 10, crd: 305118, firm: Kathmere Capital Management, LLC, city: Wayne, value: 0.398027970317493, fastest-growing-5-year: rank: 1, crd: 305815, firm: Wedmont Private Capital, city: West Chester, value: 0.897020139403911; rank: 2, crd: 281762, firm: Prowell Financial Management, LLC, city: Exton, value: 0.584907048624142; rank: 3, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, value: 0.436510806609681; rank: 4, crd: 281347, firm: Thrive Capital Management, LLC, city: Fort Washington, value: 0.349267033159594; rank: 5, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, value: 0.334939570345986; rank: 6, crd: 289325, firm: Sharp Financial, city: Horsham, value: 0.306176365556724; rank: 7, crd: 308977, firm: Ewa, LLC, city: Pittsburgh, value: 0.303574365650688; rank: 8, crd: 277031, firm: Equita Financial Network, Inc., city: Fort Washington, value: 0.294373894676927; rank: 9, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 0.288306142708505; rank: 10, crd: 138881, firm: Traynor Capital Management, city: Malvern, value: 0.272316671881971, biggest-asset-gains: rank: 1, crd: 333260, firm: Pitcairn, city: Conshohocken, value: 5095457284; rank: 2, crd: 317446, firm: Callan Family Office, LLC, city: Radnor, value: 3539269709; rank: 3, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 2354461798; rank: 4, crd: 108380, firm: Miller Investment Management, LP, city: West Conshohocken, value: 1410048602; rank: 5, crd: 134436, firm: Mycio Wealth Partners, LLC, city: Philadelphia, value: 1365132856; rank: 6, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, value: 1157430101; rank: 7, crd: 111936, firm: Greycourt & Co., Inc., city: Pittsburgh, value: 1097083622; rank: 8, crd: 305815, firm: Wedmont Private Capital, city: West Chester, value: 1069877936; rank: 9, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, value: 1040068857; rank: 10, crd: 305118, firm: Kathmere Capital Management, LLC, city: Wayne, value: 1009411337, most-clients: rank: 1, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, value: 37069; rank: 2, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, value: 8124; rank: 3, crd: 116021, firm: Vicus Capital, Inc., city: State College, value: 6593; rank: 4, crd: 170914, firm: McAdam LLC, city: Radnor, value: 5822; rank: 5, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 5266; rank: 6, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, value: 3971; rank: 7, crd: 147221, firm: MTM Financial Group, LLC, city: Bethlehem, value: 3276; rank: 8, crd: 116978, firm: Faithward Advisors, LLC, city: Lancaster, value: 3124; rank: 9, crd: 147663, firm: Jacobi Capital Management, LLC, city: Pittston, value: 3024; rank: 10, crd: 133561, firm: Bill Few Associates, Inc., city: Sewickley, value: 2983, client-growth: rank: 1, crd: 147221, firm: MTM Financial Group, LLC, city: Bethlehem, value: 1.7029702970297; rank: 2, crd: 334574, firm: MFG Private Wealth, city: Canonsburg, value: 1.09210526315789; rank: 3, crd: 108920, firm: Trident Advisors Inc, city: Doylestown, value: 0.717557251908397; rank: 4, crd: 321705, firm: Beacon Bridge Wealth Partners, LLC, city: Lower Gwynedd, value: 0.709302325581395; rank: 5, crd: 306486, firm: Stonecrop Wealth Advisors, LLC, city: West Chester, value: 0.696428571428571; rank: 6, crd: 299248, firm: Wealthfd, city: Conshohocken, value: 0.552901023890785; rank: 7, crd: 299194, firm: Wick Capital Partners, LLC, city: Wayne, value: 0.542016806722689; rank: 8, crd: 290734, firm: Thayer Partners LLC, city: Wyndmoor, value: 0.516260162601626; rank: 9, crd: 226655, firm: Alvin Clay Financial Advisors, LLC, city: Jenkintown, value: 0.495798319327731; rank: 10, crd: 159563, firm: Chancellor Financial Group WB LP, city: Wilkes-Barre, value: 0.451901565995526, most-accounts: rank: 1, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, value: 37014; rank: 2, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, value: 21190; rank: 3, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 14993; rank: 4, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, value: 14030; rank: 5, crd: 170914, firm: McAdam LLC, city: Radnor, value: 10513; rank: 6, crd: 116021, firm: Vicus Capital, Inc., city: State College, value: 9938; rank: 7, crd: 134436, firm: Mycio Wealth Partners, LLC, city: Philadelphia, value: 8391; rank: 8, crd: 133561, firm: Bill Few Associates, Inc., city: Sewickley, value: 7702; rank: 9, crd: 145051, firm: JFS Wealth Advisors, LLC, city: Hermitage, value: 6981; rank: 10, crd: 147663, firm: Jacobi Capital Management, LLC, city: Pittston, value: 6842, most-advisory-staff: rank: 1, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, value: 192; rank: 2, crd: 170914, firm: McAdam LLC, city: Radnor, value: 138; rank: 3, crd: 116021, firm: Vicus Capital, Inc., city: State College, value: 84; rank: 4, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, value: 73; rank: 5, crd: 131063, firm: Waldron Private Wealth, city: Bridgeville, value: 47; rank: 5, crd: 137481, firm: Rockwood Wealth Management, LLC, city: New Hope, value: 47; rank: 7, crd: 134436, firm: Mycio Wealth Partners, LLC, city: Philadelphia, value: 46; rank: 8, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, value: 43; rank: 9, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 39; rank: 10, crd: 300139, firm: Independence Square Holdings, LLC, city: King of Prussia, value: 37, most-hnw-clients: rank: 1, crd: 116021, firm: Vicus Capital, Inc., city: State College, value: 2218; rank: 2, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 1910; rank: 3, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, value: 1769; rank: 4, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, value: 1597; rank: 5, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, value: 1337; rank: 6, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, value: 1304; rank: 7, crd: 106019, firm: Roffman Miller Associates Inc, city: Philadelphia, value: 1132; rank: 8, crd: 147663, firm: Jacobi Capital Management, LLC, city: Pittston, value: 1087; rank: 9, crd: 300139, firm: Independence Square Holdings, LLC, city: King of Prussia, value: 1080; rank: 10, crd: 310441, firm: Milestone Asset Management, LLC, city: Pittsburgh, value: 1012, most-cfp-professionals: rank: 1, crd: 123913, firm: Great Valley Advisor Group, LLC, city: Berwyn, value: 45; rank: 2, crd: 112139, firm: HBKS Wealth Advisors, city: Erie, value: 31; rank: 3, crd: 170914, firm: McAdam LLC, city: Radnor, value: 28; rank: 4, crd: 104690, firm: Allegheny Financial Group, city: Pittsburgh, value: 27; rank: 4, crd: 299407, firm: Kintra Wealth, LLC, city: Williamsport, value: 27; rank: 6, crd: 116021, firm: Vicus Capital, Inc., city: State College, value: 26; rank: 6, crd: 131063, firm: Waldron Private Wealth, city: Bridgeville, value: 26; rank: 8, crd: 305834, firm: Main Street Financial Solutions, LLC, city: Newtown, value: 25; rank: 9, crd: 137481, firm: Rockwood Wealth Management, LLC, city: New Hope, value: 24; rank: 10, crd: 311980, firm: Confluence Financial Partners, city: McMurray, value: 23, newest: rank: 1, crd: 340590, firm: Boden Wealth, city: Lemoyne, value: 581810839; rank: 2, crd: 342364, firm: Valen Private Capital, LLC., city: Paoli, value: 482643221; rank: 3, crd: 325612, firm: Arsenal Capital Advisors LLC, city: Conshohocken, value: 267086889; rank: 4, crd: 341684, firm: DVB Private Wealth, city: Harrisburg, value: 225713958; rank: 5, crd: 339794, firm: Stillwater Private Wealth, city: Allenton, value: 176766445; rank: 6, crd: 338936, firm: Aeternitas Investment Management, LLC, city: Yardley, value: 172503179; rank: 7, crd: 290041, firm: Auerbach Investment Services, LLC, city: Narberth, value: 150199334; rank: 8, crd: 281661, firm: Evident Financial, city: Erie, value: 149715186; rank: 9, crd: 115956, firm: Lynch Investment Planning, LLC, city: Newtown Square, value: 143250844; rank: 10, crd: 294012, firm: Elm Capital Management LLC, city: Pittsburgh, value: 133387217
- cities: name: Pittsburgh, independent_rias: 72, raum: 37824156841, url: https://advisoriq.com/ria/states/pennsylvania/pittsburgh/; name: Philadelphia, independent_rias: 46, raum: 37793544876, url: https://advisoriq.com/ria/states/pennsylvania/philadelphia/; name: Radnor, independent_rias: 17, raum: 20279118497, url: https://advisoriq.com/ria/states/pennsylvania/radnor/; name: Berwyn, independent_rias: 11, raum: 15208430357, url: https://advisoriq.com/ria/states/pennsylvania/berwyn/; name: West Conshohocken, independent_rias: 7, raum: 14268884611, url: https://advisoriq.com/ria/states/pennsylvania/west-conshohocken/; name: Conshohocken, independent_rias: 13, raum: 10439417555, url: https://advisoriq.com/ria/states/pennsylvania/conshohocken/; name: Erie, independent_rias: 13, raum: 9212708547, url: https://advisoriq.com/ria/states/pennsylvania/erie/; name: Lancaster, independent_rias: 37, raum: 8888090880, url: https://advisoriq.com/ria/states/pennsylvania/lancaster/; name: West Chester, independent_rias: 27, raum: 8753315660, url: https://advisoriq.com/ria/states/pennsylvania/west-chester/; name: Sewickley, independent_rias: 13, raum: 8415835767, url: https://advisoriq.com/ria/states/pennsylvania/sewickley/; name: Malvern, independent_rias: 20, raum: 8273277572, url: https://advisoriq.com/ria/states/pennsylvania/malvern/; name: Wayne, independent_rias: 17, raum: 7492097355, url: https://advisoriq.com/ria/states/pennsylvania/wayne/; name: Exton, independent_rias: 8, raum: 7275157586, url: https://advisoriq.com/ria/states/pennsylvania/exton/; name: Newtown, independent_rias: 17, raum: 6435142590, url: https://advisoriq.com/ria/states/pennsylvania/newtown/; name: State College, independent_rias: 9, raum: 5476208638, url: https://advisoriq.com/ria/states/pennsylvania/state-college/; name: King of Prussia, independent_rias: 14, raum: 4973906227, url: https://advisoriq.com/ria/states/pennsylvania/king-of-prussia/; name: Newtown Square, independent_rias: 7, raum: 4639469332, url: https://advisoriq.com/ria/states/pennsylvania/newtown-square/; name: Blue Bell, independent_rias: 12, raum: 4597451066, url: https://advisoriq.com/ria/states/pennsylvania/blue-bell/; name: Chadds Ford, independent_rias: 8, raum: 4447248914, url: https://advisoriq.com/ria/states/pennsylvania/chadds-ford/; name: Wexford, independent_rias: 16, raum: 4235509858, url: https://advisoriq.com/ria/states/pennsylvania/wexford/; name: Bethlehem, independent_rias: 12, raum: 4036544493, url: https://advisoriq.com/ria/states/pennsylvania/bethlehem/; name: Yardley, independent_rias: 15, raum: 3376951191, url: https://advisoriq.com/ria/states/pennsylvania/yardley/; name: New Hope, independent_rias: 7, raum: 3110539195, url: https://advisoriq.com/ria/states/pennsylvania/new-hope/; name: Canonsburg, independent_rias: 11, raum: 3008530433, url: https://advisoriq.com/ria/states/pennsylvania/canonsburg/; name: Harrisburg, independent_rias: 8, raum: 2541734184, url: https://advisoriq.com/ria/states/pennsylvania/harrisburg/; name: Camp Hill, independent_rias: 8, raum: 2150593947, url: https://advisoriq.com/ria/states/pennsylvania/camp-hill/; name: Kennett Square, independent_rias: 5, raum: 2079437422, url: https://advisoriq.com/ria/states/pennsylvania/kennett-square/; name: Allentown, independent_rias: 14, raum: 1966761290, url: https://advisoriq.com/ria/states/pennsylvania/allentown/; name: Wyomissing, independent_rias: 8, raum: 1849113320, url: https://advisoriq.com/ria/states/pennsylvania/wyomissing/; name: Media, independent_rias: 11, raum: 1794081424, url: https://advisoriq.com/ria/states/pennsylvania/media/; name: Mechanicsburg, independent_rias: 11, raum: 1611992691, url: https://advisoriq.com/ria/states/pennsylvania/mechanicsburg/; name: York, independent_rias: 9, raum: 1598874922, url: https://advisoriq.com/ria/states/pennsylvania/york/; name: Doylestown, independent_rias: 16, raum: 1415976403, url: https://advisoriq.com/ria/states/pennsylvania/doylestown/; name: Paoli, independent_rias: 9, raum: 1330206733, url: https://advisoriq.com/ria/states/pennsylvania/paoli/; name: Downingtown, independent_rias: 10, raum: 1195081108, url: https://advisoriq.com/ria/states/pennsylvania/downingtown/; name: Phoenixville, independent_rias: 8, raum: 1002492588, url: https://advisoriq.com/ria/states/pennsylvania/phoenixville/; name: Huntingdon Valley, independent_rias: 5, raum: 996133096, url: https://advisoriq.com/ria/states/pennsylvania/huntingdon-valley/; name: Bryn Mawr, independent_rias: 7, raum: 996081950, url: https://advisoriq.com/ria/states/pennsylvania/bryn-mawr/; name: Center Valley, independent_rias: 5, raum: 854322920, url: https://advisoriq.com/ria/states/pennsylvania/center-valley/; name: Coatesville, independent_rias: 6, raum: 806446031, url: https://advisoriq.com/ria/states/pennsylvania/coatesville/; name: Collegeville, independent_rias: 6, raum: 754401667, url: https://advisoriq.com/ria/states/pennsylvania/collegeville/; name: Ambler, independent_rias: 5, raum: 681741380, url: https://advisoriq.com/ria/states/pennsylvania/ambler/; name: Lewisburg, independent_rias: 5, raum: 591824480, url: https://advisoriq.com/ria/states/pennsylvania/lewisburg/; name: Jenkintown, independent_rias: 6, raum: 504829290, url: https://advisoriq.com/ria/states/pennsylvania/jenkintown/; name: North Wales, independent_rias: 5, raum: 390254779, url: https://advisoriq.com/ria/states/pennsylvania/north-wales/; name: Pottstown, independent_rias: 5, raum: 312745874, url: https://advisoriq.com/ria/states/pennsylvania/pottstown/; name: Lansdale, independent_rias: 5, raum: 173904523, url: https://advisoriq.com/ria/states/pennsylvania/lansdale/; name: Easton, independent_rias: 6, raum: 169310873, url: https://advisoriq.com/ria/states/pennsylvania/easton/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Pennsylvania](https://advisoriq.com/ria/rankings/largest/pennsylvania/)
- [Fastest-growing independent RIAs over one year in Pennsylvania](https://advisoriq.com/ria/rankings/fastest-growing/pennsylvania/)
- [Fastest-growing independent RIAs over three years in Pennsylvania](https://advisoriq.com/ria/rankings/fastest-growing-3-year/pennsylvania/)
- [Fastest-growing independent RIAs over five years in Pennsylvania](https://advisoriq.com/ria/rankings/fastest-growing-5-year/pennsylvania/)
- [IAR CE in Pennsylvania](https://advisoriq.com/ce/iar/pennsylvania/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/pennsylvania/

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