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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

564 firms manage $27.2 trillionPennsylvania

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 3168
    RKL Private WealthLancaster, PA · 1,050 clientsWealth manager
    Schwab 100%
    $2.5B
  2. 3169
    Main Street Financial Solutions, LLCNewtown, PA · 2,111 clientsWealth managerHybrid
    Schwab 100%
    $2.5B
  3. 3208
    Tiff Investment ManagementRadnor, PA · 1 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  4. 3229
    Guyasuta Investment Advisors, IncorporatedPittsburgh, PA · 478 clientsWealth manager
    Schwab 100%
    $2.4B
  5. 3247
    Traynor Capital ManagementMalvern, PA · 1,590 clientsWealth manager
    Fidelity 100%
    $2.4B
  6. 3271
    Newsquare Capital, LLCNewtown Square, PA · 2,196 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $2.4B
  7. 3306
    Corient SHC Wealth Management (US) LPPhiladelphia, PA · 74 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $2.3B
  8. 3369
    Stonebridge Financial Group, LLCWormleysburg, PA · 1,457 clientsWealth managerHybrid
    Schwab 100%
    $2.3B
  9. 3383
    Emerald Investment Advisers, LLCLeola, PA · 185 clientsAsset manager
    Fidelity 69%FIS Brokerage & Securities Services 31%
    $2.3B
  10. 3438
    FS Structured Products Advisor, LLCPhiladelphia, PA · 6 clientsPrivate fund adviserHybridFS Investment Solutions, LLC
    No custodian reported
    $2.2B
  11. 3446
    Independence Asset Advisors, LLCWynnewood, PA · 38 clientsAsset manager
    PNC Wealth Management 31%Schwab 26%U.S. Bancorp Investments 24%
    $2.2B
  12. 3477
    Hartford FundsWayne, PA · 7 clientsAsset managerHybridHartford Funds Distributors, LLC
    No custodian reported
    $2.2B
  13. 3485
    Ethos Financial Group, LLCKing of Prussia, PA · 1,808 clientsWealth managerHybrid
    Schwab 88%
    $2.1B
  14. 3521
    Transamerica Financial Advisors, LLCPhiladelphia, PA · 42,735 clientsBroker-dealer firmHybridTransamerica Capital, LLC, Transamerica Investors Securities, LLC
    No custodian reported
    $2.1B
  15. 3528
    Quadrant Private Wealth Management, LLCCenter Valley, PA · 883 clientsBroker-dealer firmHybrid
    Fidelity 78%Schwab 22%
    $2.1B
  16. 3532
    Emerald Mutual Fund Advisers TrustLeola, PA · 3 clientsAsset managerHybrid
    No custodian reported
    $2.1B
  17. 3705
    Penn Capital Management Company, LLCPhiladelphia, PA · 631 clientsAsset managerAffiliated broker-dealerLiquidity Apac PTE LTD, Liquidity Finance (difc) Limited
    J.P. Morgan 65%BNY 35%
    $1.9B
  18. 3711
    FS Specialty Lending Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $1.9B
  19. 3721
    Conservest Capital Advisors IncWynnewood, PA · 303 clientsWealth manager
    Schwab 81%
    $1.9B
  20. 3736
    DT Investment Partners, LLCChadds Ford, PA · 1,316 clientsWealth manager
    Schwab 47%Wilmington Trust Investment Management 31%
    $1.9B
  21. 3827
    Independence Square Holdings, LLCKing of Prussia, PA · 2,648 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.8B
  22. 3831
    Cloverlay Investment Management, LLCConshohocken, PA · 13 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  23. 3868
    Mitchell Sinkler & StarrPhiladelphia, PA · 247 clientsWealth manager
    Schwab 100%
    $1.8B
  24. 3925
    Amplius Wealth AdvisorsBlue Bell, PA · 781 clientsWealth manager
    Fidelity 100%
    $1.7B
  25. 3929
    Equus Capital Partners, LTD.Newtown Square, PA · 9 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  26. 3970
    Corient SHC Partners (US) LPPhiladelphia, PA · 39 clientsWealth managerAffiliated broker-dealer
    Fidelity 100%
    $1.7B
  27. 3992
    Petredis Investment AdvisorsWarrendale, PA · 535 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $1.7B
  28. 4071
    Rodgers & AssociatesLancaster, PA · 997 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 80%
    $1.6B
  29. 4075
    FS Fund Advisor, LLCPhiladelphia, PA · 1 clientsAsset managerHybridFS Investment Solutions, LLC
    No custodian reported
    $1.6B
  30. 4129
    Compass ION Advisors, LLCConshohocken, PA · 1,204 clientsWealth managerHybrid
    Schwab 76%Fidelity 24%
    $1.6B
  31. 4144
    Thrive Wealth Management, LLCAudubon, PA · 870 clientsWealth manager
    Schwab 100%
    $1.6B
  32. 4151
    Inverness Graham Investments, Inc.Wayne, PA · 29 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  33. 4152
    Brandywine Oak Private Wealth LLCKennett Square, PA · 507 clientsWealth manager
    Fidelity 100%
    $1.6B
  34. 4161
    Abundance Wealth Counselors, LLCState College, PA · 511 clientsWealth manager
    Fidelity 100%
    $1.6B
  35. 4172
    Roble, Belko and Company, Inc.Sewickley, PA · 248 clientsWealth manager
    Schwab 100%
    $1.6B
  36. 4240
    Alden CapitalWayne, PA · 2,552 clientsWealth managerHybridJ. Alden Associates, Inc.
    Schwab 98%
    $1.5B
  37. 4257
    Kintra Wealth, LLCWilliamsport, PA · 2,914 clientsWealth managerHybrid
    Fidelity 100%
    $1.5B
  38. 4266
    Tower Bridge AdvisorsWest Conshohocken, PA · 807 clientsWealth manager
    Schwab 100%
    $1.5B
  39. 4323
    River Wealth Advisors LLCCamp Hill, PA · 900 clientsWealth manager
    Schwab 100%
    $1.5B
  40. 4344
    Electra CapitalConshohocken, PA · 4 clientsPrivate fund adviser
    No custodian reported
    $1.5B

RIAs by state