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Est. 2026The front page of wealth managementNew York

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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 Firms
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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. 4364
    Northeast Financial Group, Inc.Allentown, PA · 739 clientsAsset manager
    Schwab 70%Matrix Trust 30%
    $1.4B
  2. 4462
    Trustmont Advisory Group, Inc.Greensburg, PA · 4,322 clientsBroker-dealer firmHybridTrustmont Financial Group, Inc., clears through RBC Capital Markets
    No custodian reported
    $1.4B
  3. 4466
    Ironview Capital Management, LLCConshohocken, PA · 445 clientsWealth manager
    Schwab 77%Fidelity 23%
    $1.4B
  4. 4500
    Morgan Properties Special Situations II LLCConshohocken, PA · 10 clientsAsset manager
    Wilmington Trust 100%
    $1.4B
  5. 4512
    Meridian Wealth Partners, LLCEast Norriton, PA · 810 clientsWealth managerBank-affiliated
    Schwab 85%
    $1.4B
  6. 4529
    Miravast Asset Management, LLCNewtown, PA · 4 clientsPrivate fund adviserHybrid
    Computershare 100%
    $1.4B
  7. 4553
    1315 CapitalPhiladelphia, PA · 11 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  8. 4582
    Hunter Associates LLCPittsburgh, PA · 1,240 clientsBroker-dealer firmHybrid
    Pershing 100%
    $1.3B
  9. 4601
    Chadds Ford Wealth Partners, LLCChadds Ford, PA · 66 clientsWealth manager
    Eleuthrian Trust 88%
    $1.3B
  10. 4604
    The Coury FirmPittsburgh, PA · 252 clientsWealth manager
    Schwab 87%
    $1.3B
  11. 4626
    Valley National Advisers IncBethlehem, PA · 1,391 clientsBroker-dealer firmHybridValley National Investments, Inc., clears through National Financial Services (Fidelity), Charles Schwab
    No custodian reported
    $1.3B
  12. 4637
    Mount Lucas Management LPNewtown, PA · 10 clientsAsset managerHybrid
    Northern Trust 66%BNY 34%
    $1.3B
  13. 4652
    Baldwin Investment Management, LLCWest Conshohocken, PA · 284 clientsWealth manager
    Schwab 100%
    $1.3B
  14. 4656
    Biondo Investment Advisors LLCMilford, PA · 1,138 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.3B
  15. 4681
    Connors Investor Services IncWyomissing, PA · 662 clientsWealth manager
    Schwab 71%Morgan Stanley 29%
    $1.3B
  16. 4695
    Commonwealth Investment ManagementPittsburgh, PA · 63 clientsAsset manager
    PNC Bank 71%BNY 29%
    $1.3B
  17. 4747
    O'hagan Group, Inc.Bethlehem, PA · 900 clientsWealth managerHybrid
    Schwab 100%
    $1.2B
  18. 4789
    Henry H. Armstrong Associates, Inc.Pittsburgh, PA · 141 clientsWealth manager
    Fidelity 54%Schwab 46%
    $1.2B
  19. 4796
    Prudent Management AssociatesPhiladelphia, PA · 231 clientsWealth manager
    Fidelity 100%
    $1.2B
  20. 4871
    Guardian Capital PartnersWayne, PA · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  21. 4896
    Dinuzzo Private Wealth, Inc.Beaver, PA · 796 clientsWealth managerHybrid
    Schwab 88%
    $1.2B
  22. 4901
    Faithward CapitalLancaster, PA · 167 clientsAsset manager
    Schwab 100%
    $1.2B
  23. 4999
    PSC Manager LLCYardley, PA · 43 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  24. 5015
    Patriot Financial Manager, L.P.Radnor, PA · 5 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  25. 5025
    Addison CapitalConshohocken, PA · 285 clientsAsset managerHybridNest Investments BD LLC
    Schwab 100%
    $1.1B
  26. 5035
    Blue Bell Private Wealth Management, LLCBlue Bell, PA · 811 clientsWealth manager
    Schwab 100%
    $1.1B
  27. 5056
    Ameriserv Wealth Advisors IncJohnstown, PA · 55 clientsAsset manager
    Ameriserv Financial Bank 100%
    $1.1B
  28. 5069
    Arden Fund Management, LLCPhiladelphia, PA · 13 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.1B
  29. 5138
    Trebuchet Consulting, LLCPittsburgh, PA · 414 clientsWealth manager
    Fidelity 100%
    $1.1B
  30. 5145
    Concentus Wealth AdvisorsNewtown Square, PA · 344 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  31. 5150
    Sterling Investment Advisors LTD.Berwyn, PA · 442 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  32. 5170
    AC Wealth PartnersBerwyn, PA · 428 clientsAsset managerAffiliated broker-dealerEnvestnet Securities, Inc., Fidx Markets LLC
    Fidelity 88%
    $1.1B
  33. 5200
    Clearview Financial PartnersRadnor, PA · 669 clientsWealth managerHybrid
    LPL Financial 58%Schwab 42%
    $1.1B
  34. 5224
    Faithward Advisors, LLCLancaster, PA · 3,114 clientsWealth managerHybrid
    Schwab 100%
    $1.1B
  35. 5272
    Rodgers Brothers, Inc.Harmony, PA · 506 clientsWealth manager
    RBC 89%
    $1.0B
  36. 5309
    Stanley-Laman Group LTD.Berwyn, PA · 301 clientsWealth managerHybridStanley Laman Group Securities, LLC
    Schwab 100%
    $1.0B
  37. 5380
    Hudock Capital GroupWilliamsport, PA · 921 clientsWealth managerWrap sponsorHybrid
    Pershing 88%
    $1.0B
  38. 5420
    Ellis Investment Partners, LLCBerwyn, PA · 820 clientsWealth manager
    Fidelity Distributors Company 100%
    $987M
  39. 5432
    Barton Investment Management, LLCW. Conshohocken, PA · 94 clientsWealth manager
    Schwab 100%
    $985M
  40. 5460
    Aufman Associates IncSewickley, PA · 245 clientsWealth manager
    Schwab 100%
    $972M

RIAs by state