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Fastest Growing RIAs
in Pennsylvania

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Financial Compass LLC
Newtown, 
PA
3 Year Grow Rate:
166%
AUM (MM):
$29

#

Convergent Financial Strategies LLC
Plymouth Meeting, 
PA
3 Year Grow Rate:
154%
AUM (MM):
$108

#

Baldwin Investment Management, LLC
Conshohocken, 
PA
3 Year Grow Rate:
146%
AUM (MM):
$801

#

Newbridge Wealth Management
Berwyn, 
PA
3 Year Grow Rate:
141%
AUM (MM):
$85

#

Foundation Capital Management, LLC
Norristown, 
PA
3 Year Grow Rate:
136%
AUM (MM):
$92

#

Eastlakes Capital Advisors LLC
Wayne, 
PA
3 Year Grow Rate:
127%
AUM (MM):
$26

#

Gibraltar Wealth Management, LLC
Abington, 
PA
3 Year Grow Rate:
117%
AUM (MM):
$56

#

The Estate Planners Group
Morrisville, 
PA
3 Year Grow Rate:
106%
AUM (MM):
$216

#

Barton Investment Management, LLC
Conshohocken, 
PA
3 Year Grow Rate:
99%
AUM (MM):
$687

#

Prowell Financial Management, LLC
Exton, 
PA
3 Year Grow Rate:
95%
AUM (MM):
$261

#

Waldron Private Wealth
Bridgeville, 
PA
3 Year Grow Rate:
91%
AUM (MM):
$2,509

#

Expert Financial Services, LLC
Wexford, 
PA
3 Year Grow Rate:
83%
AUM (MM):
$64

#

V3Limited LLC
Wayne, 
PA
3 Year Grow Rate:
81%
AUM (MM):
$243

#

Foundation Wealth Management, LLC
Media, 
PA
3 Year Grow Rate:
80%
AUM (MM):
$93

#

Van Reed Wealth Management LLC
Reading, 
PA
3 Year Grow Rate:
71%
AUM (MM):
$19

#

SFG Investment Advisors, Inc.
Doylestown, 
PA
3 Year Grow Rate:
65%
AUM (MM):
$264

#

Setarcos Wealth Advisors LLC
Philadelphia, 
PA
3 Year Grow Rate:
63%
AUM (MM):
$40

#

Legacy Advisors, LLC
Plymouth Meeting, 
PA
3 Year Grow Rate:
58%
AUM (MM):
$1,806

#

Trebuchet Consulting, LLC
Pittsburgh, 
PA
3 Year Grow Rate:
57%
AUM (MM):
$369

#

Roffman Miller Associates Inc
Philadelphia, 
PA
3 Year Grow Rate:
55%
AUM (MM):
$1,735

#

myCIO Wealth Partners, LLC
Philadelphia, 
PA
3 Year Grow Rate:
55%
AUM (MM):
$8,853

#

Alpha Architect
Broomall, 
PA
3 Year Grow Rate:
53%
AUM (MM):
$395

#

Lountzis Asset Management, LLC
Reading, 
PA
3 Year Grow Rate:
52%
AUM (MM):
$222

#

Borer Denton & Associates, Inc.
Blue Bell, 
PA
3 Year Grow Rate:
48%
AUM (MM):
$273

#

Apple Tree Wealth Management, LLC
Bethlehem, 
PA
3 Year Grow Rate:
46%
AUM (MM):
$18

#

Pennsylvania Capital Management Inc.
Huntingdon Valley, 
PA
3 Year Grow Rate:
42%
AUM (MM):
$463

#

The Fairman Group, LLC
Wayne, 
PA
3 Year Grow Rate:
38%
AUM (MM):
$573

#

Wright Associates
Pittsburgh, 
PA
3 Year Grow Rate:
38%
AUM (MM):
$200

#

Baldrige Asset Management
Allentown, 
PA
3 Year Grow Rate:
36%
AUM (MM):
$422

#

Youngs Advisory Group, Inc.
Bethlehem, 
PA
3 Year Grow Rate:
30%
AUM (MM):
$445

#

Henry H. Armstrong Associates, Inc.
Pittsburgh, 
PA
3 Year Grow Rate:
26%
AUM (MM):
$798

#

Asset Planning Services Ltd.
Harleysville, 
PA
3 Year Grow Rate:
19%
AUM (MM):
$867

#

West Capital Management
Philadelphia, 
PA
3 Year Grow Rate:
1%
AUM (MM):
$794
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