144 wealth management firms in Pennsylvania grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 10, ranked by asset growth, advisory staff growth and net advisors gained.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Kintra Wealth, LLC WILLIAMSPORT | $390.6M → $1.5B | 3.84× 2.9× typical | 7 → 43 | +24 | Organic or recruited | Fidelity | 98.9 |
| 2 | Ethos Financial Group, LLC KING OF PRUSSIA | $913.9M → $2.42B | 2.65× 2.0× typical | 20 → 37 | +4 | Organic | Schwab | 96.3 |
| 3 | Wedmont Private Capital WEST CHESTER | $1.58B → $3.44B | 2.18× 1.6× typical | 6 → 12 | +4 | Organic | Schwab | 95.3 |
| 4 | Stark Wealth Management LLC BETHLEHEM | $131.7M → $262.5M | 1.99× 1.5× typical | 2 → 4 | +1 | Organic or recruited | SEI | 91.0 |
| 5 | Capital A Wealth Management CRANBERRY TWP. | $149.2M → $612.9M | 4.11× 3.1× typical | 8 → 11 | +1 | Organic | Schwab | 90.4 |
| 6 | Confluence Financial Partners MCMURRAY | $3.06B → $7.81B | 2.56× 1.9× typical | 34 → 39 | +2 | Organic | Raymond James | 88.3 |
| 7 | Nest Egg CONSHOHOCKEN | $74.1M → $131.7M | 1.78× 1.3× typical | 6 → 9 | +1 | Organic | Schwab | 86.7 |
| 8 | Wealthcare Advisory Partners LLC WEST CHESTER | $4.54B → $8.29B | 1.82× 1.4× typical | 145 → 173 | +2 | Organic or recruited | LPL Financial | 85.9 |
| 9 | Zenith Wealth Partners PHILADELPHIA | $81.6M → $151M | 1.85× 1.4× typical | 7 → 9 | +1 | Organic or recruited | Schwab | 85.5 |
| 10 | Northstar Financial Companies, Inc. CONSHOHOCKEN | $284.6M → $519M | 1.82× 1.4× typical | 4 → 5 | +1 | Organic or recruited | Schwab | 84.2 |
Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.