This week, we're highlighting top performers in Pennsylvania
RIA Pulse Local Standouts: Pennsylvania
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in Pennsylvania:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. ADARE ASSET MANAGEMENT, LLC (LANCASTER, PA) Standout metrics: AUM Per Employee (98th percentile), AUM Per Advisor (95th percentile), Accounts Per Employee (91th percentile)
2. TROUTMAN WEALTH MANAGEMENT (MALVERN, PA) Standout metrics: AUM Per Advisor (93th percentile), Accounts Per Client (91th percentile), Accounts Per Employee (88th percentile)
3. LIGHTHOUSE WEALTH MANAGEMENT, LLC (CAMP HILL, PA) Standout metrics: Average AUM Per Client (94th percentile), Accounts Per Client (94th percentile), AUM Per Employee (91th percentile)
4. PROMETHEUS CAPITAL MANAGEMENT CORP. (YARDLEY, PA) Standout metrics: AUM Per Advisor (91th percentile), Client To Advisor Ratio (83th percentile), Accounts Per Employee (79th percentile)
5. CROSSOVER CAPITAL (YARDLEY, PA) Standout metrics: Accounts Per Client (96th percentile), Average AUM Per Client (88th percentile), AUM Per Employee (85th percentile)
6. HOLOS INTEGRATED WEALTH (KENNETT SQUARE, PA) Standout metrics: Accounts Per Employee (100th percentile), AUM Per Employee (89th percentile), Accounts Per Client (77th percentile)
7. MARATHON STRATEGIC ADVISORS, LLC (PITTSBURGH, PA) Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (97th percentile), AUM Per Advisor (92th percentile)
8. YOFFE INVESTMENT MANAGEMENT, LLC (LEMOYNE, PA) Standout metrics: Average AUM Per Client (100th percentile), AUM Per Account (98th percentile), AUM Per Employee (97th percentile)
9. KELLER FINANCIAL GROUP (CAMP HILL, PA) Standout metrics: AUM Per Employee (96th percentile), AUM Per Account (95th percentile), AUM Per Advisor (94th percentile)
10. YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC (WEXFORD, PA) Standout metrics: Accounts Per Client (94th percentile), Average AUM Per Client (80th percentile)
$250M to $500M AUM
1. OARS CAPITAL (DILLSBURG, PA) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Client (98th percentile), Accounts Per Employee (96th percentile)
2. MACDOUGALL FINANCIAL COUNSELING (DELMONT, PA) Standout metrics: AUM Per Employee (98th percentile), AUM Per Advisor (93th percentile), Average AUM Per Client (88th percentile)
3. GODSHALK WELSH CAPITAL MANAGEMENT, INC. (RADNOR, PA) Standout metrics: AUM Per Advisor (99th percentile), AUM Per Employee (99th percentile), Average AUM Per Client (85th percentile)
4. BOUVEL INVESTMENT PARTNERS, LLC (PHOENIXVILLE, PA) Standout metrics: Accounts Per Employee (87th percentile), AUM Per Advisor (86th percentile), Accounts Per Client (82th percentile)
5. MARION WEALTH MANAGEMENT (MONROEVILLE, PA) Standout metrics: Accounts Per Employee (95th percentile), Client To Advisor Ratio (94th percentile), AUM Per Advisor (87th percentile)
6. MB, LEVIS & ASSOCIATES,LLC (CENTER VALLEY, PA) Standout metrics: AUM Per Employee (86th percentile), Accounts Per Client (78th percentile), Average AUM Per Client (78th percentile)
7. JW NOVA WEALTH PARTNERS (NEWTOWN, PA) Standout metrics: Accounts Per Employee (90th percentile), AUM Per Employee (87th percentile)
8. LANSING STREET ADVISORS (AMBLER, PA) Standout metrics: Accounts Per Client (99th percentile), Average AUM Per Client (92th percentile), AUM Per Employee (89th percentile)
9. COLLECTIVE FAMILY OFFICE, LLC (YORK, PA) Standout metrics: AUM Per Employee (91th percentile), Average AUM Per Client (89th percentile), Accounts Per Client (85th percentile)
10. KAILASA CAPITAL MANAGEMENT LLC (PITTSBURGH, PA) Standout metrics: AUM Per Employee (85th percentile), AUM Per Advisor (80th percentile), Average AUM Per Client (76th percentile)
$500M to $1B AUM
1. JMAC ENTERPRISES LLC (NEWTOWN, PA) Standout metrics: AUM Per Advisor (95th percentile), AUM Per Employee (95th percentile), Accounts Per Employee (89th percentile)
2. ATWATER MALICK (LANCASTER, PA) Standout metrics: Client To Advisor Ratio (95th percentile), AUM Per Advisor (94th percentile), Accounts Per Client (85th percentile)
3. ADDISON CAPITAL (CONSHOHOCKEN, PA) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (89th percentile), AUM Per Account (83th percentile)
4. COVINGTON INVESTMENT ADVISORS, INC. (LIGONIER, PA) Standout metrics: AUM Per Advisor (91th percentile), AUM Per Employee (90th percentile), Average AUM Per Client (83th percentile)
5. G&H INVESTMENTS (LEOLA, PA) Standout metrics: Accounts Per Client (95th percentile), Average AUM Per Client (88th percentile), AUM Per Employee (86th percentile)
6. STERLING INVESTMENT ADVISORS LTD. (BERWYN, PA) Standout metrics: Accounts Per Client (88th percentile), AUM Per Employee (83th percentile), Accounts Per Employee (79th percentile)
7. NORTHSTAR ASSET MANAGEMENT COMPANY, LLC (BLUE BELL, PA) Standout metrics: AUM Per Advisor (97th percentile), Average AUM Per Client (86th percentile), AUM Per Account (86th percentile)
8. AXIOM ASSET MANAGEMENT (WAYNE, PA) Standout metrics: AUM Per Employee (98th percentile), Client To Advisor Ratio (98th percentile), AUM Per Advisor (84th percentile)
9. CORDATUS WEALTH MANAGEMENT LLC (YARDLEY, PA) Standout metrics: Client To Advisor Ratio (83th percentile), AUM Per Advisor (77th percentile)
10. HOEY INVESTMENTS, INC. (COATESVILLE, PA) Standout metrics: Client To Advisor Ratio (93th percentile), Accounts Per Employee (85th percentile), AUM Per Employee (76th percentile)
$1B to $5B AUM
1. HENRY H. ARMSTRONG ASSOCIATES, INC. (PITTSBURGH, PA) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (98th percentile), Average AUM Per Client (89th percentile)
2. GIBSON CAPITAL, LLC (WEXFORD, PA) Standout metrics: Accounts Per Client (100th percentile), AUM Per Advisor (97th percentile), Average AUM Per Client (93th percentile)
3. STILLWATER CAPITAL ADVISORS, LLC (DEVON, PA) Standout metrics: AUM Per Employee (92th percentile), Client To Advisor Ratio (91th percentile), Accounts Per Client (86th percentile)
4. AMPLIUS WEALTH ADVISORS (BLUE BELL, PA) Standout metrics: Accounts Per Employee (94th percentile), Accounts Per Client (84th percentile), AUM Per Employee (76th percentile)
5. PETREDIS INVESTMENT ADVISORS (WARRENDALE, PA) Standout metrics: AUM Per Employee (86th percentile), Accounts Per Employee (82th percentile), AUM Per Advisor (77th percentile)
6. SAGE FINANCIAL GROUP INC. (WEST CONSHOHOCKEN, PA) Standout metrics: Accounts Per Client (89th percentile), Accounts Per Employee (85th percentile), AUM Per Employee (82th percentile)
7. WEDMONT PRIVATE CAPITAL (WEST CHESTER, PA) Standout metrics: Accounts Per Employee (97th percentile), AUM Per Advisor (94th percentile), Average AUM Per Client (85th percentile)
8. STALEY CAPITAL ADVISERS INC (PITTSBURGH, PA) Standout metrics: AUM Per Employee (97th percentile), AUM Per Advisor (90th percentile), AUM Per Account (89th percentile)
9. TRAYNOR CAPITAL MANAGEMENT (MALVERN, PA) Standout metrics: Client To Advisor Ratio (97th percentile), AUM Per Advisor (88th percentile), AUM Per Employee (83th percentile)
10. GUYASUTA INVESTMENT ADVISORS, INCORPORATED (PITTSBURGH, PA) Standout metrics: AUM Per Employee (88th percentile), Average AUM Per Client (81th percentile), AUM Per Advisor (78th percentile)
Over $5B AUM
1. MYCIO WEALTH PARTNERS, LLC (PHILADELPHIA, PA) Standout metrics: AUM Per Employee (95th percentile), AUM Per Advisor (94th percentile), Accounts Per Employee (81th percentile)
2. GLENMEDE INVESTMENT MANAGEMENT, LP (PHILADELPHIA, PA) Standout metrics: AUM Per Employee (89th percentile), AUM Per Advisor (88th percentile), Client To Advisor Ratio (78th percentile)
3. MILL CREEK CAPITAL ADVISORS, LLC (CONSHOHOCKEN, PA) Standout metrics: Accounts Per Client (100th percentile), AUM Per Advisor (81th percentile), AUM Per Employee (79th percentile)
4. CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC (BETHLEHEM, PA) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Client (85th percentile)
5. CONFLUENCE FINANCIAL PARTNERS (MCMURRAY, PA) Standout metrics: Accounts Per Employee (95th percentile), Accounts Per Client (90th percentile), Client To Advisor Ratio (89th percentile)
6. PROWELL FINANCIAL MANAGEMENT, LLC (EXTON, PA) Standout metrics: Average AUM Per Client (100th percentile), AUM Per Account (91th percentile)
7. GARDNER RUSSO & QUINN LLC (LANCASTER, PA) Standout metrics: Client To Advisor Ratio (100th percentile), AUM Per Account (78th percentile)
8. CLARK CAPITAL MANAGEMENT GROUP INC (PHILADELPHIA, PA) Standout metrics: Accounts Per Employee (100th percentile), AUM Per Employee (84th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
