| Liberty One Wealth Advisors | Philadelphia | $129.5M | — |
| Cgi Wealth Advisors, Inc. | Frazer | $129.4M | — |
| Ethos Capital Management, Inc. | Newtown | $129.1M | — |
| Srn Advisors, LLC | Huntingdon Valley | $128.8M | — |
| Main Advisory, Inc. | Canonsburg | $128.2M | — |
| Elite Life Management LLC | Erie | $127.9M | — |
| Watkinson Capital Advisors LLC | Berwyn | $125M | — |
| Schuylkill Financial, LLC | Wyomissing | $123.6M | — |
| River's Edge Wealth Management LLC | Beaver | $122.7M | — |
| Walsky Investment Management Inc | Wyomissing | $122.3M | — |
| Pinnacle Strategic Wealth Management, LLC. | King of Prussia | $122.2M | — |
| Chartered Advisory Group, Inc. | Chadds Ford | $120.8M | — |
| The Musuneggi Financial Group, LLC | Canonsburg | $119.8M | — |
| Aventine Financial Group LLC | Doylestown | $119.3M | — |
| Wealthkare.com, Inc. | Mount Union | $119.1M | — |
| McKinley Financial Advisors Inc | Brookville | $117.2M | — |
| Park Shore Partners LLC | Erie | $115.3M | 1 |
| Act Capital Management, LLC | Wayne | $115.1M | 5 |
| Omicron Advisors, LLC | Lancaster | $114.9M | — |
| Cross Border Financial Planning USA LLC | Philadelphia | $114.7M | — |
| Villanova Investment Management Company, LLC | Wayne | $114M | 1 |
| Thor Trading Advisors, LLC | Greensburg | $113.9M | — |
| Vericrest Private Wealth, LLC | Newtown | $113.1M | — |
| Attleboro Wealth Management LLC | Yardley | $113.1M | — |
| Kissling Financial Services, LLC | New Castle | $112.8M | — |
| Palladiem LLC | Bryn Mawr | $112.6M | — |
| Setarcos Wealth Advisors LLC | Philadelphia | $111.7M | — |
| Diccianni Financial Group, Inc. | East Norriton | $111.2M | — |
| Dewitt Investment Research & Management Inc | Collegeville | $110.9M | — |
| Broadhurst Financial Advisors, Inc. | West Point | $110M | — |
| A Better Way Financial, LLC | Allentown | $109M | — |
| Skm Wealth Advisors LLC | Erie | $107.5M | — |
| Liberty Asset Management, LLC | Allentown | $106.2M | — |
| Wagner Wealth Management, Corp. | Conyngham | $104.7M | — |
| Chestnut Street Investment Counsel, LLC | Lancaster | $104.1M | — |
| Guardian Capital, LLC | Wexford | $102.6M | — |
| Zenith Solutions, Inc. | Philadelphia | $102.1M | — |
| Nest Investments LLC | Conshohocken | $101.6M | — |
| Trident Advisors Inc | Doylestown | $100.1M | — |
| Retire Ready Wealth Management, LLC | Radnor | $100.1M | — |
| Healthview Asset Management, Inc. | Pittsburgh | $99.8M | — |
| Berkshire Advisors, Inc. | Wyomissing | $97.1M | — |
| Xponance Alts Solutions, LLC | Philadelphia | $92.3M | 1 |
| Asset Strategy Retirement Plan Consultants, LLC | Camp Hill | $91M | — |
| Compass Investments LLC | Pittsburgh | $85.3M | — |
| Mellon Investments Corporation | Pittsburgh | $76.4M | — |
| Merion Realty Advisers, LLC | Wynnewood | $67.9M | 2 |
| Success Wealth Management LLC | Wexford | $66M | — |
| Wealthfd LLC | Conshohocken | $61.9M | — |
| Philadelphia Partners Capital Management, LLC | Bala Cynwyd | $61.3M | — |