| Tiller Private Wealth, Inc. | Bethlehem | $646.3M | — |
| Hoey Investments, Inc. | Coatesville | $635.5M | — |
| Allegheny Investments, Ltd. | Pittsburgh | $633.8M | — |
| Sevenbridge Financial Group, LLC | Harrisburg | $633.4M | — |
| Girard Pension Services, LLC | Allentown | $632.2M | — |
| Oakmont Capital Management, LLC | Oakmont | $630.6M | — |
| Rhino Investment Partners, Inc. | West Conshohocken | $624.6M | 1 |
| Berkadia Capital Advisors LLC | Ambler | $624.2M | 2 |
| Northstar Asset Management Company, LLC | Blue Bell | $617.2M | — |
| Nvwm LLC | Yardley | $599.6M | — |
| Interchange Capital Partners, LLC | Pittsburgh | $595.9M | — |
| Atwater Malick, LLC | Lancaster | $586.6M | — |
| Northeast Advisers Inc | Paoli | $576.4M | — |
| McGowan & Co LLP | Bryn Mawr | $575.4M | — |
| Hapanowicz & Associates Financial Services, Inc. | Pittsburgh | $574.7M | — |
| Forefront Analytics, LLC | W. Conshohocken | $573M | 3 |
| Old Glory Asset Management LLC | Malvern | $568.6M | — |
| Wick Capital Partners, LLC | Wayne | $565.3M | — |
| Fischer Financial Services Inc | Harrisburg | $564.6M | — |
| Ewa, LLC | Pittsburgh | $559M | — |
| Presilium Private Wealth, LLC | Radnor | $554.2M | — |
| Permit Capital, LLC | West Conshohocken | $551M | 13 |
| Lountzis Asset Management, LLC | Wyomissing | $548.8M | 1 |
| Milestone Asset Management, LLC | Pittsburgh | $546.3M | — |
| Attinger, LLC | Philadelphia | $543M | 6 |
| Kitching Partners, LLC | Conshohocken | $538.6M | — |
| Hoge Financial Services, LLC | Canonsburg | $533.8M | — |
| Mfa Wealth Advisors, LLC | Pittsburgh | $529.1M | — |
| Guardian Capital Partners Investment Management, L.P. | Wayne | $528.6M | 6 |
| Archean Capital Partners II, L.L.C. | Newtown Square | $527.8M | 2 |
| Cordatus Wealth Management LLC | Yardley | $525.6M | — |
| Riggs Asset Management Co Inc | Dallas | $522.5M | — |
| Quattro Advisors L.L.C. | Pittsburgh | $516.3M | 5 |
| Bare Financial Services Inc. | Gap | $509.3M | — |
| Fortis Advisors, LLC | Wayne | $508.4M | 6 |
| Gross & Hartman Investments, LLC | Leola | $501.4M | — |
| Alliance Wealth Advisors, LLC | Scranton | $498.5M | — |
| Verdis Investment Management, LLC | West Conshohocken | $498M | 7 |
| Planning Directions, Inc. | Glen Mills | $486.1M | — |
| Marion Wealth Management, LLC | Monroeville | $482.5M | — |
| Liberty Square Wealth Partners LLC | Bethlehem | $476M | — |
| Owls Nest Partners Ia, LLC | Chadds Ford | $472.9M | 2 |
| Kooman & Associates | Altoona | $472.4M | — |
| Drexel Morgan & Co. | Radnor | $469M | — |
| Peirce Park Group Inc. | West Chester | $468M | — |
| Ategenos Capital, LLC | Berwyn | $466.4M | — |
| Stewardship Advisors, LLC | Mount Joy | $461.5M | — |
| Rubenstein Partners, L.P. | Philadelphia | $461.2M | 8 |
| Evergreen Wealth Solutions, LLC | Williamsport | $460.9M | — |
| Milestone Partners Management Co., L.P. | Villanova | $455.9M | 13 |