| Lountzis Asset Management, LLC | Wyomissing | $624.1M | 1 |
| Hapanowicz & Associates Financial Services, Inc. | Pittsburgh | $622.3M | — |
| Hoge Financial Services, LLC | Canonsburg | $621.9M | — |
| Seminal Food and Nutrition Investments, LLC | Wayne | $613.2M | 9 |
| Capital a Wealth Management, LLC | Cranberry Twp. | $612.9M | — |
| Drexel Morgan & Co. | Radnor | $607M | — |
| Mfa Wealth Advisors, LLC | Pittsburgh | $605.4M | — |
| Alliance Wealth Advisors, LLC | Scranton | $601.1M | — |
| Milestone Partners Management Co., L.P. | Villanova | $590.7M | 13 |
| Master's Wealth Management Inc. | Leola | $589.5M | — |
| Fortis Advisors, LLC | Wayne | $584.3M | 6 |
| Gross & Hartman Investments, LLC | Leola | $576M | — |
| Liberty Square Wealth Partners LLC | Bethlehem | $567.8M | — |
| Rhino Investment Partners, Inc. | West Conshohocken | $566.2M | 1 |
| Lifeguide Financial Advisors, LLC | Mechanicsburg | $562.9M | — |
| Continuim Equity Partners, LP | Pittsburgh | $560.4M | 8 |
| Kooman & Associates | Altoona | $555.6M | — |
| Lansing Street Advisors LLC | Ambler | $555M | 1 |
| Hamel Associates Inc | Center Valley | $548.3M | — |
| Stewardship Advisors, LLC | Mount Joy | $545.2M | — |
| Marion Wealth Management, LLC | Monroeville | $543.4M | — |
| Planning Directions, Inc. | Glen Mills | $542.4M | — |
| Collective Family Office, LLC | York | $533.4M | — |
| Archean Capital Partners II, L.L.C. | Newtown Square | $527.8M | 2 |
| Aurdan Capital Management, LLC | Wayne | $526.2M | — |
| Northstar Financial Companies, Inc. | Conshohocken | $519M | — |
| Investment Research Partners LLC | Lemont | $512.4M | 3 |
| Venator Management LLC | Pittsburgh | $511.7M | 1 |
| Taurus Private Markets, LLC | Malvern | $508.7M | 3 |
| Bluesphere Advisors LLC | East Norriton | $506.2M | — |
| Eab Investment Group, LLC | Bala Cynwyd | $506M | — |
| Sharp Wealth Advisory, LLC | Horsham | $502.1M | — |
| Saothair Capital Partners, LLC | Wayne | $500.7M | 4 |
| Verdis Investment Management, LLC | West Conshohocken | $497M | 7 |
| Brick & Kyle Associates Inc | Newtown | $491.7M | — |
| Permit Capital, LLC | West Conshohocken | $491.1M | 3 |
| Peakequity Partners Management Co., L.L.C. | Villanova | $485.5M | 3 |
| Johnson & White Wealth Management LLC | York | $484.6M | — |
| Morton Brown Family Wealth LLC | Allentown | $483.5M | — |
| Obrien Greene & Co Inc | Media | $464.3M | 1 |
| Birch Run Investments, LLC | Exton | $457.5M | — |
| Corten Real Estate Management LLC | Philadelphia | $457.4M | 9 |
| Gardner Lewis Asset Management LP | Chadds Ford | $456.5M | 5 |
| Ivc Wealth Advisors LLC | Silverdale | $455M | — |
| McClarren Financial Advisors, Inc. | State College | $453M | — |
| Certior Financial Group, LLC | King of Prussia | $452.3M | — |
| Owls Nest Partners Ia, LLC | Chadds Ford | $441.2M | 2 |
| Bishop & Company Investment Management, LLC | Erie | $440.8M | — |
| Tower Wealth Partners, Inc. | Lewisburg | $440.4M | — |
| Primesolutions Advisors, LLC | Pittsburgh | $440.1M | — |