| 1. Girard Advisory Services, LLC CRD 39163 · Limited Liability Company | KING OF PRUSSIA, PA | $3.2B Mar 2026 | +$528.8M+19.9% | +$1.1B+52.9% | +$1.2B+63.9% | +$2.8B+844.5% | +10 employees+20.0% over 3Y | +353 accounts+7.7% over 3Y |
| 2. Ethos Financial Group, LLC CRD 321748 · Limited Liability Company | KING OF PRUSSIA, PA | $2.1B Mar 2026 | +$567.1M+36.0% | +$1.5B+256.8% | — | +$1.5B+256.8% | +22 employees+137.5% over 3Y | +3,071 accounts+183.2% over 3Y |
| 3. Independence Square Holdings, LLC CRD 300139 · Limited Liability Company | KING OF PRUSSIA, PA | $1.8B Mar 2026 | +$687.3M+59.9% | +$843.0M+85.1% | +$1.3B+237.3% | — | -4 employees-9.8% over 3Y | -428 accounts-13.9% over 3Y |
| 4. Certior Financial Group, LLC CRD 285502 · Limited Liability Company | KING OF PRUSSIA, PA | $452.3M Mar 2026 | +$64.3M+16.6% | +$219.5M+94.3% | +$220.4M+95.0% | — | -1 employees-10.0% over 3Y | +704 accounts+70.8% over 3Y |
| 5. Maguire Investments LLC CRD 164039 · Limited Liability Company | KING OF PRUSSIA, PA | $253.2M Mar 2026 | -$15.8M-5.9% | +$32.9M+14.9% | +$55.7M+28.2% | — | 0 employees+0.0% over 3Y | +66 accounts+23.9% over 3Y |
| 6. Pinnacle Strategic Wealth Management, LLC. CRD 155652 · Limited Liability Company | KING OF PRUSSIA, PA | $146.5M Jan 2026 | +$24.3M+19.9% | — | — | +$24.3M+19.9% | 0 employees+0.0% over 1Y | -227 accounts-31.2% over 1Y |