Rialytix insights

Top RIA Firms in Leola, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Leola, Pennsylvania. This hub covers 7 matching firms with $8.9B in total reported AUM and median AUM of $589.5M.

Firms

7

Matching current profiles

Total AUM

$8.9B

Reported regulatory AUM

Median AUM

$589.5M

Across firms with AUM

Largest firm

$3.3B

Emerald Advisers, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

FirmLocationCurrent AUM1YR AUM3YR AUM5YR AUMTotal AUMEmployee SignalAccount Signal
1. Emerald Advisers, LLC
CRD 107496 · Limited Liability Company
LEOLA, PA$3.3B
Mar 2026
+$670.4M+25.5%+$1.2B+56.8%+$216.9M+7.0%+$2.2B+203.7%0 employees+0.0% over 3Y-4 accounts-8.5% over 3Y
2. Emerald Investment Advisers, LLC
CRD 338769 · Limited Liability Company
LEOLA, PA$2.3B
Jan 2026
+8 employees+200.0% over Total
3. Emerald Mutual Fund Advisers Trust
CRD 135130 ·
LEOLA, PA$2.1B
Mar 2026
+$418.5M+25.1%-$829.7M-28.4%-$841.4M-28.7%+$1.8B+731.9%0 employees+0.0% over 3Y0 accounts+0.0% over 3Y
4. Master'S Wealth Management INC.
CRD 328693 · Corporation
LEOLA, PA$589.5M
Apr 2026
+$174.1M+41.9%0 employees+0.0% over 1Y+277 accounts+21.9% over 1Y
5. G&H Investments
CRD 317722 · Limited Liability Company
LEOLA, PA$576.0M
Mar 2026
+$74.6M+14.9%+$184.9M+47.3%+1 employees+33.3% over 3Y+293 accounts+172.4% over 3Y
6. Emstone Advisers, LLC
CRD 139061 · Limited Liability Company
LEOLA, PA$29.3M
Mar 2026
-$14.3M-32.8%-$14.0M-32.3%-$31.9M-52.2%-$121.0M-80.5%0 employees+0.0% over 3Y-4 accounts-57.1% over 3Y
7. Emerald Separate Account Management LLC
CRD 150202 · Limited Liability Company
LEOLA, PA$21.3M
Mar 2026
-$1.2M-5.3%-$8.0M-27.2%+$6.1M+40.2%+$19.5M+1106.6%0 employees+0.0% over 3Y-9 accounts-90.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.