Rialytix insights

Top RIA Firms in Wexford, Pennsylvania

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Wexford, Pennsylvania. This hub covers 7 matching firms with $4.5B in total reported AUM and median AUM of $285.8M.

Firms

Matching current profiles

Total AUM

$4.5B

Reported regulatory AUM

Median AUM

$285.8M

Across firms with AUM

Largest firm

$3.0B

Gibson Capital, LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Gibson Capital, LLC CRD 148836 · Limited Liability Company	WEXFORD, PA	$3.0B Mar 2026	+$600.4M+24.7%	+$639.9M+26.7%	+$1.2B+66.3%	+$2.1B+209.4%	+2 employees+13.3% over 3Y	+298 accounts+30.8% over 3Y
2. Muhlenkamp & CO INC CRD 110787 · Corporation	WEXFORD, PA	$435.8M Dec 2025	+$23.8M+5.8%	+$60.4M+16.1%	+$204.7M+88.6%	-$106.4M-19.6%	0 employees+0.0% over 3Y	-12 accounts-14.8% over 3Y
3. Aspire Wealth Architects CRD 297090 · Limited Liability Company	WEXFORD, PA	$290.3M Mar 2026	+$33.5M+13.1%	+$57.5M+24.7%	+$115.6M+66.2%	—	-1 employees-20.0% over 3Y	+17 accounts+3.9% over 3Y
4. Gridiron Partners, LLC CRD 300920 · Limited Liability Company	WEXFORD, PA	$285.8M Mar 2026	+$61.4M+27.3%	+$138.2M+93.7%	+$181.3M+173.7%	+$181.3M+173.7%	0 employees+0.0% over 3Y	+9 accounts+13.6% over 3Y
5. Yanni & Associates Investment Advisors, LLC CRD 142913 · Limited Liability Company	WEXFORD, PA	$172.7M Jan 2026	+$12.7M+7.9%	+$49.6M+40.4%	—	+$53.5M+44.9%	-1 employees-33.3% over 3Y	-25 accounts-5.7% over 3Y
6. Guardian Capital, LLC CRD 156015 · Limited Liability Company	WEXFORD, PA	$128.1M Feb 2026	+$22.1M+20.9%	—	—	+$22.1M+20.9%	0 employees+0.0% over 1Y	+30 accounts+11.1% over 1Y
7. Success Wealth Management LLC CRD 299094 · Limited Liability Company	WEXFORD, PA	$110.5M May 2026	+$44.5M+67.4%	—	—	+$74.8M+209.4%	+2 employees+15.4% over 1Y	+293 accounts+31.3% over 1Y

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.