Best Financial Advisors in LEOLA, Pennsylvania
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
7
Registered Firms
0.95%
Median Fee
of assets/year
$590M
Median AUM
7
Firms Listed
in our database
Top-Ranked Advisors in LEOLA
#1
100
EMERALD ADVISERS, LLC
LEOLA, PA · Since 1991
$3.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#2
100
EMSTONE ADVISERS, LLC
LEOLA, PA · Since 2006
$29M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
100
G&H INVESTMENTS
LEOLA, PA · Since 2022
$576M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100
MASTER'S WEALTH MANAGEMENT INC.
LEOLA, PA · Since 2024
$590M AUM9 clientsFee: 0%
FiduciaryFee-Only
#5
100
EMERALD INVESTMENT ADVISERS, LLC
LEOLA, PA · Since 2025
$2.3B AUM12 clientsFee: 0%
FiduciaryFee-Only
#6
100
EMERALD MUTUAL FUND ADVISERS TRUST
LEOLA, PA · Since 2005
$2.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
100
EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
LEOLA, PA · Since 2009
$21M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in LEOLA?
The median advisory fee in LEOLA, PA is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.