AdvisorRanked

Best Financial Advisors in Pennsylvania

549 SEC-registered advisory firms across 116 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

549
Registered Firms
116
Cities
0.95%
Median Fee
of assets/year
549
In Database
firms listed

Trust Score Distribution — Pennsylvania Advisors

Cities in Pennsylvania

63 cities
Page 1 of 6

Top-Ranked Advisors in Pennsylvania

Page 1 of 22 · 549 firms

#1
94

HBKS WEALTH ADVISORS

ERIE, PA · Since 2001

$7.7B AUM73 clientsFee: 0%
FiduciaryFee-Only
#2
94

MCADAM LLC

RADNOR, PA · Since 2014

$2.7B AUM138 clientsFee: 0%
FiduciaryFee-Only
#3
93

GIRARD ADVISORY SERVICES, LLC

KING OF PRUSSIA, PA · Since 2001

$3.2B AUM40 clientsFee: 0%
FiduciaryFee-Only
#4
93

CLARK CAPITAL MANAGEMENT GROUP INC

PHILADELPHIA, PA · Since 1986

$35.7B AUM20 clientsFee: 0%
FiduciaryFee-Only
#5
93

FEDERATED INVESTMENT MANAGEMENT COMPANY

PITTSBURGH, PA · Since 1989

$590.1B AUM106 clientsFee: 0%
FiduciaryFee-Only
#6
93

LOGAN CAPITAL MANAGEMENT, INC.

NEWTOWN SQUARE, PA · Since 1994

$3.1B AUM15 clientsFee: 0%
FiduciaryFee-Only
#7
93

COOKSON PEIRCE WEALTH MANAGEMENT

PITTSBURGH, PA · Since 1984

$2.6B AUM18 clientsFee: 0%
FiduciaryFee-Only
#8
93

RTD FINANCIAL ADVISORS INC

PHILADELPHIA, PA · Since 1983

$2.7B AUM22 clientsFee: 0%
FiduciaryFee-Only
#9
93

CONESTOGA CAPITAL ADVISORS, LLC

WAYNE, PA · Since 2001

$6.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#10
93

HARTFORD FUNDS

WAYNE, PA · Since 2004

$2.2B AUM34 clientsFee: 0%
FiduciaryFee-Only
#11
93

ROCKWOOD WEALTH MANAGEMENT, LLC

NEW HOPE, PA · Since 2009

$2.9B AUM48 clientsFee: 0%
FiduciaryFee-Only
#12
93

GIBSON CAPITAL, LLC

WEXFORD, PA · Since 2009

$3.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#13
93

ALPHA ARCHITECT

NEWTOWN SQUARE, PA · Since 2010

$13.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
93

EQUUS CAPITAL PARTNERS, LTD.

NEWTOWN SQUARE, PA · Since 2011

$1.7B AUM43 clientsFee: 0%
FiduciaryFee-Only
#15
93

EXETER PROPERTY GROUP, LLC

RADNOR, PA · Since 2012

$35.1B AUM101 clientsFee: 0%
FiduciaryFee-Only
#16
92

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

RADNOR, PA · Since 1995

$10.8B AUM30 clientsFee: 0%
FiduciaryFee-Only
#17
92

EMERALD ADVISERS, LLC

LEOLA, PA · Since 1991

$3.3B AUM17 clientsFee: 0%
FiduciaryFee-Only
#18
92

LINCOLN FINANCIAL INVESTMENTS CORPORATION

RADNOR, PA · Since 1985

$102.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#19
92

GREYCOURT & CO., INC.

PITTSBURGH, PA · Since 2001

$6.6B AUM19 clientsFee: 0%
FiduciaryFee-Only
#20
92

CONRAD SIEGEL INVESTMENT ADVISORS

HARRISBURG, PA · Since 2003

$10.1B AUM22 clientsFee: 0%
FiduciaryFee-Only
#21
92

FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA

PITTSBURGH, PA · Since 2003

$14.3B AUM15 clientsFee: 0%
FiduciaryFee-Only
#22
92

WHARTON BUSINESS GROUP, LLC

MALVERN, PA · Since 2009

$4.6B AUM3 clientsFee: 0%
FiduciaryFee-Only
#23
92

COPELAND CAPITAL MANAGEMENT, LLC

CONSHOHOCKEN, PA · Since 2007

$4.1B AUM16 clientsFee: 0%
FiduciaryFee-Only
#24
92

JACOBI CAPITAL MANAGEMENT, LLC

PITTSTON, PA · Since 2008

$2.6B AUM31 clientsFee: 0%
FiduciaryFee-Only
#25
92

HARTFORD FUNDS

WAYNE, PA · Since 2012

$152.1B AUM34 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Pennsylvania

How many financial advisors are registered in Pennsylvania?
There are 549 SEC-registered investment advisory firms in Pennsylvania, spread across 116 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Pennsylvania?
The median advisory fee in Pennsylvania is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.