Best Financial Advisors in Pennsylvania
549 SEC-registered advisory firms across 116 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Pennsylvania
PHILADELPHIA, PA
PITTSBURGH, PA
WAYNE, PA
RADNOR, PA
CONSHOHOCKEN, PA
LANCASTER, PA
MALVERN, PA
NEWTOWN, PA
WEST CONSHOHOCKEN, PA
WEST CHESTER, PA
BERWYN, PA
NEWTOWN SQUARE, PA
CANONSBURG, PA
ERIE, PA
WYOMISSING, PA
BETHLEHEM, PA
ALLENTOWN, PA
YARDLEY, PA
BLUE BELL, PA
KING OF PRUSSIA, PA
HARRISBURG, PA
CHADDS FORD, PA
LEOLA, PA
WEXFORD, PA
BALA CYNWYD, PA
STATE COLLEGE, PA
BRYN MAWR, PA
SEWICKLEY, PA
MEDIA, PA
DOYLESTOWN, PA
EXTON, PA
MECHANICSBURG, PA
CAMP HILL, PA
FORT WASHINGTON, PA
CENTER VALLEY, PA
WYNNEWOOD, PA
EAST NORRITON, PA
KENNETT SQUARE, PA
AMBLER, PA
GREENSBURG, PA
COLLEGEVILLE, PA
PHOENIXVILLE, PA
BEAVER, PA
YORK, PA
AUDUBON, PA
W. CONSHOHOCKEN, PA
LEMOYNE, PA
MCMURRAY, PA
HUNTINGDON VALLEY, PA
PAOLI, PA
OAKMONT, PA
MONTGOMERYVILLE, PA
DOWNINGTOWN, PA
HERMITAGE, PA
WILKES-BARRE, PA
WILLIAMSPORT, PA
VILLANOVA, PA
JENKINTOWN, PA
HORSHAM, PA
SCRANTON, PA
LEMONT, PA
WARRENDALE, PA
FRAZER, PA
Top-Ranked Firms in Pennsylvania
RODGERS BROTHERS, INC.
HARMONY, PA · Since 2002
PRUDENT MANAGEMENT ASSOCIATES
PHILADELPHIA, PA · Since 1983
GIRARD ADVISORY SERVICES, LLC
KING OF PRUSSIA, PA · Since 2001
FISCHER FINANCIAL SERVICES INC
HARRISBURG, PA · Since 1988
TWIN CAPITAL MANAGEMENT INC
MCMURRAY, PA · Since 1990
CLARK CAPITAL MANAGEMENT GROUP INC
PHILADELPHIA, PA · Since 1986
PENN CAPITAL MANAGEMENT COMPANY, LLC
PHILADELPHIA, PA · Since 1988
FEDERATED INVESTMENT MANAGEMENT COMPANY
PITTSBURGH, PA · Since 1989
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
RADNOR, PA · Since 1995
SMITHBRIDGE ASSET MANAGEMENT, INC.
CHADDS FORD, PA · Since 1997
COMMONWEALTH INVESTMENT MANAGEMENT
PITTSBURGH, PA · Since 1994
ARGYLE CAPITAL MANAGEMENT, LLC
CENTER VALLEY, PA · Since 1983
GRANT STREET ASSET MANAGEMENT INC
CANONSBURG, PA · Since 1993
EMERALD ADVISERS, LLC
LEOLA, PA · Since 1991
STONERIDGE PMG ADVISORS, LLC
RADNOR, PA · Since 1996
DEWITT CAPITAL MANAGEMENT
COLLEGEVILLE, PA · Since 2025
FLAGSHIP CAPITAL MANAGEMENT INC
MEDIA, PA · Since 2019
BOUVEL INVESTMENT PARTNERS, LLC
PHOENIXVILLE, PA · Since 2014
LINCOLN FINANCIAL INVESTMENTS CORPORATION
RADNOR, PA · Since 1985
LOGAN CAPITAL MANAGEMENT, INC.
NEWTOWN SQUARE, PA · Since 1994
BALDWIN INVESTMENT MANAGEMENT, LLC
WEST CONSHOHOCKEN, PA · Since 1999
STONERIDGE INVESTMENT PARTNERS
RADNOR, PA · Since 1999
CHAPEL HILL INVESTMENT ANALYSTS INC
GREENSBURG, PA · Since 2000
COOKSON PEIRCE WEALTH MANAGEMENT
PITTSBURGH, PA · Since 1984
RTD FINANCIAL ADVISORS INC
PHILADELPHIA, PA · Since 1983
CMG CAPITAL MANAGEMENT GROUP, INC.
MALVERN, PA · Since 1993
COMPREHENSIVE FINANCIAL PLANNING, INC.
EAST PETERSBURG, PA · Since 1998
OAK TREE INVESTMENT ADVISORS
PITTSBURGH, PA · Since 2018
XPONANCE LLC
PHILADELPHIA, PA · Since 1996
TILLER PRIVATE WEALTH, INC.
BETHLEHEM, PA · Since 1996
TRUNORTH FINANCIAL SERVICES, INC.
CHAMBERSBURG, PA · Since 2018
CONSERVEST CAPITAL ADVISORS INC
WYNNEWOOD, PA · Since 1993
ABUNDANCE WEALTH COUNSELORS, LLC
STATE COLLEGE, PA · Since 2001
CONESTOGA CAPITAL ADVISORS, LLC
WAYNE, PA · Since 2001
GREYCOURT & CO., INC.
PITTSBURGH, PA · Since 2001
STANLEY-LAMAN GROUP LTD.
BERWYN, PA · Since 1994
HBKS WEALTH ADVISORS
ERIE, PA · Since 2001
COOKE & BIELER, L.P.
PHILADELPHIA, PA · Since 2001
WEALTHKARE.COM, INC.
MOUNT UNION, PA · Since 2024
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
EXTON, PA · Since 2022
KEY FINANCIAL, INC.
WEST CHESTER, PA · Since 2016
CHARTERED ADVISORY GROUP
CHADDS FORD, PA · Since 2011
FAITHWARD ADVISORS, LLC
LANCASTER, PA · Since 2002
MARATHON STRATEGIC ADVISORS, LLC
PITTSBURGH, PA · Since 2025
ADDIS & HILL, INCORPORATED
WAYNE, PA · Since 2020
LOUNTZIS ASSET MANAGEMENT, LLC
WYOMISSING, PA · Since 2015
COMMON CENTS PLANNING
GLEN MILLS, PA · Since 2004
CHRISTINE MESSMER, P.C.
COLLEGEVILLE, PA · Since 2020
RODGERS & ASSOCIATES
LANCASTER, PA · Since 2003
FINANCIAL ADVISORY SERVICES, LLC
HANOVER, PA · Since 2018
FRAGASSO FINANCIAL ADVISORS
SEWICKLEY, PA · Since 2012
CONRAD SIEGEL INVESTMENT ADVISORS
HARRISBURG, PA · Since 2003
US ASSET MANAGEMENT, LLC
PITTSBURGH, PA · Since 2003
ASCO FINANCIAL GROUP, INC.
KINGSTON, PA · Since 2003
THE ESTATE PLANNERS GROUP
YARDLEY, PA · Since 2017
OLD GLORY ASSET MANAGEMENT LLC
MALVERN, PA · Since 2003
FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA
PITTSBURGH, PA · Since 2003
HAVERFORD FINANCIAL SERVICES, INC.
RADNOR, PA · Since 2004
BIONDO INVESTMENT ADVISORS LLC
MILFORD, PA · Since 2004
HARTFORD FUNDS
WAYNE, PA · Since 2004
FINANCIAL INTEGRITY ADVISORS, LLC
PHILADELPHIA, PA · Since 2023
BROADHURST FINANCIAL ADVISORS, INC.
WEST POINT, PA · Since 2025
WHARTON BUSINESS GROUP, LLC
MALVERN, PA · Since 2009
YARDLEY WEALTH MANAGEMENT LLC
YARDLEY, PA · Since 2021
COPELAND CAPITAL MANAGEMENT, LLC
CONSHOHOCKEN, PA · Since 2007
RADCLIFFE CAPITAL MANAGEMENT, L.P.
BALA CYNWYD, PA · Since 2006
ROCKWOOD WEALTH MANAGEMENT, LLC
NEW HOPE, PA · Since 2009
EMSTONE ADVISERS, LLC
LEOLA, PA · Since 2006
TRINITY INVESTMENT ADVISORS, LLC
WEST CHESTER, PA · Since 2006
HEALTHVIEW ASSET MANAGEMENT, INC.
PITTSBURGH, PA · Since 2024
SCHUYLKILL FINANCIAL, LLC
WYOMISSING, PA · Since 2026
EAGLE INVESTMENT ADVISORS
DOWNINGTOWN, PA · Since 2020
SNAVELY ASSOCIATES FINANCIAL SERVICES
LEMOYNE, PA · Since 2022
BARNSTONE ADVISORS LLC
PHOENIXVILLE, PA · Since 2018
MUNTZ FINANCIAL, LLC
DOYLESTOWN, PA · Since 2024
HARVEST FINANCIAL PARTNERS
PAOLI, PA · Since 2019
JACOBI CAPITAL MANAGEMENT, LLC
PITTSTON, PA · Since 2008
HARTFORD FUNDS
WAYNE, PA · Since 2012
ATWATER MALICK
LANCASTER, PA · Since 2016
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CAMP HILL, PA · Since 2018
H FINANCIAL MANAGEMENT
CANONSBURG, PA · Since 2009
GIBSON CAPITAL, LLC
WEXFORD, PA · Since 2009
DREXEL MORGAN & CO.
RADNOR, PA · Since 2009
GKFO, LLC
W. CONSHOHOCKEN, PA · Since 2009
ARIN RISK ADVISORS LLC
CONSHOHOCKEN, PA · Since 2009
WATKINSON CAPITAL ADVISORS LLC
BERWYN, PA · Since 2025
PPB ADVISORS, LLC
WEST CONSHOHOCKEN, PA · Since 2015
ADARE ASSET MANAGEMENT, LLC
LANCASTER, PA · Since 2022
INDEPENDENCE ASSET ADVISORS, LLC
WYNNEWOOD, PA · Since 2010
FOREFRONT ANALYTICS, LLC
W. CONSHOHOCKEN, PA · Since 2010
OARS CAPITAL
DILLSBURG, PA · Since 2020
BRYAN ADVISORY SERVICES, LLC
CANONSBURG, PA · Since 2019
ALPHA ARCHITECT
NEWTOWN SQUARE, PA · Since 2010
MARKET STREET WEALTH MANAGEMENT
WEST CHESTER, PA · Since 2015
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
KING OF PRUSSIA, PA · Since 2025
ARCHETYPE ADVISORS, LLC
DOYLESTOWN, PA · Since 2021
PRECIDIAN FUNDS LLC
NEWTOWN, PA · Since 2024
HAPANOWICZ FINANCIAL
PITTSBURGH, PA · Since 2011
EQUUS CAPITAL PARTNERS, LTD.
NEWTOWN SQUARE, PA · Since 2011
RED SPRUCE CAPITAL, LLC
BERWYN, PA · Since 2018
OAR FINANCIAL
BRYN MAWR, PA · Since 2011
CHANCELLOR FINANCIAL GROUP WB LP
WILKES-BARRE, PA · Since 2019
MP NEXT CAPITAL
VILLANOVA, PA · Since 2012
LL FUNDS
PHILADELPHIA, PA · Since 2012
EXETER PROPERTY GROUP, LLC
RADNOR, PA · Since 2012
MAGUIRE INVESTMENTS LLC
KING OF PRUSSIA, PA · Since 2012
OMICRON ADVISORS, LLC
LANCASTER, PA · Since 2022
EAB INVESTMENT GROUP, LLC
BALA CYNWYD, PA · Since 2015
TREBUCHET CONSULTING, LLC
PITTSBURGH, PA · Since 2013
STEEL TOWER INVESTMENTS
PITTSBURGH, PA · Since 2024
FS GLOBAL ADVISOR, LLC
PHILADELPHIA, PA · Since 2013
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
PHOENIXVILLE, PA · Since 2022
FOUNDATION WEALTH MANAGEMENT, LLC
MEDIA, PA · Since 2022
INNOVA WEALTH PARTNERS, LLC
NEWTOWN, PA · Since 2020
MIRAVAST ASSET MANAGEMENT, LLC
NEWTOWN, PA · Since 2014
NEWBRIDGE WEALTH MANAGEMENT
BRYN MAWR, PA · Since 2022
V3LIMITED LLC
RADNOR, PA · Since 2013
SUMMIT GROUP RETIREMENT PLANNERS, INC.
EXTON, PA · Since 2017
CHARTWELL INVESTMENT PARTNERS, LLC
BERWYN, PA · Since 2014
MCADAM LLC
RADNOR, PA · Since 2014
ETF ARCHITECT
NEWTOWN SQUARE, PA · Since 2014
ATLAS WEALTH PARTNERS LLC
WYOMISSING, PA · Since 2015
STONE PINE FINANCIAL PARTNERS
MEDIA, PA · Since 2021
D.B. ROOT & COMPANY, LLC
PITTSBURGH, PA · Since 2015
PF ADVISORS
CHADDS FORD, PA · Since 2018
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
VILLANOVA, PA · Since 2015
COOMBS WEALTH ADVISORY, LLC
BLUE BELL, PA · Since 2024
THRIVE CAPITAL MANAGEMENT, LLC
FORT WASHINGTON, PA · Since 2020
WHARTON WEALTH MANAGEMENT, LLC
MALVERN, PA · Since 2021
EVIDENT FINANCIAL
ERIE, PA · Since 2026
AWH FINANCIAL, LLC
BALA CYNWYD, PA · Since 2023
BIRCH RUN INVESTMENTS, LLC
EXTON, PA · Since 2016
UP FINTECH ASSET MANAGEMENT
NEWTOWN SQUARE, PA · Since 2018
CLEARVIEW FINANCIAL PARTNERS
RADNOR, PA · Since 2018
FS FUND ADVISOR, LLC
PHILADELPHIA, PA · Since 2017
HOFFMAN CAPITAL ADVISORS LLC
CRANBERRY TWP, PA · Since 2019
FS CREDIT INCOME ADVISOR, LLC
PHILADELPHIA, PA · Since 2017
AUERBACH INVESTMENT SERVICES, LLC
NARBERTH, PA · Since 2026
DAKOTA INVESTMENTS, LLC
BRYN MAWR, PA · Since 2017
CARNEGIE WEALTH MANAGEMENT, LLC
BERWYN, PA · Since 2019
AVENTINE FINANCIAL GROUP
DOYLESTOWN, PA · Since 2025
FS/KKR ADVISOR, LLC
PHILADELPHIA, PA · Since 2018
FS SPECIALTY LENDING ADVISOR, LLC
PHILADELPHIA, PA · Since 2018
ELM CAPITAL MANAGEMENT LLC
PITTSBURGH, PA · Since 2026
ASPIRE WEALTH ARCHITECTS
WEXFORD, PA · Since 2018
GLOBAL BETA ADVISORS
WEST CHESTER, PA · Since 2018
SUCCESS WEALTH MANAGEMENT LLC
WEXFORD, PA · Since 2023
KISSLING FINANCIAL SERVICES, LLC
NEW CASTLE, PA · Since 2024
NEW RHEIN HEALTHCARE INVESTORS LLC
PHILADELPHIA, PA · Since 2022
GRIDIRON PARTNERS, LLC
WEXFORD, PA · Since 2020
FS STRUCTURED PRODUCTS ADVISOR, LLC
PHILADELPHIA, PA · Since 2020
THE ARANDA GROUP ADVISORS, LLC
JENKINTOWN, PA · Since 2019
CHADDS FORD WEALTH PARTNERS, LLC
CHADDS FORD, PA · Since 2019
FAITHWARD CAPITAL
LANCASTER, PA · Since 2019
WEDMONT PRIVATE CAPITAL
WEST CHESTER, PA · Since 2021
CS MCKEE
WARRENDALE, PA · Since 2019
FS REIT ADVISOR, LLC
PHILADELPHIA, PA · Since 2019
STONECROP WEALTH ADVISORS, LLC
WEST CHESTER, PA · Since 2020
ACT CAPITAL MANAGEMENT, LLC
WAYNE, PA · Since 2021
LIGHTHOUSE WEALTH MANAGEMENT, LLC
CAMP HILL, PA · Since 2023
NEWMARKET INVESTMENT MANAGEMENT, LP
PHILADELPHIA, PA · Since 2020
EWA, LLC
PITTSBURGH, PA · Since 2020
DUNCAN FINANCIAL PLANNING ADVISORS
IRWIN, PA · Since 2020
CHESTNUT STREET INVESTMENT COUNSEL, LLC
LANCASTER, PA · Since 2025
THOR FINANCIAL TECHNOLOGIES
GREENSBURG, PA · Since 2022
MOUNT LUCAS INDEX ADVISERS LLC
NEWTOWN, PA · Since 2020
ELITE LIFE MANAGEMENT LLC
ERIE, PA · Since 2022
VERICREST PRIVATE WEALTH, LLC
NEWTOWN, PA · Since 2020
INVESTED ADVISORS
STATE COLLEGE, PA · Since 2020
CGI WEALTH ADVISORS, INC.
FRAZER, PA · Since 2020
CGI PLAN ADVISORS, INC.
FRAZER, PA · Since 2020
NETWORTH ADVISORS, LLC
CANONSBURG, PA · Since 2023
CAPITAL WEALTH INVESTMENTS
SCRANTON, PA · Since 2020
ATTINGER, LLC
PHILADELPHIA, PA · Since 2020
RIVER'S EDGE
BEAVER, PA · Since 2024
RENOVUS ASSOCIATES, LLC
WAYNE, PA · Since 2021
LIBERTY ONE WEALTH ADVISORS
PHILADELPHIA, PA · Since 2024
AVAIL INVESTMENT PARTNERS, LLC
LEMONT, PA · Since 2021
MORALIS TECHNOLOGIES, LLC
PITTSBURGH, PA · Since 2021
ALDEN INVESTMENT GROUP
WAYNE, PA · Since 2021
CROSS BORDER FINANCIAL PLANNING USA LLC
PHILADELPHIA, PA · Since 2025
SORA INVESTORS
BRYN MAWR, PA · Since 2021
G&H INVESTMENTS
LEOLA, PA · Since 2022
SEMINAL FOOD AND NUTRITION INVESTMENTS, LLC
WAYNE, PA · Since 2024
HERBEIN FINANCIAL GROUP, LLC
ALLENTOWN, PA · Since 2022
STOCK SNIPS, INC.
PITTSBURGH, PA · Since 2024
LEGACY SOLUTIONS, LLC
KENNETT SQUARE, PA · Since 2023
RANDALL & ASSOCIATES WEALTH MANAGEMENT
BUTLER, PA · Since 2022
WEALTH MORE ENTERPRISE, INC.
PHILADELPHIA, PA · Since 2024
CROSSOVER CAPITAL
YARDLEY, PA · Since 2023
AC WEALTH PARTNERS
BERWYN, PA · Since 2023
MAIN ADVISORY, INC.
CANONSBURG, PA · Since 2023
KELLER FINANCIAL GROUP
CAMP HILL, PA · Since 2023
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
BLUE BELL, PA · Since 2024
MASTER'S WEALTH MANAGEMENT INC.
LEOLA, PA · Since 2024
IFS GROUP
MECHANICSBURG, PA · Since 2024
CAPITAL A WEALTH MANAGEMENT
CRANBERRY TWP., PA · Since 2023
WYZE WEALTH ADVISORS, LLC
CANONSBURG, PA · Since 2024
HOLOS INTEGRATED WEALTH
KENNETT SQUARE, PA · Since 2024
AURDAN CAPITAL MANAGEMENT, LLC
WAYNE, PA · Since 2024
VENERABLE INVESTMENT ADVISERS, LLC
WEST CHESTER, PA · Since 2024
PW NOVA FINANCIAL SERVICES LLC
NEWTOWN, PA · Since 2024
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
PITTSBURGH, PA · Since 2025
ONE-UP FINANCIAL
ERIE, PA · Since 2026
MFG PRIVATE WEALTH
CANONSBURG, PA · Since 2025
AMPLIUS ASSET MANAGEMENT, LLC
BLUE BELL, PA · Since 2025
SEQUINOX WEALTH MANAGEMENT, LLC
LANCASTER, PA · Since 2025
ODYSSEY GROUP WEALTH ADVISORS
LANCASTER, PA · Since 2025
MILESTONE FINANCIAL ASSOCIATES, LLC
MACUNGIE, PA · Since 2025
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC
PHILADELPHIA, PA · Since 2026
ARX PRIVATE WEALTH
LANCASTER, PA · Since 2025
EMERALD INVESTMENT ADVISERS, LLC
LEOLA, PA · Since 2025
KEYSTONE BITCOIN
PITTSBURGH, PA · Since 2026
CHRONOMETER PARTNERS LP
PITTSBURGH, PA · Since 2026
ISQ CAPITAL
KING OF PRUSSIA, PA · Since 2026
BODEN WEALTH
LEMOYNE, PA · Since 2026
BERKADIA CAPITAL ADVISORS LLC
AMBLER, PA · Since 2021
EMERALD MUTUAL FUND ADVISERS TRUST
LEOLA, PA · Since 2005
FEDERATED ADVISORY SERVICES COMPANY
PITTSBURGH, PA · Since 2003
VANGUARD ALTERNATIVE ASSETS ADVISER, LLC
MALVERN, PA · Since 2026
MATTHEW 25 MANAGEMENT CORP
AMBLER, PA · Since 1995
VANGUARD PORTFOLIO MANAGEMENT, LLC
MALVERN, PA · Since 2025
BRANDYWINE ASSET MANAGEMENT
THORNTON, PA · Since 2021
EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
LEOLA, PA · Since 2009
FOURNORTH CAPITAL LLC
WEST CONSHOHOCKEN, PA · Since 2026
VANGUARD CAPITAL MANAGEMENT, LLC
MALVERN, PA · Since 2025
OXFORD REAL ESTATE ADVISORS INC
PITTSBURGH, PA · Since 1995
UNION SQUARE CAPITAL PARTNERS, LLC
KENNETT SQUARE, PA · Since 2017
BRICK & KYLE ASSOCIATES INC
NEWTOWN, PA · Since 1998
TRIDENT ADVISORS INC
DOYLESTOWN, PA · Since 2025
MUHLENKAMP & CO INC
WEXFORD, PA · Since 1981
BORER DENTON & ASSOCIATES, INC.
BLUE BELL, PA · Since 2006
LIBERTY ASSET MANAGEMENT
ALLENTOWN, PA · Since 2025
FOUNDATION CAPITAL MANAGEMENT, LLC
EAST NORRITON, PA · Since 2024
HERSHEY FINANCIAL ADVISERS, LLC
LANCASTER, PA · Since 2023
COMPASS ION ADVISORS, LLC
CONSHOHOCKEN, PA · Since 2013
GRANDVIEW ASSET MANAGEMENT LLC
HARRISBURG, PA · Since 2016
ADVICE & PLANNING SERVICES LLC
YOUNGWOOD, PA · Since 2021
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
BALA CYNWYD, PA · Since 2018
STONEBRIDGE FINANCIAL GROUP, LLC
WORMLEYSBURG, PA · Since 2023
NESTLERODE & LOY, INC.
STATE COLLEGE, PA · Since 2018
FEDERATED SECURITIES CORP.
PITTSBURGH, PA · Since 2009
ALLEGHENY INVESTMENTS
PITTSBURGH, PA · Since 2000
CRESAP, INC.
RADNOR, PA · Since 2014
AUFMAN ASSOCIATES INC
SEWICKLEY, PA · Since 1983
MACDOUGALL FINANCIAL COUNSELING
DELMONT, PA · Since 1989
ALLEGHENY FINANCIAL GROUP
PITTSBURGH, PA · Since 1977
WEDGEWOOD INVESTORS INC
ERIE, PA · Since 1987
GARDNER LEWIS ASSET MANAGEMENT LP
CHADDS FORD, PA · Since 1990
SEI INVESTMENTS MANAGEMENT CORP
OAKS, PA · Since 1985
FEDERATED INVESTMENT COUNSELING
PITTSBURGH, PA · Since 1989
HIRTLE & CO., LLC
WEST CONSHOHOCKEN, PA · Since 1988
HENRY H. ARMSTRONG ASSOCIATES, INC.
PITTSBURGH, PA · Since 1983
AMERISERV WEALTH ADVISORS INC
JOHNSTOWN, PA · Since 1994
SANTORI & PETERS
CANONSBURG, PA · Since 2017
WESCOTT FINANCIAL ADVISORY GROUP LLC
PHILADELPHIA, PA · Since 1987
ROFFMAN MILLER ASSOCIATES INC
PHILADELPHIA, PA · Since 1991
ROBBINS WEALTH MANAGEMENT
ERIE, PA · Since 1991
GARDNER RUSSO & QUINN LLC
LANCASTER, PA · Since 1992
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
RADNOR, PA · Since 1991
MITCHELL SINKLER & STARR
PHILADELPHIA, PA · Since 1972
WALSKY INVESTMENT MANAGEMENT INC
WYOMISSING, PA · Since 2022
CONNORS INVESTOR SERVICES INC
WYOMISSING, PA · Since 1969
WEIK CAPITAL MANAGEMENT
WYOMISSING, PA · Since 1987
STALEY CAPITAL ADVISERS INC
PITTSBURGH, PA · Since 1996
HAMEL ASSOCIATES,INC.
CENTER VALLEY, PA · Since 1990
RIGGS ASSET MANAGEMENT CO INC
DALLAS, PA · Since 1991
TGS FINANCIAL ADVISORS
RADNOR, PA · Since 1991
PENN MUTUAL ASSET MANAGEMENT, LLC
CONSHOHOCKEN, PA · Since 1990
PENNSYLVANIA CAPITAL MANAGEMENT INC.
HUNTINGDON VALLEY, PA · Since 1995
HAMILTON LANE
CONSHOHOCKEN, PA · Since 1998
LEGEND FINANCIAL ADVISORS INC
PITTSBURGH, PA · Since 1993
MILLER INVESTMENT MANAGEMENT, LP
WEST CONSHOHOCKEN, PA · Since 1998
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
PITTSBURGH, PA · Since 1994
MCGOWAN & CO LLP
BRYN MAWR, PA · Since 1999
NORTHEAST ADVISERS, INC.
PAOLI, PA · Since 2000
OBRIEN GREENE & CO INC
MEDIA, PA · Since 1969
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
PHILADELPHIA, PA · Since 1986
VALLEY NATIONAL ADVISERS INC
BETHLEHEM, PA · Since 1985
ABRDN INC.
PHILADELPHIA, PA · Since 1995
DINUZZO PRIVATE WEALTH, INC.
BEAVER, PA · Since 2000
KOHLHEPP INVESTMENT ADVISORS, LTD.
DOYLESTOWN, PA · Since 2001
TOWER BRIDGE ADVISORS
WEST CONSHOHOCKEN, PA · Since 2001
VISTA INVESTMENT MANAGEMENT, LLC
PITTSBURGH, PA · Since 2018
SAGE FINANCIAL GROUP INC.
WEST CONSHOHOCKEN, PA · Since 2002
PSI CAPITAL MANAGEMENT
LANCASTER, PA · Since 2018
GIRARD PENSION SERVICES, LLC
ALLENTOWN, PA · Since 2002
MARQUETTE ASSOCIATES, INC.
WEST CHESTER, PA · Since 2010
MACRO ADVISORS, INC.
YORK, PA · Since 2019
NORTHSTAR FINANCIAL COMPANIES, INC.
CONSHOHOCKEN, PA · Since 2019
DWD PORTFOLIO SOLUTIONS, INC.
PITTSBURGH, PA · Since 2018
ABSOLUTE CAPITAL MANAGEMENT, LLC
PITTSBURGH, PA · Since 2003
THE FAIRMAN GROUP, LLC
CHESTERBROOK, PA · Since 2002
CROSSGATE WEALTH ADVISORS, LLC
NEWTOWN, PA · Since 2014
PROMETHEUS CAPITAL MANAGEMENT CORP.
YARDLEY, PA · Since 2018
MCCLARREN FINANCIAL ADVISORS
STATE COLLEGE, PA · Since 2020
VALLEY BROOK CAPITAL GROUP
VENETIA, PA · Since 2018
NORTHEAST FINANCIAL GROUP, INC.
ALLENTOWN, PA · Since 2013
RKL PRIVATE WEALTH
LANCASTER, PA · Since 2006
COSTELLO ASSET MANAGEMENT, INC.
FEASTERVILLE, PA · Since 2015
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
MECHANICSBURG, PA · Since 2015
KAPUSTA FINANCIAL GROUP
PITTSBURGH, PA · Since 2018
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
AUDUBON, PA · Since 2016
GIBRALTAR WEALTH MANAGEMENT, LLC
ABINGTON, PA · Since 2022
FRANKLIN PARK
BALA CYNWYD, PA · Since 2003
COVINGTON INVESTMENT ADVISORS, INC.
LIGONIER, PA · Since 2003
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
PITTSBURGH, PA · Since 2003
OAKMONT CAPITAL MANAGEMENT, LLC
OAKMONT, PA · Since 2010
STEVEN G. BLUM AND ASSOCIATES, LLC
SWARTHMORE, PA · Since 2021
WALDRON PRIVATE WEALTH
BRIDGEVILLE, PA · Since 2013
BILL FEW ASSOCIATES, INC.
SEWICKLEY, PA · Since 1987
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL, PA · Since 2005
MYCIO WEALTH PARTNERS, LLC
PHILADELPHIA, PA · Since 2005
VERDIS INVESTMENT MANAGEMENT, LLC
WEST CONSHOHOCKEN, PA · Since 2006
PACER ADVISORS, INC.
MALVERN, PA · Since 2014
PERMIT CAPITAL, LLC
WEST CONSHOHOCKEN, PA · Since 2006
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
BETHLEHEM, PA · Since 2006
TRAYNOR CAPITAL MANAGEMENT
MALVERN, PA · Since 2013
BLBB ADVISORS
MONTGOMERYVILLE, PA · Since 2006
STONE HOUSE INVESTMENT MANAGEMENT, LLC
TUNKHANNOCK, PA · Since 2015
LEGACY ADVISORS, LLC
PLYMOUTH MEETING, PA · Since 2006
STERLING INVESTMENT ADVISORS LTD.
BERWYN, PA · Since 2006
BARTON INVESTMENT MANAGEMENT, LLC
W. CONSHOHOCKEN, PA · Since 2006
COMPASS INVESTMENTS LLC
PITTSBURGH, PA · Since 2006
MILL CREEK CAPITAL ADVISORS, LLC
CONSHOHOCKEN, PA · Since 2006
SENSENIG CAPITAL ADVISORS, INC.
COLLEGEVILLE, PA · Since 2018
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
WEXFORD, PA · Since 2022
ADDISON CAPITAL
CONSHOHOCKEN, PA · Since 2007
GUARDIAN ASSET ADVISORS, LLC
MECHANICSBURG, PA · Since 2021
JFS WEALTH ADVISORS, LLC
HERMITAGE, PA · Since 2007
PARK SHORE PARTNERS LLC
ERIE, PA · Since 2007
BERKSHIRE ASSET MANAGEMENT, LLC
WILKES-BARRE, PA · Since 2007
QUATTRO ADVISORS L.L.C.
PITTSBURGH, PA · Since 2014
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC
ERIE, PA · Since 2008
LEGACY ADVISORY SERVICES, LLC
EXTON, PA · Since 2023
HUDOCK CAPITAL GROUP
WILLIAMSPORT, PA · Since 2009
INTEGRATED CAPITAL MANAGEMENT, INC.
JESSUP, PA · Since 2009
STILLWATER CAPITAL ADVISORS, LLC
DEVON, PA · Since 2009
IRONVIEW CAPITAL MANAGEMENT, LLC
CONSHOHOCKEN, PA · Since 2014
FFT WEALTH MANAGEMENT
PHILADELPHIA, PA · Since 2009
TOWERCREST CAPITAL MANAGEMENT, LLC
NEWTOWN, PA · Since 2015
HOEY INVESTMENTS, INC.
COATESVILLE, PA · Since 2015
NEWSQUARE CAPITAL, LLC
NEWTOWN SQUARE, PA · Since 2010
HARVEST FUND ADVISORS LLC
WAYNE, PA · Since 2010
LUBERT-ADLER MANAGEMENT COMPANY, L.P.
PHILADELPHIA, PA · Since 2010
GUARDIAN CAPITAL, LLC
WEXFORD, PA · Since 2024
LOVELL MINNICK
RADNOR, PA · Since 2012
RUBENSTEIN PARTNERS
PHILADELPHIA, PA · Since 2012
GRAHAM PARTNERS, LLC
NEWTOWN SQUARE, PA · Since 2012
VERSA CAPITAL
PHILADELPHIA, PA · Since 2012
LBC CREDIT PARTNERS
RADNOR, PA · Since 2012
INVERNESS GRAHAM INVESTMENTS, INC.
WAYNE, PA · Since 2012
DT INVESTMENT PARTNERS, LLC
CHADDS FORD, PA · Since 2011
ELLIS INVESTMENT PARTNERS, LLC
BERWYN, PA · Since 2012
SETARCOS WEALTH ADVISORS LLC
PHILADELPHIA, PA · Since 2026
MERION REALTY ADVISERS, LLC
WYNNEWOOD, PA · Since 2011
INCLINE EQUITY PARTNERS
PITTSBURGH, PA · Since 2011
MAINLINE INVESTMENT ADVISERS, LLC
WYNNEWOOD, PA · Since 2011
EUREKA EQUITY PARTNERS
PHILADELPHIA, PA · Since 2012
RADNOR CAPITAL MANAGEMENT, LLC
WAYNE, PA · Since 2012
LEM CAPITAL, L.P.
PHILADELPHIA, PA · Since 2012
PATRIOT FINANCIAL MANAGER, L.P.
RADNOR, PA · Since 2012
ATMOS ADVISORY, LLC
PITTSBURGH, PA · Since 2021
ARGOSY CAPITAL
WAYNE, PA · Since 2012
NEWSPRING CAPITAL
RADNOR, PA · Since 2012
HC CAPITAL PARTNERS, LLC
WEST CONSHOHOCKEN, PA · Since 2012
MINERVA ADVISORS LLC
BALA CYNWYD, PA · Since 2012
MB, LEVIS & ASSOCIATES,LLC
CENTER VALLEY, PA · Since 2012
FORTIS ADVISORS, LLC
WAYNE, PA · Since 2014
ARDEN FUND MANAGEMENT, LLC
PHILADELPHIA, PA · Since 2014
ELM WEALTH
PHILADELPHIA, PA · Since 2013
MATUNE BASILE ADVISORS
HERMITAGE, PA · Since 2018
THRIVE WEALTH MANAGEMENT, LLC
AUDUBON, PA · Since 2016
TRINITY WEALTH MANAGEMENT, LLC
BERWYN, PA · Since 2018
SECTOR ANALYSTS LLC
ALLENTOWN, PA · Since 2017
JOHNSON & WHITE WEALTH MANAGEMENT LLC
YORK, PA · Since 2014
CONCENTUS WEALTH ADVISORS
NEWTOWN SQUARE, PA · Since 2014
FINANCIAL COACH
WEST CHESTER, PA · Since 2015
MFA WEALTH ADVISORS, LLC
PITTSBURGH, PA · Since 2014
YOFFE INVESTMENT MANAGEMENT, LLC
LEMOYNE, PA · Since 2014
RIVER WEALTH ADVISORS LLC
CAMP HILL, PA · Since 2014
AZARIAS CAPITAL MANAGEMENT, L.P.
BERWYN, PA · Since 2022
ENTRUST FINANCIAL LLC
WAYNE, PA · Since 2017
1315 CAPITAL
PHILADELPHIA, PA · Since 2020
ALVIN CLAY FINANCIAL ADVISORS, LLC
JENKINTOWN, PA · Since 2025
ECON WEALTH MANAGEMENT
HARRISBURG, PA · Since 2015
EQUITA FINANCIAL NETWORK, INC.
FORT WASHINGTON, PA · Since 2021
STEWARDSHIP ADVISORS, LLC
MOUNT JOY, PA · Since 2016
CLOVERLAY INVESTMENT MANAGEMENT, LLC
CONSHOHOCKEN, PA · Since 2015
SEVENBRIDGE FINANCIAL GROUP, LLC
HARRISBURG, PA · Since 2015
JMS CAPITAL GROUP WEALTH SERVICES, LLC
SEWICKLEY, PA · Since 2015
PROWELL FINANCIAL MANAGEMENT, LLC
EXTON, PA · Since 2016
ALMANACK INVESTMENT PARTNERS
WAYNE, PA · Since 2016
MCKINLEY FINANCIAL
BROOKVILLE, PA · Since 2026
PROSPERITY ADVISERS, LLC
HORSHAM, PA · Since 2020
RHINO INVESTMENT PARTNERS, INC.
WEST CONSHOHOCKEN, PA · Since 2021
BLUESPHERE ADVISORS LLC
EAST NORRITON, PA · Since 2019
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
DUNMORE, PA · Since 2020
LIFEGUIDE FINANCIAL ADVISORS, LLC
MECHANICSBURG, PA · Since 2016
ROLEK RETIREMENT PLANNING
BERWYN, PA · Since 2024
BRYN MAWR TRUST ADVISORS, LLC
PHILADELPHIA, PA · Since 2016
CERTIOR FINANCIAL GROUP, LLC
KING OF PRUSSIA, PA · Since 2016
NEST EGG
CONSHOHOCKEN, PA · Since 2017
KAILASA CAPITAL MANAGEMENT LLC
PITTSBURGH, PA · Since 2017
MERIDIAN WEALTH PARTNERS, LLC
EAST NORRITON, PA · Since 2017
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
WAYNE, PA · Since 2025
AVANTRA FAMILY WEALTH, INC.
MECHANICSBURG, PA · Since 2018
BRAUN-BOSTICH & ASSOCIATES INC.
CANONSBURG, PA · Since 2017
ALLIANCE WEALTH ADVISORS, LLC
SCRANTON, PA · Since 2017
WELLFULL
HARLEYSVILLE, PA · Since 2017
THE COURY FIRM
PITTSBURGH, PA · Since 2018
SHARP FINANCIAL
HORSHAM, PA · Since 2017
LGL PARTNERS, LLC
PHILADELPHIA, PA · Since 2017
OWLS NEST PARTNERS
CHADDS FORD, PA · Since 2021
ENHANCING CAPITAL LLC
HARRISBURG, PA · Since 2017
CENTERSQUARE INVESTMENT MANAGEMENT LLC
CONSHOHOCKEN, PA · Since 2017
GADSDEN
WAYNE, PA · Since 2018
MORTON BROWN FAMILY WEALTH LLC
ALLENTOWN, PA · Since 2018
MALVERN CAPITAL MANAGEMENT
MALVERN, PA · Since 2024
BRUTON CHISNELL ADVISORS, LLC
DOWNINGTOWN, PA · Since 2018
ARCHEAN CAPITAL PARTNERS II, L.L.C.
NEWTOWN SQUARE, PA · Since 2018
BRANDYWINE OAK PRIVATE WEALTH LLC
KENNETT SQUARE, PA · Since 2018
INVICTA ADVISORS LLC
OAKMONT, PA · Since 2018
ODYSSEY CAPITAL ADVISORS INC.
BALA CYNWYD, PA · Since 2024
WICK CAPITAL PARTNERS, LLC
WAYNE, PA · Since 2018
WEALTHFD
CONSHOHOCKEN, PA · Since 2021
KINTRA WEALTH, LLC
WILLIAMSPORT, PA · Since 2019
ERICKSON FINANCIAL GROUP, LLC
ALLENTOWN, PA · Since 2021
VFPE ADVISORS LLC
AUDUBON, PA · Since 2019
CA ADVISER, LLC
PHILADELPHIA, PA · Since 2019
FS TACTICAL ADVISOR, LLC
PHILADELPHIA, PA · Since 2019
ENGLEBERT FINANCIAL ADVISERS, LLC
ALLENTOWN, PA · Since 2024
TAURUS PRIVATE MARKETS, LLC
MALVERN, PA · Since 2022
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC
CONSHOHOCKEN, PA · Since 2020
TROUTMAN WEALTH
MALVERN, PA · Since 2021
IVC WEALTH ADVISORS LLC
SILVERDALE, PA · Since 2019
COLLECTIVE FAMILY OFFICE, LLC
YORK, PA · Since 2019
TAYLOR SECURITIES SERVICES, INC.
HARRISBURG, PA · Since 2022
INVESTMENT RESEARCH PARTNERS
LEMONT, PA · Since 2019
BALLAST FINANCIAL ADVISORS, LLC
WEST CHESTER, PA · Since 2019
ZENITH WEALTH PARTNERS
PHILADELPHIA, PA · Since 2024
ARBA CREDIT MANAGEMENT, L.P.
CONSHOHOCKEN, PA · Since 2025
KATHMERE CAPITAL MANAGEMENT, LLC
WAYNE, PA · Since 2019
WMS WEALTH PLANNERS
PITTSBURGH, PA · Since 2019
IAM ADVISORY LLC
EASTON, PA · Since 2020
MAIN STREET FINANCIAL SOLUTIONS, LLC
NEWTOWN, PA · Since 2020
LANSING STREET ADVISORS
AMBLER, PA · Since 2022
46 PEAKS INVESTMENT ADVISORY GROUP
NEWTOWN, PA · Since 2020
PTM WEALTH MANAGEMENT, LLC
NORTH WALES, PA · Since 2024
INTERCHANGE CAPITAL PARTNERS
PITTSBURGH, PA · Since 2020
PREPARED RETIREMENT INSTITUTE LLC
MONTGOMERYVILLE, PA · Since 2021
VENATOR MANAGEMENT LLC
PITTSBURGH, PA · Since 2020
MILESTONE ASSET MANAGEMENT, LLC
PITTSBURGH, PA · Since 2021
TOWER WEALTH PARTNERS
LEWISBURG, PA · Since 2020
CONFLUENCE FINANCIAL PARTNERS
MCMURRAY, PA · Since 2021
AMPLIUS WEALTH ADVISORS
BLUE BELL, PA · Since 2021
JMAC ENTERPRISES LLC
NEWTOWN, PA · Since 2021
ETHOS CAPITAL MANAGEMENT, INC.
NEWTOWN, PA · Since 2025
XALTS
PHILADELPHIA, PA · Since 2021
ALPHA LEONIS PARTNERS, LLC
WAYNE, PA · Since 2021
O'HAGAN GROUP, INC.
BETHLEHEM, PA · Since 2021
MARION WEALTH MANAGEMENT
MONROEVILLE, PA · Since 2021
CALLAN FAMILY OFFICE, LLC
RADNOR, PA · Since 2022
ATTLEBORO WEALTH MANAGEMENT LLC
YARDLEY, PA · Since 2025
PRESILIUM PRIVATE WEALTH, LLC
RADNOR, PA · Since 2022
ELECTRA CAPITAL
CONSHOHOCKEN, PA · Since 2022
ALLIANCE FINANCIAL
WYOMISSING, PA · Since 2022
GUARDIAN CAPITAL PARTNERS
WAYNE, PA · Since 2022
BEACON BRIDGE WEALTH PARTNERS, LLC
LOWER GWYNEDD, PA · Since 2022
CORTEN REAL ESTATE MANAGEMENT LLC
PHILADELPHIA, PA · Since 2022
VERSA CAPITAL
PHILADELPHIA, PA · Since 2022
KOOMAN & ASSOCIATES
ALTOONA, PA · Since 2022
PETREDIS INVESTMENT ADVISORS
WARRENDALE, PA · Since 2022
NORDWAND ADVISORS
RADNOR, PA · Since 2022
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
MOON TOWNSHIP, PA · Since 2022
LLR MANAGEMENT HOLDCO, L.P.
PHILADELPHIA, PA · Since 2022
MEMBERS WEALTH LLC
MEDIA, PA · Since 2023
NORDWAND INVESTMENTS, LLC
RADNOR, PA · Since 2023
MAGNOLIA PRIVATE WEALTH, LLC
PHILADELPHIA, PA · Since 2023
WAGNER WEALTH MANAGEMENT, CORP.
CONYNGHAM, PA · Since 2024
ALTERRA IOS MANAGER, LLC
RADNOR, PA · Since 2023
CAMBRIAN CAPITAL MANAGEMENT, L.L.C.
NEWTOWN SQUARE, PA · Since 2023
KITCHING PARTNERS, LLC
CONSHOHOCKEN, PA · Since 2023
ARGOSY-LIONBRIDGE MANAGEMENT, LLC
WAYNE, PA · Since 2023
ARSENAL CAPITAL ADVISORS LLC
CONSHOHOCKEN, PA · Since 2025
TIFF INVESTMENT MANAGEMENT
RADNOR, PA · Since 2023
BARE WEALTH ADVISORS
GAP, PA · Since 2023
SAOTHAIR CAPITAL PARTNERS
WAYNE, PA · Since 2025
CONTINUIM EQUITY PARTNERS, LP
PITTSBURGH, PA · Since 2024
KEYVANTAGE WEALTH ADVISORS
BETHLEHEM, PA · Since 2024
LIBERTY SQUARE WEALTH PARTNERS LLC
BETHLEHEM, PA · Since 2024
MOR WEALTH MANAGEMENT, LLC
PHILADELPHIA, PA · Since 2025
PITCAIRN
CONSHOHOCKEN, PA · Since 2024
HUNTER PRIVATE CAPITAL ADVISORS, LLC
PITTSBURGH, PA · Since 2025
PERSIMMON CAPITAL MANAGEMENT
BLUE BELL, PA · Since 2025
FIDEM CREDIT ADVISORS
PHILADELPHIA, PA · Since 2026
VANTUS WEALTH
LANCASTER, PA · Since 2025
AGILITY EQUITY PARTNERS
PITTSBURGH, PA · Since 2026
PSC MANAGER LLC
YARDLEY, PA · Since 2021
TIFF INVESTMENT MANAGEMENT
RADNOR, PA · Since 2012
FAIRMOUNT FUNDS MANAGEMENT LLC
WEST CONSHOHOCKEN, PA · Since 2019
MATTERHORN CAPITAL ADVISORS, LLC
WEST CONSHOHOCKEN, PA · Since 2023
ATAIROS MANAGEMENT, L.P.
BRYN MAWR, PA · Since 2015
STEVENS CAPITAL MANAGEMENT LP
RADNOR, PA · Since 2012
MOUNT LUCAS MANAGEMENT LP
NEWTOWN, PA · Since 1986
MELLON INVESTMENTS CORPORATION
PITTSBURGH, PA · Since 1983
GLENMEDE INVESTMENT MANAGEMENT, LP
PHILADELPHIA, PA · Since 2000
BERKSHIRE ADVISORS, INC.
WYOMISSING, PA · Since 2022
TLC GROUP INVESTMENT ADVISORS, LLC
STATE COLLEGE, PA · Since 2021
AXIOM ASSET MANAGEMENT
WAYNE, PA · Since 2007
MTM FINANCIAL GROUP, LLC
BETHLEHEM, PA · Since 2015
DICCIANNI FINANCIAL GROUP, INC.
EAST NORRITON, PA · Since 2025
VENTURA WEALTH MANAGEMENT
YARDLEY, PA · Since 2010
OAKTREE ADVISORS LLC
COOPERSBURG, PA · Since 2024
VEERY CAPITAL, LLC
WEST CHESTER, PA · Since 2018
SRN ADVISORS, LLC
HUNTINGDON VALLEY, PA · Since 2020
IM WEALTH PARTNERS
BLUE BELL, PA · Since 2026
THREE CORD TRUE WEALTH MANAGEMENT, LLC
BEAVER, PA · Since 2020
STARK WEALTH MANAGEMENT LLC
BETHLEHEM, PA · Since 2024
ETHOS FINANCIAL GROUP, LLC
KING OF PRUSSIA, PA · Since 2022
HUNTER ASSOCIATES LLC
PITTSBURGH, PA · Since 1992
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
PHILADELPHIA, PA · Since 1988
PRIMESOLUTIONS ADVISORS, LLC
PITTSBURGH, PA · Since 2001
VICUS CAPITAL, INC.
STATE COLLEGE, PA · Since 2001
BLUESTONE CAPITAL MANAGEMENT, LLC
WAYNE, PA · Since 2013
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CENTER VALLEY, PA · Since 2015
VALLEY FINANCIAL GROUP
AMBLER, PA · Since 2021
RETIRE READY WEALTH MANAGEMENT
RADNOR, PA · Since 2026
PNC STEEL CITY ADVISORS, LLC
PITTSBURGH, PA · Since 2014
CORDATUS WEALTH MANAGEMENT LLC
YARDLEY, PA · Since 2016
TRUSTMONT ADVISORY GROUP, INC.
GREENSBURG, PA · Since 1987
INVARIANT INVESTMENT MANAGEMENT
CAMP HILL, PA · Since 2017
ROBLE, BELKO AND COMPANY, INC.
SEWICKLEY, PA · Since 2003
INSIGHT ADVISORS, LLC
NEWTOWN, PA · Since 2013
VANGUARD GROUP INC
MALVERN, PA · Since 1976
VANGUARD GLOBAL ADVISERS, LLC
MALVERN, PA · Since 2012
MMA ASSET MANAGEMENT LLC
CONSHOHOCKEN, PA · Since 2010
ALDEN CAPITAL
WAYNE, PA · Since 2019
HORNOR, TOWNSEND & KENT, LLC
CONSHOHOCKEN, PA · Since 1999
WEALTHCARE ADVISORY PARTNERS LLC
WEST CHESTER, PA · Since 2014
WEALTHCARE CAPITAL PARTNERS, LLC
WEST CHESTER, PA · Since 2024
CAPITAL ANALYSTS
FORT WASHINGTON, PA · Since 2012
VANGUARD ADVISERS, INC.
MALVERN, PA · Since 1995
INDEPENDENCE SQUARE HOLDINGS, LLC
KING OF PRUSSIA, PA · Since 2019
TRANSAMERICA FINANCIAL ADVISORS, LLC
PHILADELPHIA, PA · Since 1991
MORGAN STANLEY AIP GP LP
WEST CONSHOHOCKEN, PA · Since 2001
JANNEY MONTGOMERY SCOTT LLC
PHILADELPHIA, PA · Since 1971
PNC WEALTH MANAGEMENT
PITTSBURGH, PA · Since 2003
LINCOLN INVESTMENT
FORT WASHINGTON, PA · Since 1978
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 Red Flag 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.