SEC-registered financial advisors in Pennsylvania
This page lists 425 advisory firms with a main office in Pennsylvania that are registered with the SEC and report individual clients. It is not every advisor in Pennsylvania. Firms registered with Pennsylvania's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Pennsylvania
Showing 24 of 425
- 46 Peaks Investment Advisory Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- A Better Way Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Absolute Capital Management, LLC$500M to $1BSEC recordPercentage of assets
- Abundance Wealth Counselors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ac Wealth Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Act Capital Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Adare Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Addis & Hill, Incorporated$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Addison Capital$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Advice & Planning Services LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aeternitas Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Alden Capital$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Alden Investment Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Allegheny Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Allegheny Investments$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Alliance Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alliance Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- Almanack Investment Partners$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Alpha Architect$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Alvin Clay Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ameriserv Wealth Advisors Inc$1B or moreSEC recordPercentage of assets
- Amplius Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Archetype Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Argosy-Lionbridge Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Argyle Capital Management, LLC$100M to $500MSEC recordPercentage of assetsOther
- Arin Risk Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Arsenal Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- Arx Private Wealth$100M to $500MSEC recordPercentage of assetsHourly
- Aspire Wealth Architects$100M to $500MSEC recordPercentage of assets
- Asset Strategy Retirement Plan Consultants, LLC$100M to $500MSEC recordPercentage of assets
- Atlas Wealth Partners LLC$100M to $500MSEC recordPercentage of assets
- Atmos Advisory, LLC$100M to $500MSEC recordPercentage of assets
- Attinger, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Attleboro Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Atwater Malick$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Auerbach Investment Services, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Aufman Associates Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Aurdan Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Avail Investment Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Avantra Family Wealth, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aventine Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Axiom Asset Management$500M to $1BSEC recordPercentage of assets
- Baldwin Investment Management, LLC$1B or moreSEC recordPercentage of assets
- Ballast Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bare Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Barnstone Advisors LLC$100M to $500MSEC recordPercentage of assetsHourly
- Barton Investment Management, LLC$500M to $1BSEC recordPercentage of assetsOther
- Beacon Bridge Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Berkshire Advisors, Inc.$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Berkshire Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Bill Few Associates, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Biondo Investment Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Birch Run Investments, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Bishop & Company Investment Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- BLBB Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Blue Bell Private Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bluesphere Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Bluestone Capital Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Borer Denton & Associates, Inc.$100M to $500MSEC recordPercentage of assets
- Bouvel Investment Partners, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Brandywine Global Investment Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Brandywine Oak Private Wealth LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Braun-Bostich & Associates Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Brick & Kyle Associates Inc$100M to $500MSEC recordPercentage of assets
- Bruton Chisnell Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Bryan Advisory Services, LLCUnder $25MSEC recordPercentage of assets
- Bryn Mawr Trust Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Callan Family Office, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Capital A Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Analysts$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Capital Wealth Investments$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Capstone Wealth Management Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Carnegie Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Certior Financial Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Cgi Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Chadds Ford Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Chancellor Financial Group WB LP$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Chapel Hill Investment Analysts Inc$100M to $500MSEC recordPercentage of assetsHourly
- Chartered Advisory Group$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Chartwell Investment Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Chestnut Street Investment Counsel, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Christine Messmer, P.C.$100M to $500MSEC recordHourlyFixed or flat fee
- Clark Capital Management Group Inc$1B or moreSEC recordPercentage of assets
- Clearview Financial Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- CMG Capital Management Group, Inc.$100M to $500MSEC recordPercentage of assetsNewsletter subscriptions
- Collective Family Office, LLC$500M to $1BSEC recordPercentage of assets
- Common Cents Planning$500M to $1BSEC recordPercentage of assetsHourly
- Compass Investments LLC$25M to $100MSEC recordPercentage of assetsHourly
- Compass Ion Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Comprehensive Financial Planning, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Concentus Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Conestoga Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Confluence Financial Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Connors Investor Services Inc$1B or moreSEC recordPercentage of assets
- Conrad Siegel Investment Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Conservest Capital Advisors Inc$1B or moreSEC recordPercentage of assets
- Cooke & Bieler, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Cookson Peirce Wealth Management$1B or moreSEC recordPercentage of assets
- Coombs Wealth Advisory, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Copeland Capital Management, LLC$1B or moreSEC recordPercentage of assets
- Cordatus Wealth Management LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Corient SHC Partners (US) LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Corient SHC Wealth Management (US) LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cornerstone Advisors Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Costello Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Covington Investment Advisors, Inc.$500M to $1BSEC recordPercentage of assets
- Cresap, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Cross Border Financial Planning USA LLC$100M to $500MSEC recordPercentage of assets
- Crossgate Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Crossover Capital$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- CS McKee$1B or moreSEC recordPercentage of assetsPerformance-based
- D.B. Root & Company, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- Dewitt Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Diccianni Financial Group, Inc.$100M to $500MSEC recordPercentage of assets
- Dinuzzo Private Wealth, Inc.$1B or moreSEC recordPercentage of assets
- Drexel Morgan & Co.$500M to $1BSEC recordPercentage of assets
- DT Investment Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- DWD Portfolio Solutions, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Eagle Investment Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Econ Wealth Management$100M to $500MSEC recordPercentage of assets
- Ehb Financial Resources Managemnt, Inc.$100M to $500MSEC recordPercentage of assets
- Elite Life Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ellis Investment Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Elm Capital Management LLC$100M to $500MSEC recordPercentage of assetsOther
- Elm Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Emerald Investment Advisers, LLC$1B or moreSEC recordPercentage of assets
- Englebert Financial Advisers, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Enhancing Capital LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Entrust Financial LLC$100M to $500MSEC recordPercentage of assetsHourly
- Envestnet PMC$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat feeOther
- Envestnet Portfolio Solutions, Inc.$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat feeOther
- Equita Financial Network, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Erickson Financial Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- ETF Architect$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ethos Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Ethos Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Evident Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ewa, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Faithward Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Faithward Capital$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Federated Investment Counseling$1B or moreSEC recordPercentage of assetsPerformance-based
- Financial Advisory Services, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Financial Coach$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Integrity Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Fischer Financial Services Inc$500M to $1BSEC recordPercentage of assets
- Flagship Capital Management Inc$100M to $500MSEC recordPercentage of assets
- Forefront Analytics, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Fortis Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Foundation Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Foundation Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fragasso Financial Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- FS Digital Infrastructure Advisor, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- G&H Investments$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Gardner Lewis Asset Management LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- Gardner Russo & Quinn LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Gibraltar Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Gibson Capital, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Girard Advisory Services, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Gkfo, LLC$25M to $100MSEC recordPercentage of assets
- Glenmede Investment Management, LP$1B or moreSEC recordPercentage of assetsOther
- Godshalk Welsh Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Grandview Asset Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Grant Street Asset Management Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Great Valley Advisor Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Greycourt & Co., Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Gridiron Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Guardian Asset Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Guardian Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Guyasuta Investment Advisors, Incorporated$1B or moreSEC recordPercentage of assetsFixed or flat fee
- H Financial Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Hamel Associates, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Hapanowicz Financial$500M to $1BSEC recordPercentage of assetsOther
- Harvest Financial Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Harvest Fund Advisors LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Haverford Financial Services, Inc.$100M to $500MSEC recordPercentage of assets
- HBKS Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Healthview Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Henderson Brothers Financial Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Henry H. Armstrong Associates, Inc.$1B or moreSEC recordPercentage of assets
- Hershey Financial Advisers, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hirtle & Co., LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Hoey Investments, Inc.$500M to $1BSEC recordPercentage of assets
- Hoffman Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Holos Integrated Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Hornor, Townsend & Kent, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Hudock Capital Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Hunter Associates LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ifs Group$100M to $500MSEC recordPercentage of assetsHourlyOther
- Im Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Independence Asset Advisors, LLC$1B or moreSEC recordPercentage of assets
- Independence Square Holdings, LLC$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeCommissionsPerformance-basedOther
- Innova Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Insight Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrated Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Integrated Wealth Solutions, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Interchange Capital Partners$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Invariant Investment Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Invested Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Invicta Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ironview Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ivc Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Jacobi Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Janney Montgomery Scott LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsOther
- JFS Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Jmac Enterprises LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- JMS Capital Group Wealth Services, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Johnson & White Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kailasa Capital Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Kapusta Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kathmere Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Keller Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Key Financial, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsOther
- Keyvantage Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kintra Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Kissling Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kitching Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Kohlhepp Investment Advisors, Ltd.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kooman & Associates$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Lansing Street Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Legacy Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Legacy Advisory Services, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Legacy Solutions, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Legend Financial Advisors Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Liberty Asset Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Liberty One Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Liberty Square Wealth Partners LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lifeguide Financial Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Lighthouse Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Lincoln Investment$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Logan Capital Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Lountzis Asset Management, LLC$500M to $1BSEC recordPercentage of assets
- Lynch Investment Planning, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Macdougall Financial Counseling$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Macro Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Magnolia Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Maguire Investments LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Main Advisory, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Main Street Financial Solutions, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Mainline Investment Advisers, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Malvern Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Marathon Strategic Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Marion Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Market Street Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Marquette Associates, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Master's Wealth Management Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Matune Basile Advisors$100M to $500MSEC recordPercentage of assetsHourly
- MB, Levis & Associates, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- McAdam LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- McClarren Financial Advisors$100M to $500MSEC recordHourlyFixed or flat fee
- McGowan & Co LLP$500M to $1BSEC recordPercentage of assets
- McKinley Financial$100M to $500MSEC recordPercentage of assets
- Mellon Investments Corporation$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Members Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Meridian Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Mfa Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- MFG Private Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mighty Oak Strong America Investment Company$100M to $500MSEC recordPercentage of assetsHourly
- Milestone Asset Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Milestone Financial Associates, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Miller Investment Management, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Minerva Advisors LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Mitchell Sinkler & Starr$1B or moreSEC recordPercentage of assets
- Mma Asset Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Mor Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Moralis Technologies, LLC$100M to $500MSEC recordPercentage of assets
- Morgan Stanley Aip GP LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Morton Brown Family Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mount Lucas Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- MTM Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Muhlenkamp & Co Inc$100M to $500MSEC recordPercentage of assetsHourly
- Muntz Financial, LLC$100M to $500MSEC recordPercentage of assets
- Mycio Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Nest Egg$100M to $500MSEC recordPercentage of assets
- Nestlerode & Loy, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Networth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Newbridge Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Newsquare Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Nomura Investment Management Business Trust$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Nordwand Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Northeast Advisers, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Northeast Financial Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Northstar Asset Management Company, LLC$500M to $1BSEC recordPercentage of assets
- Northstar Financial Companies, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- O'Hagan Group, Inc.$1B or moreSEC recordPercentage of assets
- Oak Tree Investment Advisors$100M to $500MSEC recordPercentage of assets
- Oakmont Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Oaktree Advisors LLC$100M to $500MSEC recordPercentage of assetsOther
- Oar Financial$100M to $500MSEC recordPercentage of assets
- Oars Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Obrien Greene & Co Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Odyssey Capital Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Odyssey Group Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Omicron Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- One-Up Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Opulus$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Owls Nest Partners$100M to $500MSEC recordPercentage of assetsPerformance-based
- Penn Capital Management Company, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Pennsylvania Capital Management Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Persimmon Capital Management$100M to $500MSEC recordPercentage of assets
- Petredis Investment Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- PF Advisors$100M to $500MSEC recordPercentage of assets
- Philadelphia Partners Capital Management, LLC$25M to $100MSEC recordPercentage of assetsOther
- Pinnacle Strategic Wealth Management, LLC.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pitcairn$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- PNC Wealth Management$1B or moreSEC recordPercentage of assets
- Prepared Retirement Institute LLC$100M to $500MSEC recordPercentage of assetsHourly
- Presilium Private Wealth, LLC$500M to $1BSEC recordPercentage of assets
- Prometheus Capital Management Corp.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prosperity Advisers, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prowell Financial Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Prudent Management Associates$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Psi Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- PTM Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- PW Nova Financial Services LLC$500M to $1BSEC recordPercentage of assets
- QRG Capital Management, Inc.$1B or moreSEC recordPercentage of assets
- Quadrant Private Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Quattro Advisors L.L.C.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Radnor Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Randall & Associates Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Red Spruce Capital, LLC$100M to $500MSEC recordPercentage of assets
- Retire Ready Wealth Management$100M to $500MSEC recordPercentage of assets
- Riggs Asset Management Co Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- River's Edge$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- River Wealth Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- RKL Private Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Robbins Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Roble, Belko and Company, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Rockwood Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Rodgers & Associates$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Rodgers Brothers, Inc.$1B or moreSEC recordPercentage of assets
- Roffman Miller Associates Inc$1B or moreSEC recordPercentage of assets
- Rolek Retirement Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- RTD Financial Advisors Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sage Financial Group Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Santori & Peters$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Schneider Downs Wealth Management Advisors, LP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Schuylkill Financial, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Sector Analysts LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sei Investments Management Corp$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sensenig Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sequinox Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Setarcos Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sevenbridge Financial Group, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Sharp Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Smithbridge Asset Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Snavely Associates Financial Services$100M to $500MSEC recordPercentage of assets
- Staley Capital Advisers Inc$1B or moreSEC recordPercentage of assets
- Stanley-Laman Group Ltd.$1B or moreSEC recordPercentage of assets
- Stark Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Steel Tower Investments$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sterling Investment Advisors Ltd.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Steven G. Blum and Associates, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Stewardship Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Stillwater Capital Advisors, LLC$1B or moreSEC recordPercentage of assets
- Stillwater Private Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Stone House Investment Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Stone Pine Financial Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Stonebridge Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Stonecrop Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Success Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Summit Group Retirement Planners, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Taylor Securities Services, Inc.$100M to $500MSEC recordPercentage of assets
- TGS Financial Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Aranda Group Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Coury Firm$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- The Estate Planners Group$100M to $500MSEC recordPercentage of assets
- The Fairman Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Three Cord True Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Thrive Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Thrive Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Tiller Private Wealth, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- TLC Group Investment Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Tower Bridge Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Tower Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Towercrest Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Transamerica Financial Advisors, LLC$1B or moreSEC recordPercentage of assets
- Traynor Capital Management$1B or moreSEC recordPercentage of assets
- Trebuchet Consulting, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Trident Advisors Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Trinity Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Troutman Wealth$100M to $500MSEC recordPercentage of assets
- Trunorth Financial Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Trustmont Advisory Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Twin Capital Management Inc$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- US Asset Management, LLC$100M to $500MSEC recordPercentage of assetsOther
- V3limited LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Valen Private Capital, LLC.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Valley Brook Capital Group$100M to $500MSEC recordPercentage of assetsHourly
- Valley Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Valley Forge Investment Consultants, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Valley National Advisers Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Vanguard Advisers, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Vantus Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Veery Capital, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Venator Management LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Ventura Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Verdis Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Vericrest Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Vermillion & White Wealth Management Group$100M to $500MSEC recordPercentage of assetsHourly
- Vicus Capital, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Vista Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Wagner Wealth Management, Corp.$100M to $500MSEC recordPercentage of assets
- Waldron Private Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
- Walsky Investment Management Inc$100M to $500MSEC recordPercentage of assets
- Watkinson Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- Wealth More Enterprise, Inc.Under $25MSEC recordPercentage of assetsFixed or flat fee
- Wealthcare Advisory Partners LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthcare Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthfd$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthkare.com, Inc.$100M to $500MSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeOther
- Wedgewood Investors Inc$100M to $500MSEC recordPercentage of assets
- Wedmont Private Capital$1B or moreSEC recordFixed or flat fee
- Weik Capital Management$100M to $500MSEC recordPercentage of assets
- Wellfull$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Wescott Financial Advisory Group LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Wharton Business Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Wharton Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Wick Capital Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- WMS Wealth Planners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wyze Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Xponance LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Yanni & Associates Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Yardley Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Yoffe Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Zenith Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
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Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.