Fee-only financial advisors in Pennsylvania who charge hourly or a flat fee
621 fee-only advisers in Pennsylvania offer financial planning for an hourly, fixed or subscription fee. 394 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Pennsylvania, the median published hourly rate is $250 (268 firms; middle half $200–$350), and the median flat or project fee is $3,650 (233 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $250/hr | $200–$350/hr | 268 firms |
| Flat or project fee | $3,650 | $1,750–$6,750 | 233 firms |
| Annual retainer | $6,000/yr | $2,500–$12,600/yr | 75 firms |
Fee-only advisors in Pennsylvania and their published fees
394 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 100 Plus PlanningCenter ValleyNo AUM fee | Not published | $1,000–$6,000 | Not published |
| 10TH Street CapitalPhiladelphia | $300/hr | $3,000–$20,000 | Not published |
| 2ND Story Wealth PlannersPlymouth Meeting | $400/hr | $3,000–$6,000 | Not published |
| 80 West Asset Management, LLCPittsburgh | $250/hr | Not published | $2,000/yr |
| A Better Way Financial, LLCAllentown | Not published | Not published | $500–$2,399/yr |
| A. Neff Associates LLCPittsburgh | $150/hr | Not published | Not published |
| Addis & Hill, IncorporatedWayne | Not published | $900 | $5,000/yr |
| Aequitas Equitas Wealth Management LLCRiegelsville | Not published | Not published | $1,000/yr |
| Alegre Wealth Management, LLCRadnor | Not published | $5,000–$7,500 | Not published |
| All-Pro Advisors LLCGibsonia | Not published | Up to $10,000 | $100–$1,500/mo |
| Allegheny Financial GroupPittsburgh | $500/hr | Not published | Not published |
| Allegheny InvestmentsPittsburgh | $500/hr | Not published | Not published |
| Alliance FinancialWyomissing | $150–$500/hr | $250–$10,000 | $250–$10,000/yr |
| American Advisors LLCLanghorne | $250/hr | Not published | $150–$800/mo |
| Amplius Wealth AdvisorsBlue Bell | $200–$750/hr | $5,000–$50,000 | Not published |
| Anthony Petsis & Associates Inc.NewtownNo AUM fee | $230/hr | Not published | Not published |
| Aries Financial Navigators, Inc.Lititz | $250/hr | Not published | Not published |
| Arin Risk Advisors LLCConshohocken | $400/hr | Not published | Not published |
| Asbury CapitalWest Chester | $250/hr | $500–$1,500 | Not published |
| Ascension Legacy Partners, Inc.Bala Cynwyd | $500/hr | Not published | $12,000–$36,000/yr |
| Ata Management Strategies IncWhitehall | $85–$325/hr | Not published | Not published |
| Attleboro Wealth Management LLCYardley | Not published | $50,000 | Not published |
| Atwater MalickLancaster | Not published | $500 | Not published |
| Auctus Wealth Management Inc.Philadelphia | $150/hr | $500 | Not published |
| Avail Investment Partners, LLCLemont | Not published | $2,500–$15,000 | Not published |
| Avantra Family Wealth, Inc.Mechanicsburg | Not published | $500–$5,000 | $500–$5,000/yr |
| Aventine Financial GroupDoylestown | $425/hr | $3,850 | Not published |
| Axiom Investment Solutions LLCDoylestown | $100/hr | Not published | Not published |
| Ballast Financial Advisors, LLCWest Chester | $500/hr | $10,000 | Not published |
| BarristerFort Washington | $200–$500/hr | Not published | $99/mo |
| BDB Wealth Advisors LLCRed Lion | $100/hr | Not published | $65/mo |
| Beacon Bridge Wealth Partners, LLCLower Gwynedd | Not published | $2,000–$24,000 | Not published |
| Beacon Light Wealth ManagementCarnegie | $500/hr | $1,000–$5,000 | Not published |
| Bill Few Associates, Inc.Sewickley | $200–$300/hr | $500–$5,000 | Not published |
| Bill Messner Contrarian Investment Advisory, LLCNew Castle | $250/hr | Not published | Not published |
| Bird Financial Group LLCPhiladelphia | $350/hr | Not published | Not published |
| BLBB AdvisorsMontgomeryville | Not published | $2,500–$10,000 | Not published |
| Blue Bell Private Wealth Management, LLCBlue Bell | $250–$500/hr | $250–$10,000 | Not published |
| Blue Coast Financial PlanningMaple GlenNo AUM fee | $250/hr | $2,500–$5,000 | Not published |
| Bluesphere Advisors LLCEast Norriton | Not published | $500–$40,000 | Not published |
| Boatman Wealth Management, LLCMonessen | $200/hr | $500–$3,000 | Not published |
| Bouvel Investment Partners, LLCPhoenixville | $250–$350/hr | Not published | Not published |
| Bowen Asset Management LLCWest Chester | $200–$500/hr | Not published | Not published |
| Bowman Wealth Management GroupHershey | Not published | $250–$2,000 | Not published |
| Braun-Bostich & Associates Inc.Canonsburg | Not published | $1,500–$20,000 | Not published |
| Breakthrough Investing, LLCNewtown Square | Not published | $500 | Not published |
| Bright Forge Capital, LLCHatfield | Not published | Up to $2,500 | Not published |
| Brightpath Financial Advisors, LLCEtters | $250/hr | $5,000 | Not published |
| Brogan Asset Management, LLCWynnewood | $200/hr | $2,500 | Not published |
| Brookhouse AdvisorsMeadville | $200/hr | Not published | Not published |
| Bruton Chisnell Advisors, LLCDowningtown | $100–$250/hr | $500–$2,500 | Not published |
| Bryce Wealth ManagementWashington Crossing | Not published | $1,000–$2,000 | Not published |
| Bryn Mawr InvestmentsSecane | $100–$300/hr | Not published | Not published |
| Bryn Mawr Trust Advisors, LLCPhiladelphia | Not published | $3,000 | $2,000/yr |
| BTG Capital LLCConshohocken | $500/hr | $250–$10,000 | Not published |
| Buckler Wealth Management, LLCCoatesville | $250/hr | Not published | Not published |
| Buoyant WealthAmbler | Not published | $1,000–$2,500 | $700–$4,000/mo |
| Capital a Wealth ManagementCranberry Twp. | $400/hr | Not published | Not published |
| Capridge AdvisorsDevon | $200–$400/hr | Not published | Not published |
| Carriage Hill Investment Associates LLCLancaster | $250/hr | Not published | Not published |
| Center Stage Planning LLCGreeley | Not published | $500–$2,000 | $40/mo |
| Centerview Wealth Advisors, LLCPittsburgh | $100–$300/hr | $500–$30,000 | Not published |
| Chadds Ford Wealth Partners, LLCChadds Ford | $250–$500/hr | $2,500–$25,000 | Not published |
| Chancellor Financial Group WB LPWilkes-barre | $100–$500/hr | Not published | Not published |
| Chapel Hill Investment Analysts IncGreensburg | $550/hr | Not published | Not published |
| Chestnut Street Investment Counsel, LLCLancaster | $250–$350/hr | $500–$5,000 | Not published |
| Christine Messmer, P.C.CollegevilleNo AUM fee | $250/hr | Not published | $1,000/qtr |
| Christman Financial Advisors LLCMacungie | $150/hr | Not published | $150–$300/mo |
| CJ Perry FinancialBerywn | Not published | $500–$5,000 | Not published |
| Clear Capital Management LPDoylestown | $200/hr | Not published | Not published |
| Clearstream Planning, LLCAllentownNo AUM fee | $300/hr | $300–$20,000 | Not published |
| Clearview Financial PartnersRadnor | $300/hr | Not published | Not published |
| Clovelly WealthWayne | Not published | $3,000–$20,000 | Not published |
| Common Cents PlanningGlen Mills | $250/hr | Not published | Not published |
| Comprehensive Advisors, LLCLansdaleNo AUM fee | $75–$385/hr | $1,500–$15,000 | Not published |
| Conestoga Wealth ManagementExton | $200/hr | $1,000 | $499/mo |
| Conrad Siegel Investment AdvisorsHarrisburg | $105–$425/hr | $1,000–$100,000 | Not published |
| Cool Creek FinancialLancaster | $200/hr | $1,000–$2,000 | Not published |
| Coombs Wealth Advisory, LLCBlue Bell | Not published | $1,000–$2,500 | Not published |
| Cordatus Wealth Management LLCYardley | Not published | $500–$1,000 | Not published |
| Courtside Wealth Partners LLCBlue Bell | Not published | Not published | $750/mo |
| Crosswalk Investment Advisory, Inc.Strasburg | $85–$150/hr | Not published | Not published |
| CS EllisIrwin | $300/hr | Not published | Not published |
| Defiant Capital GroupWarrendale | Not published | $5,000–$45,000 | $8,000–$100,000/yr |
| Diversified Human SolutionsPhiladelphia | $150–$200/hr | $1,000–$5,000 | $600/yr |
| DS Wealth Advisors, Inc.Pittsburgh | $100–$150/hr | Not published | Not published |
| Duncan Financial Planning AdvisorsIrwinNo AUM fee | $500/hr | $25,000 | $250–$10,000/yr |
| Eamon Capital Management, LLCWexford | $250/hr | Not published | Not published |
| Earndex, LLCBryn Mawr | Not published | $100–$30,000 | $100–$3,000/mo |
| Element Risk Wealth AdvisorsHanover | Not published | $2,500–$5,000 | $2,000/yr |
| Elevation Wealth LLCAston | Not published | $2,500–$12,000 | Not published |
| Ellis Investment Partners, LLCBerwyn | $150–$500/hr | $500–$5,000 | Not published |
| Elm WealthPhiladelphia | Not published | $5,000 | Not published |
| Emancipare Investment AdvisorsEastonNo AUM fee | $199/hr | $699 | $399/mo |
| Emerick Financial Planning, LLCPittsburghNo AUM fee | $120–$360/hr | $500–$10,000 | Not published |
| Englebert Financial Advisers, LLCAllentown | $250/hr | $2,000–$75,000 | Not published |
| Entrust Financial LLCWayne | $350/hr | $3,500 | Not published |
| Equita Financial Network, Inc.Fort Washington | $500/hr | $10,000 | Not published |
| Erickson Financial Group, LLCAllentown | $300/hr | Not published | Not published |
| Esg Wealth AdvisorsLansdale | $300/hr | Not published | Not published |
| Etch FinancialPittsburgh | $250/hr | $250–$10,000 | $200–$500/mo |
| Ethos Capital Management, Inc.Newtown | $350/hr | $1,650 | $25/mo |
| Evenkiehl, LLCLancaster | Not published | $500–$1,000 | $208–$375/mo |
| Evident FinancialErie | Not published | $125–$250 | $2,500/yr |
| Falco Wealth ManagementPaoli | Not published | Not published | $2,125/yr |
| Fat Cat Financial AdvisorNorristown | $300/hr | $3,000–$15,000 | Not published |
| Fident Financial, LLCLancaster | Not published | $3,000–$6,500 | $500/mo |
| Financial CoachWest Chester | Not published | Not published | $2,500/yr |
| Financial Compass LLCPhiladelphia | $500/hr | $500 | Not published |
| Financial Integrity Advisors, LLCPhiladelphia | $300/hr | $3,500–$10,000 | $1,200–$24,000/yr |
| Financial Spectrum Inc.Jenkintown | $100/hr | Not published | Not published |
| Finease ConsultingPittsburghNo AUM fee | Not published | $1,000 | Not published |
| First Light WealthHershey | $250/hr | $800–$5,000 | Not published |
| Ford Financial Advisors, LimitedPittsburgh | $300/hr | $1,200 | $2,000/yr |
| Fortis Advisors, LLCWayne | Not published | $1,500–$50,000 | Not published |
| Foundation Capital Management, LLCEast Norriton | $200–$400/hr | $1,000–$2,500 | Not published |
| Foundation Financial Planning, LLCPhiladelphiaNo AUM fee | $160–$165/hr | Not published | Not published |
| Foundation Wealth Management, LLCMedia | Not published | Not published | $12,000/yr |
| Fragasso Financial AdvisorsSewickley | Not published | $50,000 | Not published |
| Franklin Madison Private WealthPittsburgh | Not published | Not published | $250–$2,000/mo |
| Frazier Wealth ManagementTannersville | $300/hr | $1,500 | Not published |
| G&h InvestmentsLeola | $116–$172/hr | Not published | Not published |
| George J. AppelHarveys Lake | $250/hr | $1,200–$7,500 | $35/mo |
| GFS Financial Advisors, LLCHazleton | $250/hr | $5,000 | $29/mo |
| Gibraltar Wealth Management, LLCAbington | $150–$350/hr | $3,000–$18,000 | $1,200–$60,000/yr |
| Giffin Planning Services, Inc.Canonsburg | $200/hr | $1,000–$4,000 | Not published |
| Global Advisers, LLCPhiladelphia | $250/hr | $1,000–$2,000 | Not published |
| Global Wealth Management, LLCLansdale | $500/hr | Not published | Not published |
| Goal Quest Advisors, LLCBerwyn | $200/hr | Not published | $3,000/yr |
| Godshalk Welsh Capital Management, Inc.Radnor | $200/hr | $1,000–$5,000 | Not published |
| Granite Financial Advisors, Inc.Lewisburg | Not published | $300 | Not published |
| Grant Street Asset Management IncCanonsburg | Not published | $5,000 | Not published |
| Great Oak Wealth Management, IncPottstown | $300/hr | Not published | Not published |
| Great Valley Advisor Group, LLCBerwyn | Not published | Not published | $2,500/yr |
| Great Valley Tax & Financial ServicesPaoliNo AUM fee | $250/hr | $3,500 | Not published |
| Green Drake Advisors LLCBryn Mawr | $150–$1,200/hr | Not published | Not published |
| Green Leaf AdvisorsNew Bethlehem | Not published | $500–$5,000 | Not published |
| Green Trail Investments, LLCWexford | $225/hr | $1,500–$5,000 | Not published |
| Green Trails Wealth LLCWayneNo AUM fee | Not published | $500–$10,000 | $100–$2,000/mo |
| Gregory Financial LLCDoylestownNo AUM fee | $300/hr | $3,000–$7,000 | $6,000–$10,000/yr |
| GT Wealth LLCLebanon | Not published | Not published | $3,600–$10,000/yr |
| Guardian Capital, LLCWexford | $150/hr | $3,000 | Not published |
| Guidepost Capital Management Group, LLCMohnton | $250/hr | Not published | Not published |
| Harlan Financial LLCLancaster | $250/hr | $1,800–$5,500 | Not published |
| Harvest Financial PartnersPaoli | $350/hr | $250–$4,000 | Not published |
| Haverford Wealth Management, LLCErie | $250/hr | $2,500–$7,500 | Not published |
| Healthy WealthBoiling Springs | $300/hr | Not published | $4,140/yr |
| HealthyfpConshohocken | $400/hr | $3,000–$8,000 | Not published |
| Hendrix Financial PlanningBoiling SpringsNo AUM fee | $175/hr | $2,500–$10,000 | Not published |
| Hershey Financial Advisers, LLCLancaster | $150–$250/hr | Not published | Not published |
| Hoffman Capital Advisors LLCCranberry Twp | $100–$500/hr | Not published | Not published |
| Houseman Financial LLCNew Freedom | $300/hr | Not published | Not published |
| Hyperion FinancialShillington | Not published | $495–$2,495 | $75/mo |
| I.m.s. Wealth Management, LLCErie | $125/hr | $250–$1,500 | Not published |
| Ifs GroupMechanicsburg | $175–$250/hr | Not published | Not published |
| Ilg Private Wealth, Inc.Mcmurray | $300–$500/hr | $2,500–$25,000 | Not published |
| Incline Financial Planning LLCMars | Not published | $500–$10,000 | Not published |
| Inclusive Wealth Financial Planning LLCMechanicsburg | $250–$500/hr | $400–$600 | $500–$950/qtr |
| Innova Wealth Partners, LLCNewtown | Not published | $500–$10,000 | $1,000–$2,000/mo |
| Innovate WealthScottdale | $275/hr | $3,800 | $800/qtr |
| Insight Advisors, LLCNewtown | $250/hr | Not published | $575/mo |
| Integrated Wealth Solutions, LLCYork | Not published | $1,500–$3,000 | Not published |
| Integrity Investment Advisors, LLCLansdale | $350/hr | Not published | $2,000–$10,000/yr |
| Interchange Capital PartnersPittsburgh | Not published | $12,000–$120,000 | Not published |
| Invariant Investment ManagementCamp Hill | Not published | Not published | $125–$250/mo |
| Invested AdvisorsState College | $250–$500/hr | $1,000–$5,000 | Not published |
| Invictus Financial ServicesWyoming | $250/hr | $1,000–$3,000 | Not published |
| Irus Advisory CorporationLevittown | $400/hr | $7,500–$200,000 | Not published |
| J.m. Hite Financial LLCTroy | Not published | $200–$2,000 | Not published |
| JCB Financial, Inc.Collegeville | $200/hr | Not published | Not published |
| Jhanti FinancialBensalem | $50/hr | $500 | Not published |
| Jmac Enterprises LLCNewtown | Not published | Not published | $2,500–$25,000/yr |
| JMS Capital Group Wealth Services, LLCSewickley | Not published | $500–$5,000 | Not published |
| Johnson & White Wealth Management LLCYork | $250–$400/hr | $2,000–$15,000 | Not published |
| JRM Tax & Wealth Management, LLCAston | $250/hr | $1,250 | $250–$750/mo |
| K Wealth AdvisorsBerwyn | $500/hr | Not published | Not published |
| Kapusta Financial GroupPittsburgh | $250/hr | $5,000 | Not published |
| Kauffman & DrebingSwarthmoreNo AUM fee | $320/hr | Not published | Not published |
| Kej Financial AdvisorsNewtown | $325/hr | $2,000 | $2,800–$60,000/yr |
| Keller Financial GroupCamp Hill | $250–$500/hr | $300–$30,000 | Not published |
| Keystone Fiduciary Financial Planning and Tax AdvisoryBethlehem | Not published | $2,500–$10,000 | Not published |
| Keystone Investment Advisors, LLCWexford | $100–$250/hr | Not published | Not published |
| Kintra Wealth, LLCWilliamsport | $200–$400/hr | $1,500–$7,500 | Not published |
| Kissling Financial Services, LLCNew Castle | $250/hr | $500–$5,000 | Not published |
| Kohlhepp Investment Advisors, LTD.Doylestown | $450/hr | Not published | $1,000/yr |
| Kramer Fiduciary ServicesPittsburghNo AUM fee | $125/hr | Not published | Not published |
| Kreiner Financial Wealth Management, Inc.Spring Grove | $120/hr | Not published | Not published |
| Kriczky Wealth Management LLCDowningtown | $400/hr | Up to $30,000 | Not published |
| Krown AdvisoryBlue Bell | $200–$500/hr | $1,000–$9,000 | $600–$3,000/qtr |
| Lakeland Investor Services, Inc.Conneaut Lake | Not published | $295–$695 | Not published |
| Lakeside PlanningMacungie | $400/hr | Not published | Not published |
| Legacy Advisory Services, LLCExton | $250/hr | Not published | Not published |
| Legacy Solutions, LLCKennett Square | $400/hr | Not published | Not published |
| Legend Financial Advisors IncPittsburgh | $100–$300/hr | $500–$10,000 | $5,000/yr |
| Liberty Asset ManagementAllentown | $150–$300/hr | $300–$3,000 | Not published |
| Liberty Square Wealth Partners LLCBethlehem | $300/hr | $500–$2,500 | Not published |
| Lifeguide Financial Advisors, LLCMechanicsburg | Not published | Not published | $4,800/yr |
| Lifelong Advisory CorpNew Hope | Not published | $1,000–$100,000 | Not published |
| Lifetime Financial Foundations, LLCSeven Valleys | $150/hr | $500 | Not published |
| Limerick Financial Group, LLCLimerick | $250–$500/hr | $4,000–$10,000 | Not published |
| Linc Wealth SolutionsNorristown | $200/hr | $500–$10,000 | Not published |
| Livelihood LLCPhiladelphiaNo AUM fee | $100–$400/hr | $1,800–$5,500 | Not published |
| Locus Wealth ManagementWest Chester | $350/hr | $3,000–$15,000 | Not published |
| Logan Capital Management, Inc.Newtown Square | $150–$250/hr | Not published | Not published |
| Luchini Financial LLCAltoona | Not published | $500–$6,000 | Not published |
| Macro Advisors, Inc.York | $150/hr | Not published | Not published |
| Madi Manages Money LLCMurrysvilleNo AUM fee | Not published | $2,000–$10,000 | $100–$500/mo |
| Magness Wealth ManagementTionesta | $100/hr | $500 | Not published |
| Magnolia Private Wealth, LLCPhiladelphia | Not published | $1,000–$45,000 | $1,500–$45,000/yr |
| Main Street Financial Solutions, LLCNewtown | Not published | $300–$15,000 | Not published |
| Malvern Capital ManagementMalvern | $500/hr | $2,500 | Not published |
| Mangolds Investment Advisors Inc.Lancaster | $100/hr | Not published | Not published |
| Manion Financial Solutions LLCLigonierNo AUM fee | $200/hr | $10,000 | Not published |
| Marin Financial LLCLancaster | $250/hr | Not published | Not published |
| Marion Wealth ManagementMonroeville | Not published | Not published | $350/mo |
| Market Street Wealth ManagementWest Chester | Not published | Not published | $50–$100/mo |
| Markle Wealth ManagementDanielsville | $295/hr | Not published | Not published |
| Matune Basile AdvisorsHermitage | Not published | Not published | $2,500/yr |
| Mauro Capital Management, Inc.Valencia | $200/hr | $500 | Not published |
| Maximum Asset StrategiesNewtownNo AUM fee | $300/hr | $500–$2,500 | Not published |
| Mcclarren Financial AdvisorsState CollegeNo AUM fee | Not published | Not published | $5,000–$100,000/yr |
| Mckenna & Sullivan IncSouthampton | $150–$250/hr | Not published | Not published |
| Medwealth AdvisorsPittsburghNo AUM fee | Not published | Not published | $450/mo |
| Mercantile Advisors, LLCCamp Hill | $75–$150/hr | $250–$2,500 | Not published |
| Meridian Wealth Partners, LLCEast Norriton | Not published | Not published | $500–$10,000/yr |
| MF Advisers, Inc.Dallas | $175/hr | Not published | Not published |
| MFG Private WealthCanonsburg | $200–$500/hr | $500–$250,000 | Not published |
| Michael Leslie Investments LLCPhiladelphia | Not published | Not published | $190/mo |
| Mighty Oak Strong America Investment CompanyMechanicsburg | $215–$475/hr | Not published | Not published |
| Milestone Asset Management, LLCPittsburgh | Not published | $500–$4,000 | Not published |
| Milestone Financial Associates, LLCMacungie | $450/hr | $20,000 | Not published |
| Milinovich & Co., IncWaynesburg | $300/hr | Not published | Not published |
| Milvian Bridge AdvisoryPaoli | $200/hr | Not published | Not published |
| Modern Wealth Concepts LLCJenkintown | $200/hr | Not published | Not published |
| Modesto CapitalElkins Park | $150/hr | $500–$10,000 | $125–$2,500/qtr |
| Moondance Investment Advisors, LLCNew Hope | $125–$350/hr | $1,500–$12,000 | Not published |
| Mor Wealth Management, LLCPhiladelphia | $500/hr | Not published | Not published |
| Morrison Fiduciary Advisors, Inc.Pittsburgh | $250/hr | Not published | $5,000–$40,000/yr |
| Mpower Wealth Management, LLCDrexel Hill | $100–$250/hr | $3,000 | Not published |
| Muhlenkamp & Co IncWexford | $250/hr | Not published | Not published |
| Myers Capital Management, IncAbington | $160/hr | $2,000–$6,000 | Not published |
| Neptune WealthPittsburgh | $100–$350/hr | $300–$3,000 | $2,500–$25,000/mo |
| Neshaminy Creek AdvisorsBensalem | $300/hr | $500–$1,000 | $50–$300/mo |
| New Green Capital, LLCWallingford | $120/hr | Not published | Not published |
| Newbridge Wealth ManagementBryn Mawr | Not published | Not published | $500–$10,000/yr |
| Nfi, LLCSeven Fields | Not published | $200–$10,000 | Not published |
| Niro Nivesto LLCGarnet Valley | Not published | $1,000–$2,500 | Not published |
| Northeast Advisers, Inc.Paoli | $200/hr | Not published | Not published |
| Northeast Financial Group, Inc.Allentown | $1,000/hr | $500–$20,000 | Not published |
| Oakmont Capital Management, LLCOakmont | $100–$750/hr | $50,000 | $50,000/yr |
| Odyssey Capital Advisors Inc.Bala Cynwyd | Not published | Not published | $3,500–$15,000/yr |
| Old Security GroupWest Chester | Not published | $500–$5,000 | Not published |
| Omaris Financial, LLCAbington | $300/hr | Not published | $6,500–$8,500/yr |
| Omicron Advisors, LLCLancaster | $350/hr | Not published | $2,500–$10,000/yr |
| Omniwealth Investments LLCLewisburg | Not published | $1,000–$10,000 | Not published |
| On Target Financial PlanningWest ChesterNo AUM fee | $275/hr | $2,499–$7,500 | $199–$349/mo |
| One Stop Advisor LLCLancaster | Not published | $1,000–$10,000 | Not published |
| One-Up FinancialErie | Not published | $250–$750 | Not published |
| Open Wealth NetworkPottstown | $300/hr | Not published | $300–$1,000/mo |
| OpulusDoylestown | $150–$400/hr | Not published | $1,750–$20,000/yr |
| Overture Wealth ManagementConshohocken | Not published | $1,000–$7,000 | $7,500–$15,000/yr |
| Pace WealthExton | $500/hr | Not published | Not published |
| Paladin Retirement AdvisorsNewtown | Not published | Not published | $625/mo |
| Paradigm Money Management, LLCWayne | Not published | $750–$6,000 | Not published |
| Paraplan OndemandPittsburghNo AUM fee | Not published | $1,500 | Not published |
| Parenti Wealth ManagementPhiladelphia | $195/hr | Not published | Not published |
| Park Lane Financial Group LLCWest Pittston | $350/hr | $1,500–$12,000 | $100–$1,000/yr |
| Paul R. Kopey & AssociatesChester Springs | $250–$350/hr | Not published | $750/qtr |
| Pavilion Financial PlanningAllentown | $400/hr | Not published | $450–$800/mo |
| Penn First AdvisorsEast Stroudsburg | $150/hr | Not published | Not published |
| Penn Portfolio Partners LLCHatfield | $200/hr | $1,000–$2,500 | Not published |
| Pennsylvania Capital Management Inc.Huntingdon Valley | $125–$750/hr | Not published | Not published |
| Personal Wealth Advisory, LLCLancasterNo AUM fee | $150–$400/hr | Not published | Not published |
| Petredis Investment AdvisorsWarrendale | $250–$750/hr | Not published | Not published |
| Phelps Financial AdvisorsState CollegeNo AUM fee | $200/hr | $1,200–$3,600 | Not published |
| Pinnacle Strategic Wealth Management, LLC.King Of Prussia | $150–$500/hr | $500–$5,000 | Not published |
| Pocket ProjectPhiladelphiaNo AUM fee | $200/hr | Not published | $150–$1,250/mo |
| Powers Capital ManagementConshohocken | Not published | Not published | $3,000/yr |
| Prometheus Capital Management Corp.Yardley | $350/hr | $500–$10,000 | Not published |
| Prosper Wisely, LLCPittsburghNo AUM fee | Not published | $600 | Not published |
| Prosperity Advisers, LLCHorsham | $400/hr | Not published | Not published |
| Provident Wealth Management IncErie | $300–$500/hr | Not published | Not published |
| Prowell Financial Management, LLCExton | Not published | $50,000 | Not published |
| Psi Capital ManagementLancaster | Not published | $1,000–$2,500 | Not published |
| PTM Wealth Management, LLCNorth Wales | $300/hr | $1,500 | $1,200/yr |
| Randa Wealth StrategiesEaston | $200/hr | $995 | Not published |
| Randall & Associates Wealth ManagementButler | Not published | Not published | $20,000/yr |
| Rational Capital Advisors LLCAmbler | $300/hr | Not published | Not published |
| RCK Wealth Advisory LLCSouderton | Not published | $2,000–$10,000 | Not published |
| Recker Capital Management LLCMcmurray | $225/hr | Not published | Not published |
| Reliance Financial AdvisorsSewickleyNo AUM fee | $250/hr | Not published | Not published |
| Retirement Collaborative LLCHarrisburg | $300/hr | $750–$1,500 | $250–$500/yr |
| RewealthSinking Spring | $200/hr | $500–$5,000 | $5,000–$15,000/yr |
| Riggs Asset Management Co IncDallas | $300/hr | Not published | Not published |
| River Wealth Advisors LLCCamp Hill | $150–$300/hr | Not published | Not published |
| RKL Private WealthLancaster | $250–$500/hr | $10,000–$25,000 | $20,000/yr |
| Robbins Wealth ManagementErie | Not published | Not published | $3,000/yr |
| Robert William Shoemaker,iiiGettysburg | $200–$300/hr | Not published | Not published |
| Rockcliff Capital, LLCPittsburgh | $500/hr | $5,000–$50,000 | Not published |
| Rockwood Wealth Management, LLCNew Hope | Not published | Not published | $12,000/yr |
| Rose Valley Asset Management LLCMedia | $125–$250/hr | Not published | Not published |
| Rowan Financial LLCBethlehem | $280/hr | $1,000 | Not published |
| RTD Financial Advisors IncPhiladelphia | Not published | Not published | $6,000–$120,000/yr |
| Sage Financial Group Inc.West Conshohocken | Not published | Not published | $10,000/yr |
| Salcedo Financial ServicesMckeesport | $150/hr | $2,000 | $2,000/qtr |
| Saubel Financial GroupYork | $450/hr | $10,000 | Not published |
| Scarsdale Investment Group, LTD.Blue BellNo AUM fee | $200–$300/hr | Not published | $1,750–$3,741/mo |
| Schubert Financial LLCCoatesville | $200/hr | $1,000–$3,500 | Not published |
| Schuylkill Financial, LLCWyomissing | $300/hr | Not published | Not published |
| Scott Financial Resources LLCHanover | Not published | $500–$5,000 | Not published |
| Sector Analysts LLCAllentown | $150/hr | $500–$3,000 | Not published |
| Sensenig Capital Advisors, Inc.Collegeville | $100–$300/hr | Not published | Not published |
| Sevenbridge Financial Group, LLCHarrisburg | Not published | $5,000–$25,000 | Not published |
| Sewickley Financial LLCSewickley | $200/hr | Not published | Not published |
| Sharp FinancialHorsham | $150–$300/hr | Not published | Not published |
| Shetland Financial, PLLCCenter Valley | $200/hr | $1,400 | Not published |
| Social Justice Capital LLCBethlehem | $250/hr | $100–$10,000 | $100–$10,000/mo |
| Solid Oak AdvisoryPittsburgh | Not published | $1,000 | $300–$2,000/mo |
| SP Wealth PlanningChurchville | $250–$450/hr | $100–$1,000 | Not published |
| Stark Wealth Management LLCBethlehem | Not published | $1,000 | Not published |
| Step Forward FinancialLewistownNo AUM fee | $72/hr | Not published | $720/yr |
| Sterling Investment Advisors LTD.Berwyn | Not published | $2,000–$20,000 | Not published |
| Stewardship Advisors, LLCMount Joy | Not published | $500 | Not published |
| Stone Pine Financial PartnersMedia | Not published | $4,000 | Not published |
| Stonecrop Wealth Advisors, LLCWest Chester | $100–$500/hr | $4,000–$20,000 | Not published |
| Stonefield Capital LTD.Malvern | Not published | $200–$10,000 | Not published |
| Stoneridge Wealth Advisors, LLCBangor | $125/hr | $500 | Not published |
| Storehouse Investments LLCNew Castle | $100/hr | $500–$5,000 | Not published |
| Storie Financial Advisory LLCCanonsburgNo AUM fee | $75–$255/hr | Not published | Not published |
| Stout Wealth Advisory Group, LLCMechanicsburg | Not published | $800–$5,000 | Not published |
| Strubel Investment Management, LLCLancaster | $100–$300/hr | Not published | Not published |
| Summit Investment Advisory Group LLCHuntingdon Valley | Not published | $250–$4,000 | Not published |
| Sustainable Financial PlanningPhiladelphia | $300/hr | $2,000–$5,000 | $150–$400/mo |
| T.e. Zimmerman, Investment ServicesLanghorne | Not published | Not published | $250/mo |
| Tannhauser Financial LLCNorth Wales | Not published | $1,000–$20,000 | Not published |
| Tarigas Investment AdvisoryLancaster | $50–$300/hr | Not published | Not published |
| Templeton Financial PlanningCoraopolisNo AUM fee | $150/hr | $900 | Not published |
| TGS Financial AdvisorsRadnor | Not published | $3,500 | $1,750/qtr |
| The Baran James Company, Inc.Pittsburgh | $250/hr | Not published | Not published |
| The Coury FirmPittsburgh | Not published | Not published | $30,000/yr |
| The Financial Advisory GroupYorkNo AUM fee | Not published | $2,000–$6,000 | Not published |
| The Seb Group, Inc.PhiladelphiaNo AUM fee | $500/hr | Not published | Not published |
| Thi, Inc.Sewickley | Not published | $500–$1,000 | Not published |
| Thrive Capital Management, LLCFort Washington | $350–$500/hr | Not published | $2,000/yr |
| Thrive Wealth Management, LLCAudubon | $200–$500/hr | $1,000–$100,000 | Not published |
| Throughline Financial PlanningDowningtownNo AUM fee | $250/hr | $1,000–$10,000 | $2,500–$75,000/yr |
| Timeless WealthPhoenixville | $250/hr | $500–$15,000 | Not published |
| Tobin Investment Planning LLCYardley | Not published | $1,000–$10,000 | Not published |
| Towercrest Capital Management, LLCNewtown | $300/hr | Not published | Not published |
| TP Investment Advisory Services, LLCWayne | $250/hr | $750–$10,000 | Not published |
| Traverse Private WealthRadnor | $250/hr | Not published | Not published |
| Trebuchet Consulting, LLCPittsburgh | Not published | Not published | $2,500–$50,000/yr |
| Trinity Wealth Management, LLCBerwyn | $500/hr | $5,000–$50,000 | $5,000/yr |
| True Horizon Wealth Advisors, LLCMalvern | $250/hr | $750–$10,000 | Not published |
| Truewealth SolutionsRadnorNo AUM fee | Not published | $1,500–$7,000 | $500–$800/qtr |
| Trunorth Financial Services, Inc.Chambersburg | $250/hr | $250–$500 | Not published |
| Valley Brook Capital GroupVenetia | $125/hr | Not published | Not published |
| Van Reed Wealth Management LLCWyomissing | $300/hr | Not published | Not published |
| Vantage Advisors, LLCWayneNo AUM fee | $250/hr | Not published | Not published |
| Vantus WealthLancaster | $750/hr | $50,000 | $50,000/yr |
| Veery Capital, LLCWest Chester | $150–$500/hr | Not published | Not published |
| Venn Wealth & Benefit Services, LLCAltoona | Not published | $1,000–$2,500 | Not published |
| Ventura Wealth ManagementYardley | $250–$500/hr | $2,500–$12,500 | Not published |
| Vera-Cpa, Inc.Lords ValleyNo AUM fee | $250/hr | $250 | $750/yr |
| Veritable Financials LLCPhiladelphia | Not published | $3,000–$10,000 | Not published |
| Vermillion & White Wealth Management GroupPhoenixville | $250/hr | Not published | Not published |
| Vesta FinancialcarePhiladelphiaNo AUM fee | $200/hr | $1,000–$2,500 | Not published |
| Victus Wealth ManagementEnola | Not published | Not published | $300–$1,000/mo |
| Virtual Tax PlannersWyoming | Not published | $5,000–$20,000 | $200–$1,500/mo |
| Vision Wealth Advisors, LLCLewisburg | $350/hr | $10,000 | Not published |
| Waypoint Financial, LLCDublin | $500/hr | $2,400–$12,000 | Not published |
| Wealth More Enterprise, Inc.Philadelphia | Not published | Not published | $25/mo |
| WealthfdConshohocken | $250–$1,000/hr | $1,000 | $5,000–$15,000/yr |
| Wealthkare.com, Inc.Mount Union | Not published | $2,500–$10,000 | Not published |
| Wealthpenn.com LLCSinking SpringNo AUM fee | $165/hr | $2,500 | $8,200/yr |
| Wealthprotect Advisors LLCPittsburghNo AUM fee | Not published | $1,200 | Not published |
| Wealthu Advisors LLCEnola | Not published | $750–$3,000 | $175–$600/mo |
| Wealthwise AdvisorsMedia | Not published | $300–$3,500 | Not published |
| Wedmont Private CapitalWest ChesterNo AUM fee | Not published | Not published | $15,000/yr |
| Wescott Financial Advisory Group LLCPhiladelphia | $150–$750/hr | Not published | $1,500/yr |
| Westward Planning GroupNarberth | $250/hr | Not published | $250–$400/mo |
| Weyhill Investment Counsel, LLCBethlehem | $250/hr | $200–$5,000 | Not published |
| Wharton Wealth Management, LLCMalvern | $150–$300/hr | Not published | Not published |
| Whitford Financial PlanningExton | Not published | Not published | $500–$1,000/mo |
| Wick Capital Partners, LLCWayne | $500/hr | Not published | Not published |
| Wilson InsightPhiladelphia | $100–$500/hr | Not published | Not published |
| Woodmont Wealth Management, LLC`Huntingdon Valley | $150/hr | Not published | Not published |
| Woolstone Wealth ManagementMalvern | Not published | $5,000–$15,000 | Not published |
| Worrell Financial LLCWest ChesterNo AUM fee | $250/hr | $500–$3,500 | Not published |
| Wuenschell Financial Services LLCSeven Fields | $250/hr | Not published | Not published |
| Your Money Matters Wealth Management, LLCSayre | $250/hr | $5,000 | $2,000/yr |
| Zenith Wealth PartnersPhiladelphia | Not published | $2,000–$10,000 | $1,000/mo |
| Zimmer Financial PlanningBethel ParkNo AUM fee | $300/hr | Not published | $7,500–$15,000/yr |
| Zizzi InvestmentsMechanicsburg | $250/hr | $2,000–$5,000 | $2,400/yr |
No firms match these filters.
Other registered firms that do not publish dollar fees (227)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 3RD Level Analytics, Chadds Ford
- 46 Peaks Investment Advisory Group, Newtown
- 4TH River Financial Group, Inc., Wexford
- Abundance Wealth Counselors, LLC, State College
- Acs Tax & Financial Advisors PC, Pottstown
- Advice & Planning Services LLC, Youngwood
- Almanack Investment Partners, Newtown Square
- Altruistic Advisor LLC, East Fallowfield
- Alvin Clay Financial Advisors, LLC, Jenkintown
- Ambrose Wealth Management, Chadds Ford
- Ando Arashi, Mechanicsburg
- Arca Archa, LLC, Abington
- Archetype Advisors, LLC, Doylestown
- Arnold Investment Group, Phoenixville
- Arx Private Wealth, Lancaster
- Aufman Associates Inc, Sewickley
- Aurdan Capital Management, LLC, Wayne
- Aviator Financial, LLC, Newport
- Bare Wealth Advisors, Gap
- Bargeld Financial, Media
- Barnstone Advisors LLC, Phoenixville
- BCR Financial Services, LLC, Wexford
- Benchmark Financial, Schwenksville
- Biondo Investment Advisors LLC, Milford
- Bishop & Company Investment Management, LLC, Erie
- Black Diamond Advisory Partners, Chesterbrook
- Bloomer Financial Planning LLC, Doylestown
- Blue Horizon Wealth Management, LLC, Johnstown
- Botamer Financial, State College
- Brandywine Oak Private Wealth LLC, Kennett Square
- Breakforth Investment Management, Inc, Valencia
- Brightside Wealth Planning, LLC, Center Valley
- Brinker Financial, Broomall
- Buffalo Valley Wealth Plus, Mifflinburg
- Callan Family Office, LLC, Radnor
- Candlelight Financial Solutions, Lincoln University
- Capital Wealth Investments, Scranton
- Carnegie Wealth Management, LLC, Berwyn
- Cartera Investments, Media
- Cerebrum Financial Services, LLC, Devon
- Ces Investment Strategies, Lititz
- Cgi Wealth Advisors, Inc., Frazer
- Chestnut Investment Advisory, Glenside
- CMG Capital Management Group, Inc., Malvern
- Compass Investments LLC, Pittsburgh
- Compass Ion Advisors, LLC, Conshohocken
- Comprehensive Financial Advisers, Exton
- Comprehensive Financial Planning, Inc., East Petersburg
- Confluence Financial Partners, Mcmurray
- Cooper Eagle, LLC, King Of Prussia
- Copper Beech Advisors, LLC, Malvern
- Cornerstone Advisors Asset Management, LLC, Bethlehem
- Coy Capital Management, Monroeville
- CPC Financial Planning, Inc, King Of Prussia
- Crossgate Wealth Advisors, LLC, Newtown
- Crossover Capital, Yardley
- CWR Capital Management LLC, Lancaster
- Deep Draft Consulting, LLC, Allentown
- Deluca Financial Planning, Paoli
- Dentler Capital LLC, New Cumberland
- Drazga Wealth Advisors, LLC, Wexford
- DS Financial Strategies, LLC, King Of Prussia
- DT Investment Partners, LLC, Chadds Ford
- Ducharme Wealth Advisors, LLC, Jenkintown
- DWD Portfolio Solutions, Inc., Pittsburgh
- Eagle Rock Financial Advisers, LTD., Lancaster
- Elliker Financial, Morgantown
- Emmanuel Capital Management, LLC, Pittsurgh
- Ethos Financial Group, LLC, King Of Prussia
- Ewa, LLC, Pittsburgh
- Faithward Advisors, LLC, Lancaster
- Falcon Wealth Managers, Thornton
- Financial Advisors Consortium, Inc., Pittsburgh
- Financial Advisory Services, LLC, Hanover
- Financial Planning Advisors Inc., Wyomissing
- Firstrust Financial Advisors, Conshohocken
- Fiscalwise, Inc., Media
- Flynn Financial, LLC, Blakely
- Ford Investment & Retirement Management LLC, York
- Franklin Retirement Solutions, Inc., Horsham
- Gage Wealth Management Group, Newtown
- Gibson Capital, LLC, Wexford
- Goshen Capital LLC, West Chester
- Goydas Capital Investment Management, LLC, Genesee
- Grace Financial Advisors LLC, West Chester
- Grandview Asset Management LLC, Harrisburg
- Greycourt & Co., Inc., Pittsburgh
- Groundwork Wealth Management, LLC, Downingtown
- Growth Point Financial LLC, Lancaster
- Guyasuta Investment Advisors, Incorporated, Pittsburgh
- Gwynedd Wealth Partners, LLC, Plymouth Meeting
- H Financial Management, Canonsburg
- Hamel Associates,inc., Allentown
- Harmony Road Advisors, Elizabethtown
- Henderson Brothers Financial Partners LLC, Pittsburgh
- Hudock Capital Group, Williamsport
- Hutchison Whitehead Wealth Management, Canonsburg
- Im Wealth Partners, Blue Bell
- Investors' Choice Advisory Services, LLC, Orefield
- Ironview Capital Management, LLC, Conshohocken
- Isakov Planning Group Inc., Southampton
- Jacobi Capital Management, LLC, Pittston
- JMM Financial, LLC, Allentown
- Kangpan & Co., Gwynedd Valley
- Kathmere Capital Management, LLC, Wayne
- Ketwich Capital LLC, Malvern
- Key Wealth Partners, LLC, Lititz
- Keyvantage Wealth Advisors, Bethlehem
- Kitching Partners, LLC, Conshohocken
- Kooman & Associates, Altoona
- Kuleck Financial Planning, Emporium
- Lansing Street Advisors, Ambler
- Legacy Advisors, LLC, Plymouth Meeting
- Life Stewardship Advisors, Lancaster
- Lighthouse Wealth Management, LLC, Camp Hill
- Longview Financial Planning LLC, Auburn
- Lynch Investment Planning, LLC, Newtown Square
- Main Advisory, Inc., Canonsburg
- Marathon Strategic Advisors, LLC, Pittsburgh
- Masani Wealth Management, LLC, West Chester
- Masland & Barrick Advisory, Inc, Camp Hill
- Master's Wealth Management Inc., Leola
- MB, Levis & Associates,llc, Center Valley
- MC2 Financial Advisers, Inc., Newtown Square
- Mcadam LLC, Radnor
- Mccann Wealth Strategies,inc., State College
- Mchenry Investments, LLC, Beaver
- Members Wealth LLC, Media
- Mfa Wealth Advisors, LLC, Pittsburgh
- MG Financial Management, LLC, Doylestown
- Miller Investment Management, LP, West Conshohocken
- Modern Wealth LLC, Blue Bell
- Morgan Financial Incorporated, Oley
- Morton Brown Family Wealth LLC, Allentown
- Mountain River Financial, Jenkintown
- Moyer Wealth Management, Lansdale
- Nav Wealth Partners, Sewickley
- New Wave Financial LLC, Collegeville
- Newsquare Capital, LLC, Newtown Square
- Niche Investment Advisors LLC, King Of Prussia
- Nordwand Advisors, Radnor
- North Manor Capital, Philadelphia
- Northeastern Financial Consultants, Inc., South Abington Township
- Northport Investment Management, LLC, Radnor
- Northstar Financial Companies, Inc., Conshohocken
- Oars Capital, Dillsburg
- Obrien Greene & Co Inc, Media
- Ostrom & Associates, Glen Mills
- Pegasus Management Services L.L.C., King Of Prussia
- Pennsylvania Advisory Services, Inc., Harrisburg
- Peteralexander, West Conshohocken
- Pioneer Fortress Consulting LLC, Lewisburg
- Pitcairn, Conshohocken
- Plumtree Financial Planning, Malvern
- Popa Financial Services, Inc., Bethel Park
- Premier Prosperity Advisors LLC, Newtown
- Prepared Retirement Institute LLC, Montgomeryville
- Private Wealth Services, LLC, Cranberry Township
- Proctor Advisory Wealth, LLC, Wexford
- Proper Financial, LLC, Wayne
- Providers & Families Wealth Management, Carlisle
- Prudent Management Associates, Philadelphia
- Quantum Strategies Wealth Advisory, Glen Mills
- Quattro Advisors L.L.C., Pittsburgh
- Renaissance Wealth Management, LLC, Bethlehem
- Revisionist Wealth Advisors, LLC, Downingtown
- Rex Consulting, LLC, Seven Fields
- Rittenhouse Wealth Management, LLC, Philadelphia
- River's Edge, Beaver
- Riverside Financial Advisors LLC, Pittsburgh
- Roble, Belko and Company, Inc., Sewickley
- Roland Financial Wealth Management LLC, Erie
- Rolek Retirement Planning, Berwyn
- Rossi Financial Associates, Inc., Monroeville
- Rowley Financial, Lancaster
- Salvino Capital Management, LLC, North Wales
- Santori & Peters, Canonsburg
- Savageadvisory, Philadelphia
- Schenley Capital, Inc, Sewickley
- Securities Brokerage Services, Carnegie
- Sequinox Wealth Management, LLC, Lancaster
- Setarcos Wealth Advisors LLC, Philadelphia
- SFR Wealth LLC, Lower Burrell
- Sigma Financial, Inc., Allentown
- Smart Financial Group, LLC, Pittsburgh
- Smithbridge Asset Management, Inc., Chadds Ford
- SP Retirement LLC, Downingtown
- Spring City Partners, LLC, Paoli
- Stahl Wealth Management, LLC, Lancaster
- Steven G. Blum and Associates, LLC, Swarthmore
- Stillwater Private Wealth, Allenton
- Stone Fortress Wealth Strategies, Huntingdon Valley
- Stonebridge Financial Group, LLC, Wormleysburg
- Success Wealth Management LLC, Wexford
- Summit Group Retirement Planners, Inc., Exton
- Sweetgum Laboratories LLC, Yardley
- Tactical Wealth Planning LLC, West Conshohocken
- Targeted Financial Planning LLC, East Stroudsburg
- Taxio, Yardley
- The Aranda Group Advisors, LLC, Jenkintown
- The Fairman Group, LLC, Chesterbrook
- Three Rivers Executive Consulting, LLC, Wexford
- Thrift Financial, Inc., Newtown
- Tiller Private Wealth, Inc., Bethlehem
- Time Investments, LLC, Huntingdon Valley
- Tower Bridge Advisors, West Conshohocken
- Tower Wealth Partners, Lewisburg
- Trendscast Financial LLC, Eighty Four
- Valen Private Capital, LLC., Paoli
- Valley Forge Investment Consultants, Inc., Audubon
- Valor Investments and Planning LLC, Easton
- Vama Oak Wealth, LLC, Doylestown
- Verdis Investment Management, LLC, West Conshohocken
- Vertex Financial Advisors LLC, Elkins Park
- Vicus Capital, Inc., State College
- Vimcor, Duncansville
- Vindicta Investment Advisors LLC, Sewickley
- Watchtower Wealth Management, Inc., Elizabethtown
- Wealth Quest, LTD., Palmyra
- Wealthcare Solutions, LLC, Radnor
- Wellfull, Harleysville
- Wexford Wealth Advisors LLC, Wexford
- William Evans Investment Advisor, Pipersville
- WMS Wealth Planners, Pittsburgh
- Wyze Wealth Advisors, LLC, Canonsburg
- Yardley Wealth Management LLC, Yardley
- Your Path Fi, West Chester
Cities in Pennsylvania
- Abington 3
- Allentown 8
- Berwyn 6
- Bethlehem 6
- Blue Bell 6
- Bryn Mawr 3
- Camp Hill 4
- Canonsburg 5
- Collegeville 3
- Conshohocken 6
- Downingtown 3
- Doylestown 6
- East Norriton 3
- Erie 6
- Exton 5
- Fort Washington 3
- Harrisburg 3
- Huntingdon Valley 3
- Lancaster 18
- Lansdale 4
- Lewisburg 3
- Macungie 3
- Malvern 5
- Mechanicsburg 7
- Media 4
- New Castle 3
- New Hope 3
- Newtown 10
- Paoli 5
- Philadelphia 25
- Phoenixville 3
- Pittsburgh 27
- Radnor 6
- Sewickley 6
- State College 3
- Wayne 9
- West Chester 12
- Wexford 5
- Wyomissing 3
- Yardley 5
- York 5