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540 advisors in pennsylvania
FirmFeeAUMMin.Clients

CGI PLAN ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Frazer, PennsylvaniaCRD #311275
Typical Fee--
AUM$211M
Minimum--
Clients27

CGI WEALTH ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Frazer, PennsylvaniaCRD #311273
Typical Fee--
AUM$110M
Minimum--
Clients111

CHADDS FORD WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chadds Ford, PennsylvaniaCRD #304159
Typical Fee--
AUM$1.2B
Minimum--
Clients183

CHANCELLOR FINANCIAL GROUP WB LP

Fee-OnlyAlso Compensated via Product Sales
Wilkes-Barre, PennsylvaniaCRD #159563
Typical Fee--
AUM$216M
Minimum--
Clients1,404

CHAPEL HILL INVESTMENT ANALYSTS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensburg, PennsylvaniaCRD #109511
Typical Fee--
AUM$381M
Minimum--
Clients3,603

CHARTERED ADVISORY GROUP

Clean RecordAlso Compensated via Product Sales
Chadds Ford, PennsylvaniaCRD #116517
Typical Fee--
AUM$121M
Minimum--
Clients728

CHARTWELL INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berwyn, PennsylvaniaCRD #170335
Typical Fee--
AUM$13.0B
Minimum--
Clients340

CHATHAM INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kennett Square, PennsylvaniaCRD #158802
Typical Fee--
AUM$384M
Minimum--
Clients2

CHESTNUT STREET INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #309741
Typical Fee--
AUM$120M
Minimum--
Clients225

CHRISTINE MESSMER, P.C.

Fee-Only, No ConflictsClean Record
Collegeville, PennsylvaniaCRD #121202
Typical Fee--
AUM$241M
Minimum--
Clients206

CLARK CAPITAL MANAGEMENT GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #104796
Typical Fee--
AUM$30.6B
Minimum--
Clients33,985

CLEARVIEW FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #286168
Typical Fee2.99%
AUM$1.1B
Minimum--
Clients803

CLOVERLAY INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Conshohocken, PennsylvaniaCRD #277170
Typical Fee--
AUM$1.6B
Minimum--
Clients12

CMG CAPITAL MANAGEMENT GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Malvern, PennsylvaniaCRD #110750
Typical Fee--
AUM$251M
Minimum--
Clients1,002

COLLECTIVE FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
York, PennsylvaniaCRD #301274
Typical Fee--
AUM$452M
Minimum--
Clients436

COMMON CENTS PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glen Mills, PennsylvaniaCRD #120131
Typical Fee--
AUM$542M
Minimum--
Clients1,431

COMMONWEALTH INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #106292
Typical Fee--
AUM$1.2B
Minimum--
Clients61

COMPASS INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #141323
Typical Fee--
AUM$85M
Minimum--
Clients412

COMPASS ION ADVISORS, LLC

Also Compensated via Brokerage
Conshohocken, PennsylvaniaCRD #166418
Typical Fee--
AUM$1.3B
Minimum--
Clients3,547

COMPREHENSIVE FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
East Petersburg, PennsylvaniaCRD #110937
Typical Fee--
AUM$419M
Minimum--
Clients578

CONCENTUS WEALTH ADVISORS

Clean RecordAlso Compensated via Product Sales
Newtown Square, PennsylvaniaCRD #170052
Typical Fee--
AUM$899M
Minimum--
Clients2,578

CONESTOGA CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #111750
Typical Fee--
AUM$8.8B
Minimum--
Clients247

CONFLUENCE FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mcmurray, PennsylvaniaCRD #311980
Typical Fee--
AUM$5.5B
Minimum--
Clients12,924

CONNORS INVESTOR SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wyomissing, PennsylvaniaCRD #106993
Typical Fee--
AUM$1.2B
Minimum--
Clients626

CONRAD SIEGEL INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Harrisburg, PennsylvaniaCRD #123560
Typical Fee--
AUM$10.1B
Minimum--
Clients1,085

CONSERVEST CAPITAL ADVISORS INC

Fee-Only, No ConflictsClean Record
Wynnewood, PennsylvaniaCRD #111353
Typical Fee--
AUM$1.7B
Minimum--
Clients298

CONTINUIM EQUITY PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #328788
Typical Fee--
AUM$349M
Minimum--
Clients7

COOKE & BIELER, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #113859
Typical Fee--
AUM$11.4B
Minimum--
Clients226

COOKSON PEIRCE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #110729
Typical Fee--
AUM$2.3B
Minimum--
Clients2,347

COOMBS WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Blue Bell, PennsylvaniaCRD #281132
Typical Fee1.00%
AUM$140M
Minimum--
Clients91
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