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540 advisors in pennsylvania
FirmFeeAUMMin.Clients

COPELAND CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #135822
Typical Fee--
AUM$4.1B
Minimum--
Clients1,983

CORDATUS WEALTH MANAGEMENT LLC

Also Compensated via Brokerage
Yardley, PennsylvaniaCRD #282871
Typical Fee--
AUM$526M
Minimum--
Clients907

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Bethlehem, PennsylvaniaCRD #138638
Typical Fee--
AUM$8.3B
Minimum--
Clients1,841

COSTELLO ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Feasterville, PennsylvaniaCRD #123249
Typical Fee--
AUM$348M
Minimum--
Clients965

COVINGTON INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ligonier, PennsylvaniaCRD #127270
Typical Fee--
AUM$886M
Minimum--
Clients639

CRESAP, INC.

Also Compensated via Brokerage
Radnor, PennsylvaniaCRD #25899
Typical Fee--
AUM$339M
Minimum--
Clients595

CROSS BORDER FINANCIAL PLANNING USA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #317154
Typical Fee--
AUM$115M
Minimum--
Clients319

CROSSGATE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #121856
Typical Fee--
AUM$236M
Minimum--
Clients179

CROSSOVER CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yardley, PennsylvaniaCRD #326625
Typical Fee--
AUM$150M
Minimum--
Clients323

CS MCKEE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Warrendale, PennsylvaniaCRD #306128
Typical Fee--
AUM$11.7B
Minimum--
Clients554

D.B. ROOT & COMPANY, LLC

Clean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #188512
Typical Fee--
AUM$830M
Minimum--
Clients2,536

DAKOTA INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bryn Mawr, PennsylvaniaCRD #290284
Typical Fee--
AUM$58M
Minimum--
Clients1

DEWITT CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Collegeville, PennsylvaniaCRD #108232
Typical Fee--
AUM$111M
Minimum--
Clients186

DICCIANNI FINANCIAL GROUP, INC.

Clean RecordAlso Compensated via Brokerage
East Norriton, PennsylvaniaCRD #149332
Typical Fee--
AUM$111M
Minimum--
Clients323

DINUZZO PRIVATE WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beaver, PennsylvaniaCRD #112778
Typical Fee--
AUM$1.0B
Minimum--
Clients2,545

DREXEL MORGAN & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #151053
Typical Fee--
AUM$469M
Minimum--
Clients21

DT INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chadds Ford, PennsylvaniaCRD #157646
Typical Fee--
AUM$1.9B
Minimum--
Clients2,090

DUNCAN FINANCIAL PLANNING ADVISORS

Fee-Only, No ConflictsClean Record
Irwin, PennsylvaniaCRD #309454
Typical Fee--
AUM--
Minimum--
Clients--

DWD PORTFOLIO SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #121435
Typical Fee--
AUM$221M
Minimum--
Clients749

EAB INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bala Cynwyd, PennsylvaniaCRD #165865
Typical Fee--
AUM$220M
Minimum--
Clients1

EAGLE INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Downingtown, PennsylvaniaCRD #144094
Typical Fee--
AUM$186M
Minimum--
Clients260

EASTERLY EAB RISK SOLUTIONS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bala Cynwyd, PennsylvaniaCRD #312382
Typical Fee--
AUM--
Minimum--
Clients--

ECON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Harrisburg, PennsylvaniaCRD #226774
Typical Fee--
AUM$193M
Minimum--
Clients746

EHB FINANCIAL RESOURCES MANAGEMNT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exton, PennsylvaniaCRD #116186
Typical Fee--
AUM$164M
Minimum--
Clients90

ELECTRA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #318664
Typical Fee--
AUM$315M
Minimum--
Clients4

ELITE LIFE MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Erie, PennsylvaniaCRD #310917
Typical Fee--
AUM$147M
Minimum--
Clients279

ELLIS INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berwyn, PennsylvaniaCRD #157669
Typical Fee--
AUM$917M
Minimum--
Clients823

ELM WEALTH

Fee-OnlyAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #167225
Typical Fee--
AUM$2.0B
Minimum--
Clients712

EMERALD ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Leola, PennsylvaniaCRD #107496
Typical Fee--
AUM$2.6B
Minimum--
Clients46

EMERALD INVESTMENT ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Leola, PennsylvaniaCRD #338769
Typical Fee--
AUM$2.3B
Minimum--
Clients189
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