Fiduciary advisors in Pennsylvania

540registered advisers
490fee-only verified

Philadelphia's old-money wealth management tradition and Pittsburgh's tech renaissance give Pennsylvania two distinct advisory markets. The state has 540 SEC-registered fiduciary advisors, 490 fee-only. Pennsylvania does not tax retirement income, a fact that keeps many retirees in-state and generates demand for distribution planning around that advantage.

Cities

Abington1Allentown8Altoona1Ambler4Audubon3Bala Cynwyd8Beaver3Berwyn11Bethlehem8Blue Bell7Bridgeville2Bryn Mawr7Butler1Camp Hill5Canonsburg9Center Valley4Chadds Ford7Chambersburg1Chesterbrook1Coatesville1Collegeville3Conshohocken20Conyngham1Coopersburg1Cranberry Township1Cranberry Twp2Dallas1Delmont1Devon1Dillsburg1Downingtown2Doylestown6Dunmore1East Norriton4East Petersburg1Easton1Erie6Exton5Feasterville1Fort Washington4Frazer2Gap1Glen Mills1Greensburg3Hanover1Harleysville1Harmony1Harrisburg7Hermitage2Horsham2Huntingdon Valley2Irwin1Jenkintown2Jessup1Johnstown1Kennett Square5King Of Prussia7Kingston1Lancaster15Lansdale1Lemont2Lemoyne2Leola6Lewisburg1Ligonier1Lower Gwynedd1Macungie1Malvern15Mcmurray2Mechanicsburg5Media5Milford1Monroeville1Montgomeryville1Moon Township1Mount Joy1Mount Union1New Castle1New Hope1Newtown15Newtown Square10North Wales1Oakmont2Oaks1Paoli2Philadelphia52Phoenixville3Pittsburgh51Pittston2Plymouth Meeting1Radnor24Reading1Renfrew1Scranton2Sewickley5Silverdale1State College6Swarthmore1Thornton1Tunkhannock1Venetia1Villanova2W. Conshohocken3Warrendale2Wayne26West Chester13West Conshohocken13West Point1Wexford7Wilkes-Barre2Williamsport2Wormleysburg1Wynnewood4Wyomissing7Yardley8York3Youngwood1

Top advisors

1315 CAPITAL

Fee-Only, No ConflictsClean Record
Philadelphia, PennsylvaniaCRD #175292
Typical Fee--
AUM$1.3B
Minimum--
Clients9

46 PEAKS INVESTMENT ADVISORY GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #306902
Typical Fee--
AUM$212M
Minimum--
Clients402

ABRDN INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #111069
Typical Fee--
AUM$37.6B
Minimum--
Clients157

ABSOLUTE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #121484
Typical Fee--
AUM$554M
Minimum--
Clients2,137

ABUNDANCE WEALTH COUNSELORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
State College, PennsylvaniaCRD #111740
Typical Fee--
AUM$1.6B
Minimum--
Clients1,711

AC WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berwyn, PennsylvaniaCRD #326708
Typical Fee0.20%
AUM$466M
Minimum--
Clients1,758

ACT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #307272
Typical Fee--
AUM$115M
Minimum--
Clients21

ADARE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #152471
Typical Fee--
AUM$159M
Minimum--
Clients223

ADDIS & HILL, INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #117495
Typical Fee--
AUM$254M
Minimum--
Clients412

ADDISON CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #144853
Typical Fee1.25%
AUM$808M
Minimum--
Clients526

ADVICE & PLANNING SERVICES LLC

Clean RecordAlso Compensated via Brokerage
Youngwood, PennsylvaniaCRD #283626
Typical Fee--
AUM$170M
Minimum--
Clients632

AGILITY EQUITY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #338602
Typical Fee--
AUM$173M
Minimum--
Clients11

ALDEN CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #293551
Typical Fee2.00%
AUM$1.4B
Minimum--
Clients3,147

ALDEN INVESTMENT GROUP

Fee-OnlyAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #317077
Typical Fee--
AUM$319M
Minimum--
Clients978

ALLEGHENY FINANCIAL GROUP LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #104690
Typical Fee--
AUM$4.9B
Minimum--
Clients12,950

ALLEGHENY INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #7597
Typical Fee--
AUM$634M
Minimum--
Clients2,990

ALLIANCE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wyomissing, PennsylvaniaCRD #319679
Typical Fee--
AUM$255M
Minimum--
Clients978

ALLIANCE WEALTH ADVISORS, LLC

Clean RecordAlso Compensated via Product Sales
Scranton, PennsylvaniaCRD #288394
Typical Fee--
AUM$498M
Minimum--
Clients643

ALMANACK INVESTMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #282428
Typical Fee--
AUM$773M
Minimum--
Clients1,481

ALPHA ARCHITECT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown Square, PennsylvaniaCRD #153905
Typical Fee--
AUM$13.5B
Minimum--
Clients135

ALTERRA IOS MANAGER, LLC

Clean RecordAlso Compensated via Insurance
Bryn Mawr, PennsylvaniaCRD #324445
Typical Fee--
AUM$2.7B
Minimum--
Clients5

ALVIN CLAY FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jenkintown, PennsylvaniaCRD #226655
Typical Fee--
AUM$155M
Minimum--
Clients301

AMERISERV WEALTH ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Johnstown, PennsylvaniaCRD #105846
Typical Fee--
AUM$1.1B
Minimum--
Clients1,124

AMPLIUS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Blue Bell, PennsylvaniaCRD #334991
Typical Fee--
AUM--
Minimum--
Clients--

AMPLIUS WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Blue Bell, PennsylvaniaCRD #312463
Typical Fee--
AUM$1.7B
Minimum--
Clients2,847

ARBA CREDIT MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Conshohocken, PennsylvaniaCRD #304734
Typical Fee--
AUM$309M
Minimum--
Clients2

ARCHEAN CAPITAL PARTNERS II, L.L.C.

Fee-Only, No ConflictsClean Record
Newtown Square, PennsylvaniaCRD #294346
Typical Fee--
AUM$528M
Minimum--
Clients3

ARCHETYPE ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Doylestown, PennsylvaniaCRD #156527
Typical Fee--
AUM$195M
Minimum--
Clients480

ARDEN FUND MANAGEMENT, LLC

Clean RecordAlso Compensated via Insurance
Philadelphia, PennsylvaniaCRD #164662
Typical Fee--
AUM$1.1B
Minimum--
Clients13

ARGOSY CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #160212
Typical Fee--
AUM$3.5B
Minimum--
Clients47

ARGYLE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Center Valley, PennsylvaniaCRD #106576
Typical Fee1.00%
AUM$317M
Minimum--
Clients138

ARIN RISK ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #151491
Typical Fee0.15%
AUM$5.0B
Minimum--
Clients16

ASCO FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kingston, PennsylvaniaCRD #124395
Typical Fee--
AUM$159M
Minimum--
Clients55

ASG INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Renfrew, PennsylvaniaCRD #292445
Typical Fee--
AUM$235M
Minimum--
Clients1,992

ASPIRE WEALTH ARCHITECTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wexford, PennsylvaniaCRD #297090
Typical Fee--
AUM$257M
Minimum--
Clients530

ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Camp Hill, PennsylvaniaCRD #147982
Typical Fee--
AUM$116M
Minimum--
Clients539

ATAIROS MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Bryn Mawr, PennsylvaniaCRD #281947
Typical Fee--
AUM$7.3B
Minimum--
Clients2

ATLAS WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wyomissing, PennsylvaniaCRD #175219
Typical Fee--
AUM$222M
Minimum--
Clients812

ATMOS ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #160087
Typical Fee--
AUM$181M
Minimum--
Clients295

ATTINGER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #311772
Typical Fee--
AUM$543M
Minimum--
Clients12

ATTLEBORO WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yardley, PennsylvaniaCRD #318056
Typical Fee--
AUM$113M
Minimum--
Clients544

ATWATER MALICK

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #147972
Typical Fee--
AUM$687M
Minimum--
Clients947

AUFMAN ASSOCIATES INC

Fee-Only, No ConflictsClean Record
Sewickley, PennsylvaniaCRD #104622
Typical Fee--
AUM$863M
Minimum--
Clients248

AURDAN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #330304
Typical Fee--
AUM$423M
Minimum--
Clients316

AVAIL INVESTMENT PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Lemont, PennsylvaniaCRD #315678
Typical Fee--
AUM$139M
Minimum--
Clients373

AVANTRA FAMILY WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mechanicsburg, PennsylvaniaCRD #288209
Typical Fee--
AUM$222M
Minimum--
Clients1,041

AVENTINE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Doylestown, PennsylvaniaCRD #292390
Typical Fee--
AUM$153M
Minimum--
Clients351

AWH FINANCIAL, LLC

Fee-Only, No ConflictsClean Record
Bala Cynwyd, PennsylvaniaCRD #285183
Typical Fee--
AUM--
Minimum--
Clients--

AXIOM ASSET MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Wayne, PennsylvaniaCRD #145186
Typical Fee--
AUM$803M
Minimum--
Clients598

AZARIAS CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berwyn, PennsylvaniaCRD #174466
Typical Fee--
AUM$249M
Minimum--
Clients9
View all 540 advisors in Pennsylvania
Fiduciary Financial Advisors in Pennsylvania | FiduciaryListings