{ "path": "/advisors/pa/fee-only", "url": "https://advisorcensus.com/advisors/pa/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in Pennsylvania", "filters": {}, "scope_total": 405, "faq": [ { "q": "How many financial advisory firms are there in Pennsylvania?", "a": "AdvisorCensus lists 1,211 investment advisory firms with a principal office in Pennsylvania, from Form ADV filings as of October 2026: 568 SEC-registered, 543 state-registered, and 100 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Pennsylvania?", "a": "405 of the 1,211 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Pennsylvania offer financial planning?", "a": "716 of the 1,111 firms in Pennsylvania that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Pennsylvania fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 405 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Pennsylvania who are paid only by client fees. AdvisorCensus lists 405 investment advisory firms with a principal office in Pennsylvania that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Pennsylvania: 405 firms from Form ADV filings as of October 2026.", "total_firms": 405, "page": 2, "total_pages": 9, "sort": "name", "registration_types": { "sec": 144, "state": 261, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 405 }, { "code": "percentage_of_aum", "count": 364 }, { "code": "hourly", "count": 172 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 236 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 156 }, { "code": "5_to_9", "count": 74 }, { "code": "10_to_19", "count": 98 }, { "code": "20_plus", "count": 77 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 156 }, { "code": "25m_100m", "count": 77 }, { "code": "100m_500m", "count": 80 }, { "code": "500m_1b", "count": 26 }, { "code": "1b_5b", "count": 29 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 33 } ], "firms": [ { "crd_number": 168466, "name": "Blue Horizon Wealth Management, LLC", "name_as_filed": "BLUE HORIZON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-horizon-wealth-management-llc-168466", "city": null, "state": null, "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 312964, "name": "Bokeh Capital Partners LLC", "name_as_filed": "BOKEH CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/bokeh-capital-partners-llc-pittsburgh-pa-312964", "city": "Pittsburgh", "state": "PA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122501, "name": "Borden Portfolio Management", "name_as_filed": "BORDEN PORTFOLIO MANAGEMENT", "url": "https://advisorcensus.com/firm/borden-portfolio-management-122501", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124077, "name": "Botamer Financial", "name_as_filed": "BOTAMER FINANCIAL", "url": "https://advisorcensus.com/firm/botamer-financial-124077", "city": null, "state": null, "years_registered": 40, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165083, "name": "Bowen Asset Management LLC", "name_as_filed": "BOWEN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bowen-asset-management-llc-165083", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288336, "name": "Braun-Bostich & Associates Inc.", "name_as_filed": "BRAUN-BOSTICH & ASSOCIATES INC.", "url": "https://advisorcensus.com/firm/braun-bostich-and-associates-inc-canonsburg-pa-288336", "city": "Canonsburg", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291047, "name": "Bright Forge Capital, LLC", "name_as_filed": "BRIGHT FORGE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/bright-forge-capital-llc-291047", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327899, "name": "Brightside Wealth Planning, LLC", "name_as_filed": "BRIGHTSIDE WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/brightside-wealth-planning-llc-center-valley-pa-327899", "city": "Center Valley", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336800, "name": "Brogan Asset Management, LLC", "name_as_filed": "BROGAN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brogan-asset-management-llc-336800", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287837, "name": "Brookhouse Advisors", "name_as_filed": "BROOKHOUSE ADVISORS", "url": "https://advisorcensus.com/firm/brookhouse-advisors-meadville-pa-287837", "city": "Meadville", "state": "PA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118032, "name": "Bruce A. Kraig Associates", "name_as_filed": "BRUCE A. KRAIG ASSOCIATES", "url": "https://advisorcensus.com/firm/bruce-a-kraig-associates-118032", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146500, "name": "Bryn Mawr Wealth Management LLC", "name_as_filed": "BRYN MAWR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bryn-mawr-wealth-management-llc-146500", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337715, "name": "BTG Capital LLC", "name_as_filed": "BTG CAPITAL LLC", "url": "https://advisorcensus.com/firm/btg-capital-llc-337715", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332591, "name": "Buckler Wealth Management, LLC", "name_as_filed": "BUCKLER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/buckler-wealth-management-llc-332591", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155542, "name": "Byerly Investment Management Inc.", "name_as_filed": "BYERLY INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/byerly-investment-management-inc-155542", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317446, "name": "Callan Family Office, LLC", "name_as_filed": "CALLAN FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446", "city": "Radnor", "state": "PA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330404, "name": "Capridge Advisors", "name_as_filed": "CAPRIDGE ADVISORS", "url": "https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404", "city": "Wayne", "state": "PA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165605, "name": "Carey Investment Solutions LLC", "name_as_filed": "CAREY INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/carey-investment-solutions-llc-philadelphia-pa-165605", "city": "Philadelphia", "state": "PA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304487, "name": "Carriage Hill Investment Associates LLC", "name_as_filed": "CARRIAGE HILL INVESTMENT ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/carriage-hill-investment-associates-llc-lancaster-pa-304487", "city": "Lancaster", "state": "PA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328615, "name": "Cartera Investments", "name_as_filed": "CARTERA INVESTMENTS", "url": "https://advisorcensus.com/firm/cartera-investments-328615", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325202, "name": "Catlin Financial, LLC", "name_as_filed": "CATLIN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/catlin-financial-llc-beaver-pa-325202", "city": "Beaver", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304159, "name": "Chadds Ford Wealth Partners, LLC", "name_as_filed": "CHADDS FORD WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159", "city": "Chadds Ford", "state": "PA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114359, "name": "Charles Manning & Associates, Inc.", "name_as_filed": "CHARLES MANNING & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/charles-manning-and-associates-inc-bala-cynwyd-pa-114359", "city": "Bala Cynwyd", "state": "PA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309741, "name": "Chestnut Street Investment Counsel, LLC", "name_as_filed": "CHESTNUT STREET INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/chestnut-street-investment-counsel-llc-lancaster-pa-309741", "city": "Lancaster", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121202, "name": "Christine Messmer, P.C.", "name_as_filed": "CHRISTINE MESSMER, P.C.", "url": "https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202", "city": "Collegeville", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147356, "name": "Christman Financial Advisors LLC", "name_as_filed": "CHRISTMAN FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/christman-financial-advisors-llc-147356", "city": null, "state": null, "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133207, "name": "CHU Financial Management Corporation", "name_as_filed": "CHU FINANCIAL MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/chu-financial-management-corporation-133207", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330703, "name": "CJ Perry Financial", "name_as_filed": "CJ PERRY FINANCIAL", "url": "https://advisorcensus.com/firm/cj-perry-financial-330703", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173895, "name": "CJK Capital Management, LLC", "name_as_filed": "CJK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cjk-capital-management-llc-173895", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315374, "name": "Clearpeak Capital Management", "name_as_filed": "CLEARPEAK CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/clearpeak-capital-management-315374", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304473, "name": "Clearview Portfolio Consulting LLC", "name_as_filed": "CLEARVIEW PORTFOLIO CONSULTING LLC", "url": "https://advisorcensus.com/firm/clearview-portfolio-consulting-llc-304473", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 323690, "name": "Clovelly Wealth", "name_as_filed": "CLOVELLY WEALTH", "url": "https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690", "city": "Wayne", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 301274, "name": "Collective Family Office, LLC", "name_as_filed": "COLLECTIVE FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/collective-family-office-llc-york-pa-301274", "city": "York", "state": "PA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106292, "name": "Commonwealth Investment Management", "name_as_filed": "COMMONWEALTH INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/commonwealth-investment-management-pittsburgh-pa-106292", "city": "Pittsburgh", "state": "PA", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141323, "name": "Compass Investments LLC", "name_as_filed": "COMPASS INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/compass-investments-llc-pittsburgh-pa-141323", "city": "Pittsburgh", "state": "PA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133272, "name": "Comprehensive Investment Management, LLC", "name_as_filed": "COMPREHENSIVE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/comprehensive-investment-management-llc-133272", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149591, "name": "Contrafactum Research & Management LLC", "name_as_filed": "CONTRAFACTUM RESEARCH & MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/contrafactum-research-and-management-llc-149591", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339685, "name": "Convivia Financial LLC", "name_as_filed": "CONVIVIA FINANCIAL LLC", "url": "https://advisorcensus.com/firm/convivia-financial-llc-339685", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281132, "name": "Coombs Wealth Advisory, LLC", "name_as_filed": "COOMBS WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132", "city": "Blue Bell", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151496, "name": "Copper Beech Advisors, LLC", "name_as_filed": "COPPER BEECH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496", "city": "Malvern", "state": "PA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 123249, "name": "Costello Asset Management, Inc.", "name_as_filed": "COSTELLO ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249", "city": "Feasterville", "state": "PA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332257, "name": "Courtside Wealth Partners LLC", "name_as_filed": "COURTSIDE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/courtside-wealth-partners-llc-332257", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127270, "name": "Covington Investment Advisors, Inc.", "name_as_filed": "COVINGTON INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/covington-investment-advisors-inc-ligonier-pa-127270", "city": "Ligonier", "state": "PA", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317154, "name": "Cross Border Financial Planning USA LLC", "name_as_filed": "CROSS BORDER FINANCIAL PLANNING USA LLC", "url": "https://advisorcensus.com/firm/cross-border-financial-planning-usa-llc-philadelphia-pa-317154", "city": "Philadelphia", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121856, "name": "Crossgate Wealth Advisors, LLC", "name_as_filed": "CROSSGATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856", "city": "Newtown", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123428, "name": "Crosswalk Investment Advisory, Inc.", "name_as_filed": "CROSSWALK INVESTMENT ADVISORY, INC.", "url": "https://advisorcensus.com/firm/crosswalk-investment-advisory-inc-strasburg-pa-123428", "city": "Strasburg", "state": "PA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 123316, "name": "CSA Financial Management, Inc.", "name_as_filed": "CSA FINANCIAL MANAGEMENT, INC.", "url": 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Gettysburg, PA" }, { "path": "/advisors/pa/johnstown/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Johnstown, PA" }, { "path": "/advisors/pa/lebanon/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Lebanon, PA" }, { "path": "/advisors/pa/state-college/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in State College, PA" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }