{ "path": "/advisors/pa/fee-only", "url": "https://advisorcensus.com/advisors/pa/fee-only/page/5", "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": 5, "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": 128960, "name": "Lasure Capital Management", "name_as_filed": "LASURE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/lasure-capital-management-128960", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 337217, "name": "Latham Financial LLC", "name_as_filed": "LATHAM FINANCIAL LLC", "url": "https://advisorcensus.com/firm/latham-financial-llc-337217", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108207, "name": "Legend Financial Advisors Inc", "name_as_filed": "LEGEND FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/legend-financial-advisors-inc-pittsburgh-pa-108207", "city": "Pittsburgh", "state": "PA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284842, "name": "Lifeguide Financial Advisors, LLC", "name_as_filed": "LIFEGUIDE FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lifeguide-financial-advisors-llc-mechanicsburg-pa-284842", "city": "Mechanicsburg", "state": "PA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300683, "name": "Lifetime Financial Foundations, LLC", "name_as_filed": "LIFETIME FINANCIAL FOUNDATIONS, LLC", "url": "https://advisorcensus.com/firm/lifetime-financial-foundations-llc-300683", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307529, "name": "Lighthouse Wealth Management, LLC", "name_as_filed": "LIGHTHOUSE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lighthouse-wealth-management-llc-camp-hill-pa-307529", "city": "Camp Hill", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 340807, "name": "Limeral Research", "name_as_filed": "LIMERAL RESEARCH", "url": "https://advisorcensus.com/firm/limeral-research-malvern-pa-340807", "city": "Malvern", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 174470, "name": "Linc Wealth Solutions", "name_as_filed": "LINC WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/linc-wealth-solutions-norristown-pa-174470", "city": "Norristown", "state": "PA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338162, "name": "Locus Wealth Management", "name_as_filed": "LOCUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/locus-wealth-management-338162", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108893, "name": "Logan Capital Management, Inc.", "name_as_filed": "LOGAN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893", "city": "Newtown Square", "state": "PA", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340996, "name": "Longview Financial Planning LLC", "name_as_filed": "LONGVIEW FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/longview-financial-planning-llc-340996", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 118923, "name": "Lountzis Asset Management, LLC", "name_as_filed": "LOUNTZIS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lountzis-asset-management-llc-wyomissing-pa-118923", "city": "Wyomissing", "state": "PA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159938, "name": "Lynch Asset Management, Inc.", "name_as_filed": "LYNCH ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/lynch-asset-management-inc-newtown-pa-159938", "city": "Newtown", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122097, "name": "Lynch, Winton & Associates, LLC", "name_as_filed": "LYNCH, WINTON & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/lynch-winton-and-associates-llc-122097", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327336, "name": "Madi Manages Money LLC", "name_as_filed": "MADI MANAGES MONEY LLC", "url": "https://advisorcensus.com/firm/madi-manages-money-llc-327336", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164039, "name": "Maguire Investments LLC", "name_as_filed": "MAGUIRE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039", "city": "King of Prussia", "state": "PA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 138464, "name": "Mahaffey Financial LLC", "name_as_filed": "MAHAFFEY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/mahaffey-financial-llc-138464", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292396, "name": "Malvern Capital Management", "name_as_filed": "MALVERN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/malvern-capital-management-malvern-pa-292396", "city": "Malvern", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307437, "name": "Mangolds Investment Advisors Inc.", "name_as_filed": "MANGOLDS INVESTMENT ADVISORS INC.", "url": "https://advisorcensus.com/firm/mangolds-investment-advisors-inc-lancaster-pa-307437", "city": "Lancaster", "state": "PA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 117108, "name": "Marathon Strategic Advisors, LLC", "name_as_filed": "MARATHON STRATEGIC ADVISORS, LLC", "url": "https://advisorcensus.com/firm/marathon-strategic-advisors-llc-pittsburgh-pa-117108", "city": "Pittsburgh", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174062, "name": "Mark Cernese & Associates", "name_as_filed": "MARK CERNESE & ASSOCIATES", "url": "https://advisorcensus.com/firm/mark-cernese-and-associates-174062", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170513, "name": "Markle Wealth Management", "name_as_filed": "MARKLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/markle-wealth-management-170513", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111692, "name": "Marsden Capital Management, LLC.", "name_as_filed": "MARSDEN CAPITAL MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/marsden-capital-management-llc-erie-pa-111692", "city": "Erie", "state": "PA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328693, "name": "Master's Wealth Management Inc.", "name_as_filed": "MASTER'S WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/master-s-wealth-management-inc-leola-pa-328693", "city": "Leola", "state": "PA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104566, "name": "Matthew 25 Management Corp", "name_as_filed": "MATTHEW 25 MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/matthew-25-management-corp-ambler-pa-104566", "city": "Ambler", "state": "PA", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168073, "name": "Matune Basile Advisors", "name_as_filed": "MATUNE BASILE ADVISORS", "url": "https://advisorcensus.com/firm/matune-basile-advisors-hermitage-pa-168073", "city": "Hermitage", "state": "PA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 122411, "name": "Mauro Capital Management, Inc.", "name_as_filed": "MAURO CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mauro-capital-management-inc-122411", "city": null, "state": null, "years_registered": 33, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 164197, "name": "MB, Levis & Associates,llc", "name_as_filed": "MB, LEVIS & ASSOCIATES,LLC", "url": "https://advisorcensus.com/firm/mb-levis-and-associates-llc-center-valley-pa-164197", "city": "Center Valley", "state": "PA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116309, "name": "MC2 Financial Advisers, Inc.", "name_as_filed": "MC2 FINANCIAL ADVISERS, INC.", "url": "https://advisorcensus.com/firm/mc2-financial-advisers-inc-newtown-square-pa-116309", "city": "Newtown Square", "state": "PA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108736, "name": "McGowan & Co LLP", "name_as_filed": "MCGOWAN & CO LLP", "url": "https://advisorcensus.com/firm/mcgowan-and-co-llp-bryn-mawr-pa-108736", "city": "Bryn Mawr", "state": "PA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339628, "name": "McHenry Investments, LLC", "name_as_filed": "MCHENRY INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mchenry-investments-llc-beaver-pa-339628", "city": "Beaver", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120366, "name": "McKenna & Sullivan Inc", "name_as_filed": "MCKENNA & SULLIVAN INC", "url": "https://advisorcensus.com/firm/mckenna-and-sullivan-inc-southampton-pa-120366", "city": "Southampton", "state": "PA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 282443, "name": "McKinley Financial", "name_as_filed": "MCKINLEY FINANCIAL", "url": "https://advisorcensus.com/firm/mckinley-financial-brookville-pa-282443", "city": "Brookville", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171002, "name": "Megaannum Capital, LLC", "name_as_filed": "MEGAANNUM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/megaannum-capital-llc-downingtown-pa-171002", "city": "Downingtown", "state": "PA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323778, "name": "Members Wealth LLC", "name_as_filed": "MEMBERS WEALTH LLC", "url": "https://advisorcensus.com/firm/members-wealth-llc-media-pa-323778", "city": "Media", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149663, "name": "Merit Investment Management", "name_as_filed": "MERIT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/merit-investment-management-west-chester-pa-149663", "city": "West Chester", "state": "PA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335648, "name": "Michael Leslie Investments LLC", "name_as_filed": "MICHAEL LESLIE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/michael-leslie-investments-llc-philadelphia-pa-335648", "city": "Philadelphia", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123322, "name": "Mighty Oak Strong America Investment Company", "name_as_filed": "MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/mighty-oak-strong-america-investment-company-mechanicsburg-pa-123322", "city": "Mechanicsburg", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336684, "name": "Milestone Financial Associates, LLC", "name_as_filed": "MILESTONE FINANCIAL ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/milestone-financial-associates-llc-macungie-pa-336684", "city": "Macungie", "state": "PA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122894, "name": "Milinovich & Co., Inc", "name_as_filed": "MILINOVICH & CO., INC", "url": "https://advisorcensus.com/firm/milinovich-and-co-inc-waynesburg-pa-122894", "city": "Waynesburg", "state": "PA", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343193, "name": "Milvian Bridge Advisory", "name_as_filed": "MILVIAN BRIDGE ADVISORY", "url": "https://advisorcensus.com/firm/milvian-bridge-advisory-343193", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106460, "name": "Mitchell Sinkler & Starr", "name_as_filed": "MITCHELL SINKLER & STARR", "url": "https://advisorcensus.com/firm/mitchell-sinkler-and-starr-philadelphia-pa-106460", "city": "Philadelphia", "state": "PA", "years_registered": 54, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154742, "name": "Modern Wealth Concepts LLC", "name_as_filed": "MODERN WEALTH CONCEPTS LLC", "url": "https://advisorcensus.com/firm/modern-wealth-concepts-llc-jenkintown-pa-154742", "city": "Jenkintown", "state": "PA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 333673, "name": "Mons Olympus LLC", "name_as_filed": "MONS OLYMPUS LLC", "url": "https://advisorcensus.com/firm/mons-olympus-llc-333673", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127562, "name": "Morrison Fiduciary Advisors, Inc.", "name_as_filed": "MORRISON FIDUCIARY ADVISORS, INC.", "url": "https://advisorcensus.com/firm/morrison-fiduciary-advisors-inc-127562", "city": null, "state": null, "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310820, "name": "Mount Lucas Index Advisers LLC", "name_as_filed": "MOUNT LUCAS INDEX ADVISERS LLC", "url": "https://advisorcensus.com/firm/mount-lucas-index-advisers-llc-newtown-pa-310820", "city": "Newtown", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314968, "name": "Mpower Wealth Management, LLC", "name_as_filed": "MPOWER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mpower-wealth-management-llc-314968", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342204, "name": "MVO Private Wealth, LLC", "name_as_filed": "MVO PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/mvo-private-wealth-llc-malvern-pa-342204", "city": "Malvern", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291848, "name": "Neshaminy Creek Advisors", "name_as_filed": "NESHAMINY CREEK ADVISORS", "url": "https://advisorcensus.com/firm/neshaminy-creek-advisors-291848", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281784, "name": "New Green Capital, LLC", "name_as_filed": "NEW GREEN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/new-green-capital-llc-281784", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/pa", "label": "Financial advisors in Pennsylvania" }, "fee_pages": [ { "path": "/advisors/pa/flat-fee", "label": "Flat-fee financial advisors in Pennsylvania", "firm_count": 620 }, { "path": "/advisors/pa/hourly", "label": "Hourly financial advisors in Pennsylvania", "firm_count": 452 } ], "metro_fee_pages": [ { "path": "/advisors/pa/philadelphia/fee-only", "firm_count": 161, "label": "Fee-only financial advisors in Philadelphia, PA" }, { "path": "/advisors/pa/pittsburgh/fee-only", "firm_count": 51, "label": "Fee-only financial advisors in Pittsburgh, PA" }, { "path": "/advisors/pa/lancaster/fee-only", "firm_count": 19, "label": "Fee-only financial advisors in Lancaster, PA" }, { "path": "/advisors/pa/allentown/fee-only", "firm_count": 15, "label": "Fee-only financial advisors in Allentown, PA" }, { "path": "/advisors/pa/harrisburg/fee-only", "firm_count": 12, "label": "Fee-only financial advisors in Harrisburg, PA" }, { "path": "/advisors/pa/erie/fee-only", "firm_count": 8, "label": "Fee-only financial advisors in Erie, PA" }, { "path": "/advisors/pa/reading/fee-only", "firm_count": 7, "label": "Fee-only financial advisors in Reading, PA" }, { "path": "/advisors/pa/york/fee-only", "firm_count": 5, "label": "Fee-only financial advisors in York, PA" }, { "path": "/advisors/pa/scranton/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Scranton, PA" }, { "path": "/advisors/pa/chambersburg/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Chambersburg, PA" }, { "path": "/advisors/pa/gettysburg/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in 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" } }