{ "path": "/advisors/pa/flat-fee", "url": "https://advisorcensus.com/advisors/pa/flat-fee/page/11", "page_type": "state_fee", "title": "Flat-fee financial advisors in Pennsylvania", "filters": {}, "scope_total": 620, "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": "AdvisorCensus lists 620 investment advisory firms with a principal office in Pennsylvania that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Flat-fee financial advisors in Pennsylvania: 620 firms from Form ADV filings as of October 2026.", "total_firms": 620, "page": 11, "total_pages": 13, "sort": "name", "registration_types": { "sec": 315, "state": 305, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 236 }, { "code": "percentage_of_aum", "count": 541 }, { "code": "hourly", "count": 354 }, { "code": "subscription", "count": 8 }, { "code": "fixed", "count": 620 }, { "code": "commissions", "count": 16 }, { "code": "performance_based", "count": 47 }, { "code": "other", "count": 71 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 223 }, { "code": "5_to_9", "count": 145 }, { "code": "10_to_19", "count": 140 }, { "code": "20_plus", "count": 112 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 145 }, { "code": "25m_100m", "count": 94 }, { "code": "100m_500m", "count": 145 }, { "code": "500m_1b", "count": 57 }, { "code": "1b_5b", "count": 71 }, { "code": "over_5b", "count": 39 }, { "code": "not_reported", "count": 69 } ], "firms": [ { "crd_number": 308958, "name": "Shetland Financial, PLLC", "name_as_filed": "SHETLAND FINANCIAL, PLLC", "url": "https://advisorcensus.com/firm/shetland-financial-pllc-center-valley-pa-308958", "city": "Center Valley", "state": "PA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123184, "name": "Sigma Financial, Inc.", "name_as_filed": "SIGMA FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/sigma-financial-inc-allentown-pa-123184", "city": "Allentown", "state": "PA", "years_registered": 38, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 155483, "name": "Smart Financial Group, LLC", "name_as_filed": "SMART FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/smart-financial-group-llc-pittsburgh-pa-155483", "city": "Pittsburgh", "state": "PA", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 106261, "name": "Smithbridge Asset Management, Inc.", "name_as_filed": "SMITHBRIDGE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/smithbridge-asset-management-inc-chadds-ford-pa-106261", "city": "Chadds Ford", "state": "PA", "years_registered": 29, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333569, "name": "Social Justice Capital LLC", "name_as_filed": "SOCIAL JUSTICE CAPITAL LLC", "url": "https://advisorcensus.com/firm/social-justice-capital-llc-333569", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300575, "name": "Solid Oak Advisory", "name_as_filed": "SOLID OAK ADVISORY", "url": "https://advisorcensus.com/firm/solid-oak-advisory-pittsburgh-pa-300575", "city": "Pittsburgh", "state": "PA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339666, "name": "SP Retirement LLC", "name_as_filed": "SP RETIREMENT LLC", "url": "https://advisorcensus.com/firm/sp-retirement-llc-339666", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297361, "name": "Spring City Partners, LLC", "name_as_filed": "SPRING CITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/spring-city-partners-llc-297361", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 309422, "name": "Stark Wealth Management LLC", "name_as_filed": "STARK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stark-wealth-management-llc-bethlehem-pa-309422", "city": "Bethlehem", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166742, "name": "Steel Tower Investments", "name_as_filed": "STEEL TOWER INVESTMENTS", "url": "https://advisorcensus.com/firm/steel-tower-investments-pittsburgh-pa-166742", "city": "Pittsburgh", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334730, "name": "Step Forward Financial", "name_as_filed": "STEP FORWARD FINANCIAL", "url": "https://advisorcensus.com/firm/step-forward-financial-334730", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140710, "name": "Sterling Investment Advisors Ltd.", "name_as_filed": "STERLING INVESTMENT ADVISORS LTD.", "url": "https://advisorcensus.com/firm/sterling-investment-advisors-ltd-berwyn-pa-140710", "city": "Berwyn", "state": "PA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130807, "name": "Steven G. Blum and Associates, LLC", "name_as_filed": "STEVEN G. BLUM AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/steven-g-blum-and-associates-llc-swarthmore-pa-130807", "city": "Swarthmore", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 277099, "name": "Stewardship Advisors, LLC", "name_as_filed": "STEWARDSHIP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stewardship-advisors-llc-mount-joy-pa-277099", "city": "Mount Joy", "state": "PA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339794, "name": "Stillwater Private Wealth", "name_as_filed": "STILLWATER PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/stillwater-private-wealth-allenton-pa-339794", "city": "Allenton", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331873, "name": "Stone Fortress Wealth Strategies", "name_as_filed": "STONE FORTRESS WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873", "city": "Philadelphia", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139410, "name": "Stone House Investment Management, LLC", "name_as_filed": "STONE HOUSE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stone-house-investment-management-llc-tunkhannock-pa-139410", "city": "Tunkhannock", "state": "PA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 175287, "name": "Stone Pine Financial Partners", "name_as_filed": "STONE PINE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/stone-pine-financial-partners-media-pa-175287", "city": "Media", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327529, "name": "Stonebridge Financial Group, LLC", "name_as_filed": "STONEBRIDGE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/stonebridge-financial-group-llc-wormleysburg-pa-327529", "city": "Wormleysburg", "state": "PA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306486, "name": "Stonecrop Wealth Advisors, LLC", "name_as_filed": "STONECROP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486", "city": "West Chester", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333786, "name": "Stonefield Capital Ltd.", "name_as_filed": "STONEFIELD CAPITAL LTD.", "url": "https://advisorcensus.com/firm/stonefield-capital-ltd-333786", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140469, "name": "Stoneridge Wealth Advisors, LLC", "name_as_filed": "STONERIDGE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469", "city": "Malvern", "state": "PA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304610, "name": "Storehouse Investments LLC", "name_as_filed": "STOREHOUSE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/storehouse-investments-llc-new-castle-pa-304610", "city": "New Castle", "state": "PA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130631, "name": "Stout Wealth Advisory Group, LLC", "name_as_filed": "STOUT WEALTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/stout-wealth-advisory-group-llc-mechanicsburg-pa-130631", "city": "Mechanicsburg", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299094, "name": "Success Wealth Management LLC", "name_as_filed": "SUCCESS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/success-wealth-management-llc-wexford-pa-299094", "city": "Wexford", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169823, "name": "Summit Group Retirement Planners, Inc.", "name_as_filed": "SUMMIT GROUP RETIREMENT PLANNERS, INC.", "url": "https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823", "city": "Exton", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306690, "name": "Summit Investment Advisory Group LLC", "name_as_filed": "SUMMIT INVESTMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/summit-investment-advisory-group-llc-huntingdon-valley-pa-306690", "city": "Huntingdon Valley", "state": "PA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146822, "name": "T.E. Zimmerman, Investment Services", "name_as_filed": "T.E. ZIMMERMAN, INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/t-e-zimmerman-investment-services-146822", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329530, "name": "Tactical Wealth Planning LLC", "name_as_filed": "TACTICAL WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/tactical-wealth-planning-llc-329530", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304485, "name": "Tannhauser Financial LLC", "name_as_filed": "TANNHAUSER FINANCIAL LLC", "url": "https://advisorcensus.com/firm/tannhauser-financial-llc-north-wales-pa-304485", "city": "North Wales", "state": "PA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325641, "name": "Targeted Financial Planning LLC", "name_as_filed": "TARGETED FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/targeted-financial-planning-llc-325641", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330869, "name": "Taxio", "name_as_filed": "TAXIO", "url": "https://advisorcensus.com/firm/taxio-330869", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 132271, "name": "Templeton Financial Planning", "name_as_filed": "TEMPLETON FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/templeton-financial-planning-pittsburgh-pa-132271", "city": "Pittsburgh", "state": "PA", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107289, "name": "TGS Financial Advisors", "name_as_filed": "TGS FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/tgs-financial-advisors-radnor-pa-107289", "city": "Radnor", "state": "PA", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 302100, "name": "The Aranda Group Advisors, LLC", "name_as_filed": "THE ARANDA GROUP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/the-aranda-group-advisors-llc-jenkintown-pa-302100", "city": "Jenkintown", "state": "PA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289145, "name": "The Coury Firm", "name_as_filed": "THE COURY FIRM", "url": "https://advisorcensus.com/firm/the-coury-firm-pittsburgh-pa-289145", "city": "Pittsburgh", "state": "PA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 121492, "name": "The Fairman Group, LLC", "name_as_filed": "THE FAIRMAN GROUP, LLC", "url": "https://advisorcensus.com/firm/the-fairman-group-llc-chesterbrook-pa-121492", "city": "Chesterbrook", "state": "PA", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127386, "name": "The Financial Advisory Group", "name_as_filed": "THE FINANCIAL ADVISORY GROUP", "url": "https://advisorcensus.com/firm/the-financial-advisory-group-york-pa-127386", "city": "York", "state": "PA", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 123216, "name": "THI, Inc.", "name_as_filed": "THI, INC.", "url": "https://advisorcensus.com/firm/thi-inc-123216", "city": null, "state": null, "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311549, "name": "Three Rivers Executive Consulting, LLC", "name_as_filed": "THREE RIVERS EXECUTIVE CONSULTING, LLC", "url": "https://advisorcensus.com/firm/three-rivers-executive-consulting-llc-wexford-pa-311549", "city": "Wexford", "state": "PA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314917, "name": "Thrift Financial, Inc.", "name_as_filed": "THRIFT FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/thrift-financial-inc-newtown-pa-314917", "city": "Newtown", "state": "PA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168777, "name": "Thrive Wealth Management, LLC", "name_as_filed": "THRIVE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/thrive-wealth-management-llc-audubon-pa-168777", "city": "Audubon", "state": "PA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 327436, "name": "Tiff Investment Management", "name_as_filed": "TIFF INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/tiff-investment-management-radnor-pa-327436", "city": "Radnor", "state": "PA", "years_registered": 2, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 111268, "name": "Tiller Private Wealth, Inc.", "name_as_filed": "TILLER PRIVATE WEALTH, INC.", "url": "https://advisorcensus.com/firm/tiller-private-wealth-inc-bethlehem-pa-111268", "city": "Bethlehem", "state": "PA", "years_registered": 29, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134313, "name": "Time Investments, LLC", "name_as_filed": "TIME INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/time-investments-llc-134313", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339525, "name": "Timeless Wealth", "name_as_filed": "TIMELESS WEALTH", "url": "https://advisorcensus.com/firm/timeless-wealth-339525", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115700, "name": "Tower Bridge Advisors", "name_as_filed": "TOWER BRIDGE ADVISORS", "url": "https://advisorcensus.com/firm/tower-bridge-advisors-west-conshohocken-pa-115700", "city": "West Conshohocken", "state": "PA", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 310461, "name": "Tower Wealth Partners", "name_as_filed": "TOWER WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/tower-wealth-partners-lewisburg-pa-310461", "city": "Lewisburg", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157184, "name": "TP Investment Advisory Services, LLC", "name_as_filed": "TP INVESTMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/tp-investment-advisory-services-llc-westechester-pa-157184", "city": "Westechester", "state": "PA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329996, "name": "Traverse Private Wealth", "name_as_filed": "TRAVERSE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/traverse-private-wealth-radnor-pa-329996", "city": 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