{
  "path": "/advisors/pa/flat-fee",
  "url": "https://advisorcensus.com/advisors/pa/flat-fee/page/2",
  "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": 2,
  "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": 119937,
      "name": "BCR Financial Services, LLC",
      "name_as_filed": "BCR FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/bcr-financial-services-llc-wexford-pa-119937",
      "city": "Wexford",
      "state": "PA",
      "years_registered": 27,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321705,
      "name": "Beacon Bridge Wealth Partners, LLC",
      "name_as_filed": "BEACON BRIDGE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/beacon-bridge-wealth-partners-llc-lower-gwynedd-pa-321705",
      "city": "Lower Gwynedd",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338731,
      "name": "Beacon Light Wealth Management",
      "name_as_filed": "BEACON LIGHT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/beacon-light-wealth-management-carnegie-pa-338731",
      "city": "Carnegie",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127074,
      "name": "Benchmark Financial",
      "name_as_filed": "BENCHMARK FINANCIAL",
      "url": "https://advisorcensus.com/firm/benchmark-financial-chesterbrook-pa-127074",
      "city": "Chesterbrook",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329720,
      "name": "Bennyhoff & Co.",
      "name_as_filed": "BENNYHOFF & CO.",
      "url": "https://advisorcensus.com/firm/bennyhoff-and-co-329720",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122389,
      "name": "Berkshire Advisors, Inc.",
      "name_as_filed": "BERKSHIRE ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/berkshire-advisors-inc-wyomissing-pa-122389",
      "city": "Wyomissing",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145463,
      "name": "Berkshire Asset Management, LLC",
      "name_as_filed": "BERKSHIRE ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/berkshire-asset-management-llc-wilkes-barre-pa-145463",
      "city": "Wilkes-Barre",
      "state": "PA",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133561,
      "name": "Bill FEW Associates, Inc.",
      "name_as_filed": "BILL FEW ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/bill-few-associates-inc-sewickley-pa-133561",
      "city": "Sewickley",
      "state": "PA",
      "years_registered": 39,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301701,
      "name": "Bill Messner Contrarian Investment Advisory, LLC",
      "name_as_filed": "BILL MESSNER CONTRARIAN INVESTMENT ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/bill-messner-contrarian-investment-advisory-llc-wampum-pa-301701",
      "city": "Wampum",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130105,
      "name": "Biondo Investment Advisors LLC",
      "name_as_filed": "BIONDO INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/biondo-investment-advisors-llc-milford-pa-130105",
      "city": "Milford",
      "state": "PA",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333764,
      "name": "Bird Financial Group LLC",
      "name_as_filed": "BIRD FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/bird-financial-group-llc-333764",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146448,
      "name": "Bishop & Company Investment Management, LLC",
      "name_as_filed": "BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bishop-and-company-investment-management-llc-erie-pa-146448",
      "city": "Erie",
      "state": "PA",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139096,
      "name": "BLBB Advisors",
      "name_as_filed": "BLBB ADVISORS",
      "url": "https://advisorcensus.com/firm/blbb-advisors-montgomeryville-pa-139096",
      "city": "Montgomeryville",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309080,
      "name": "Bloomer Financial Planning LLC",
      "name_as_filed": "BLOOMER FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/bloomer-financial-planning-llc-309080",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134184,
      "name": "Blue Bell Private Wealth Management, LLC",
      "name_as_filed": "BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/blue-bell-private-wealth-management-llc-blue-bell-pa-134184",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329371,
      "name": "Blue Coast Financial Planning",
      "name_as_filed": "BLUE COAST FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/blue-coast-financial-planning-329371",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283972,
      "name": "Bluesphere Advisors LLC",
      "name_as_filed": "BLUESPHERE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972",
      "city": "East Norriton",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151150,
      "name": "Boatman Wealth Management, LLC",
      "name_as_filed": "BOATMAN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/boatman-wealth-management-llc-monessen-pa-151150",
      "city": "Monessen",
      "state": "PA",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340590,
      "name": "Boden Wealth",
      "name_as_filed": "BODEN WEALTH",
      "url": "https://advisorcensus.com/firm/boden-wealth-lemoyne-pa-340590",
      "city": "Lemoyne",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 340727,
      "name": "Bowman Wealth Management Group",
      "name_as_filed": "BOWMAN WEALTH MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/bowman-wealth-management-group-hershey-pa-340727",
      "city": "Hershey",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297021,
      "name": "Brandywine Oak Private Wealth LLC",
      "name_as_filed": "BRANDYWINE OAK PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021",
      "city": "Kennett Square",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "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": 121540,
      "name": "Breakforth Investment Management, Inc",
      "name_as_filed": "BREAKFORTH INVESTMENT MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/breakforth-investment-management-inc-121540",
      "city": null,
      "state": null,
      "years_registered": 35,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123840,
      "name": "Breakthrough Investing, LLC",
      "name_as_filed": "BREAKTHROUGH INVESTING, LLC",
      "url": "https://advisorcensus.com/firm/breakthrough-investing-llc-broomall-pa-123840",
      "city": "Broomall",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "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": 327329,
      "name": "Brightpath Financial Advisors, LLC",
      "name_as_filed": "BRIGHTPATH FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/brightpath-financial-advisors-llc-327329",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "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": 123343,
      "name": "Brinker Financial",
      "name_as_filed": "BRINKER FINANCIAL",
      "url": "https://advisorcensus.com/firm/brinker-financial-broomall-pa-123343",
      "city": "Broomall",
      "state": "PA",
      "years_registered": 41,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "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": 293192,
      "name": "Bruton Chisnell Advisors, LLC",
      "name_as_filed": "BRUTON CHISNELL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192",
      "city": "Downingtown",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289870,
      "name": "Bryce Wealth Management",
      "name_as_filed": "BRYCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bryce-wealth-management-washington-crossing-pa-289870",
      "city": "Washington Crossing",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285359,
      "name": "Bryn Mawr Trust Advisors, LLC",
      "name_as_filed": "BRYN MAWR TRUST ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 307918,
      "name": "Buffalo Valley Wealth Plus",
      "name_as_filed": "BUFFALO VALLEY WEALTH PLUS",
      "url": "https://advisorcensus.com/firm/buffalo-valley-wealth-plus-mifflinburg-pa-307918",
      "city": "Mifflinburg",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299529,
      "name": "Buoyant Wealth",
      "name_as_filed": "BUOYANT WEALTH",
      "url": "https://advisorcensus.com/firm/buoyant-wealth-ambler-pa-299529",
      "city": "Ambler",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 328863,
      "name": "Capital a Wealth Management",
      "name_as_filed": "CAPITAL A WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-a-wealth-management-cranberry-twp-pa-328863",
      "city": "Cranberry Twp.",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162200,
      "name": "Capital Analysts",
      "name_as_filed": "CAPITAL ANALYSTS",
      "url": "https://advisorcensus.com/firm/capital-analysts-fort-washington-pa-162200",
      "city": "Fort Washington",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144212,
      "name": "Capital Planning Wealth Management",
      "name_as_filed": "CAPITAL PLANNING WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-planning-wealth-management-center-valley-pa-144212",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311698,
      "name": "Capital Wealth Investments",
      "name_as_filed": "CAPITAL WEALTH INVESTMENTS",
      "url": "https://advisorcensus.com/firm/capital-wealth-investments-scranton-pa-311698",
      "city": "Scranton",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "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": 284547,
      "name": "Capstone Wealth Management Group, LLC",
      "name_as_filed": "CAPSTONE WEALTH MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/capstone-wealth-management-group-llc-dunmore-pa-284547",
      "city": "Dunmore",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290430,
      "name": "Carnegie Wealth Management, LLC",
      "name_as_filed": "CARNEGIE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 173260,
      "name": "Centerview Wealth Advisors, LLC",
      "name_as_filed": "CENTERVIEW WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/centerview-wealth-advisors-llc-pittsburgh-pa-173260",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285502,
      "name": "Certior Financial Group, LLC",
      "name_as_filed": "CERTIOR FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/certior-financial-group-llc-king-of-prussia-pa-285502",
      "city": "King of Prussia",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/pa",
      "label": "Financial advisors in Pennsylvania"
    },
    "fee_pages": [
      {
        "path": "/advisors/pa/fee-only",
        "label": "Fee-only financial advisors in Pennsylvania",
        "firm_count": 405
      },
      {
        "path": "/advisors/pa/hourly",
        "label": "Hourly financial advisors in Pennsylvania",
        "firm_count": 452
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/pa/philadelphia/flat-fee",
        "firm_count": 329,
        "label": "Flat-fee financial advisors in Philadelphia, PA"
      },
      {
        "path": "/advisors/pa/pittsburgh/flat-fee",
        "firm_count": 100,
        "label": "Flat-fee financial advisors in Pittsburgh, PA"
      },
      {
        "path": "/advisors/pa/allentown/flat-fee",
        "firm_count": 31,
        "label": "Flat-fee financial advisors in Allentown, PA"
      },
      {
        "path": "/advisors/pa/lancaster/flat-fee",
        "firm_count": 21,
        "label": "Flat-fee financial advisors in Lancaster, PA"
      },
      {
        "path": "/advisors/pa/harrisburg/flat-fee",
        "firm_count": 19,
        "label": "Flat-fee financial advisors in Harrisburg, PA"
      },
      {
        "path": "/advisors/pa/scranton/flat-fee",
        "firm_count": 14,
        "label": "Flat-fee financial advisors in Scranton, PA"
      },
      {
        "path": "/advisors/pa/erie/flat-fee",
        "firm_count": 10,
        "label": "Flat-fee financial advisors in Erie, PA"
      },
      {
        "path": "/advisors/pa/york/flat-fee",
        "firm_count": 9,
        "label": "Flat-fee financial advisors in York, PA"
      },
      {
        "path": "/advisors/pa/state-college/flat-fee",
        "firm_count": 8,
        "label": "Flat-fee financial advisors in State College, PA"
      },
      {
        "path": "/advisors/pa/reading/flat-fee",
        "firm_count": 7,
        "label": "Flat-fee financial advisors in Reading, PA"
      },
      {
        "path": "/advisors/pa/altoona/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in Altoona, PA"
      },
      {
        "path": "/advisors/pa/williamsport/flat-fee",
        "firm_count": 2,
        "label": "Flat-fee financial advisors in Williamsport, PA"
      },
      {
        "path": "/advisors/pa/chambersburg/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Chambersburg, PA"
      },
      {
        "path": "/advisors/pa/lebanon/flat-fee",
        "firm_count": 1,
        "label": "Flat-fee financial advisors in Lebanon, 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"
  }
}