{ "path": "/advisors/pa", "url": "https://advisorcensus.com/advisors/pa/page/15", "page_type": "state", "title": "Financial advisors in Pennsylvania", "filters": {}, "scope_total": 1211, "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 1,211 investment advisory firms with a principal office in Pennsylvania, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Pennsylvania: 1,211 firms from Form ADV filings as of October 2026.", "total_firms": 1211, "page": 15, "total_pages": 25, "sort": "name", "registration_types": { "sec": 568, "state": 543, "exempt": 100 }, "fee_model_mix": [ { "code": "fee-only", "count": 405 }, { "code": "percentage_of_aum", "count": 997 }, { "code": "hourly", "count": 452 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 620 }, { "code": "commissions", "count": 19 }, { "code": "performance_based", "count": 161 }, { "code": "other", "count": 153 }, { "code": "not_reported", "count": 100 } ], "years_registered_distribution": [ { "code": "under_5", "count": 430 }, { "code": "5_to_9", "count": 263 }, { "code": "10_to_19", "count": 282 }, { "code": "20_plus", "count": 232 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 275 }, { "code": "25m_100m", "count": 174 }, { "code": "100m_500m", "count": 261 }, { "code": "500m_1b", "count": 88 }, { "code": "1b_5b", "count": 124 }, { "code": "over_5b", "count": 73 }, { "code": "not_reported", "count": 216 } ], "firms": [ { "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": 122662, "name": "Maximum Asset Strategies", "name_as_filed": "MAXIMUM ASSET STRATEGIES", "url": "https://advisorcensus.com/firm/maximum-asset-strategies-122662", "city": null, "state": null, "years_registered": 38, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "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": 170914, "name": "McAdam LLC", "name_as_filed": "MCADAM LLC", "url": "https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914", "city": "Radnor", "state": "PA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155646, "name": "McCann Wealth Strategies,inc.", "name_as_filed": "MCCANN WEALTH STRATEGIES,INC.", "url": "https://advisorcensus.com/firm/mccann-wealth-strategies-inc-state-college-pa-155646", "city": "State College", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122147, "name": "McClarren Financial Advisors", "name_as_filed": "MCCLARREN FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/mcclarren-financial-advisors-state-college-pa-122147", "city": "State College", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167710, "name": "McDowell Associates Investments, LP", "name_as_filed": "MCDOWELL ASSOCIATES INVESTMENTS, LP", "url": "https://advisorcensus.com/firm/mcdowell-associates-investments-lp-greensburg-pa-167710", "city": "Greensburg", "state": "PA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 314374, "name": "Medwealth Advisors", "name_as_filed": "MEDWEALTH ADVISORS", "url": "https://advisorcensus.com/firm/medwealth-advisors-314374", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed", "other" ], "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": 105764, "name": "Mellon Investments Corporation", "name_as_filed": "MELLON INVESTMENTS CORPORATION", "url": "https://advisorcensus.com/firm/mellon-investments-corporation-pittsburgh-pa-105764", "city": "Pittsburgh", "state": "PA", "years_registered": 43, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "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": 343222, "name": "Mento VC Management, LLC", "name_as_filed": "MENTO VC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mento-vc-management-llc-warwick-pa-343222", "city": "Warwick", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340988, "name": "Menzel Asset Management LLC", "name_as_filed": "MENZEL ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/menzel-asset-management-llc-340988", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 289040, "name": "Mercantile Advisors, LLC", "name_as_filed": "MERCANTILE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mercantile-advisors-llc-camp-hill-pa-289040", "city": "Camp Hill", "state": "PA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322511, "name": "Mereo Capital Partners, LLC", "name_as_filed": "MEREO CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mereo-capital-partners-llc-conshohocken-pa-322511", "city": "Conshohocken", "state": "PA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287768, "name": "Meridian Wealth Partners, LLC", "name_as_filed": "MERIDIAN WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768", "city": "East Norriton", "state": "PA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158507, "name": "Merion Realty Advisers, LLC", "name_as_filed": "MERION REALTY ADVISERS, LLC", "url": "https://advisorcensus.com/firm/merion-realty-advisers-llc-wynnewood-pa-158507", "city": "Wynnewood", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "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": 141645, "name": "Metatrends LLC", "name_as_filed": "METATRENDS LLC", "url": "https://advisorcensus.com/firm/metatrends-llc-baden-pa-141645", "city": "Baden", "state": "PA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328184, "name": "Meyer Bentley Ltd.", "name_as_filed": "MEYER BENTLEY LTD.", "url": "https://advisorcensus.com/firm/meyer-bentley-ltd-328184", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171984, "name": "MFA Wealth Advisors, LLC", "name_as_filed": "MFA WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mfa-wealth-advisors-llc-pittsburgh-pa-171984", "city": "Pittsburgh", "state": "PA", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334574, "name": "MFG Private Wealth", "name_as_filed": "MFG PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/mfg-private-wealth-canonsburg-pa-334574", "city": "Canonsburg", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285346, "name": "MG Financial Management, LLC", "name_as_filed": "MG FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mg-financial-management-llc-doylestown-pa-285346", "city": "Doylestown", "state": "PA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 310441, "name": "Milestone Asset Management, LLC", "name_as_filed": "MILESTONE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/milestone-asset-management-llc-pittsburgh-pa-310441", "city": "Pittsburgh", "state": "PA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 108380, "name": "Miller Investment Management, LP", "name_as_filed": "MILLER INVESTMENT MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380", "city": "West Conshohocken", "state": "PA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 166210, "name": "Millergroup Investments LLC", "name_as_filed": "MILLERGROUP INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/millergroup-investments-llc-villanova-pa-166210", "city": "Villanova", "state": "PA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 294323, "name": "Millers Financial Group, LLC", "name_as_filed": "MILLERS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/millers-financial-group-llc-lancaster-pa-294323", "city": "Lancaster", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166943, "name": "Milton Berg Advisors LLC", "name_as_filed": "MILTON BERG ADVISORS LLC", "url": "https://advisorcensus.com/firm/milton-berg-advisors-llc-wayne-pa-166943", "city": "Wayne", "state": "PA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "subscription", "other" ], "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": 161408, "name": "Minerva Advisors LLC", "name_as_filed": "MINERVA ADVISORS LLC", "url": "https://advisorcensus.com/firm/minerva-advisors-llc-bala-cynwyd-pa-161408", "city": "Bala Cynwyd", "state": "PA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168582, "name": "Miravast Asset Management, LLC", "name_as_filed": "MIRAVAST ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/miravast-asset-management-llc-newtown-pa-168582", "city": "Newtown", "state": "PA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 282800, "name": "Missionog", "name_as_filed": "MISSIONOG", "url": "https://advisorcensus.com/firm/missionog-philadelphia-pa-282800", "city": "Philadelphia", "state": "PA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "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": 155426, "name": "MMA Asset Management LLC", "name_as_filed": "MMA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mma-asset-management-llc-conshohocken-pa-155426", "city": "Conshohocken", "state": "PA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 132427, "name": "Mondrian Investment Partners (U.S.), Inc.", "name_as_filed": "MONDRIAN INVESTMENT PARTNERS (U.S.), INC.", "url": "https://advisorcensus.com/firm/mondrian-investment-partners-u-s-inc-radnor-pa-132427", "city": "Radnor", "state": "PA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "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": 166171, "name": "Moondance Investment Advisors, LLC", "name_as_filed": "MOONDANCE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/moondance-investment-advisors-llc-new-hope-pa-166171", "city": "New Hope", "state": "PA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333022, "name": "MOR Wealth Management, LLC", "name_as_filed": "MOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022", "city": "Philadelphia", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316221, "name": "Moralis Technologies, LLC", "name_as_filed": "MORALIS TECHNOLOGIES, LLC", "url": "https://advisorcensus.com/firm/moralis-technologies-llc-pittsburgh-pa-316221", "city": "Pittsburgh", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133775, "name": "Morgan Financial Incorporated", "name_as_filed": "MORGAN FINANCIAL INCORPORATED", "url": 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