{ "path": "/advisors/pa", "url": "https://advisorcensus.com/advisors/pa/page/16", "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": 16, "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": 300795, "name": "Morgan Properties Special Situations II LLC", "name_as_filed": "MORGAN PROPERTIES SPECIAL SITUATIONS II LLC", "url": "https://advisorcensus.com/firm/morgan-properties-special-situations-ii-llc-conshohocken-pa-300795", "city": "Conshohocken", "state": "PA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 117050, "name": "Morgan Stanley AIP GP LP", "name_as_filed": "MORGAN STANLEY AIP GP LP", "url": "https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050", "city": "West Conshohocken", "state": "PA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 292278, "name": "Morton Brown Family Wealth LLC", "name_as_filed": "MORTON BROWN FAMILY WEALTH LLC", "url": "https://advisorcensus.com/firm/morton-brown-family-wealth-llc-allentown-pa-292278", "city": "Allentown", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 108255, "name": "Mount Lucas Management LP", "name_as_filed": "MOUNT LUCAS MANAGEMENT LP", "url": "https://advisorcensus.com/firm/mount-lucas-management-lp-newtown-pa-108255", "city": "Newtown", "state": "PA", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 291335, "name": "Mountain River Financial", "name_as_filed": "MOUNTAIN RIVER FINANCIAL", "url": "https://advisorcensus.com/firm/mountain-river-financial-291335", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 317908, "name": "Moyer Wealth Management", "name_as_filed": "MOYER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/moyer-wealth-management-montgomeryville-pa-317908", "city": "Montgomeryville", "state": "PA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 159904, "name": "MP Next Capital", "name_as_filed": "MP NEXT CAPITAL", "url": "https://advisorcensus.com/firm/mp-next-capital-villanova-pa-159904", "city": "Villanova", "state": "PA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 147221, "name": "MTM Financial Group, LLC", "name_as_filed": "MTM FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/mtm-financial-group-llc-bethlehem-pa-147221", "city": "Bethlehem", "state": "PA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110787, "name": "Muhlenkamp & Co Inc", "name_as_filed": "MUHLENKAMP & CO INC", "url": "https://advisorcensus.com/firm/muhlenkamp-and-co-inc-wexford-pa-110787", "city": "Wexford", "state": "PA", "years_registered": 44, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145971, "name": "Muntz Financial, LLC", "name_as_filed": "MUNTZ FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/muntz-financial-llc-doylestown-pa-145971", "city": "Doylestown", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314734, "name": "Mutual Capital Investment Advisors, LLC", "name_as_filed": "MUTUAL CAPITAL INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mutual-capital-investment-advisors-llc-wyalusing-pa-314734", "city": "Wyalusing", "state": "PA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "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": 330680, "name": "MVP Management Company", "name_as_filed": "MVP MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/mvp-management-company-radnor-pa-330680", "city": "Radnor", "state": "PA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 134436, "name": "Mycio Wealth Partners, LLC", "name_as_filed": "MYCIO WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436", "city": "Philadelphia", "state": "PA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117119, "name": "Myers Capital Management, Inc", "name_as_filed": "MYERS CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/myers-capital-management-inc-117119", "city": null, "state": null, "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332638, "name": "NAV Wealth Partners", "name_as_filed": "NAV WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/nav-wealth-partners-sewickley-pa-332638", "city": "Sewickley", "state": "PA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329160, "name": "Neptune Wealth", "name_as_filed": "NEPTUNE WEALTH", "url": "https://advisorcensus.com/firm/neptune-wealth-pittsburgh-pa-329160", "city": "Pittsburgh", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 286024, "name": "Nest EGG", "name_as_filed": "NEST EGG", "url": "https://advisorcensus.com/firm/nest-egg-conshohocken-pa-286024", "city": "Conshohocken", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 2907, "name": "Nestlerode & LOY, Inc.", "name_as_filed": "NESTLERODE & LOY, INC.", "url": "https://advisorcensus.com/firm/nestlerode-and-loy-inc-state-college-pa-2907", "city": "State College", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311621, "name": "Networth Advisors, LLC", "name_as_filed": "NETWORTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/networth-advisors-llc-canonsburg-pa-311621", "city": "Canonsburg", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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 }, { "crd_number": 300842, "name": "New Rhein Healthcare Investors LLC", "name_as_filed": "NEW RHEIN HEALTHCARE INVESTORS LLC", "url": "https://advisorcensus.com/firm/new-rhein-healthcare-investors-llc-philadelphia-pa-300842", "city": "Philadelphia", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309444, "name": "New Wave Financial LLC", "name_as_filed": "NEW WAVE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/new-wave-financial-llc-309444", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169239, "name": "Newbridge Wealth Management", "name_as_filed": "NEWBRIDGE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/newbridge-wealth-management-bryn-mawr-pa-169239", "city": "Bryn Mawr", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308098, "name": "Newmarket Investment Management, LP", "name_as_filed": "NEWMARKET INVESTMENT MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/newmarket-investment-management-lp-philadelphia-pa-308098", "city": "Philadelphia", "state": "PA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160608, "name": "Newspring Capital", "name_as_filed": "NEWSPRING CAPITAL", "url": "https://advisorcensus.com/firm/newspring-capital-radnor-pa-160608", "city": "Radnor", "state": "PA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152430, "name": "Newsquare Capital, LLC", "name_as_filed": "NEWSQUARE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430", "city": "Newtown Square", "state": "PA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136742, "name": "NFI, LLC", "name_as_filed": "NFI, LLC", "url": "https://advisorcensus.com/firm/nfi-llc-seven-fields-pa-136742", "city": "Seven Fields", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 311014, "name": "Niche Investment Advisors LLC", "name_as_filed": "NICHE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/niche-investment-advisors-llc-king-of-prussia-pa-311014", "city": "King of Prussia", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 336777, "name": "Niro Nivesto LLC", "name_as_filed": "NIRO NIVESTO LLC", "url": "https://advisorcensus.com/firm/niro-nivesto-llc-336777", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317757, "name": "Nobleyield", "name_as_filed": "NOBLEYIELD", "url": "https://advisorcensus.com/firm/nobleyield-317757", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105390, "name": "Nomura Investment Management Business Trust", "name_as_filed": "NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST", "url": "https://advisorcensus.com/firm/nomura-investment-management-business-trust-philadelphia-pa-105390", "city": "Philadelphia", "state": "PA", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 322936, "name": "Nordwand Advisors", "name_as_filed": "NORDWAND ADVISORS", "url": "https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936", "city": "Radnor", "state": "PA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323829, "name": "Nordwand Investments, LLC", "name_as_filed": "NORDWAND INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/nordwand-investments-llc-radnor-pa-323829", "city": "Radnor", "state": "PA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341333, "name": "North Manor Capital", "name_as_filed": "NORTH MANOR CAPITAL", "url": "https://advisorcensus.com/firm/north-manor-capital-341333", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319417, "name": "North River Wealth Advisors", "name_as_filed": "NORTH RIVER WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/north-river-wealth-advisors-pittsburgh-pa-319417", "city": "Pittsburgh", "state": "PA", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108835, "name": "Northeast Advisers, Inc.", "name_as_filed": "NORTHEAST ADVISERS, INC.", "url": "https://advisorcensus.com/firm/northeast-advisers-inc-paoli-pa-108835", "city": "Paoli", "state": "PA", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287954, "name": "Northeast Advisory Group, LLC", "name_as_filed": "NORTHEAST ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/northeast-advisory-group-llc-scranton-pa-287954", "city": "Scranton", "state": "PA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 122609, "name": "Northeast Financial Group, Inc.", "name_as_filed": "NORTHEAST FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/northeast-financial-group-inc-allentown-pa-122609", "city": "Allentown", "state": "PA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 120737, "name": "Northeastern Financial Consultants, Inc.", "name_as_filed": "NORTHEASTERN FINANCIAL CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/northeastern-financial-consultants-inc-south-abington-township-pa-120737", "city": "South Abington Township", "state": "PA", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149223, "name": "Northport Investment Management, LLC", "name_as_filed": "NORTHPORT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223", "city": "Radnor", "state": "PA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328279, "name": "Northstar Asset Management Company, LLC", "name_as_filed": "NORTHSTAR ASSET MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279", "city": "Blue Bell", "state": "PA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119396, "name": "Northstar Financial Companies, Inc.", "name_as_filed": "NORTHSTAR FINANCIAL COMPANIES, INC.", "url": "https://advisorcensus.com/firm/northstar-financial-companies-inc-conshohocken-pa-119396", "city": "Conshohocken", "state": "PA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 141275, "name": "Notaro Wealth Advisory", "name_as_filed": "NOTARO WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/notaro-wealth-advisory-cambridge-springs-pa-141275", "city": "Cambridge Springs", "state": "PA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315389, "name": "O'Hagan Group, Inc.", "name_as_filed": "O'HAGAN GROUP, INC.", "url": "https://advisorcensus.com/firm/o-hagan-group-inc-bethlehem-pa-315389", "city": "Bethlehem", "state": "PA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111095, "name": "Oak Tree Investment Advisors", "name_as_filed": "OAK TREE INVESTMENT ADVISORS", "url": 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