{
  "path": "/advisors/pa",
  "url": "https://advisorcensus.com/advisors/pa/page/17",
  "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": 17,
  "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": 128939,
      "name": "Oakmont Capital Management, LLC",
      "name_as_filed": "OAKMONT CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/oakmont-capital-management-llc-oakmont-pa-128939",
      "city": "Oakmont",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168271,
      "name": "Oaktree Advisors LLC",
      "name_as_filed": "OAKTREE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/oaktree-advisors-llc-coopersburg-pa-168271",
      "city": "Coopersburg",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158989,
      "name": "OAR Financial",
      "name_as_filed": "OAR FINANCIAL",
      "url": "https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989",
      "city": "Bryn Mawr",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153198,
      "name": "Oars Capital",
      "name_as_filed": "OARS CAPITAL",
      "url": "https://advisorcensus.com/firm/oars-capital-dillsburg-pa-153198",
      "city": "Dillsburg",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110281,
      "name": "Obrien Greene & Co Inc",
      "name_as_filed": "OBRIEN GREENE & CO INC",
      "url": "https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281",
      "city": "Media",
      "state": "PA",
      "years_registered": 57,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299034,
      "name": "Odyssey Capital Advisors Inc.",
      "name_as_filed": "ODYSSEY CAPITAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336636,
      "name": "Odyssey Group Wealth Advisors",
      "name_as_filed": "ODYSSEY GROUP WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/odyssey-group-wealth-advisors-lancaster-pa-336636",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126013,
      "name": "Old Glory Asset Management LLC",
      "name_as_filed": "OLD GLORY ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013",
      "city": "Malvern",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163125,
      "name": "Old Security Group",
      "name_as_filed": "OLD SECURITY GROUP",
      "url": "https://advisorcensus.com/firm/old-security-group-west-chester-pa-163125",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342792,
      "name": "Omaris Financial, LLC",
      "name_as_filed": "OMARIS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/omaris-financial-llc-philadelphia-pa-342792",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165250,
      "name": "Omicron Advisors, LLC",
      "name_as_filed": "OMICRON ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/omicron-advisors-llc-lancaster-pa-165250",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305142,
      "name": "Omniwealth Investments LLC",
      "name_as_filed": "OMNIWEALTH INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/omniwealth-investments-llc-lewisburg-pa-305142",
      "city": "Lewisburg",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300306,
      "name": "On Target Financial Planning",
      "name_as_filed": "ON TARGET FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/on-target-financial-planning-300306",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321998,
      "name": "One Stop Advisor LLC",
      "name_as_filed": "ONE STOP ADVISOR LLC",
      "url": "https://advisorcensus.com/firm/one-stop-advisor-llc-321998",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333778,
      "name": "One-Up Financial",
      "name_as_filed": "ONE-UP FINANCIAL",
      "url": "https://advisorcensus.com/firm/one-up-financial-erie-pa-333778",
      "city": "Erie",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298943,
      "name": "Open Wealth Network",
      "name_as_filed": "OPEN WEALTH NETWORK",
      "url": "https://advisorcensus.com/firm/open-wealth-network-298943",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304763,
      "name": "Opulus",
      "name_as_filed": "OPULUS",
      "url": "https://advisorcensus.com/firm/opulus-doylestown-pa-304763",
      "city": "Doylestown",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136750,
      "name": "Oracle Financial Group",
      "name_as_filed": "ORACLE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/oracle-financial-group-136750",
      "city": null,
      "state": null,
      "years_registered": 21,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331602,
      "name": "Orbital Management",
      "name_as_filed": "ORBITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/orbital-management-ardmore-pa-331602",
      "city": "Ardmore",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162871,
      "name": "Orchestra Medical Ventures, LLC",
      "name_as_filed": "ORCHESTRA MEDICAL VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/orchestra-medical-ventures-llc-new-hope-pa-162871",
      "city": "New Hope",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 121305,
      "name": "Ostrom & Associates",
      "name_as_filed": "OSTROM & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/ostrom-and-associates-121305",
      "city": null,
      "state": null,
      "years_registered": 38,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312857,
      "name": "OUP Management Co., LLC",
      "name_as_filed": "OUP MANAGEMENT CO., LLC",
      "url": "https://advisorcensus.com/firm/oup-management-co-llc-bala-cynwyd-pa-312857",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 333613,
      "name": "Overture Wealth Management",
      "name_as_filed": "OVERTURE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/overture-wealth-management-333613",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312970,
      "name": "OVP Management Co., LLC",
      "name_as_filed": "OVP MANAGEMENT CO., LLC",
      "url": "https://advisorcensus.com/firm/ovp-management-co-llc-bala-cynwyd-pa-312970",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 289811,
      "name": "Owls Nest Partners",
      "name_as_filed": "OWLS NEST PARTNERS",
      "url": "https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811",
      "city": "Chadds Ford",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107209,
      "name": "Oxford Real Estate Advisors Inc",
      "name_as_filed": "OXFORD REAL ESTATE ADVISORS INC",
      "url": "https://advisorcensus.com/firm/oxford-real-estate-advisors-inc-pittsburgh-pa-107209",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 31,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338289,
      "name": "Pace Wealth",
      "name_as_filed": "PACE WEALTH",
      "url": "https://advisorcensus.com/firm/pace-wealth-338289",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137381,
      "name": "Pacer Advisors, Inc.",
      "name_as_filed": "PACER ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/pacer-advisors-inc-malvern-pa-137381",
      "city": "Malvern",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333662,
      "name": "Paladin Retirement Advisors",
      "name_as_filed": "PALADIN RETIREMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/paladin-retirement-advisors-newtown-pa-333662",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174361,
      "name": "Paoli Financial Advisors, Ltd.",
      "name_as_filed": "PAOLI FINANCIAL ADVISORS, LTD.",
      "url": "https://advisorcensus.com/firm/paoli-financial-advisors-ltd-paoli-pa-174361",
      "city": "Paoli",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304097,
      "name": "Paradigm Money Management, LLC",
      "name_as_filed": "PARADIGM MONEY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/paradigm-money-management-llc-wayne-pa-304097",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340975,
      "name": "Paraplan Ondemand",
      "name_as_filed": "PARAPLAN ONDEMAND",
      "url": "https://advisorcensus.com/firm/paraplan-ondemand-340975",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164261,
      "name": "Parenti Wealth Management",
      "name_as_filed": "PARENTI WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/parenti-wealth-management-164261",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332774,
      "name": "Park Lane Financial Group LLC",
      "name_as_filed": "PARK LANE FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/park-lane-financial-group-llc-west-pittston-pa-332774",
      "city": "West Pittston",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145265,
      "name": "Park Shore Partners LLC",
      "name_as_filed": "PARK SHORE PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/park-shore-partners-llc-erie-pa-145265",
      "city": "Erie",
      "state": "PA",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318752,
      "name": "Partners Edge Management",
      "name_as_filed": "PARTNERS EDGE MANAGEMENT",
      "url": "https://advisorcensus.com/firm/partners-edge-management-pittsburgh-pa-318752",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 159818,
      "name": "Patriot Financial Manager, L.P.",
      "name_as_filed": "PATRIOT FINANCIAL MANAGER, L.P.",
      "url": "https://advisorcensus.com/firm/patriot-financial-manager-l-p-radnor-pa-159818",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138982,
      "name": "Paul Fair Associates, LLC",
      "name_as_filed": "PAUL FAIR ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/paul-fair-associates-llc-138982",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138346,
      "name": "Paul R. Kopey & Associates",
      "name_as_filed": "PAUL R. KOPEY & ASSOCIATES",
      "url": "https://advisorcensus.com/firm/paul-r-kopey-and-associates-138346",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 281131,
      "name": "Peakequity Partners Management Co., L.L.C.",
      "name_as_filed": "PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.",
      "url": "https://advisorcensus.com/firm/peakequity-partners-management-co-l-l-c-villanova-pa-281131",
      "city": "Villanova",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317917,
      "name": "Peeples Wealth Management LLC",
      "name_as_filed": "PEEPLES WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/peeples-wealth-management-llc-317917",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105081,
      "name": "Penn Capital Management Company, LLC",
      "name_as_filed": "PENN CAPITAL MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/penn-capital-management-company-llc-philadelphia-pa-105081",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 38,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123356,
      "name": "Penn First Advisors",
      "name_as_filed": "PENN FIRST ADVISORS",
      "url": "https://advisorcensus.com/firm/penn-first-advisors-tannersville-pa-123356",
      "city": "Tannersville",
      "state": "PA",
      "years_registered": 32,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107518,
      "name": "Penn Mutual Asset Management, LLC",
      "name_as_filed": "PENN MUTUAL ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/penn-mutual-asset-management-llc-conshohocken-pa-107518",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 36,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333736,
      "name": "Penn Portfolio Partners LLC",
      "name_as_filed": "PENN PORTFOLIO PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/penn-portfolio-partners-llc-telford-pa-333736",
      "city": "Telford",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107648,
      "name": "Pennsylvania Capital Management Inc.",
      "name_as_filed": "PENNSYLVANIA CAPITAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648",
      "city": "Huntingdon Valley",
      "state": "PA",
      "years_registered": 30,
      "raum_band": "500m_1b",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138436,
      "name": "Permit Capital, LLC",
      "name_as_filed": "PERMIT CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/permit-capital-llc-west-conshohocken-pa-138436",
      "city": "West Conshohocken",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281573,
      "name": "Peroni Portfolio Advisors, Inc.",
      "name_as_filed": "PERONI PORTFOLIO ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/peroni-portfolio-advisors-inc-radnor-pa-281573",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334563,
      "name": "Persimmon Capital Management",
      "name_as_filed": "PERSIMMON CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125259,
      "name": "Personal Wealth Advisory, LLC",
      "name_as_filed": "PERSONAL WEALTH ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/personal-wealth-advisory-llc-lancaster-pa-125259",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/pa/philadelphia",
      "name": "Philadelphia",
      "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
      "state_code": "PA",
      "firm_count": 711
    },
    {
      "path": "/advisors/pa/pittsburgh",
      "name": "Pittsburgh",
      "msa_name": "Pittsburgh, PA",
      "state_code": "PA",
      "firm_count": 195
    },
    {
      "path": "/advisors/pa/lancaster",
      "name": "Lancaster",
      "msa_name": "Lancaster, PA",
      "state_code": "PA",
      "firm_count": 47
    },
    {
      "path": "/advisors/pa/allentown",
      "name": "Allentown",
      "msa_name": "Allentown-Bethlehem-Easton, PA-NJ",
      "state_code": "PA",
      "firm_count": 43
    },
    {
      "path": "/advisors/pa/harrisburg",
      "name": "Harrisburg",
      "msa_name": "Harrisburg-Carlisle, PA",
      "state_code": "PA",
      "firm_count": 35
    },
    {
      "path": "/advisors/pa/scranton",
      "name": "Scranton",
      "msa_name": "Scranton--Wilkes-Barre, PA",
      "state_code": "PA",
      "firm_count": 21
    },
    {
      "path": "/advisors/pa/reading",
      "name": "Reading",
      "msa_name": "Reading, PA",
      "state_code": "PA",
      "firm_count": 16
    },
    {
      "path": "/advisors/pa/erie",
      "name": "Erie",
      "msa_name": "Erie, PA",
      "state_code": "PA",
      "firm_count": 14
    },
    {
      "path": "/advisors/pa/york",
      "name": "York",
      "msa_name": "York-Hanover, PA",
      "state_code": "PA",
      "firm_count": 12
    },
    {
      "path": "/advisors/pa/state-college",
      "name": "State College",
      "msa_name": "State College, PA",
      "state_code": "PA",
      "firm_count": 11
    },
    {
      "path": "/advisors/pa/altoona",
      "name": "Altoona",
      "msa_name": "Altoona, PA",
      "state_code": "PA",
      "firm_count": 4
    },
    {
      "path": "/advisors/pa/johnstown",
      "name": "Johnstown",
      "msa_name": "Johnstown, PA",
      "state_code": "PA",
      "firm_count": 2
    },
    {
      "path": "/advisors/pa/lebanon",
      "name": "Lebanon",
      "msa_name": "Lebanon, PA",
      "state_code": "PA",
      "firm_count": 2
    },
    {
      "path": "/advisors/pa/williamsport",
      "name": "Williamsport",
      "msa_name": "Williamsport, PA",
      "state_code": "PA",
      "firm_count": 2
    },
    {
      "path": "/advisors/pa/chambersburg",
      "name": "Chambersburg",
      "msa_name": "Chambersburg, PA",
      "state_code": "PA",
      "firm_count": 1
    },
    {
      "path": "/advisors/pa/gettysburg",
      "name": "Gettysburg",
      "msa_name": "Gettysburg, PA",
      "state_code": "PA",
      "firm_count": 1
    }
  ],
  "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/flat-fee",
        "label": "Flat-fee financial advisors in Pennsylvania",
        "firm_count": 620
      },
      {
        "path": "/advisors/pa/hourly",
        "label": "Hourly financial advisors in Pennsylvania",
        "firm_count": 452
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/pa.csv",
  "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"
  }
}