{
  "path": "/advisors/pa",
  "url": "https://advisorcensus.com/advisors/pa/page/18",
  "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": 18,
  "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": 308142,
      "name": "Peteralexander",
      "name_as_filed": "PETERALEXANDER",
      "url": "https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142",
      "city": "West Conshohocken",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322371,
      "name": "Petredis Investment Advisors",
      "name_as_filed": "PETREDIS INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/petredis-investment-advisors-warrendale-pa-322371",
      "city": "Warrendale",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277156,
      "name": "PF Advisors",
      "name_as_filed": "PF ADVISORS",
      "url": "https://advisorcensus.com/firm/pf-advisors-chadds-ford-pa-277156",
      "city": "Chadds Ford",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299722,
      "name": "PFH Capital, LLC",
      "name_as_filed": "PFH CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/pfh-capital-llc-blue-bell-pa-299722",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 343786,
      "name": "PFHCL Partners LLC",
      "name_as_filed": "PFHCL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/pfhcl-partners-llc-blue-bell-pa-343786",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 158682,
      "name": "Phelps Financial Advisors",
      "name_as_filed": "PHELPS FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/phelps-financial-advisors-state-college-pa-158682",
      "city": "State College",
      "state": "PA",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 294016,
      "name": "Philadelphia Partners Capital Management, LLC",
      "name_as_filed": "PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172605,
      "name": "Phronimos Capital, LLC",
      "name_as_filed": "PHRONIMOS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/phronimos-capital-llc-172605",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105942,
      "name": "Piermani Charles J Associates",
      "name_as_filed": "PIERMANI CHARLES J ASSOCIATES",
      "url": "https://advisorcensus.com/firm/piermani-charles-j-associates-norristown-pa-105942",
      "city": "Norristown",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163841,
      "name": "Pine Road Asset Management LLC",
      "name_as_filed": "PINE ROAD ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/pine-road-asset-management-llc-pittsburgh-pa-163841",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 155652,
      "name": "Pinnacle Strategic Wealth Management, LLC.",
      "name_as_filed": "PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.",
      "url": "https://advisorcensus.com/firm/pinnacle-strategic-wealth-management-llc-king-of-prussia-pa-155652",
      "city": "King of Prussia",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298605,
      "name": "Pioneer Fortress Consulting LLC",
      "name_as_filed": "PIONEER FORTRESS CONSULTING LLC",
      "url": "https://advisorcensus.com/firm/pioneer-fortress-consulting-llc-298605",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333260,
      "name": "Pitcairn",
      "name_as_filed": "PITCAIRN",
      "url": "https://advisorcensus.com/firm/pitcairn-conshohocken-pa-333260",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330114,
      "name": "PLC Investment Solutions, LLC",
      "name_as_filed": "PLC INVESTMENT SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/plc-investment-solutions-llc-330114",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167853,
      "name": "Plumtree Financial Planning",
      "name_as_filed": "PLUMTREE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/plumtree-financial-planning-malvern-pa-167853",
      "city": "Malvern",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172658,
      "name": "PNC Steel City Advisors, LLC",
      "name_as_filed": "PNC STEEL CITY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pnc-steel-city-advisors-llc-pittsburgh-pa-172658",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129052,
      "name": "PNC Wealth Management",
      "name_as_filed": "PNC WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pnc-wealth-management-pittsburgh-pa-129052",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 197520,
      "name": "Pollen & Secouler, LLP",
      "name_as_filed": "POLLEN & SECOULER, LLP",
      "url": "https://advisorcensus.com/firm/pollen-and-secouler-llp-huntingdon-valley-pa-197520",
      "city": "Huntingdon Valley",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117219,
      "name": "Popa Financial Services, Inc.",
      "name_as_filed": "POPA FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/popa-financial-services-inc-bethel-park-pa-117219",
      "city": "Bethel Park",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119194,
      "name": "Potomac Investment Management, Inc.",
      "name_as_filed": "POTOMAC INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/potomac-investment-management-inc-pittsburgh-pa-119194",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 35,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174355,
      "name": "Power of 32 Site Development Fund, LLC",
      "name_as_filed": "POWER OF 32 SITE DEVELOPMENT FUND, LLC",
      "url": "https://advisorcensus.com/firm/power-of-32-site-development-fund-llc-pittsburgh-pa-174355",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 301914,
      "name": "Powers Capital Management",
      "name_as_filed": "POWERS CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/powers-capital-management-conshohocken-pa-301914",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152303,
      "name": "PPB Advisors, LLC",
      "name_as_filed": "PPB ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ppb-advisors-llc-west-conshohocken-pa-152303",
      "city": "West Conshohocken",
      "state": "PA",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331744,
      "name": "PPR Opportunity Manager, LLC",
      "name_as_filed": "PPR OPPORTUNITY MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/ppr-opportunity-manager-llc-wayne-pa-331744",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 156974,
      "name": "Precidian Funds LLC",
      "name_as_filed": "PRECIDIAN FUNDS LLC",
      "url": "https://advisorcensus.com/firm/precidian-funds-llc-newtown-pa-156974",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291571,
      "name": "Premier Prosperity Advisors LLC",
      "name_as_filed": "PREMIER PROSPERITY ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/premier-prosperity-advisors-llc-newtown-pa-291571",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309663,
      "name": "Prepared Retirement Institute LLC",
      "name_as_filed": "PREPARED RETIREMENT INSTITUTE LLC",
      "url": "https://advisorcensus.com/firm/prepared-retirement-institute-llc-montgomeryville-pa-309663",
      "city": "Montgomeryville",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170636,
      "name": "Preservation Wealth Management",
      "name_as_filed": "PRESERVATION WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/preservation-wealth-management-king-of-prussia-pa-170636",
      "city": "King of Prussia",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318345,
      "name": "Presilium Private Wealth, LLC",
      "name_as_filed": "PRESILIUM PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120499,
      "name": "Prime Solutions Financial Services Corp.",
      "name_as_filed": "PRIME SOLUTIONS FINANCIAL SERVICES CORP.",
      "url": "https://advisorcensus.com/firm/prime-solutions-financial-services-corp-120499",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110085,
      "name": "Primesolutions Advisors, LLC",
      "name_as_filed": "PRIMESOLUTIONS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/primesolutions-advisors-llc-pittsburgh-pa-110085",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282801,
      "name": "Private Wealth Management, LLC",
      "name_as_filed": "PRIVATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/private-wealth-management-llc-exton-pa-282801",
      "city": "Exton",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311077,
      "name": "Private Wealth Services, LLC",
      "name_as_filed": "PRIVATE WEALTH SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/private-wealth-services-llc-cranberry-township-pa-311077",
      "city": "Cranberry Township",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341417,
      "name": "Proctor Advisory Wealth, LLC",
      "name_as_filed": "PROCTOR ADVISORY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/proctor-advisory-wealth-llc-341417",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121982,
      "name": "Prometheus Capital Management Corp.",
      "name_as_filed": "PROMETHEUS CAPITAL MANAGEMENT CORP.",
      "url": "https://advisorcensus.com/firm/prometheus-capital-management-corp-yardley-pa-121982",
      "city": "Yardley",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329499,
      "name": "Proper Financial, LLC",
      "name_as_filed": "PROPER FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/proper-financial-llc-wayne-pa-329499",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316798,
      "name": "Prosper Wisely, LLC",
      "name_as_filed": "PROSPER WISELY, LLC",
      "url": "https://advisorcensus.com/firm/prosper-wisely-llc-316798",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282998,
      "name": "Prosperity Advisers, LLC",
      "name_as_filed": "PROSPERITY ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/prosperity-advisers-llc-horsham-pa-282998",
      "city": "Horsham",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170790,
      "name": "Protea Asset Management LLC",
      "name_as_filed": "PROTEA ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/protea-asset-management-llc-philadelphia-pa-170790",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 107021,
      "name": "Provident Wealth Management Inc",
      "name_as_filed": "PROVIDENT WEALTH MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/provident-wealth-management-inc-erie-pa-107021",
      "city": "Erie",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318230,
      "name": "Providers & Families Wealth Management",
      "name_as_filed": "PROVIDERS & FAMILIES WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/providers-and-families-wealth-management-318230",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281762,
      "name": "Prowell Financial Management, LLC",
      "name_as_filed": "PROWELL FINANCIAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762",
      "city": "Exton",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 16691,
      "name": "Prudent Management Associates",
      "name_as_filed": "PRUDENT MANAGEMENT ASSOCIATES",
      "url": "https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 42,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311756,
      "name": "PSC Manager LLC",
      "name_as_filed": "PSC MANAGER LLC",
      "url": "https://advisorcensus.com/firm/psc-manager-llc-yardley-pa-311756",
      "city": "Yardley",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117105,
      "name": "PSI Capital Management",
      "name_as_filed": "PSI CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/psi-capital-management-lancaster-pa-117105",
      "city": "Lancaster",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155266,
      "name": "PST Advisors, LLC",
      "name_as_filed": "PST ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/pst-advisors-llc-bala-cynwyd-pa-155266",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308944,
      "name": "PTM Wealth Management, LLC",
      "name_as_filed": "PTM WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/ptm-wealth-management-llc-north-wales-pa-308944",
      "city": "North Wales",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281492,
      "name": "PW Capital Management, LLC",
      "name_as_filed": "PW CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/pw-capital-management-llc-281492",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333595,
      "name": "PW Nova Financial Services LLC",
      "name_as_filed": "PW NOVA FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/pw-nova-financial-services-llc-newtown-pa-333595",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305277,
      "name": "QRG Capital Management, Inc.",
      "name_as_filed": "QRG CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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"
  }
}
