{ "path": "/advisors/pa", "url": "https://advisorcensus.com/advisors/pa/page/19", "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": 19, "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": 277044, "name": "Quadrant Private Wealth Management, LLC", "name_as_filed": "QUADRANT PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/quadrant-private-wealth-management-llc-center-valley-pa-277044", "city": "Center Valley", "state": "PA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 226572, "name": "Quantum Strategies Wealth Advisory", "name_as_filed": "QUANTUM STRATEGIES WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/quantum-strategies-wealth-advisory-glen-mills-pa-226572", "city": "Glen Mills", "state": "PA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146438, "name": "Quattro Advisors L.L.C.", "name_as_filed": "QUATTRO ADVISORS L.L.C.", "url": "https://advisorcensus.com/firm/quattro-advisors-l-l-c-pittsburgh-pa-146438", "city": "Pittsburgh", "state": "PA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136028, "name": "Radcliffe Capital Management, L.P.", "name_as_filed": "RADCLIFFE CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/radcliffe-capital-management-l-p-bala-cynwyd-pa-136028", "city": "Bala Cynwyd", "state": "PA", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159559, "name": "Radnor Capital Management, LLC", "name_as_filed": "RADNOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559", "city": "Wayne", "state": "PA", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332060, "name": "RAI Energy Fund Manager LLC", "name_as_filed": "RAI ENERGY FUND MANAGER LLC", "url": "https://advisorcensus.com/firm/rai-energy-fund-manager-llc-atglen-pa-332060", "city": "Atglen", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332059, "name": "RAI Natural GAS Manager, LLC", "name_as_filed": "RAI NATURAL GAS MANAGER, LLC", "url": "https://advisorcensus.com/firm/rai-natural-gas-manager-llc-atglen-pa-332059", "city": "Atglen", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323846, "name": "Randall & Associates Wealth Management", "name_as_filed": "RANDALL & ASSOCIATES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/randall-and-associates-wealth-management-butler-pa-323846", "city": "Butler", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323531, "name": "Rational Capital Advisors LLC", "name_as_filed": "RATIONAL CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/rational-capital-advisors-llc-ambler-pa-323531", "city": "Ambler", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327790, "name": "RCK Wealth Advisory LLC", "name_as_filed": "RCK WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/rck-wealth-advisory-llc-327790", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121342, "name": "RCL Capital Management", "name_as_filed": "RCL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/rcl-capital-management-121342", "city": null, "state": null, "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342622, "name": "Recker Capital Management LLC", "name_as_filed": "RECKER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/recker-capital-management-llc-342622", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158720, "name": "Red Spruce Capital, LLC", "name_as_filed": "RED SPRUCE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/red-spruce-capital-llc-berwyn-pa-158720", "city": "Berwyn", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343173, "name": "Reese Legacy Capital", "name_as_filed": "REESE LEGACY CAPITAL", "url": "https://advisorcensus.com/firm/reese-legacy-capital-east-petersburg-pa-343173", "city": "East Petersburg", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121482, "name": "Reliance Financial Advisors", "name_as_filed": "RELIANCE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/reliance-financial-advisors-sewickley-pa-121482", "city": "Sewickley", "state": "PA", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129512, "name": "Renaissance Advisory Group", "name_as_filed": "RENAISSANCE ADVISORY GROUP", "url": "https://advisorcensus.com/firm/renaissance-advisory-group-bryn-mawr-pa-129512", "city": "Bryn Mawr", "state": "PA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174693, "name": "Renaissance Wealth Management, LLC", "name_as_filed": "RENAISSANCE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/renaissance-wealth-management-llc-bethlehem-pa-174693", "city": "Bethlehem", "state": "PA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314528, "name": "Renovus Associates, LLC", "name_as_filed": "RENOVUS ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/renovus-associates-llc-wayne-pa-314528", "city": "Wayne", "state": "PA", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 311977, "name": "Retire Pittsburgh Management LLC", "name_as_filed": "RETIRE PITTSBURGH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/retire-pittsburgh-management-llc-murrysville-pa-311977", "city": "Murrysville", "state": "PA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316942, "name": "Retire Ready Wealth Management", "name_as_filed": "RETIRE READY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/retire-ready-wealth-management-radnor-pa-316942", "city": "Radnor", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167970, "name": "Retirement and Wealth at Alliant, LLC", "name_as_filed": "RETIREMENT AND WEALTH AT ALLIANT, LLC", "url": "https://advisorcensus.com/firm/retirement-and-wealth-at-alliant-llc-wayne-pa-167970", "city": "Wayne", "state": "PA", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 145733, "name": "Retirement Collaborative LLC", "name_as_filed": "RETIREMENT COLLABORATIVE LLC", "url": "https://advisorcensus.com/firm/retirement-collaborative-llc-harrisburg-pa-145733", "city": "Harrisburg", "state": "PA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 299706, "name": "Revisionist Wealth Advisors, LLC", "name_as_filed": "REVISIONIST WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706", "city": "Downingtown", "state": "PA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318483, "name": "Rewealth", "name_as_filed": "REWEALTH", "url": "https://advisorcensus.com/firm/rewealth-318483", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339152, "name": "REX Consulting, LLC", "name_as_filed": "REX CONSULTING, LLC", "url": "https://advisorcensus.com/firm/rex-consulting-llc-seven-fields-pa-339152", "city": "Seven Fields", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289968, "name": "RF Impact Advisers, Inc.", "name_as_filed": "RF IMPACT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/rf-impact-advisers-inc-philadelphia-pa-289968", "city": "Philadelphia", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336543, "name": "RH Tailwind Management, LLC", "name_as_filed": "RH TAILWIND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rh-tailwind-management-llc-west-conshohocken-pa-336543", "city": "West Conshohocken", "state": "PA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283692, "name": "Rhino Investment Partners, Inc.", "name_as_filed": "RHINO INVESTMENT PARTNERS, INC.", "url": "https://advisorcensus.com/firm/rhino-investment-partners-inc-west-conshohocken-pa-283692", "city": "West Conshohocken", "state": "PA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 121920, "name": "Ridgewood Capital Management", "name_as_filed": "RIDGEWOOD CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/ridgewood-capital-management-westtown-pa-121920", "city": "Westtown", "state": "PA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107233, "name": "Riggs Asset Management Co Inc", "name_as_filed": "RIGGS ASSET MANAGEMENT CO INC", "url": "https://advisorcensus.com/firm/riggs-asset-management-co-inc-dallas-pa-107233", "city": "Dallas", "state": "PA", "years_registered": 35, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315107, "name": "Rittenhouse Wealth Management, LLC", "name_as_filed": "RITTENHOUSE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107", "city": "Philadelphia", "state": "PA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173767, "name": "River Wealth Advisors LLC", "name_as_filed": "RIVER WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/river-wealth-advisors-llc-camp-hill-pa-173767", "city": "Camp Hill", "state": "PA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313711, "name": "River's Edge", "name_as_filed": "RIVER'S EDGE", "url": "https://advisorcensus.com/firm/river-s-edge-beaver-pa-313711", "city": "Beaver", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339678, "name": "Riverside Financial Advisors LLC", "name_as_filed": "RIVERSIDE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/riverside-financial-advisors-llc-pittsburgh-pa-339678", "city": "Pittsburgh", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122693, "name": "RKL Private Wealth", "name_as_filed": "RKL PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/rkl-private-wealth-lancaster-pa-122693", "city": "Lancaster", "state": "PA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106088, "name": "Robbins Wealth Management", "name_as_filed": "ROBBINS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/robbins-wealth-management-erie-pa-106088", "city": "Erie", "state": "PA", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128852, "name": "Robert William Shoemaker,iii", "name_as_filed": "ROBERT WILLIAM SHOEMAKER,III", "url": "https://advisorcensus.com/firm/robert-william-shoemaker-iii-gettysburg-pa-128852", "city": "Gettysburg", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 123286, "name": "Roble, Belko and Company, Inc.", "name_as_filed": "ROBLE, BELKO AND COMPANY, INC.", "url": "https://advisorcensus.com/firm/roble-belko-and-company-inc-sewickley-pa-123286", "city": "Sewickley", "state": "PA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170528, "name": "Roche Asset Management, LLC", "name_as_filed": "ROCHE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/roche-asset-management-llc-allentown-pa-170528", "city": "Allentown", "state": "PA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168708, "name": "Rockcliff Capital, LLC", "name_as_filed": "ROCKCLIFF CAPITAL, LLC", "url": "https://advisorcensus.com/firm/rockcliff-capital-llc-pittsburgh-pa-168708", "city": "Pittsburgh", "state": "PA", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137481, "name": "Rockwood Wealth Management, LLC", "name_as_filed": "ROCKWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rockwood-wealth-management-llc-new-hope-pa-137481", "city": "New Hope", "state": "PA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121700, "name": "Rodgers & Associates", "name_as_filed": "RODGERS & ASSOCIATES", "url": "https://advisorcensus.com/firm/rodgers-and-associates-lancaster-pa-121700", "city": "Lancaster", "state": "PA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 16197, "name": "Rodgers Brothers, Inc.", "name_as_filed": "RODGERS BROTHERS, INC.", "url": "https://advisorcensus.com/firm/rodgers-brothers-inc-harmony-pa-16197", "city": "Harmony", "state": "PA", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106019, "name": "Roffman Miller Associates Inc", "name_as_filed": "ROFFMAN MILLER ASSOCIATES INC", "url": "https://advisorcensus.com/firm/roffman-miller-associates-inc-philadelphia-pa-106019", "city": "Philadelphia", "state": "PA", "years_registered": 35, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315175, "name": "Roland Financial Wealth Management LLC", "name_as_filed": "ROLAND FINANCIAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/roland-financial-wealth-management-llc-erie-pa-315175", "city": "Erie", "state": "PA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 285351, "name": "Rolek Retirement Planning", "name_as_filed": "ROLEK RETIREMENT PLANNING", "url": "https://advisorcensus.com/firm/rolek-retirement-planning-berwyn-pa-285351", "city": "Berwyn", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141671, "name": "Rose Valley Asset Management LLC", "name_as_filed": "ROSE VALLEY ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671", "city": "Media", "state": "PA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118418, "name": "Rossi Financial Associates, Inc.", "name_as_filed": "ROSSI FINANCIAL ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/rossi-financial-associates-inc-monroeville-pa-118418", "city": "Monroeville", "state": "PA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 291886, "name": "Row Your OWN Boat", "name_as_filed": "ROW YOUR OWN BOAT", "url": "https://advisorcensus.com/firm/row-your-own-boat-malvern-pa-291886", "city": "Malvern", "state": "PA", "years_registered": 8, "raum_band": "under_25m", 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"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" } }