{ "path": "/advisors/pa", "url": "https://advisorcensus.com/advisors/pa/page/21", "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": 21, "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": 333569, "name": "Social Justice Capital LLC", "name_as_filed": "SOCIAL JUSTICE CAPITAL LLC", "url": "https://advisorcensus.com/firm/social-justice-capital-llc-333569", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300575, "name": "Solid Oak Advisory", "name_as_filed": "SOLID OAK ADVISORY", "url": "https://advisorcensus.com/firm/solid-oak-advisory-pittsburgh-pa-300575", "city": "Pittsburgh", "state": "PA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317257, "name": "Sora Investors", "name_as_filed": "SORA INVESTORS", "url": "https://advisorcensus.com/firm/sora-investors-bryn-mawr-pa-317257", "city": "Bryn Mawr", "state": "PA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 339666, "name": "SP Retirement LLC", "name_as_filed": "SP RETIREMENT LLC", "url": "https://advisorcensus.com/firm/sp-retirement-llc-339666", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297328, "name": "Spartan Wealth Solutions LLC", "name_as_filed": "SPARTAN WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/spartan-wealth-solutions-llc-297328", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297361, "name": "Spring City Partners, LLC", "name_as_filed": "SPRING CITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/spring-city-partners-llc-297361", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287818, "name": "Springdale Advisors", "name_as_filed": "SPRINGDALE ADVISORS", "url": "https://advisorcensus.com/firm/springdale-advisors-287818", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307155, "name": "SRN Advisors, LLC", "name_as_filed": "SRN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/srn-advisors-llc-huntingdon-valley-pa-307155", "city": "Huntingdon Valley", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313219, "name": "ST. Joseph Investment Management, LLC", "name_as_filed": "ST. JOSEPH INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/st-joseph-investment-management-llc-king-of-prussia-pa-313219", "city": "King of Prussia", "state": "PA", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310827, "name": "Stahl Wealth Management, LLC", "name_as_filed": "STAHL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stahl-wealth-management-llc-lancaster-pa-310827", "city": "Lancaster", "state": "PA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 107118, "name": "Staley Capital Advisers Inc", "name_as_filed": "STALEY CAPITAL ADVISERS INC", "url": "https://advisorcensus.com/firm/staley-capital-advisers-inc-pittsburgh-pa-107118", "city": "Pittsburgh", "state": "PA", "years_registered": 30, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112112, "name": "Stanley-Laman Group Ltd.", "name_as_filed": "STANLEY-LAMAN GROUP LTD.", "url": "https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112", "city": "Berwyn", "state": "PA", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309422, "name": "Stark Wealth Management LLC", "name_as_filed": "STARK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stark-wealth-management-llc-bethlehem-pa-309422", "city": "Bethlehem", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166742, "name": "Steel Tower Investments", "name_as_filed": "STEEL TOWER INVESTMENTS", "url": "https://advisorcensus.com/firm/steel-tower-investments-pittsburgh-pa-166742", "city": "Pittsburgh", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334730, "name": "Step Forward Financial", "name_as_filed": "STEP FORWARD FINANCIAL", "url": "https://advisorcensus.com/firm/step-forward-financial-334730", "city": null, "state": null, "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140710, "name": "Sterling Investment Advisors Ltd.", "name_as_filed": "STERLING INVESTMENT ADVISORS LTD.", "url": "https://advisorcensus.com/firm/sterling-investment-advisors-ltd-berwyn-pa-140710", "city": "Berwyn", "state": "PA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130807, "name": "Steven G. Blum and Associates, LLC", "name_as_filed": "STEVEN G. BLUM AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/steven-g-blum-and-associates-llc-swarthmore-pa-130807", "city": "Swarthmore", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 161202, "name": "Stevens Capital Management LP", "name_as_filed": "STEVENS CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/stevens-capital-management-lp-radnor-pa-161202", "city": "Radnor", "state": "PA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 277099, "name": "Stewardship Advisors, LLC", "name_as_filed": "STEWARDSHIP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stewardship-advisors-llc-mount-joy-pa-277099", "city": "Mount Joy", "state": "PA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339794, "name": "Stillwater Private Wealth", "name_as_filed": "STILLWATER PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/stillwater-private-wealth-allenton-pa-339794", "city": "Allenton", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339903, "name": "Stirling Investment Management", "name_as_filed": "STIRLING INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/stirling-investment-management-339903", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322544, "name": "Stock Snips, Inc.", "name_as_filed": "STOCK SNIPS, INC.", "url": "https://advisorcensus.com/firm/stock-snips-inc-pittsburgh-pa-322544", "city": "Pittsburgh", "state": "PA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 331873, "name": "Stone Fortress Wealth Strategies", "name_as_filed": "STONE FORTRESS WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873", "city": "Philadelphia", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 139410, "name": "Stone House Investment Management, LLC", "name_as_filed": "STONE HOUSE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stone-house-investment-management-llc-tunkhannock-pa-139410", "city": "Tunkhannock", "state": "PA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 175287, "name": "Stone Pine Financial Partners", "name_as_filed": "STONE PINE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/stone-pine-financial-partners-media-pa-175287", "city": "Media", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162909, "name": "Stone Securities Inc.", "name_as_filed": "STONE SECURITIES INC.", "url": "https://advisorcensus.com/firm/stone-securities-inc-clarks-green-pa-162909", "city": "Clarks Green", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327529, "name": "Stonebridge Financial Group, LLC", "name_as_filed": "STONEBRIDGE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/stonebridge-financial-group-llc-wormleysburg-pa-327529", "city": "Wormleysburg", "state": "PA", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306486, "name": "Stonecrop Wealth Advisors, LLC", "name_as_filed": "STONECROP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486", "city": "West Chester", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333786, "name": "Stonefield Capital Ltd.", "name_as_filed": "STONEFIELD CAPITAL LTD.", "url": "https://advisorcensus.com/firm/stonefield-capital-ltd-333786", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107662, "name": "Stoneridge PMG Advisors, LLC", "name_as_filed": "STONERIDGE PMG ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stoneridge-pmg-advisors-llc-radnor-pa-107662", "city": "Radnor", "state": "PA", "years_registered": 30, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140469, "name": "Stoneridge Wealth Advisors, LLC", "name_as_filed": "STONERIDGE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469", "city": "Malvern", "state": "PA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304610, "name": "Storehouse Investments LLC", "name_as_filed": "STOREHOUSE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/storehouse-investments-llc-new-castle-pa-304610", "city": "New Castle", "state": "PA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156294, "name": "Storie Financial Advisory LLC", "name_as_filed": "STORIE FINANCIAL ADVISORY LLC", "url": "https://advisorcensus.com/firm/storie-financial-advisory-llc-canonsburg-pa-156294", "city": "Canonsburg", "state": "PA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 130631, "name": "Stout Wealth Advisory Group, LLC", "name_as_filed": "STOUT WEALTH ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/stout-wealth-advisory-group-llc-mechanicsburg-pa-130631", "city": "Mechanicsburg", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292697, "name": "Strafford Capital Management, LLC", "name_as_filed": "STRAFFORD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strafford-capital-management-llc-ardmore-pa-292697", "city": "Ardmore", "state": "PA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 226595, "name": "Strategic Investment Fund, Inc.", "name_as_filed": "STRATEGIC INVESTMENT FUND, INC.", "url": "https://advisorcensus.com/firm/strategic-investment-fund-inc-pittsburgh-pa-226595", "city": "Pittsburgh", "state": "PA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 151455, "name": "Strubel Investment Management, LLC", "name_as_filed": "STRUBEL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/strubel-investment-management-llc-lancaster-pa-151455", "city": "Lancaster", "state": "PA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 299094, "name": "Success Wealth Management LLC", "name_as_filed": "SUCCESS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/success-wealth-management-llc-wexford-pa-299094", "city": "Wexford", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144486, "name": "Summit Advisors, LLC", "name_as_filed": "SUMMIT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/summit-advisors-llc-canonsburg-pa-144486", "city": "Canonsburg", "state": "PA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169823, "name": "Summit Group Retirement Planners, Inc.", "name_as_filed": "SUMMIT GROUP RETIREMENT PLANNERS, INC.", "url": "https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823", "city": "Exton", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306690, "name": "Summit Investment Advisory Group LLC", "name_as_filed": "SUMMIT INVESTMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/summit-investment-advisory-group-llc-huntingdon-valley-pa-306690", "city": "Huntingdon Valley", "state": "PA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317484, "name": "Sun Global LLC", "name_as_filed": "SUN GLOBAL LLC", "url": "https://advisorcensus.com/firm/sun-global-llc-king-of-prussia-pa-317484", "city": "King of Prussia", "state": "PA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168567, "name": "Sunquest Wealth Management, LLC", "name_as_filed": "SUNQUEST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sunquest-wealth-management-llc-168567", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129678, "name": "Symmetry Peak Management, LLC", "name_as_filed": "SYMMETRY PEAK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/symmetry-peak-management-llc-radnor-pa-129678", "city": "Radnor", "state": "PA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146822, "name": "T.E. Zimmerman, Investment Services", "name_as_filed": "T.E. 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