{
  "path": "/advisors/pa",
  "url": "https://advisorcensus.com/advisors/pa/page/4",
  "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": 4,
  "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": 157841,
      "name": "Bluestone Capital Management, LLC",
      "name_as_filed": "BLUESTONE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/bluestone-capital-management-llc-wayne-pa-157841",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151150,
      "name": "Boatman Wealth Management, LLC",
      "name_as_filed": "BOATMAN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/boatman-wealth-management-llc-monessen-pa-151150",
      "city": "Monessen",
      "state": "PA",
      "years_registered": 17,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340590,
      "name": "Boden Wealth",
      "name_as_filed": "BODEN WEALTH",
      "url": "https://advisorcensus.com/firm/boden-wealth-lemoyne-pa-340590",
      "city": "Lemoyne",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312964,
      "name": "Bokeh Capital Partners LLC",
      "name_as_filed": "BOKEH CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/bokeh-capital-partners-llc-pittsburgh-pa-312964",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122501,
      "name": "Borden Portfolio Management",
      "name_as_filed": "BORDEN PORTFOLIO MANAGEMENT",
      "url": "https://advisorcensus.com/firm/borden-portfolio-management-122501",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135729,
      "name": "Borer Denton & Associates, Inc.",
      "name_as_filed": "BORER DENTON & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/borer-denton-and-associates-inc-blue-bell-pa-135729",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124077,
      "name": "Botamer Financial",
      "name_as_filed": "BOTAMER FINANCIAL",
      "url": "https://advisorcensus.com/firm/botamer-financial-124077",
      "city": null,
      "state": null,
      "years_registered": 40,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108436,
      "name": "Bouvel Investment Partners, LLC",
      "name_as_filed": "BOUVEL INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436",
      "city": "Phoenixville",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165083,
      "name": "Bowen Asset Management LLC",
      "name_as_filed": "BOWEN ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bowen-asset-management-llc-165083",
      "city": null,
      "state": null,
      "years_registered": 13,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340727,
      "name": "Bowman Wealth Management Group",
      "name_as_filed": "BOWMAN WEALTH MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/bowman-wealth-management-group-hershey-pa-340727",
      "city": "Hershey",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122098,
      "name": "Bradley Advisory",
      "name_as_filed": "BRADLEY ADVISORY",
      "url": "https://advisorcensus.com/firm/bradley-advisory-stevens-pa-122098",
      "city": "Stevens",
      "state": "PA",
      "years_registered": 28,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307564,
      "name": "Brandywine Asset Management",
      "name_as_filed": "BRANDYWINE ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/brandywine-asset-management-thornton-pa-307564",
      "city": "Thornton",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110783,
      "name": "Brandywine Global Investment Management, LLC",
      "name_as_filed": "BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/brandywine-global-investment-management-llc-philadelphia-pa-110783",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 40,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297021,
      "name": "Brandywine Oak Private Wealth LLC",
      "name_as_filed": "BRANDYWINE OAK PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021",
      "city": "Kennett Square",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288336,
      "name": "Braun-Bostich & Associates Inc.",
      "name_as_filed": "BRAUN-BOSTICH & ASSOCIATES INC.",
      "url": "https://advisorcensus.com/firm/braun-bostich-and-associates-inc-canonsburg-pa-288336",
      "city": "Canonsburg",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121540,
      "name": "Breakforth Investment Management, Inc",
      "name_as_filed": "BREAKFORTH INVESTMENT MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/breakforth-investment-management-inc-121540",
      "city": null,
      "state": null,
      "years_registered": 35,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123840,
      "name": "Breakthrough Investing, LLC",
      "name_as_filed": "BREAKTHROUGH INVESTING, LLC",
      "url": "https://advisorcensus.com/firm/breakthrough-investing-llc-broomall-pa-123840",
      "city": "Broomall",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107771,
      "name": "Brick & Kyle Associates Inc",
      "name_as_filed": "BRICK & KYLE ASSOCIATES INC",
      "url": "https://advisorcensus.com/firm/brick-and-kyle-associates-inc-newtown-pa-107771",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 28,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291047,
      "name": "Bright Forge Capital, LLC",
      "name_as_filed": "BRIGHT FORGE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/bright-forge-capital-llc-291047",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327329,
      "name": "Brightpath Financial Advisors, LLC",
      "name_as_filed": "BRIGHTPATH FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/brightpath-financial-advisors-llc-327329",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327899,
      "name": "Brightside Wealth Planning, LLC",
      "name_as_filed": "BRIGHTSIDE WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/brightside-wealth-planning-llc-center-valley-pa-327899",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123343,
      "name": "Brinker Financial",
      "name_as_filed": "BRINKER FINANCIAL",
      "url": "https://advisorcensus.com/firm/brinker-financial-broomall-pa-123343",
      "city": "Broomall",
      "state": "PA",
      "years_registered": 41,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336800,
      "name": "Brogan Asset Management, LLC",
      "name_as_filed": "BROGAN ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/brogan-asset-management-llc-336800",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287837,
      "name": "Brookhouse Advisors",
      "name_as_filed": "BROOKHOUSE ADVISORS",
      "url": "https://advisorcensus.com/firm/brookhouse-advisors-meadville-pa-287837",
      "city": "Meadville",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118032,
      "name": "Bruce A. Kraig Associates",
      "name_as_filed": "BRUCE A. KRAIG ASSOCIATES",
      "url": "https://advisorcensus.com/firm/bruce-a-kraig-associates-118032",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293192,
      "name": "Bruton Chisnell Advisors, LLC",
      "name_as_filed": "BRUTON CHISNELL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192",
      "city": "Downingtown",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153659,
      "name": "Bryan Advisory Services, LLC",
      "name_as_filed": "BRYAN ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/bryan-advisory-services-llc-canonsburg-pa-153659",
      "city": "Canonsburg",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289870,
      "name": "Bryce Wealth Management",
      "name_as_filed": "BRYCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bryce-wealth-management-washington-crossing-pa-289870",
      "city": "Washington Crossing",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290325,
      "name": "Bryn Mawr Investments",
      "name_as_filed": "BRYN MAWR INVESTMENTS",
      "url": "https://advisorcensus.com/firm/bryn-mawr-investments-290325",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285359,
      "name": "Bryn Mawr Trust Advisors, LLC",
      "name_as_filed": "BRYN MAWR TRUST ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146500,
      "name": "Bryn Mawr Wealth Management LLC",
      "name_as_filed": "BRYN MAWR WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bryn-mawr-wealth-management-llc-146500",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337715,
      "name": "BTG Capital LLC",
      "name_as_filed": "BTG CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/btg-capital-llc-337715",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 320932,
      "name": "BTNV Management, LLC",
      "name_as_filed": "BTNV MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/btnv-management-llc-pittsburgh-pa-320932",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 332591,
      "name": "Buckler Wealth Management, LLC",
      "name_as_filed": "BUCKLER WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/buckler-wealth-management-llc-332591",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342040,
      "name": "Bucks Capital Advisers",
      "name_as_filed": "BUCKS CAPITAL ADVISERS",
      "url": "https://advisorcensus.com/firm/bucks-capital-advisers-newtown-pa-342040",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307918,
      "name": "Buffalo Valley Wealth Plus",
      "name_as_filed": "BUFFALO VALLEY WEALTH PLUS",
      "url": "https://advisorcensus.com/firm/buffalo-valley-wealth-plus-mifflinburg-pa-307918",
      "city": "Mifflinburg",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299529,
      "name": "Buoyant Wealth",
      "name_as_filed": "BUOYANT WEALTH",
      "url": "https://advisorcensus.com/firm/buoyant-wealth-ambler-pa-299529",
      "city": "Ambler",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "under_25m",
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338829,
      "name": "Burnett Lane Advisors, LLC",
      "name_as_filed": "BURNETT LANE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/burnett-lane-advisors-llc-338829",
      "city": null,
      "state": null,
      "years_registered": 0,
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      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155542,
      "name": "Byerly Investment Management Inc.",
      "name_as_filed": "BYERLY INVESTMENT MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/byerly-investment-management-inc-155542",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 300183,
      "name": "CA Adviser, LLC",
      "name_as_filed": "CA ADVISER, LLC",
      "url": "https://advisorcensus.com/firm/ca-adviser-llc-philadelphia-pa-300183",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317446,
      "name": "Callan Family Office, LLC",
      "name_as_filed": "CALLAN FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324623,
      "name": "Cambrian Capital Management, L.L.C.",
      "name_as_filed": "CAMBRIAN CAPITAL MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/cambrian-capital-management-l-l-c-newtown-square-pa-324623",
      "city": "Newtown Square",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305496,
      "name": "Camelot Capital Management Ltd",
      "name_as_filed": "CAMELOT CAPITAL MANAGEMENT LTD",
      "url": "https://advisorcensus.com/firm/camelot-capital-management-ltd-wayne-pa-305496",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 324774,
      "name": "Camini Capital, LLC",
      "name_as_filed": "CAMINI CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/camini-capital-llc-pittsburgh-pa-324774",
      "city": "Pittsburgh",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328863,
      "name": "Capital a Wealth Management",
      "name_as_filed": "CAPITAL A WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-a-wealth-management-cranberry-twp-pa-328863",
      "city": "Cranberry Twp.",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
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        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162200,
      "name": "Capital Analysts",
      "name_as_filed": "CAPITAL ANALYSTS",
      "url": "https://advisorcensus.com/firm/capital-analysts-fort-washington-pa-162200",
      "city": "Fort Washington",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144212,
      "name": "Capital Planning Wealth Management",
      "name_as_filed": "CAPITAL PLANNING WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/capital-planning-wealth-management-center-valley-pa-144212",
      "city": "Center Valley",
      "state": "PA",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283533,
      "name": "Capital Solutions",
      "name_as_filed": "CAPITAL SOLUTIONS",
      "url": "https://advisorcensus.com/firm/capital-solutions-blue-bell-pa-283533",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 166658,
      "name": "Capital Wealth Associates, LLC",
      "name_as_filed": "CAPITAL WEALTH ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/capital-wealth-associates-llc-blue-bell-pa-166658",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311698,
      "name": "Capital Wealth Investments",
      "name_as_filed": "CAPITAL WEALTH INVESTMENTS",
      "url": "https://advisorcensus.com/firm/capital-wealth-investments-scranton-pa-311698",
      "city": "Scranton",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
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        "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"
  }
}