{ "path": "/advisors/pa", "url": "https://advisorcensus.com/advisors/pa/page/6", "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": 6, "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": 166418, "name": "Compass Ion Advisors, LLC", "name_as_filed": "COMPASS ION ADVISORS, LLC", "url": "https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418", "city": "Conshohocken", "state": "PA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289316, "name": "Comprehensive Advisors, LLC", "name_as_filed": "COMPREHENSIVE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316", "city": "Lansdale", "state": "PA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121488, "name": "Comprehensive Financial Advisers", "name_as_filed": "COMPREHENSIVE FINANCIAL ADVISERS", "url": "https://advisorcensus.com/firm/comprehensive-financial-advisers-exton-pa-121488", "city": "Exton", "state": "PA", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110937, "name": "Comprehensive Financial Planning, Inc.", "name_as_filed": "COMPREHENSIVE FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/comprehensive-financial-planning-inc-east-petersburg-pa-110937", "city": "East Petersburg", "state": "PA", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133272, "name": "Comprehensive Investment Management, LLC", "name_as_filed": "COMPREHENSIVE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/comprehensive-investment-management-llc-133272", "city": null, "state": null, "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170052, "name": "Concentus Wealth Advisors", "name_as_filed": "CONCENTUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052", "city": "Newtown Square", "state": "PA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 111750, "name": "Conestoga Capital Advisors, LLC", "name_as_filed": "CONESTOGA CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750", "city": "Wayne", "state": "PA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 158981, "name": "Conestoga Wealth Management", "name_as_filed": "CONESTOGA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/conestoga-wealth-management-exton-pa-158981", "city": "Exton", "state": "PA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 311980, "name": "Confluence Financial Partners", "name_as_filed": "CONFLUENCE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/confluence-financial-partners-mcmurray-pa-311980", "city": "McMurray", "state": "PA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334323, "name": "Conifer Infrastructure Partners", "name_as_filed": "CONIFER INFRASTRUCTURE PARTNERS", "url": "https://advisorcensus.com/firm/conifer-infrastructure-partners-sewickley-pa-334323", "city": "Sewickley", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106993, "name": "Connors Investor Services Inc", "name_as_filed": "CONNORS INVESTOR SERVICES INC", "url": "https://advisorcensus.com/firm/connors-investor-services-inc-wyomissing-pa-106993", "city": "Wyomissing", "state": "PA", "years_registered": 56, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123560, "name": "Conrad Siegel Investment Advisors", "name_as_filed": "CONRAD SIEGEL INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/conrad-siegel-investment-advisors-harrisburg-pa-123560", "city": "Harrisburg", "state": "PA", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338896, "name": "Conroy Capital LLC", "name_as_filed": "CONROY CAPITAL LLC", "url": "https://advisorcensus.com/firm/conroy-capital-llc-338896", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111353, "name": "Conservest Capital Advisors Inc", "name_as_filed": "CONSERVEST CAPITAL ADVISORS INC", "url": "https://advisorcensus.com/firm/conservest-capital-advisors-inc-wynnewood-pa-111353", "city": "Wynnewood", "state": "PA", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328788, "name": "Continuim Equity Partners, LP", "name_as_filed": "CONTINUIM EQUITY PARTNERS, LP", "url": "https://advisorcensus.com/firm/continuim-equity-partners-lp-pittsburgh-pa-328788", "city": "Pittsburgh", "state": "PA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 149591, "name": "Contrafactum Research & Management LLC", "name_as_filed": "CONTRAFACTUM RESEARCH & MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/contrafactum-research-and-management-llc-149591", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339685, "name": "Convivia Financial LLC", "name_as_filed": "CONVIVIA FINANCIAL LLC", "url": "https://advisorcensus.com/firm/convivia-financial-llc-339685", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113859, "name": "Cooke & Bieler, L.P.", "name_as_filed": "COOKE & BIELER, L.P.", "url": "https://advisorcensus.com/firm/cooke-and-bieler-l-p-philadelphia-pa-113859", "city": "Philadelphia", "state": "PA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110729, "name": "Cookson Peirce Wealth Management", "name_as_filed": "COOKSON PEIRCE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cookson-peirce-wealth-management-pittsburgh-pa-110729", "city": "Pittsburgh", "state": "PA", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281132, "name": "Coombs Wealth Advisory, LLC", "name_as_filed": "COOMBS WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132", "city": "Blue Bell", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314675, "name": "Cooper Eagle, LLC", "name_as_filed": "COOPER EAGLE, LLC", "url": "https://advisorcensus.com/firm/cooper-eagle-llc-king-of-prussia-pa-314675", "city": "King of Prussia", "state": "PA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 135822, "name": "Copeland Capital Management, LLC", "name_as_filed": "COPELAND CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/copeland-capital-management-llc-conshohocken-pa-135822", "city": "Conshohocken", "state": "PA", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151496, "name": "Copper Beech Advisors, LLC", "name_as_filed": "COPPER BEECH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496", "city": "Malvern", "state": "PA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 282871, "name": "Cordatus Wealth Management LLC", "name_as_filed": "CORDATUS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871", "city": "Yardley", "state": "PA", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289784, "name": "Corient SHC Partners (US) LP", "name_as_filed": "CORIENT SHC PARTNERS (US) LP", "url": "https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784", "city": "Philadelphia", "state": "PA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 151225, "name": "Corient SHC Wealth Management (US) LP", "name_as_filed": "CORIENT SHC WEALTH MANAGEMENT (US) LP", "url": "https://advisorcensus.com/firm/corient-shc-wealth-management-us-lp-philadelphia-pa-151225", "city": "Philadelphia", "state": "PA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 138638, "name": "Cornerstone Advisors Asset Management, LLC", "name_as_filed": "CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cornerstone-advisors-asset-management-llc-bethlehem-pa-138638", "city": "Bethlehem", "state": "PA", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155764, "name": "Corporate Benefits Consultants, Inc.", "name_as_filed": "CORPORATE BENEFITS CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/corporate-benefits-consultants-inc-wexford-pa-155764", "city": "Wexford", "state": "PA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321897, "name": "Corten Real Estate Management LLC", "name_as_filed": "CORTEN REAL ESTATE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/corten-real-estate-management-llc-philadelphia-pa-321897", "city": "Philadelphia", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 123249, "name": "Costello Asset Management, Inc.", "name_as_filed": "COSTELLO ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249", "city": "Feasterville", "state": "PA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332257, "name": "Courtside Wealth Partners LLC", "name_as_filed": "COURTSIDE WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/courtside-wealth-partners-llc-332257", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127270, "name": "Covington Investment Advisors, Inc.", "name_as_filed": "COVINGTON INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/covington-investment-advisors-inc-ligonier-pa-127270", "city": "Ligonier", "state": "PA", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316237, "name": "COX Capital General Partner, L.L.C.", "name_as_filed": "COX CAPITAL GENERAL PARTNER, L.L.C.", "url": "https://advisorcensus.com/firm/cox-capital-general-partner-l-l-c-philadelphia-pa-316237", "city": "Philadelphia", "state": "PA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154993, "name": "COY Capital Management", "name_as_filed": "COY CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/coy-capital-management-monroeville-pa-154993", "city": "Monroeville", "state": "PA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 119150, "name": "CPC Financial Planning, Inc", "name_as_filed": "CPC FINANCIAL PLANNING, INC", "url": "https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150", "city": "King of Prussia", "state": "PA", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319360, "name": "CR Ventures Management, LLC", "name_as_filed": "CR VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cr-ventures-management-llc-havertown-pa-319360", "city": "Havertown", "state": "PA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304376, "name": "Creative Capital Wealth Management Group", "name_as_filed": "CREATIVE CAPITAL WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376", "city": "Chester Springs", "state": "PA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 25899, "name": "Cresap, Inc.", "name_as_filed": "CRESAP, INC.", "url": "https://advisorcensus.com/firm/cresap-inc-radnor-pa-25899", "city": "Radnor", "state": "PA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 317154, "name": "Cross Border Financial Planning USA LLC", "name_as_filed": "CROSS BORDER FINANCIAL PLANNING USA LLC", "url": "https://advisorcensus.com/firm/cross-border-financial-planning-usa-llc-philadelphia-pa-317154", "city": "Philadelphia", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121856, "name": "Crossgate Wealth Advisors, LLC", "name_as_filed": "CROSSGATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856", "city": "Newtown", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326625, "name": "Crossover Capital", "name_as_filed": "CROSSOVER CAPITAL", "url": "https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625", "city": "Yardley", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 123428, "name": "Crosswalk Investment Advisory, Inc.", "name_as_filed": "CROSSWALK INVESTMENT ADVISORY, INC.", "url": "https://advisorcensus.com/firm/crosswalk-investment-advisory-inc-strasburg-pa-123428", "city": "Strasburg", "state": "PA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336094, "name": "CS Ellis", "name_as_filed": "CS ELLIS", "url": "https://advisorcensus.com/firm/cs-ellis-336094", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306128, "name": "CS McKee", "name_as_filed": "CS MCKEE", "url": "https://advisorcensus.com/firm/cs-mckee-warrendale-pa-306128", "city": "Warrendale", "state": "PA", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 123316, "name": "CSA Financial Management, Inc.", "name_as_filed": "CSA FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/csa-financial-management-inc-hummelstown-pa-123316", "city": "Hummelstown", "state": "PA", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123496, "name": "Cumberland Valley Financial Services Inc.", "name_as_filed": "CUMBERLAND VALLEY FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/cumberland-valley-financial-services-inc-123496", "city": null, "state": null, "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 314201, "name": "CWR Capital Management LLC", "name_as_filed": "CWR CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cwr-capital-management-llc-314201", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 188512, "name": "D.B. Root & Company, LLC", "name_as_filed": "D.B. 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