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Find The Best Financial Advisors in Pennsylvania

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Pennsylvania involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Pennsylvania

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Pennsylvania that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Pennsylvania. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Pennsylvania

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Jason Lazurick

Schuylkill Financial LLC

600 Eagleview Blvd.
Suite 300

Exton, PA 19341

484-318-7188

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Keith B Hawk

Hawk Financial Group

400 Northampton St.
Suite 300

Easton, PA 18042

610-500-5000

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Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704

570-283-8140

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Steve DeCesare

DeCesare Retirement Specialists

1515 Market Street
Suite 1200

Philadelphia, PA 19102

856-235-3830

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Al Osgood

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

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Bobby Cremins

Metanoia Financial

2400 Market Street
Suite 200

Philadelphia, PA 19103

267-858-6847

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James Graves

Joppa Mill Advisors Ltd.

2048 Remington Dr.

Chester Springs, PA 19425

302-367-6856

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Mike Weber

Blue Bell Private Wealth Management

470 Norristown Road
Suite #305

Blue Bell, PA 19422

484-221-5408

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

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Gilles Mulard

Mulard Wealth Management

2820 West 23rd Street
Suite 204 & 205

Erie, PA 16506

814-520-5511

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Rebecca Pawuk

Edelman Financial Engines, LLC

651 Holiday Drive
Building 5, Suite 400

Pittsburgh, PA 15220

724-900-2927

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Rebecca Pawuk

Edelman Financial Engines, LLC

1605 Carmody Court
Building IV, Suite 100

Sewickley, PA 15143

724-900-2927

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

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Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901

215-794-3393

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Tower Bridge Advisors

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
BRINKER CAPITAL INVESTMENTS, LLC.
1055 Westlakes Drive, Suite 250 Berwyn, PA 19312
107975 $41,979,351,312 83820 A percentage of AUM
Fixed fees
Performance Based
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
201 King Of Prussia Road, Suite 600 Radnor, PA 19087
106256 $11,837,165,977 54 A percentage of AUM
Performance Based
STONERIDGE PMG ADVISORS, LLC
201 King Of Prussia Road, Suite 200 Radnor, PA 19087
107662 $1,397,838,039 42 A percentage of AUM
WEST CHESTER CAPITAL ADVISORS INC
216 Franklin Street, Johnstown, PA 15901-1911
105846 $1,259,530,682 1289 A percentage of AUM
Performance Based
CIM INVESTMENT MANAGEMENT INC
1302 Investment Building, 239 4th Avenue Pittsburgh, PA 15222
106292 $917,897,725 66 A percentage of AUM
Fixed fees
MONONGAHELA CAPITAL MANAGEMENT
223 Mercer Street, Harmony, PA 16037
16197 $717,280,673 800 A percentage of AUM
GARDNER LEWIS ASSET MANAGEMENT LP
285 Wilmington West Chester Pike, Chadds Ford, PA 19317-9039
105033 $561,319,875 18 A percentage of AUM
Performance Based
MCGOWAN & CO LLP
937 Glenbrook Ave, Bryn Mawr, PA 19010
108736 $486,282,826 235 A percentage of AUM
FIDUCIARY ADVISORS, LLC
1700 Market Street, Suite 2341 Philadelphia, PA 19103
104189 $406,882,886 10 A percentage of AUM
Hourly charges
Fixed fees
Other (% OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT)
ITS ASSET MANAGEMENT, L.P.
1720 Washington Rd, Suite 101 Washington, PA 15301-8919
106977 $335,114,693 1544 A percentage of AUM
WEIK CAPITAL MANAGEMENT
1075 Berkshire Blvd, Suite 825 Wyomissing, PA 19610-1227
107068 $322,607,893 187 A percentage of AUM
CRESAP, INC.
259 N. Radnor-Chester Rd., Ste 140 Radnor, PA 19087
25899 $312,009,351 540 A percentage of AUM
Other (FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV)
ARTHUR E SPELLISSY & ASSOCIATES INC
175 Strafford Ave, Suite 210 Wayne, PA 19087
106650 $174,452,323 78 A percentage of AUM
OXFORD REAL ESTATE ADVISORS INC
2545 Railroad Street, Suite 300 Pittsburgh, PA 15222-7605
107209 $144,035,627 2 A percentage of AUM
Fixed fees
Performance Based
WINDSOR SECURITIES INC
25 East Athens Avenue, Ardmore, PA 19003
6415 $90,000,000 95 A percentage of AUM
Performance Based

Additional Financial Advisors in Pennsylvania

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Brian Mailey
Inquire with Brian
1787 Sentry Pky W, Bldg 18 Ste 440 Blue Bell, PA 19422 215-274-2575
Aaron Borstein
Inquire with Aaron
2300 E Lincoln Hwy, Ste 140 Langhorne, PA 19047 267-202-0454
Brenda L Perrotti
Inquire with Brenda
300 Granite Run Dr, Ste 300 Lancaster, PA 17601 717-519-4940
Anthony Pol
Inquire with Anthony
227 Demar Blvd, Canonsburg, PA 15317 724-916-2233
Brian J. Sanford
Inquire with Brian
3803 West Chester Pike, Ste 200 Newtown Square, PA 19073 610-892-4401
Axias Wealth Advisors
Inquire with Axias
381 Mansfield Ave, Suite 400 Pittsburgh, PA 15220 412-552-8031
A J Jugan
Inquire with A
1570 Omega Dr, Pittsburgh, PA 15205 412-922-7700
Battaglini & Company, PC
Inquire with Battaglini
1049 Lancaster Avenue, Berwyn, PA 19312 610-964-1344
Bradley Epps
Inquire with Bradley
160 Hershey Rd, Elizabethtown, PA 17022 717-367-0494
Broberg Investment Group, LLC
Inquire with Broberg
73 E. Forrest Avenue, Suite 390 Shrewsbury, PA 17361 717-235-5565

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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