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Find The Best Financial Advisors in Pennsylvania
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How To Find The Best Financial Advisors in Pennsylvania
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Pennsylvania have an average of 28 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Pennsylvania
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Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355 | 105958 | $6,649,219,111,273 | 208 | A Percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS) |
| HAMILTON LANE 110 Washington Street, Suite 1300 Conshohocken, PA, 19428 | 107876 | $856,992,911,981 | 330 | A Percentage of AUM, Fixed Fees, Performance Based |
| FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | 105138 | $420,303,833,453 | 80 | A Percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
| VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard, Malvern, PA, 19355 | 164593 | $337,512,332,679 | 151 | A Percentage of AUM |
| VANGUARD ADVISERS, INC. 100 Vanguard Blvd, Malvern, PA, 19355 | 106715 | $299,191,714,649 | 634470 | A Percentage of AUM, Fixed Fees |
| MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street, Philadelphia, PA, 19106 | 105390 | $191,883,504,410 | 407 | A Percentage of AUM, Fixed Fees, Performance Based |
| SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive, Oaks, PA, 19456 | 105146 | $180,855,686,165 | 75194 | A Percentage of AUM, Fixed Fees, Performance Based |
| FEDERATED INVESTMENT COUNSELING 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | 105325 | $164,772,846,686 | 6832 | A Percentage of AUM, Performance Based |
| PFM ASSET MANAGEMENT LLC 213 Market Street, Harrisburg, PA, 17101-2141 | 122141 | $153,839,195,608 | 1871 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087 | 147746 | $122,211,169,145 | 78 | A Percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| LINCOLN FINANCIAL INVESTMENTS CORPORATION 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | 108881 | $82,766,709,648 | 124 | A Percentage of AUM |
| JANNEY MONTGOMERY SCOTT LLC 1717 Arch Street, Philadelphia, PA, 19103 | 463 | $73,000,611,319 | 216397 | A Percentage of AUM, Fixed Fees, Commission Based, Other (FEE PLUS COMMISSION) |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 1735 Market Street, Suite 1800 Philadelphia, PA, 19103 | 110783 | $54,376,358,142 | 1176 | A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| ABRDN INC. 1900 Market Street, Suite 200 Philadelphia, PA, 19103 | 111069 | $52,096,926,901 | 135 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
| MORGAN STANLEY AIP GP LP 100 Front Street, Suite 400 West Conshohocken, PA, 19428 | 117050 | $30,397,758,633 | 201 | A Percentage of AUM, Performance Based |
Select other cities around Pennsylvania to broaden your search for a financial advisor
- Financial Advisors in Blue Bell, Pennsylvania
- Financial Advisors in Conshohocken, Pennsylvania
- Financial Advisors in Dallas, Pennsylvania
- Financial Advisors in Doylestown, Pennsylvania
- Financial Advisors in Duncansville, Pennsylvania
- Financial Advisors in Malvern, Pennsylvania
- Financial Advisors in Monroeville, Pennsylvania
- Financial Advisors in Pittsburgh, Pennsylvania
- Financial Advisors in Royersford, Pennsylvania
- Financial Advisors in Sewickley, Pennsylvania
- Financial Advisors in Wilkes Barre, Pennsylvania
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