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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 14 vetted financial advisors and 1943 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 23 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
Vanguard Personal Advisor Services
Vanguard Personal Advisor Services
100 Vanguard Blv V26
800-211-7806
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 | $7,796,091,304,104 | 219 | 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 | $901,548,041,456 | 304 | A percentage of AUM, Fixed fees, Performance Based |
| FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | 105138 | $421,768,593,451 | 81 | A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
| VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard, Malvern, PA, 19355 | 164593 | $395,204,462,654 | 144 | A percentage of AUM |
| VANGUARD ADVISERS, INC. 100 Vanguard Blvd, M39 Malvern, PA, 19355 | 106715 | $338,870,938,273 | 602258 | A percentage of AUM, Fixed fees |
| MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street, Philadelphia, PA, 19106 | 105390 | $236,026,994,245 | 454 | A percentage of AUM, Fixed fees, Performance Based |
| SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive, Oaks, PA, 19456 | 105146 | $222,762,411,742 | 70132 | A percentage of AUM, Fixed fees, Performance Based |
| HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087 | 147746 | $155,581,326,099 | 74 | A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| FEDERATED INVESTMENT COUNSELING 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | 105325 | $148,570,639,375 | 13028 | A percentage of AUM, Performance Based |
| PFM ASSET MANAGEMENT LLC 213 Market Street, Harrisburg, PA, 17101-2141 | 122141 | $130,407,338,475 | 1748 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| LINCOLN INVESTMENT ADVISORS CORPORATION 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | 108881 | $92,749,834,562 | 126 | A percentage of AUM |
| JANNEY MONTGOMERY SCOTT LLC 1717 Arch Street, Philadelphia, PA, 19103 | 463 | $81,346,579,088 | 203125 | A percentage of AUM, Fixed fees, Commision Based, Other (FEE PLUS COMMISSION) |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 1735 Market Street, Suite 1800 Philadelphia, PA, 19103 | 110783 | $69,446,000,033 | 1238 | 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 | $56,266,003,343 | 149 | A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
| 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 |
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 |
Select other cities around Pennsylvania to broaden your search for a financial advisor
- Financial Advisors in Blue Bell, Pennsylvania
- Financial Advisors in Chester Springs, Pennsylvania
- Financial Advisors in Conshohocken, Pennsylvania
- Financial Advisors in Dallas, Pennsylvania
- Financial Advisors in Doylestown, Pennsylvania
- Financial Advisors in Duncansville, Pennsylvania
- Financial Advisors in Horsham, Pennsylvania
- Financial Advisors in Lansdale, Pennsylvania
- Financial Advisors in Malvern, Pennsylvania
- Financial Advisors in Newtown, Pennsylvania
- Financial Advisors in Pittsburgh, Pennsylvania
- Financial Advisors in Wilkes Barre, Pennsylvania
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