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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.

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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 13 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 26 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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Michael Marion

Marion Wealth Management

412-372-3849

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Peter D. Shelp

Janney Montgomery Scott LLC

570-283-8140

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Mike Weber

Blue Bell Private Wealth Management

484-221-5408

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Scott McGraw

MERIT Investment Management

484-473-8413

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William F. Davis

Vericrest Private Wealth LLC

215-500-2359

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Rebecca Pawuk

Edelman Financial Engines, LLC

724-900-2927

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Michael Scavullo

Solebury Investment Group, Llc.

215-794-3393

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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

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