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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 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

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Barbara Rowens

Barbara Rowens Financial

4201 Lilac Ct.

Upper Gwynedd, PA 19446

215-355-0989

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Peter D. Shelp

Janney Montgomery Scott LLC

613 Baltimore Drive Suite 202

Wilkes Barre, PA 18702

570-283-8140

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Richard Catanese

Independence Square Advisors

150 South Warner Road
Suite 300

King Of Prussia, PA 19406

610-520-1500

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Frank Muscara

Goshen Capital LLC

101 Lindenwood Dr Ste 225

Malvern, PA 19355

484-205-9669

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Gary Vassalotti

Vimcor

1409 3rd Ave
Suite 5

Duncansville, PA 16635

814-693-5093

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James Graves

Joppa Mill Advisors Ltd.

2048 Remington Dr.

Chester Springs, PA 19425

302-367-6856

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Kevin Logan

Lincoln Investment

5 Walnut Grove Drive
Suite 240

Horsham, PA 19044

267-268-0868

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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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Scott McGraw

MERIT Investment Management

2 West Market Street
Suite 100

West Chester, PA 19375

484-473-8413

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Adam Amorn

Premier Prosperity Advisors

12 Penns Trail, Suite 501

Newtown, PA 18940

267-429-4508

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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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Sterling Heights Financial Group

Sterling Heights Financial Group

104 Rodgers Dr

Lower Burrell, PA 15068

412-965-2606

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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

300 Barr Harbor Drive, Suite 705

West Conshohocken, PA 19428

610-260-2222

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 $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 AdvisorOffice LocationPhone 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

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