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 you 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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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 Alabama 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 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 534 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 22 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

Michael Marion

Marion Wealth Management

412-372-3849

Address

2790 Mosside Blvd,
Suite 640,
Monroeville, PA 15146 See Details

Matthew Haraburda

Bernardo Wealth Planning

610-420-0224

Address

527 Green Hill Lane,
Berwyn, PA 19312 See Details

Mike Weber

Blue Bell Private Wealth Management

610-825-3540

Address

470 Norristown Road,
Suite #305,
Blue Bell, PA 19422 See Details

Patrick Thomas Sewards

Costello Asset Management

267-361-1798

Address

1234 Bridgetown Pike,
Suite 210,
Feasterville, PA 19053 See Details

Scott McGraw

MERIT Investment Management

484-473-8413

Address

2 West Market Street,
Suite 100,
West Chester, PA 19375 See Details

David Montemurro

Prudential

267-477-2040

Address

2700 Kelly Road, Suite 100D,
Warrington, PA 18976 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Michael Scavullo

Solebury Investment Group, Llc.

215-794-3393

Address

5266 Bailey Ct.,
Doylestown, PA 18901 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Sequoia Financial Group

888-225-3777

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Tower Bridge Advisors

610-260-2222

Address

300 Barr Harbor Drive, Suite 705,
West Conshohocken, PA 19428 See Details

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	$7,909,760,294,676	209	A percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779	105138	$501,645,588,245	80	A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard, Malvern, PA, 19355	164593	$432,749,681,046	153	A percentage of AUM
VANGUARD ADVISERS, INC. 100 Vanguard Blvd, Malvern, PA, 19355	106715	$333,066,527,268	804462	A percentage of AUM, Fixed fees
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive, Oaks, PA, 19456	105146	$194,796,322,013	93301	A percentage of AUM, Fixed fees, Performance Based
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street, Philadelphia, PA, 19106	105390	$190,960,333,268	377	A percentage of AUM, Fixed fees, Performance Based
FEDERATED INVESTMENT COUNSELING 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779	105325	$185,452,168,971	7838	A percentage of AUM, Performance Based
HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087	147746	$128,834,812,996	77	A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
HAMILTON LANE 110 Washington Street, Suite 1300 Conshohocken, PA, 19428	107876	$124,406,091,995	193	A percentage of AUM, Fixed fees, Performance Based
JANNEY MONTGOMERY SCOTT LLC 1717 Arch Street, Philadelphia, PA, 19103	463	$85,895,170,425	226034	A percentage of AUM, Fixed fees, Commission Based, Other (FEE PLUS COMMISSION)
LINCOLN FINANCIAL INVESTMENTS CORPORATION 150 N. Radnor - Chester Rd, Radnor, PA, 19087	108881	$85,595,921,962	129	A percentage of AUM
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 1735 Market Street, Suite 1800 Philadelphia, PA, 19103	110783	$66,447,858,097	1060	A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
PACER ADVISORS, INC. 500 Chesterfield Parkway, Malvern, PA, 19355	137381	$46,063,913,101	54	A percentage of AUM
ABRDN INC. 1900 Market Street, Suite 200 Philadelphia, PA, 19103	111069	$36,395,031,982	143	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	$34,216,864,561	191	A percentage of AUM, Fixed fees, Performance Based

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Find The Best Financial Advisors in Pennsylvania

How To Find The Best Financial Advisors in PennsylvaniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Pennsylvania

Marion Wealth Management

Address

Bernardo Wealth Planning

Address

Blue Bell Private Wealth Management

Address

Costello Asset Management

Address

MERIT Investment Management

Address

Prudential

Address

Address

Solebury Investment Group, Llc.

Address

Address

Address

Address

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Select other cities around Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Pennsylvania
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy