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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Pennsylvania.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

7,150 financial advisors534 advisory firms112 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

534 advisory firmsCompare public facts. Verify experience directly.
7,150 financial advisors534 advisory firms112 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1315 CAPITALCRD 175292

Advisory firm

Filed advisory firm office: Philadelphia, PA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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46 PEAKS INVESTMENT ADVISORY GROUPCRD 306902

Advisory firm

Filed advisory firm office: Newtown, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A BETTER WAY FINANCIAL, LLCCRD 304914

Advisory firm

Filed advisory firm office: Allentown, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABRDN INC.CRD 111069

Advisory firm

Filed advisory firm office: Philadelphia, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ABSOLUTE CAPITAL MANAGEMENT, LLCCRD 121484

Advisory firm

Filed advisory firm office: Pittsburgh, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Investment companiesPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABUNDANCE WEALTH COUNSELORS, LLCCRD 111740

Advisory firm

Filed advisory firm office: State College, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AC WEALTH PARTNERSCRD 326708

Advisory firm

Filed advisory firm office: Berwyn, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACT CAPITAL MANAGEMENT, LLCCRD 307272

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADARE ASSET MANAGEMENT, LLCCRD 152471

Advisory firm

Filed advisory firm office: Lancaster, PA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Insurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADDIS & HILL, INCORPORATEDCRD 117495

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ADVICE & PLANNING SERVICES LLCCRD 283626

Advisory firm

Filed advisory firm office: Youngwood, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AETERNITAS INVESTMENT MANAGEMENT, LLCCRD 338936

Advisory firm

Filed advisory firm office: Yardley, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AGILITY EQUITY PARTNERSCRD 338602

Advisory firm

Filed advisory firm office: Pittsburgh, PA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALDEN CAPITALCRD 293551

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Other: RETIREMENT PLAN ADVISORY SERVICES
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALDEN INVESTMENT GROUPCRD 317077

Advisory firm

Filed advisory firm office: Wayne, PA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ALLEGHENY FINANCIAL GROUPCRD 104690

Advisory firm

Filed advisory firm office: Pittsburgh, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLEGHENY INVESTMENTSCRD 7597

Advisory firm

Filed advisory firm office: Pittsburgh, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLIANCE FINANCIALCRD 319679

Advisory firm

Filed advisory firm office: Wyomissing, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLIANCE WEALTH ADVISORS, LLCCRD 288394

Advisory firm

Filed advisory firm office: Scranton, PA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALMANACK INVESTMENT PARTNERSCRD 282428

Advisory firm

Filed advisory firm office: Newtown Square, PA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

Make sense of compensation, total costs and written terms.

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Questions for your first advisor meeting

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Check financial advisor credentials

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