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Find Best Financial Advisors in Pennsylvania

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A densely populated state like Pennsylvania has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Pennsylvania and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Pennsylvania
Last Updated - 04-Aug-2022

Pennsylvania has 17 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1802 non-vetted advisors in your local area. These financial advisors in Pennsylvania have an average of 22 years of experience.

NOTE: The list of financial advisors in Pennsylvania mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Pennsylvania.

List of Qualified Financial Advisors in Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jason Lazurick
MBA
SCHUYLKILL FINANCIAL LLC
600 Eagleview Blvd.,
Suite 300,
Exton, PA 19341
18 Not Specified $250,000 Fee-Based
Keith B Hawk
Accredited Asset Management Specialist (AAMS®), AAMS®
HAWK FINANCIAL GROUP
400 Northampton St.,
Suite 300,
Easton, PA 18042
22 Not Specified $50,000 Fee-Based
Michael Marion
CFP®
MARION WEALTH MANAGEMENT
2790 Monroeville,
Suite 640,
Monroeville, PA 15146
33 $230,000,000 Not Specified Fee-Based
Peter D. Shelp
CFP®, ChFC®, Accredited Wealth Management Advisor(AWMA), AWMA®, CRPS®, CRPC®
JANNEY MONTGOMERY SCOTT LLC
# Office Center 270 270 Pierce Street,
Kingston, PA 18704
31 Not Specified $500000 Fee-Based
Steve DeCesare
CFP®
DECESARE RETIREMENT SPECIALISTS
1515 Market Street,
Suite 1200,
Philadelphia, PA 19102
19 Not Specified $100,000 Fee-Based
Al Osgood
CFP®
FINANCIAL FREEDOM LLC
5 Great Valley Parkway,
Suite 210,
Malvern, PA 19355
35 $325,000,000 $1,000,000 Fee-Only
Bobby Cremins
CFP®, CFA®, CKA®
METANOIA FINANCIAL
2400 Market Street,
Suite 200,
Philadelphia, PA 19103
21 Not Specified $1,000,000 Fee-Only
James Graves
CFP®
JOPPA MILL ADVISORS LTD.
2048 Remington Dr.,
Chester Springs, PA 19425
40 $15,000,000 $250,000 Fee-Only
Mike Weber
CFP®
BLUE BELL PRIVATE WEALTH MANAGEMENT
470 Norristown Road,
Suite #305,
Blue Bell, PA 19422
16 Not Specified Not Specified Fee-Only
Amanda Salyer
CFP®
EDELMAN FINANCIAL ENGINES, LLC
600 West Germantown Pike,
Suite 100,
Plymouth Meeting, PA 19462
13 Not Specified Not Specified Fee-Based
Gilles Mulard
CRPC®
MULARD WEALTH MANAGEMENT
2820 West 23rd Street,
Suite 204 & 205,
Erie, PA 16506
Not Disclosed Not Specified 100K+ Fee-Based
Nick Filippo
CFP®, CFA®
TOWER BRIDGE ADVISORS
101 West Elm Street, Suite 355,
Conshohocken, PA 19428
25 $1,800,000,000 $1,000,000 Fee-Only
Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC
651 Holiday Drive,
Building 5, Suite 400,
Pittsburgh, PA 15220
1605 Carmody Court,
Sewickley, PA 15143
12 Not Specified Not Specified Fee-Based
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Martin Federici Jr
AAMS®
MF ADVISERS
91 Franklin Street,
Dallas, PA 18612
15 Not Specified Not Specified Not Specified
Michael Scavullo
SOLEBURY INVESTMENT GROUP, LLC.
5266 Bailey Ct.,
Doylestown, PA 18901
20+ Not Specified 50000 Fee-Based

Information on Qualified Financial Advisors in Pennsylvania

Qualifications CRD# 4782267
Firm CRD# 143052
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 600 Eagleview Blvd.,
Suite 300,
Exton,
PA
19341
Phone Number 484-318-7188

After graduating from Penn State University with a B.S. in Chemical Engineering, I was lucky enough to meet with an advisor who helped me to start saving and investing. Unfortunately, I soon realized that the financial services industry is full of advisors working for themselves, instead of their clients. Years of underperforming investments, along with a general lack of concern for my goals from several advisors, led me to manage my own investments. And later, while working for Lucent Technologies during the Dot-com years, I had the opportunity to attend Lehigh University and graduate with an MBA in Finance. MBA fresh in-hand, I decided to pursue a career in finance. I worked in NYC for Barclays Capital where I soon learned that I preferred working with individuals as opposed to large institutions. I co-founded Schuylkill Financial in order to help everyday people plan for their future. Our business is centered around developing and setting realistic goals with our clients. To do that we need to be passionate about our clients and responsive to their needs as we help them clarify their financial picture. When I am not in the office, I love spending time with my wife and children, doing just about anything outdoors. Hiking and mountain biking are at the top of my list and I can usually be identified as the guy toting one of my 2 little ones on my back and dog by my side on many of Downingtown's trails.

About Schuylkill Financial LLC

Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 3069413
Firm CRD# 144434
Series 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 400 Northampton St.,
Suite 300,
Easton,
PA
18042
Phone Number 610-500-5000

Keith graduated from Trenton State College with a BS in Finance. After graduation, Keith joined American Express Financial Advisors in Voorhees, NJ. He then joined MassMutual Financial Group in Bridgewater, NJ. In the fall of 2000, Keith decided he could serve his clients in a better way and created Hawk Financial Group. As an independent financial advisor, Keith has conducted numerous complimentary no-cost informational seminars throughout New Jersey and Pennsylvania. The seminars covered social security, medicare, and retirement income planning. As an investment adviser representative, Keith believes the financial relationship should always center around the client. That is why he adheres to the fiduciary standard of care for his clients. Keith holds a Series 65 license and keeps his clients' best interests first. He also adheres to a policy of no bias or conflict of interest.

About Hawk Financial Group

As a local independent financial advisor in Northampton County, Easton, PA, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He mainly works with seniors ages 55- 75 in Northampton County, Lehigh County, Bucks County, and Monroe County PA, as well as Warren County and Hunterdon County in NJ. His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen. Three of these overlooked "snags" include: 1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away. 2) A program to cover two years worth of long-term care costs without paying a cent in annual premiums. 3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages. "As a fee based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2076025
Firm CRD# 20804
Series 6, 7, 31, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee


Office Location 2790 Monroeville,
Suite 640,
Monroeville,
PA
15146
Phone Number 412-372-3849

Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses. Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER" Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001. Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading and spending time with his family.

About Marion Wealth Management

Marion Wealth Management is an independent, fiduciary financial planning and wealth management firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA Turnpike, Business Rout 22 and Route 48. Our focus is on developing highly effective financial strategies for retirees, affluent families and business owners. Our Wealth management services include: retirement and income management, portfolio analysis and optimization, asset protection strategies, wealth and estate transfer planning, executive financial services and business retirement services including pension and 401(k) plan management. Our firms's goal is to allow clients to enjoy the personalized service and attention offered by a private wealth management firm, while at the same time enjoying the value of independent advice that puts you first. We believe what sets us apart is our focus on you. Our private wealth and investment services offer you fee based, advice driven investment solutions customized to fit your needs by utilizing the very best tools, technology and research.


Qualifications CRD# 1402904
Series 7, 10, 63

Compensation/Fee Fee-Based


Office Location # Office Center 270 270 Pierce Street,
Kingston,
PA
18704
Phone Number 570-283-8140

I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.kingstonretirementgroup.com to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 2738353
Firm CRD# 121458
Series 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 1515 Market Street,
Suite 1200,
Philadelphia,
PA
19102
Phone Number 856-235-3830

About Our Founder Planning. Protecting. Preserving your retirement. One of Philadelphia's leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional who has spent the last decade of his career helping professionals transition into retirement with financial confidence. His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client's financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement. Steve is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.

About DeCesare Retirement Specialists

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053. DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter. Our services include (but are not limited to): Retirement Planning, Investment Management, Financial Planning, E-Bridge Tracking Financial Software, Insurance Planning, Tax Planning, Estate Planning. DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help. Let DeCesare Retirement Specialists help you transition from work through life.

Advisory Services Provided:

Retirement Planning, Financial Planning for Individuals


Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee


Office Location 5 Great Valley Parkway,
Suite 210,
Malvern,
PA
19355
Phone Number 610-296-9500

Al Sr. is a Certified Financial Planner practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals


Qualifications CRD# 4685581
Firm CRD# 152366

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 2400 Market Street,
Suite 200,
Philadelphia,
PA
19103
Phone Number 267-858-6847

-I am a Christian, a husband, and a father, and these are the three titles I hold most dear

-I am the founder of Metanoia Financial and a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER, and Certified Kingdom Advisor®

-I love people and numbers so I became a financial planner

-I am really into healthy eating and I try not to eat processed foods and added sugars (but I do cheat)

-I used to play "real" sports, but now that I'm older, I play pickleball :)

About Metanoia Financial

You've worked hard over the years. Now, you should be rewarded for it, not stressed over every financial decision. At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life. We act as your personal CFO so you don't have to worry whether you're making the right choices with your finances. With us on your team, you can spend less time stressing about money and more time with those you love.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 1497037
Firm CRD# 1497037
Series 7, 24

Compensation/Fee Fee-Only, Based on Assets


Office Location 2048 Remington Dr.,
Chester Springs,
PA
19425
Phone Number 302-367-6856

James began his career at Bankers Trust Company as a commercial lending officer before transitioning to BTCo.s trading desk where he was an institutional bond salesman and subsequently underwrote and traded Federal Agency bonds such as Federal Farm Credit Bank, FNMA and Federal Home Loan Bank bonds. Decamping from New York, James held senior positions with Wilmington Trust Company, T. Rowe Price, Acadian Asset Management, Zurich Capital Markets and Morgan Stanley before joining Merrill Lynch. In addition to holding the preeminent industry designation as a Certified Financial Planner®, James holds degrees from Trinity College in Hartford CT (B.A. English/Political Science) and New York University Stern School of Business (M.B.A.). Originally from Wilmington, DE, he has two grown children, two grandchildren and lives with his wife in Chester Springs, PA.

About Joppa Mill Advisors Ltd.

Joppa Mill Advisors Ltd. represents the culmination of James experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 4970493
Firm CRD# 134184
Series 65

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location 470 Norristown Road,
Suite #305,
Blue Bell,
PA
19422
Phone Number 484-221-5408

With over 16 years of experience in the financial services industry, I guide families and individuals through a comprehensive financial planning process that drives advice in investment management strategies, retirement planning, education planning and all areas of their financial lives. Financial planning can be complex. Investment management takes time, knowledge, diligence and on-going oversight. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. I work closely with trusted professionals in the areas of tax, estate, lending and insurance to help ensure the efficient implementation of life's planning needs.

About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia. Our goal is to permanently improve every client's financial position, simplify their lives, and achieve reliable investment results. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5214607
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA
19462
Phone Number 484-679-4901

My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications CRD# 4987956
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 2820 West 23rd Street,
Suite 204 & 205,
Erie,
PA
16506
Phone Number 814-520-5511

Gilles R. Mulard, CRPC® is currently a Financial Advisor with LPL, and had been a Financial Advisor with Waddell & Reed since March 2012, and is associated with the financial industry since 2005. He is an alumnus of the Cornell and Essec business school, and has earned the Charted Retirement Plan Counselor® designation and licensed to handle Long-Term Care.

Gilles concentrates his practice and on-going advice in the areas of long-term planning, Individual securities valuations and insurance. Gilles also works with individuals, families, and small business owners in other areas that affect their financial well-being.

About Mulard Wealth Management

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. How do we do this? By working closely with you throughout all of life's stages. From buying your first home to planning for your newborn's college education, from deciding how to take your retirement distributions to planning your estate, we'll be there every step of the way, listening, planning and advising.
Also located at 403 Downing Drive, Chardon, OH 44024

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 115700
Firm CRD# 115700

Compensation/Fee Fee-Only


Office Location 101 West Elm Street, Suite 355,
Conshohocken,
PA
19428
Phone Number 610-260-2222

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client?s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. From a client service standpoint, we make ourselves available for phone calls and in person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

About Tower Bridge Advisors

Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 5519119
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 651 Holiday Drive,
Building 5, Suite 400,
Pittsburgh,
PA
15220
Phone Number 724-900-2927

Office Location 1605 Carmody Court,
Building IV, Suite 100,
Sewickley,PA 15143
Phone Number 724-900-2927

Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


Qualifications CRD# 5060087

Compensation/Fee Based on Assets, Hourly


Office Location 91 Franklin Street,
Dallas,
PA
18612
Phone Number 570-760-6524

About MF Advisers

Our #1 priority at MF Advisers as an RIA firm and fiduciary is helping individuals, families, and businesses create and achieve their financial goals through expert wealth management, investment advice and financial planning.Our business is NOTHING without our clients.At MF Advisers, we want to improve our clients' financial situations and do what is in their absolute best interest each and every time without exception.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2537103
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 5266 Bailey Ct.,
Doylestown,
PA
18901
Phone Number 215-794-3393

About Solebury Investment Group, Llc.

Please see my website for all information about myself and my firm.


Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Brinker Capital Investments, Llc.
1055 Westlakes Drive , Suite 250,
Berwyn, PA 19312
$41,979,351,312 83820 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Xponance, Inc.
1845 Walnut Street , Suite 800,
Philadelphia, PA 19103
$14,863,352,766 103 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Cbre Investment Management Listed Real Assets Llc
201 King Of Prussia Road , Suite 600,
Radnor, PA 19087
$11,837,165,977 54 A percentage of AUM
Performance Based
Stoneridge Pmg Advisors, Llc
201 King Of Prussia Road , Suite 200,
Radnor, PA 19087
$1,397,838,039 42 A percentage of AUM
Cim Investment Management Inc
1302 Investment Building , 239 4th Avenue,
Pittsburgh, PA 15222
$917,897,725 66 A percentage of AUM
Hourly charges
Fixed fees
Monongahela Capital Management
223 Mercer Street,
Harmony, PA 16037
$717,280,673 800 A percentage of AUM
Parsons Capital Management, Llc
1 South Sugan Road,
New Hope, PA 18938
$601,455,054 1545 A percentage of AUM
Hourly charges
Gardner Lewis Asset Management Lp
285 Wilmington West Chester Pike,
Chadds Ford, PA 19317-9039
$561,319,875 18 A percentage of AUM
Performance Based
Fiduciary Advisors, Llc
1700 Market Street , Suite 2341,
Philadelphia, PA 19103
$406,882,886 10 A percentage of AUM
Fixed fees
Other (% OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT)
Weik Capital Management
1075 Berkshire Blvd , Suite 825,
Wyomissing, PA 19610-1227
$322,607,893 187 A percentage of AUM
Cresap, Inc.
259 N. Radnor-Chester Rd. , Ste 140,
Radnor, PA 19087
$312,009,351 540 A percentage of AUM
Hourly charges
Other (FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV)
Arthur E Spellissy & Associates Inc
175 Strafford Ave , Suite 210,
Wayne, PA 19087
$174,452,323 78 A percentage of AUM
Oxford Real Estate Advisors Inc
2545 Railroad Street , Suite 300,
Pittsburgh, PA 15222-7605
$144,035,627 2 A percentage of AUM
Fixed fees
Performance Based
Windsor Securities Inc
25 East Athens Avenue,
Ardmore, PA 19003
$90,000,000 95 A percentage of AUM
Performance Based
Benefitworks, Inc.
555 Willow St.,
Lebanon, PA 17046
$9,488,602 10 A percentage of AUM

    List of Additional 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
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