Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
Pennsylvania, a state with a long and significant history and a relatively affordable cost of living, boasts a thriving and diverse population of over 12.8 million people. The state's financial industry is ever-expanding, offering a vast array of financial advisors, planners, and firms to assist individuals, families, and businesses with their financial management needs. WiserAdvisor can help individuals connect with vetted financial professionals who can provide guidance in navigating Pennsylvania's complex financial landscape. These trusted professionals offer invaluable support in areas such as retirement planning, investment strategies, wealth management, estate planning, and more. When it comes to finding a qualified and trustworthy financial advisor in Pennsylvania, WiserAdvisor can help connect individuals with vetted advisors who have been carefully screened for experience, credentials, and customer satisfaction.
Pennsylvania
has
10
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Pennsylvania
have an average of
26
years of experience.
NOTE: The list of vetted financial
advisors in
Pennsylvania
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 34 Years | $482,000,000 | Not Specified | Fee-Based | |
|
Patrick Thomas Sewards
CFA® COSTELLO ASSET MANAGEMENT 1234 Bridgetown Pike, Suite 210, Feasterville, PA 19053 |
16 Years | $0 | $100,000 | Fee-Only |
| 30 Years | $12,000,000 | $0 | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| Not Disclosed | Not Specified | Not Specified | Fee-Based | |
| 20+ Years | Not Specified | $50,000 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | $0 | Fee-Based | |
| Not Disclosed | $1,800,000,000 | $1,000,000 | Fee-Only |
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
2790 Mosside Blvd,
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 small 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.
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 Route 22 and Route 48. Our focus is on developing highly effective financial strategies for retirees, affluent families, and small 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 firm'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 clients first. We believe what sets us apart is that our focus is 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# 5060821
Firm CRD# 123249
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
1234 Bridgetown Pike,
Suite 210,
Feasterville,
PA
19053
Phone Number
267-361-1798
Patrick Thomas Sewards is an investment advisor in the Greater Philadelphia area holding the Chartered Financial Analyst (CFA®) designation. With over 15 years of experience managing investment portfolios for individuals, businesses, and non-profits, Patrick is passionate about helping his clients create personalized financial plans that meet their needs today and set them up for future success. With deep expertise in portfolio construction, retirement planning, and risk management, Patrick has become a trusted advisor to those seeking either growth and preservation of their wealth, offering complimentary consultations to individuals looking to partner with a financial advisor or seeking a second opinion.
Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm for Individuals, Families, Businesses, Estates & Non-Profits. Our mission is to develop a thorough understanding of your overall financial situation, utilize our experience and expertise to design your customized investment strategy, create your portfolio with appropriate investments, and provide ongoing asset management to help achieve your financial goals.
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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65
Compensation/Fee Fee-Only, Based on Assets
Office Location
2 West Market Street,
Suite 100,
West Chester,
PA
19375
Phone Number
484-473-8413
Scott McGraw is the founder & Chief Investment Officer of MERIT. He has over 30+ years of professional experience in investment management, investment banking & consulting in financial services. Scott earned his undergraduate degree in Finance at Boston College and his MBA in Finance at The Wharton School at the University of Pennsylvania. Scott resides in Kennett Square, PA with his wife & two children.
MERIT helps client achieve financial success. Our comprehensive service includes financial planning, investment management & financial advisory services. MERIT is an independent Registered Investment Advisor (RIA) & a Fiduciary, working solely in our clients' best interests. We offer clients a high level of service, low fees and great value.
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, Legal Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 3049751
Firm CRD# 8733
Series 6, 7, 26, 63, 66
Office Location
2700 Kelly Road, Suite 100D,
Warrington,
PA
18976
Phone Number
267-477-2040
I enjoy helping my clients with their investments, insurance and all the planning that goes with it. I'm Most Proud Of:Hearing from clients about how our team helped improve their life. There's nothing better!
Click Here to Learn More About David Montemurro
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
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® gives you ongoing access to advisors who will 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.
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. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning
Qualifications
CRD# 2537103
Firm CRD# 297811
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
Please see my website for all information about myself and my firm.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
6081 Hamilton Boulevard,
Suite 600,
Allentown,
PA
18106
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
4050 Crums Mill Road,
Suite 204,
Harrisburg,
PA
17112
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 117756
Series 7
Compensation/Fee Fee-Based, Based on Assets
Office Location
1205 Westlakes Dr., Suite 270,
Berwyn,
PA
19312
Phone Number
888-225-3777
Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You. Sequoia Financial Group offers full-service, comprehensive wealth management services. Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away. Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape. Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group: Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love. Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.
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, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 115700
Series 65
Compensation/Fee Fee-Only
Office Location
300 Barr Harbor Drive, Suite 705,
West 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. 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
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 980 | 209 | $7,909,760,294,676 | A percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS) |
|
| 101 | 80 | $501,645,588,245 | A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
|
| 262 | 153 | $432,749,681,046 | A percentage of AUM |
|
| 2107 | 804462 | $333,066,527,268 | A percentage of AUM, Fixed fees |
|
| 411 | 93301 | $194,796,322,013 | A percentage of AUM, Fixed fees, Performance Based |
|
| 657 | 377 | $190,960,333,268 | A percentage of AUM, Fixed fees, Performance Based |
|
| 215 | 7838 | $185,452,168,971 | A percentage of AUM, Performance Based |
|
| 384 | 77 | $128,834,812,996 | A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
|
| 656 | 193 | $124,406,091,995 | A percentage of AUM, Fixed fees, Performance Based |
|
| 2295 | 226034 | $85,895,170,425 | A percentage of AUM, Fixed fees, Commission Based, Other (FEE PLUS COMMISSION) |
|
| 124 | 129 | $85,595,921,962 | A percentage of AUM |
|
| 122 | 1060 | $66,447,858,097 | A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
|
| 23 | 54 | $46,063,913,101 | A percentage of AUM |
|
| 212 | 143 | $36,395,031,982 | A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
|
| 187 | 191 | $34,216,864,561 | A percentage of AUM, Fixed fees, Performance Based |
Financial advisors listed on our directory for the state of Pennsylvania provide a variety of financial services such as investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and more. Do check the "Advisory Services Provided" section to confirm which services are provided by each advisor. To further explore how a financial advisor can support you in your specific financial situation read who financial advisors are and what they do.
Financial advisors in Pennsylvania may charge for their services in several ways, including:
Fee-only: Charging a flat fee, or a percentage of assets under management for their services.
Fee-based: Charging a combination of fees and commissions.
Commission-based: Earning a commission on the financial products they sell to clients.
It's important to understand how your financial advisor is compensated, as this can affect their recommendations and potentially create conflicts of interest. To better understand how our network of financial advisors may charge for their services, read more on what are the costs of hiring a financial advisor.
When choosing a financial advisor in Pennsylvania, it's important to conduct initial research. Consider their experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to a code of ethics. It is also important to check for any disciplinary actions or complaints using the FINRA BrokerCheck tool to evaluate financial advisors for any disciplinary actions or complaints. Follow our guide on using BrokerCheck to research an advisor. For further information, refer to the guide on choosing the best financial advisor in Pennsylvania.
Our directory for the state of Pennsylvania features various types of financial advisors, including:
Investment advisors and portfolio managers: These advisors specialize in managing investment portfolios and offer personalized advice tailored to your financial goals.
Wealth managers: They provide comprehensive financial services, including investment management and estate planning to help you build and protect your wealth.
Financial planners: These advisors assist with financial areas such as budgeting, saving, and goal planning. They help create a holistic financial plan to guide your financial decisions.
Retirement planners: These advisors provide guidance on retirement savings, income streams, and investment strategies to help individuals achieve a secure retirement.
Robo-advisors: Utilizing technology-driven platforms, these advisors offer automated investment solutions. They leverage algorithms and algorithms to manage and optimize your investment portfolio.
And more. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
Financial advisors and financial coaches in Pennslyvania differ in the services that they offer. Financial advisors offer financial services, including investment management, retirement planning, wealth management, etc., while financial coaches prioritize a client's mindset and behavior related to money. Instead of providing financial advice or services, coaches help clients develop healthier financial habits and try to transform the client's relationship with money for overall well-being.
Before hiring a financial advisor in Pennsylvania, it's important to ask the right questions to ensure that they are a good fit for your needs and goals. Some questions to consider asking include:
1. What are your qualifications and credentials?
2. How do you charge for your services?
3. What types of clients do you typically work with?
4. Can you provide references or testimonials from current or past clients?
5. How will you communicate with me and how often?
6. What is your approach to risk management?
To further narrow down your list of potential advisors best suited to your financial needs, consider using these eight additional questions to ask financial advisors.
