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Find Top Financial Advisors in Pennsylvania

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.

How To Find Trusted Financial Advisors in Pennsylvania

Pennsylvania has 3 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 19 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.

Qualified Financial Advisors in Pennsylvania

VETTED
Financial Advisor
Edelman Financial Engines, LLC
100 Front StreetWest Conshohocken, PA 19428
1605 Carmody Court, Building IVSewickley, PA 15143
ExperienceN/A
AUM$205,600,000,000
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Mike WeberCFP®Edelman Financial Engines, LLC - tariktest470 Norristown RoadBlue Bell, PA 19422
Experience19 Years
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Pennsylvania

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
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 Locations
100 Front Street,Suite 1210,West Conshohocken,PA 19428Phone Number877-208-7414
1605 Carmody Court, Building IV,Suite 100,Sewickley,PA 15143Phone Number877-208-7414
Mike Weber
VETTED
Mike WeberCFP®
Edelman Financial Engines, LLC - tariktest
About Mike Weber
With over 19 years of experience in financial planning and investment management, I guide families and individuals to help them focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning, i.e. "Wealth Management".

Without an experienced "guide", financial planning topics can be complex, abstract, and confusing. I aim to make it simple for the client and to always be prepared to back-up my advice with the numbers.

Investment management takes time, knowledge, diligence, on-going oversight and an experienced, knowledgeable team. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals and objectives.
About Edelman Financial Engines, LLC - tariktest
Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia, founded over 20 years ago, and has an experienced team of investment advisors. 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, Investment Advice & Management, Estate Planning & Trusts
Qualifications
CRD# 4970493Firm CRD# 134184Series 65
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
470 Norristown Road,Suite #305,Blue Bell,PA 19422
Phone Number
610-825-3540

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FINRA/SEC Registered Advisors

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Firm Name
VANGUARD GROUP INCMalvern, PA
No. of Advisors980
AUM$7,909,760,294,676
No. of Clients209
Fee StructureA percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
Firm Name
FEDERATED INVESTMENT MANAGEMENT COMPANYPittsburgh, PA
No. of Advisors101
AUM$501,645,588,245
No. of Clients80
Fee StructureA percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
Firm Name
VANGUARD GLOBAL ADVISERS, LLCMalvern, PA
No. of Advisors262
AUM$432,749,681,046
No. of Clients153
Fee StructureA percentage of AUM
Firm Name
VANGUARD ADVISERS, INC.Malvern, PA
No. of Advisors2107
AUM$333,066,527,268
No. of Clients804462
Fee StructureA percentage of AUM, Fixed fees
Firm Name
SEI INVESTMENTS MANAGEMENT CORPOaks, PA
No. of Advisors411
AUM$194,796,322,013
No. of Clients93301
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUSTPhiladelphia, PA
No. of Advisors657
AUM$190,960,333,268
No. of Clients377
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
FEDERATED INVESTMENT COUNSELINGPittsburgh, PA
No. of Advisors215
AUM$185,452,168,971
No. of Clients7838
Fee StructureA percentage of AUM, Performance Based
Firm Name
HARTFORD FUNDSWayne, PA
No. of Advisors384
AUM$128,834,812,996
No. of Clients77
Fee StructureA percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
Firm Name
HAMILTON LANEConshohocken, PA
No. of Advisors656
AUM$124,406,091,995
No. of Clients193
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
JANNEY MONTGOMERY SCOTT LLCPhiladelphia, PA
No. of Advisors2295
AUM$85,895,170,425
No. of Clients226034
Fee StructureA percentage of AUM, Fixed fees, Commission Based, Other (FEE PLUS COMMISSION)
Firm Name
LINCOLN FINANCIAL INVESTMENTS CORPORATIONRadnor, PA
No. of Advisors124
AUM$85,595,921,962
No. of Clients129
Fee StructureA percentage of AUM
Firm Name
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLCPhiladelphia, PA
No. of Advisors122
AUM$66,447,858,097
No. of Clients1060
Fee StructureA percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
Firm Name
PACER ADVISORS, INC.Malvern, PA
No. of Advisors23
AUM$46,063,913,101
No. of Clients54
Fee StructureA percentage of AUM
Firm Name
ABRDN INC.Philadelphia, PA
No. of Advisors212
AUM$36,395,031,982
No. of Clients143
Fee StructureA percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
Firm Name
MORGAN STANLEY AIP GP LPWest Conshohocken, PA
No. of Advisors187
AUM$34,216,864,561
No. of Clients191
Fee StructureA percentage of AUM, Fixed fees, Performance Based

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