Best Financial Advisor Firms Pennsylvania 2023

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Written by investor.com

September 08, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Pennsylvania.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Pennsylvania, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of September 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Pennsylvania are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Pennsylvania.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
4th River Financial Group 5/5 Stars $40.9 million 325 5 $125,853
Abacus Wealth Partners 5/5 Stars $2.8 billion 1,529 57 $1.9 million
Absolute Capital Management 5/5 Stars $257.5 million 1,366 3 $188,478
Apella Wealth 5/5 Stars $2.5 billion 2,903 31 $853,655
Asset Strategy Consultants 5/5 Stars $6.9 billion 92 9 $74.6 million
Barton Investment Management 5/5 Stars $567.8 million 101 5 $5.6 million
Beirne 5/5 Stars $1.9 billion 401 5 $4.7 million
Bishop & Company Investment Management 5/5 Stars $272.1 million 193 1 $1.4 million
BLB & B Advisors 5/5 Stars $1.9 billion 1,284 11 $1.5 million
Blue Bell Private Wealth Management 5/5 Stars $534.9 million 682 8 $784,238
Bouvel Investment Partners 5/5 Stars $205.8 million 218 2 $943,808
Clark Capital Management Group 5/5 Stars $21.9 billion 27,604 24 $794,629
Coho Partners 5/5 Stars $6.2 billion 1,323 2 $4.7 million
Conrad Siegel Investment Advisors 5/5 Stars $7.8 billion 473 21 $16.4 million
Conservest Capital Advisors 5/5 Stars $1.5 billion 268 6 $5.7 million
Cookson Peirce Wealth Management 5/5 Stars $1.8 billion 2,207 16 $821,873
Cornerstone Advisors Asset Management 5/5 Stars $6.6 billion 669 24 $9.9 million
Crossgate Wealth Advisors 5/5 Stars $186.1 million 173 3 $1.1 million
Crosswalk Investment Advisory 5/5 Stars $36.0 million 144 2 $250,333
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Cubic Advisors 5/5 Stars $44.0 million 93 2 $473,129
DiMatteo Financial Group 5/5 Stars $30.7 million 87 1 $353,303
DT Investment Partners 5/5 Stars $1.3 billion 1,194 5 $1.1 million
Eisneramper Wealth Management & Corporate Benefits 5/5 Stars $1.3 billion 694 18 $1.9 million
Ellis Investment Partners 5/5 Stars $694.1 million 761 18 $912,112
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Financial Consulate 5/5 Stars $590.0 million 995 10 $592,946
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
Financial Life Focus 5/5 Stars $311.6 million 200 7 $1.6 million
Fischer Financial Services 5/5 Stars $404.6 million 557 3 $726,334
Fragasso Financial Advisors 5/5 Stars $1.8 billion 2,090 21 $855,414
Fuhrman Management Associates 5/5 Stars $258.6 million 265 3 $975,916
Galvin, Gaustad & Stein 5/5 Stars $1.1 billion 914 6 $1.2 million
Gibson Capital 5/5 Stars $2.1 billion 194 6 $10.7 million
Godshalk Welsh Capital Management 5/5 Stars $253.6 million 109 1 $2.3 million
Grant Street Asset Management 5/5 Stars $513.8 million 406 7 $1.3 million
Greenspring Advisors 5/5 Stars $6.0 billion 1,137 22 $5.3 million
Greycourt & Co 5/5 Stars $5.2 billion 37 1 $140.3 million
Guyasuta Investment Advisorsorporated 5/5 Stars $1.9 billion 432 12 $4.3 million
Hamilton-bates Investment Research 5/5 Stars $45.9 million 350 2 $131,147
Hoey Investments 5/5 Stars $288.6 million 627 1 $460,319
Hudock Capital Group 5/5 Stars $633.4 million 867 10 $730,613
Hutchison Whitehead Wealth Management 5/5 Stars $60.6 million 164 4 $369,388
I.M.S. Wealth Management 5/5 Stars $25.8 million 64 2 $402,849
Independence Asset Advisors 5/5 Stars $1.6 billion 26 1 $60.6 million
Integrated Capital Management 5/5 Stars $192.1 million 646 6 $297,317
ITS Asset Management 5/5 Stars $285.8 million 1,046 2 $273,191
Jacobi Capital Management 5/5 Stars $1.4 billion 2,336 23 $611,197
Kairos Capital Advisors 5/5 Stars $33.0 million 30 1 $1.1 million
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
Legacy Advisors 5/5 Stars $2.8 billion 249 18 $11.3 million
Legend Financial Advisors 5/5 Stars $246.6 million 163 4 $1.5 million
LL Funds 5/5 Stars $2.3 billion 17 16 $135.0 million
Lountzis Asset Management 5/5 Stars $415.3 million 176 2 $2.4 million
Mark Cernese & Associates 5/5 Stars $4.6 million 13 1 $353,846
Markle Wealth Management 5/5 Stars $8.0 million 19 1 $419,799
Marquette Associates 5/5 Stars $838.5 million 18 3 $46.6 million
Marquette Associates 5/5 Stars $13.3 billion 149 12 $89.3 million
MB, Levis & Associates 5/5 Stars $307.9 million 171 2 $1.8 million
MFA Wealth Advisors 5/5 Stars $379.1 million 490 9 $773,706
Mill Creek Capital Advisors 5/5 Stars $7.9 billion 425 24 $18.5 million
Mitchell Sinkler & Starr 5/5 Stars $1.5 billion 229 7 $6.4 million
Modera Wealth Management 5/5 Stars $6.8 billion 2,691 70 $2.5 million
Modern Wealth Concepts 5/5 Stars $29.5 million 29 1 $1.0 million
Northeast Advisers 5/5 Stars $489.3 million 340 4 $1.4 million
Northeastern Financial Consultants 5/5 Stars $53.9 million 86 1 $627,080
NorthStar Asset Management 5/5 Stars $467.0 million 155 2 $3.0 million
Palladiem 5/5 Stars $590.4 million 360 1 $1.6 million
Parsons Capital Management 5/5 Stars $531.0 million 614 2 $864,773
Payne Capital Management 5/5 Stars $895.0 million 1,023 9 $874,906
Prentiss Smith & Company 5/5 Stars $402.0 million 343 5 $1.2 million
Prudent Management Associates 5/5 Stars $1.0 billion 252 4 $4.1 million
Prudeo Partners 5/5 Stars $357.9 million 568 6 $630,069
Purposeful Money 5/5 Stars $73.2 million 84 1 $871,607
Radnor Capital Management 5/5 Stars $577.2 million 148 4 $3.9 million
Renvyle Partners 5/5 Stars $32.0 million 56 1 $571,428
RKL Private Wealth 5/5 Stars $1.4 billion 1,072 21 $1.3 million
Robbins Wealth Management 5/5 Stars $169.3 million 144 3 $1.2 million
Rockwood Wealth Management 5/5 Stars $1.4 billion 820 34 $1.7 million
Rodgers & Associates 5/5 Stars $1.2 billion 980 12 $1.2 million
Rootstock Advisors 5/5 Stars $435.4 million 32 1 $13.6 million
RTD Financial Advisors 5/5 Stars $1.9 billion 661 16 $2.9 million
Sevenbridge Financial Group 5/5 Stars $444.2 million 386 3 $1.2 million
Smithbridge Asset Management 5/5 Stars $527.6 million 412 6 $1.3 million
Sterling Investment Advisors 5/5 Stars $618.7 million 436 7 $1.4 million
Stillwater Capital Advisors 5/5 Stars $806.0 million 510 3 $1.6 million
Strubel Investment Management 5/5 Stars $32.3 million 61 1 $529,508
Tanager Wealth Management 5/5 Stars $752.8 million 726 10 $1.0 million
TGS Financial Advisors 5/5 Stars $312.2 million 243 7 $1.3 million
The Marshall Financial Group 5/5 Stars $696.1 million 487 10 $1.4 million
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
The Swarthmore Group 5/5 Stars $1.5 billion 27 4 $55.0 million
TP Investment Advisory Services 5/5 Stars $27.2 million 19 1 $1.4 million
Traynor Capital Management 5/5 Stars $823.1 million 965 4 $852,953
Trebuchet Consulting 5/5 Stars $677.0 million 272 4 $2.5 million
Wealthcare Capital Management 5/5 Stars $2.6 billion 5,064 38 $514,028
Wedgewood Investors 5/5 Stars $195.4 million 283 2 $690,540
Westbourne Investment Advisors 5/5 Stars $243.8 million 166 4 $1.5 million
Wright Associates 5/5 Stars $248.4 million 148 4 $1.7 million
Xpyria Investment Advisors 5/5 Stars $732.0 million 358 9 $2.0 million

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