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