Best Financial Advisor Firms Pennsylvania 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Pennsylvania.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Pennsylvania are as followed:

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 $44.1 million 316 5 $139,418
Andco Consulting 5/5 Stars $526.2 million 15 4 $35.1 million
Andesa Financial Management 5/5 Stars $399.7 million 289 3 $1.4 million
Asset Management and Planning 5/5 Stars $385.3 million 568 7 $678,393
Baldwin Investment Management 5/5 Stars $1.1 billion 334 8 $3.4 million
Barton Investment Management 5/5 Stars $1.2 billion 103 5 $11.7 million
Beirne Wealth Consulting Services 5/5 Stars $2.2 billion 409 5 $5.4 million
BLB & B Advisors 5/5 Stars $2.1 billion 1,219 12 $1.7 million
Blue Bell Private Wealth Management 5/5 Stars $577.4 million 613 8 $941,975
Bouvel Investment Partners 5/5 Stars $278.5 million 205 2 $1.4 million
Carnegie Investment Counsel 5/5 Stars $4.0 billion 2,424 34 $1.6 million
Chestnut Investment Advisory 5/5 Stars $24.5 million 27 1 $907,851
Clark Capital Management Group 5/5 Stars $22.8 billion 24,075 28 $949,009
Coho Partners 5/5 Stars $6.7 billion 1,234 2 $5.4 million
Confluence Financial Partners 5/5 Stars $2.5 billion 2,084 25 $1.2 million
Conservest Capital Advisors 5/5 Stars $1.6 billion 257 6 $6.2 million
Cookson Peirce Wealth Management 5/5 Stars $2.3 billion 813 13 $2.8 million
Corbenic Partners 5/5 Stars $1.1 billion 241 4 $4.6 million
Cornerstone Advisors Asset Management 5/5 Stars $7.6 billion 605 25 $12.6 million
Crossgate Wealth Advisors 5/5 Stars $216.2 million 163 3 $1.3 million
Crosswalk Investment Advisory 5/5 Stars $38.7 million 135 2 $286,373
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
Cubic Advisors 5/5 Stars $52.6 million 100 2 $526,183
Dark Horse Capital Management 5/5 Stars $37.2 million 5 1 $7.4 million
DiMatteo Financial Group 5/5 Stars $35.1 million 87 1 $403,747
Domani Wealth 5/5 Stars $1.5 billion 1,037 21 $1.4 million
DT Investment Partners 5/5 Stars $1.2 billion 1,400 6 $841,641
Eisneramper Wealth Management & Corporate Benefits 5/5 Stars $720.1 million 449 10 $1.6 million
Ellis Investment Partners 5/5 Stars $786.4 million 736 18 $1.1 million
FiduciaryVest 5/5 Stars $4.2 billion 24 4 $177.1 million
Financial Consulate 5/5 Stars $660.3 million 1,047 9 $630,658
Fischer Financial Services 5/5 Stars $486.9 million 492 3 $989,692
Fragasso Financial Advisors 5/5 Stars $1.9 billion 2,011 22 $969,485
Galapagos Advisors 5/5 Stars $16.0 million 19 1 $842,105
Galvin, Gaustad & Stein 5/5 Stars $1.3 billion 882 7 $1.5 million
Gibson Capital 5/5 Stars $2.4 billion 197 6 $12.2 million
Godshalk Welsh Capital Management 5/5 Stars $281.1 million 109 1 $2.6 million
Grant Street Asset Management 5/5 Stars $595.7 million 392 6 $1.5 million
Greycourt & Co 5/5 Stars $6.3 billion 46 1 $137.5 million
Guyasuta Investment Advisorsorporated 5/5 Stars $2.0 billion 407 9 $4.9 million
Hamilton-bates Investment Research 5/5 Stars $52.7 million 379 4 $139,036
Hudock Capital Group 5/5 Stars $732.9 million 814 8 $900,316
Hutchison Whitehead Wealth Management 5/5 Stars $42.6 million 141 4 $301,849
Independence Asset Advisors 5/5 Stars $1.7 billion 17 1 $101.0 million
Integrated Capital Management 5/5 Stars $220.8 million 1,059 5 $208,481
ITS Asset Management 5/5 Stars $335.1 million 1,439 2 $232,880
Jacobi Capital Management 5/5 Stars $1.4 billion 2,174 19 $648,521
Kairos Capital Advisors 5/5 Stars $41.0 million 30 1 $1.4 million
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
Legacy Advisors 5/5 Stars $2.8 billion 1,568 17 $1.8 million
Lountzis Asset Management 5/5 Stars $415.6 million 146 2 $2.8 million
Lynch Investment Planning 5/5 Stars $67.1 million 83 2 $808,176
Markle Wealth Management 5/5 Stars $5.4 million 17 1 $316,795
Marquette Associates 5/5 Stars $1.9 billion 42 3 $45.3 million
Marquette Associates 5/5 Stars $13.4 billion 118 11 $113.6 million
MB, Levis & Associates 5/5 Stars $345.5 million 157 2 $2.2 million
MFA Wealth Advisors 5/5 Stars $399.1 million 534 11 $747,356
Mill Creek Capital Advisors 5/5 Stars $9.4 billion 414 22 $22.8 million
Mitchell Sinkler & Starr 5/5 Stars $1.6 billion 233 7 $7.1 million
Modera Wealth Management 5/5 Stars $7.0 billion 2,293 56 $3.0 million
Modern Wealth Concepts 5/5 Stars $26.2 million 32 1 $818,151
NFI 5/5 Stars $70.6 million 171 3 $412,644
Northeast Advisers 5/5 Stars $584.5 million 335 4 $1.7 million
Northeastern Financial Consultants 5/5 Stars $57.6 million 91 2 $632,727
NorthStar Asset Management 5/5 Stars $628.2 million 154 2 $4.1 million
Palladiem 5/5 Stars $752.3 million 405 1 $1.9 million
Parsons Capital Management 5/5 Stars $601.5 million 596 2 $1.0 million
Payne Capital Management 5/5 Stars $1.0 billion 1,083 9 $963,707
Planning Directions 5/5 Stars $371.3 million 364 3 $1.0 million
Prentiss Smith & Company 5/5 Stars $473.0 million 434 5 $1.1 million
Prudent Management Associates 5/5 Stars $1.2 billion 237 4 $5.2 million
Purposeful Money 5/5 Stars $77.7 million 74 1 $1.1 million
Radnor Capital Management 5/5 Stars $603.3 million 149 4 $4.0 million
Riggs Asset Management Co. 5/5 Stars $451.1 million 387 6 $1.2 million
RKL Wealth Management 5/5 Stars $1.4 billion 852 19 $1.7 million
Robbins Wealth Management 5/5 Stars $181.8 million 145 3 $1.3 million
Rockwood Wealth Management 5/5 Stars $1.4 billion 700 33 $2.0 million
Rodgers & Associates 5/5 Stars $1.4 billion 957 11 $1.4 million
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
RTD Financial Advisors 5/5 Stars $2.2 billion 647 17 $3.4 million
SFG Investment Advisors 5/5 Stars $328.2 million 105 3 $3.1 million
Sterling Investment Advisors 5/5 Stars $688.1 million 364 7 $1.9 million
Stillwater Capital Advisors 5/5 Stars $888.1 million 506 3 $1.8 million
Strubel Investment Management 5/5 Stars $37.0 million 61 1 $606,557
Tanager Wealth Management 5/5 Stars $681.4 million 2,063 5 $330,313
TGS Financial Advisors 5/5 Stars $299.7 million 246 6 $1.2 million
The Fairman Group 5/5 Stars $805.4 million 132 14 $6.1 million
The Marshall Financial Group 5/5 Stars $835.1 million 501 10 $1.7 million
Transition Financial Services 5/5 Stars $14.6 million 154 1 $94,804
Traynor Capital Management 5/5 Stars $934.1 million 877 3 $1.1 million
Trebuchet Consulting 5/5 Stars $597.2 million 248 4 $2.4 million
Waldron Private Wealth 5/5 Stars $4.1 billion 346 32 $12.0 million
Wealthcare Capital Management 5/5 Stars $2.9 billion 4,585 35 $636,199
Wedgewood Investors 5/5 Stars $216.2 million 288 2 $750,842
West Chester Capital Advisors 5/5 Stars $1.3 billion 71 2 $17.7 million
Westbourne Investment Advisors 5/5 Stars $299.4 million 148 4 $2.0 million
Wipfli Financial Advisors 5/5 Stars $5.1 billion 2,826 80 $1.8 million
Wright Associates 5/5 Stars $304.1 million 134 4 $2.3 million
Xpyria Investment Advisors 5/5 Stars $909.3 million 321 9 $2.8 million
Youngs Advisory Group 5/5 Stars $587.8 million 293 4 $2.0 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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