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Top Financial Advisor Firms in Pennsylvania




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 100 Financial Advisor Firms in Pennsylvania.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Pennsylvania, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Pennsylvania are as followed:

  • Must be Trusted by investor.com.
  • 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!



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Are you a top firm in Pennsylvania? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Amanda Holdsworth for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
Abacus Wealth Partners 2004 View Locations
Andco Consulting 2001 View Locations
Aufman Associates 1983 View Locations
BKD Wealth Advisors 1999 View Locations
BLB & B Advisors 2006 View Locations
Baldrige Asset Management 2000 View Locations
Baldwin Investment Management 1999 View Locations
Barton Investment Management 2006 View Locations
Bell Rock Capital 2006 View Locations
Betterment 2009 View Locations
Biondo Investment Advisors 2004 View Locations
Bishop & Associates 1950 View Locations
Blue Bell Private Wealth Management 2005 View Locations
Buck 1999 View Locations
Canon Capital Investment Advisory 1998 View Locations
Carnegie Investment Counsel 2009 View Locations
Coho Partners 2001 View Locations
Commonwealth Advisory Group 2001 View Locations
Conrad Siegel Investment Advisors 2003 View Locations
Conservest Capital Advisors 1993 View Locations
Cookson Peirce Wealth Management 1984 View Locations
Copeland Capital Management 2007 View Locations
Cornerstone Advisors Asset Management 2006 View Locations
DT Investment Partners 2011 View Locations
Dinuzzo Private Wealth 2000 View Locations
Drexel Morgan & Co 2009 View Locations
Efficient Advisors 2009 View Locations
Eisneramper Wealth Management & Corporate Benefits 2008 View Locations
Emerald Advisers 1991 View Locations
Envestnet Portfolio Solutions 1993 View Locations
FMA Advisory 1990 View Locations
Farr Miller & Washington 1996 View Locations
FiduciaryVest 2005 View Locations
Financial Consulate 1983 View Locations
Financial Freedom 2005 View Locations
Fischer Financial Services 1988 View Locations
Fisher Investments 1987 $500,000 View Locations
Forbes Family Trust 2009 View Locations
Gibson Capital 2009 View Locations
Glenmede Investment Management 2000 View Locations
Godshalk Welsh Capital Management 1991 View Locations
Grant Street Asset Management 1993 View Locations
Gross Investments 2005 View Locations
Guyasuta Investment Advisorsorporated 1994 View Locations
H Financial Management 2009 View Locations
Heritage Wealth Advisors 2005 View Locations
Hoover Financial Advisors 2005 View Locations
Hudock Capital Group 2009 View Locations
Independence Advisors 2010 View Locations
Integer Wealth Advisors Group 2005 View Locations
Integrated Capital Management 2009 View Locations
Logan Capital Management 1994 View Locations
MB, Levis & Associates 2012 View Locations
Marquette Associates 1997 View Locations
Marquette Associates 2010 View Locations
Mcgowan & CO 1999 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Mill Creek Capital Advisors 2006 View Locations
Mitchell Sinkler & Starr 1972 View Locations
Morrison Fiduciary Advisors 2003 View Locations
Muhlenkamp & Co. 1981 View Locations
Newsquare Capital 2010 View Locations
NorthStar Asset Management 2000 View Locations
Northeast Advisers 2000 View Locations
Obrien Greene & CO 1969 View Locations
Palladiem 2011 View Locations
Parsons Capital Management 2002 View Locations
Payne Capital Management 2008 View Locations
Penn Capital Management Company 1988 View Locations
Persimmon Capital Management 1999 View Locations
Planning Directions 2004 View Locations
Prudent Management Associates 1983 View Locations
RKL Wealth Management 2006 View Locations
RTD Financial Advisors 1983 View Locations
Radnor Capital Management 2012 View Locations
Redhawk Wealth Advisors 2008 View Locations
RegentAtlantic 1982 $1,000,000 View Locations
Retirement Wealth Advisors 2007 View Locations
Riggs Asset Management Co. 1991 View Locations
Robbins Wealth Management 1991 View Locations
Rockwood Wealth Management 2009 View Locations
Rodgers & Associates 2003 View Locations
Rootstock Advisors 2013 View Locations
Smead Capital Management 2007 View Locations
Smithbridge Asset Management 1997 View Locations
Snow Capital Management 1990 View Locations
Stancorp Investment Advisers 2000 View Locations
Stillwater Capital Advisors 2009 View Locations
Symons Capital Management 1983 View Locations
TGS Financial Advisors 1991 View Locations
The Fairman Group 2002 View Locations
The London Company of Virginia 1994 View Locations
The Marshall Financial Group 2003 View Locations
The Mather Group 2011 View Locations
Tower Bridge Advisors 2001 View Locations
Twin Capital Management 1990 View Locations
Wealthcare Capital Management 2001 View Locations
Wescott Financial Advisory Group 1987 View Locations
Wright Associates 2004 View Locations
Youngs Advisory Group 1996 View Locations


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