Fee-only financial advisors in Pennsylvania

397 fee-only investment advisers in Pennsylvania serve individuals, across 131 cities. 285 offer hourly or flat-fee arrangements and 254 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

• Pittsburgh 38
• Philadelphia 23
• Lancaster 17
• Radnor 12
• Conshohocken 12
• Newtown 10
• Wayne 10
• Malvern 8
• Doylestown 8
• Berwyn 8
• Canonsburg 7
• Wexford 7
• Chadds Ford 7
• Erie 7
• West Conshohocken 6
• Bethlehem 6
• West Chester 6
• Wyomissing 6
• Exton 6
• Media 6
• Newtown Square 6
• Sewickley 6
• Allentown 5
• Harrisburg 5
• Blue Bell 5
• Bryn Mawr 5
• Jenkintown 4
• Downingtown 4
• Mechanicsburg 4
• Center Valley 4
• Ambler 4
• Lewisburg 3
• Yardley 3
• Wynnewood 3
• Lemoyne 3
• Paoli 3
• King of Prussia 3
• Camp Hill 3
• Montgomeryville 3

Fee-only advisers in Pennsylvania serving the most individuals

• Jacobi Capital Management, LLC Pittston · 2,900 individual clients
• Absolute Capital Management, LLC Pittsburgh · 2,198 individual clients
• Newsquare Capital, LLC Newtown Square · 2,105 individual clients
• Fragasso Wealth Advisors Sewickley · 2,073 individual clients
• Copeland Capital Management, LLC Conshohocken · 1,907 individual clients
• Logan Capital Management, Inc. Newtown Square · 1,798 individual clients
• Roffman Miller Associates Inc Philadelphia · 1,598 individual clients
• Traynor Capital Management Malvern · 1,590 individual clients
• Cookson Peirce Wealth Management Pittsburgh · 1,544 individual clients
• Blbb Advisors Montgomeryville · 1,520 individual clients

Other Pennsylvania cities

How to choose between them

1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.