Financial Advisors in Pennsylvania
Browse 606 financial advisors in Pennsylvania — page 3 of 13.
cambrian capital management, l.l.c.
newtown square, PA
camelot capital management ltd
wayne, PA
capital a wealth management
cranberry twp., PA
capital analysts
Fort Washington, PA
capital solutions
blue bell, PA
capital wealth investments
scranton, PA
capstone wealth management group, llc
dunmore, PA
carnegie wealth management, llc
berwyn, PA
cbre investment management listed real assets llc
radnor, PA
centersquare investment management llc
conshohocken, PA
certior financial group, llc
king of prussia, PA
cgi plan advisors, inc.
frazer, PA
cgi wealth advisors, inc.
frazer, PA
chadds ford wealth partners, llc
chadds ford, PA
chancellor financial group wb lp
wilkes-barre, PA
chapel hill investment analysts inc
greensburg, PA
chartered advisory group
chadds ford, PA
chartwell investment partners, llc
berwyn, PA
chestnut street investment counsel, llc
lancaster, PA
christine messmer, p.c.
collegeville, PA
chronometer partners lp
pittsburgh, PA
clark capital management group inc
philadelphia, PA
clearview financial partners
radnor, PA
cloverlay investment management, llc
conshohocken, PA
cmg capital management group, inc.
malvern, PA
collective family office, llc
york, PA
common cents planning
glen mills, PA
commonwealth investment management
pittsburgh, PA
compass investments llc
pittsburgh, PA
compass ion advisors, llc
conshohocken, PA
comprehensive financial planning, inc.
east petersburg, PA
concentus wealth advisors
newtown square, PA
conestoga capital advisors, llc
wayne, PA
confluence financial partners
mcmurray, PA
conifer infrastructure partners
sewickley, PA
connors investor services inc
wyomissing, PA
conrad siegel investment advisors
harrisburg, PA
conservest capital advisors inc
wynnewood, PA
continuim equity partners, lp
pittsburgh, PA
cooke & bieler, l.p.
philadelphia, PA
cookson peirce wealth management
pittsburgh, PA
coombs wealth advisory, llc
blue bell, PA
copeland capital management, llc
conshohocken, PA
cordatus wealth management llc
yardley, PA
cornerstone advisors asset management, llc
bethlehem, PA
corten real estate management llc
philadelphia, PA
costello asset management, inc.
feasterville, PA
covington investment advisors, inc.
ligonier, PA
Frequently Asked Questions
How much does a financial advisor cost in Pennsylvania?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.