Financial Advisors in Pennsylvania
Browse 606 financial advisors in Pennsylvania — page 9 of 13.
mp next capital
villanova, PA
mtm financial group, llc
bethlehem, PA
muhlenkamp & co inc
wexford, PA
muntz financial, llc
doylestown, PA
mutual capital investment advisors, llc
wyalusing, PA
mvp management company
radnor, PA
mycio wealth partners, llc
philadelphia, PA
nest egg
conshohocken, PA
nestlerode & loy, inc.
state college, PA
networth advisors, llc
canonsburg, PA
new rhein healthcare investors llc
philadelphia, PA
newbridge wealth management
bryn mawr, PA
newmarket investment management, lp
philadelphia, PA
newspring capital
radnor, PA
newsquare capital, llc
newtown square, PA
nomura investment management business trust
philadelphia, PA
nordwand advisors
radnor, PA
nordwand investments, llc
radnor, PA
northeast advisers, inc.
paoli, PA
northeast financial group, inc.
allentown, PA
northstar asset management company, llc
blue bell, PA
northstar financial companies, inc.
conshohocken, PA
o'hagan group, inc.
bethlehem, PA
oak tree investment advisors
pittsburgh, PA
oakmont capital management, llc
oakmont, PA
oaktree advisors llc
coopersburg, PA
oar financial
bryn mawr, PA
oars capital
dillsburg, PA
obrien greene & co inc
media, PA
odyssey capital advisors inc.
bala cynwyd, PA
odyssey group wealth advisors
lancaster, PA
old glory asset management llc
malvern, PA
omicron advisors, llc
lancaster, PA
oup management co., llc
bala cynwyd, PA
ovp management co., llc
bala cynwyd, PA
owls nest partners
chadds ford, PA
oxford real estate advisors inc
pittsburgh, PA
pacer advisors, inc.
malvern, PA
park shore partners llc
erie, PA
partners edge management
pittsburgh, PA
patriot financial manager, l.p.
radnor, PA
peakequity partners management co., l.l.c.
villanova, PA
penn capital management company, llc
philadelphia, PA
penn mutual asset management, llc
conshohocken, PA
pennsylvania capital management inc.
huntingdon valley, PA
permit capital, llc
west conshohocken, PA
persimmon capital management
blue bell, PA
petredis investment advisors
warrendale, 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.