Ways to browse advisors serving Pennsylvania

Pick a specialty or descriptor to browse more advisors serving Pennsylvania.

By how they work

Type	Advisors
Large-firm	16,235
Flat-fee	12,186
Seasoned	8,857
Independent	5,959
CFP®-certified	4,018

By who they serve

Type	Advisors
High-net-worth	4,136
Baby Boomer	535
Millennial	21
Gen X	17

Browse by city

Find advisors near a specific metro area in Pennsylvania.

City	Advisors
Philadelphia, PA	8,745
Pittsburgh, PA	3,372
York, PA	1,394
Bethlehem, PA	1,203
Allentown, PA	1,154
Lebanon, PA	1,086
Harrisburg, PA	1,003
Lancaster, PA	967
Reading, PA	706
Carlisle, PA	687
Hermitage, PA	487
Hanover, PA	475
Wilkes-Barre, PA	473
Scranton, PA	466
Huntingdon, PA	337
Gettysburg, PA	285
East Stroudsburg, PA	280
Erie, PA	279
Lewistown, PA	232
State College, PA	227
Chambersburg, PA	215
Lewisburg, PA	205
Johnstown, PA	173
Berwick, PA	168
St. Marys, PA	166
Williamsport, PA	165
Altoona, PA	153
Hemlock Farms, PA	131
Bloomsburg, PA	114
Somerset, PA	111
Indiana, PA	105
Pottsville, PA	97
Sunbury, PA	92
Sayre, PA	92
Selinsgrove, PA	81
Oil City, PA	79
Meadville, PA	79
Lock Haven, PA	78
Warren, PA	68
DuBois, PA	61
Bradford, PA	45

Browse by specialty

Find advisors serving Pennsylvania who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	14,866
Retired	8,446
Executive	8,342
Tax-loss harvesting	8,298
Wealth management	7,587
Retirement income strategy	4,864
Retirement plans for business owners (SEP, solo 401k)	4,790
General retirement planning	3,629
College savings (529s, UTMA, etc.)	3,379
Active portfolio management	3,378
ESG / Sustainable investing	3,369
HENRY (High Earners, Not Rich Yet)	2,820
Approaching retirement	2,811
Mid-Career Professionals	2,485
Private / alternative investments	2,365
General estate planning guidance	2,152
Options & derivatives strategies	1,996
Cash flow / budgeting	1,944
Passive / index investing	1,943
Annuities	1,903
Income planning	1,811
Business exit / sale strategy	1,791
Social Security optimization	1,369
Self-Employed	1,086
Concentrated stock management	1,064
Retirement withdrawal strategies	905
Charitable giving & philanthropy	865
Multi-generational wealth transfer	853
Divorce financial planning	786
Business succession planning	689
Real estate investing	589
Equity compensation tax strategy	569
Attorney	556
Married/Couples/Partners	556
Divorced	549
Business ownership considerations	494
General tax planning	465
Financial Professional	339
Established Professionals	239
Women Professionals	238
Educators, Teachers, and Academics	224
Planning for children with special needs	212
Long-term care insurance	160
Debt management	155
Family Business	149
Parents	145
Tax strategies for small businesses	133
Values-based investing	107
Factor investing / smart beta	95
Religious/faith focused	94
Life insurance needs analysis	83
Retired	79
Doctor or Medical Professional	76
Intergenerational Families	76
Business sale tax planning	73
Women's Finance	61
Dentist	49
Equity Recipients (RS/RSU, SOP, ESPP)	49
Business Financial Management	45
Roth conversion strategy	45
Liquidity event planning	41
Young Families	41
Charitable giving tax strategies	37
Medicare planning	36
Military & Veterans	36
Young Professionals	33
Disability insurance	32
Technology Professional	28
Stock option exercise strategy	27
Consultant	26
Elder care planning	25
Christian Faith Based	24
Women Business Owners	16
Inheritance planning	15
Professional Athlete	15
Trust structures (GRAT, IDGT, revocable)	14
Cross-border / expatriate tax planning	11
Exec comp design	11
Expats	10
Widow/Widower	9
Airline Pilot	7
Early retirement planning	7
Startup equity planning	7
Student loan debt	7
Engineering Professional	6
Gifting strategies	6
African Americans/Black	5
Dual Income Family	5
Real Estate Professional	5
FIRE (Financial Independence Retire Early)	3
Inherited wealth	3
Sales Professional	3
Sandwich Generation	3

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