Browse all advisors in Pennsylvania

Every advisor below is licensed to work with clients in Pennsylvania. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
14,830
Retired
8,441
Executive
8,301
Tax-loss harvesting
8,264
Wealth management
7,584
Retirement income strategy
4,848
Retirement plans for business owners (SEP, solo 401k)
4,795
General retirement planning
3,637
College savings (529s, UTMA, etc.)
3,375
Active portfolio management
3,362
ESG / Sustainable investing
3,359
HENRY (High Earners, Not Rich Yet)
2,807
Approaching retirement
2,803
Mid-Career Professionals
2,479
Private / alternative investments
2,360
General estate planning guidance
2,118
Options & derivatives strategies
1,996
Cash flow / budgeting
1,941
Passive / index investing
1,941
Annuities
1,896
Income planning
1,808
Business exit / sale strategy
1,785
Charitable giving & philanthropy
1,474
Social Security optimization
1,386
Self-Employed
1,087
Concentrated stock management
1,062
Retirement withdrawal strategies
883
Multi-generational wealth transfer
853
Divorce financial planning
781
Business succession planning
689
Real estate investing
579
Equity compensation tax strategy
570
Attorney
556
Married/Couples/Partners
556
Divorced
548
Business ownership considerations
492
General tax planning
468
Financial Professional
335
Established Professionals
266
Women Professionals
236
Educators, Teachers, and Academics
224
Planning for children with special needs
211
Long-term care insurance
160
Debt management
154
Parents
143
Family Business
132
Values-based investing
116
Tax strategies for small businesses
111
Factor investing / smart beta
96
Religious/faith focused
94
Life insurance needs analysis
82
Retired
79
Doctor or Medical Professional
76
Business sale tax planning
75
Intergenerational Families
75
Women's Finance
62
Dentist
49
Roth conversion strategy
45
Business Financial Management
44
Equity Recipients (RS/RSU, SOP, ESPP)
44
Liquidity event planning
42
Young Families
39
Charitable giving tax strategies
37
Medicare planning
36
Military & Veterans
36
Disability insurance
32
Young Professionals
32
Elder care planning
30
Technology Professional
28
Stock option exercise strategy
27
Consultant
26
Christian Faith Based
24
Professional Athlete
18
Women Business Owners
16
Inheritance planning
15
Trust structures (GRAT, IDGT, revocable)
14
Exec comp design
12
Cross-border / expatriate tax planning
11
Expats
10
Widow/Widower
9
Startup equity planning
8
Airline Pilot
7
Early retirement planning
7
Student loan debt
7
Engineering Professional
6
Gifting strategies
6
Immigrants
6
African Americans/Black
5
Dual Income Family
5
Real Estate Professional
5
Sandwich Generation
4
FIRE (Financial Independence Retire Early)
3
Inherited wealth
3
Sales Professional
3
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