Browse all Independent advisors in Pennsylvania

Every advisor below is licensed to work with clients in Pennsylvania. Narrow by specialty to find someone who focuses on your situation.

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	2,770
Wealth management	2,229
Options & derivatives strategies	1,624
Private / alternative investments	1,559
Retirement plans for business owners (SEP, solo 401k)	1,479
Executive	1,389
Retired	1,262
Active portfolio management	1,098
Retirement income strategy	1,088
General retirement planning	902
Tax-loss harvesting	879
College savings (529s, UTMA, etc.)	730
Concentrated stock management	712
ESG / Sustainable investing	629
Annuities	613
Cash flow / budgeting	526
Income planning	511
Passive / index investing	501
Charitable giving & philanthropy	465
Real estate investing	447
General tax planning	444
General estate planning guidance	411
Business exit / sale strategy	396
Approaching retirement	294
Business ownership considerations	231
Business succession planning	214
Mid-Career Professionals	169
Equity compensation tax strategy	162
HENRY (High Earners, Not Rich Yet)	151
Established Professionals	117
Long-term care insurance	104
Debt management	101
Family Business	101
Tax strategies for small businesses	99
Retirement withdrawal strategies	98
Religious/faith focused	91
Social Security optimization	80
Life insurance needs analysis	73
Business sale tax planning	68
Retired	63
Self-Employed	58
Women Professionals	54
Doctor or Medical Professional	44
Multi-generational wealth transfer	41
Roth conversion strategy	41
Factor investing / smart beta	36
Business Financial Management	35
Financial Professional	34
Divorce financial planning	33
Disability insurance	32
Educators, Teachers, and Academics	32
Charitable giving tax strategies	31
Values-based investing	30
Medicare planning	26
Young Professionals	24
Christian Faith Based	23
Married/Couples/Partners	23
Planning for children with special needs	20
Equity Recipients (RS/RSU, SOP, ESPP)	19
Attorney	17
Elder care planning	17
Young Families	15
Military & Veterans	13
Trust structures (GRAT, IDGT, revocable)	13
Intergenerational Families	12
Cross-border / expatriate tax planning	11
Liquidity event planning	11
Expats	9
Women Business Owners	9
Parents	8
Professional Athlete	8
Student loan debt	7
Technology Professional	7
Women's Finance	7
Airline Pilot	6
Dentist	4
Early retirement planning	4
African Americans/Black	3
Inherited wealth	3

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