| David White | Attleboro Wealth Management | Yardley | CFA | Percentage of assets, Fixed fees |
| Douglas Delong | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Irene Giman | RTD Financial Advisors Inc. | Philadelphia | BA, CFA, CFP, MBA | Percentage of assets, Fixed fees |
| Mark Frombach | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Michael Horwath | Lansing Street Advisors | Ambler | CFA | Percentage of assets, Fixed fees |
| Michael Joyce | CW Advisors | Bethlehem | CFA, CFP, MBA, CPA | Percentage of assets, Hourly |
| Mike Whitehead | Hutchison Whitehead Wealth Management, LLC | Cannonsburg | CFA, CFP | Percentage of assets, Fixed fees |
| Nicholas Terezis | Marathon Strategic Advisors | Pittsburgh | CFA | Percentage of assets |
| Paulette Greenwell | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Theodore Brooks | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Thomas Holt | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Brian Jankowski | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Edward O'Gorman | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Elwyn Evans | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Eric Hildenbrand | Aurdan Capital Management | Wayne | CFA | Percentage of assets, Fixed fees |
| Henry Miller | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFA | Percentage of assets, Hourly |
| Michael Kwiatkowski | WHTG Wealth Management | Landenberg | CFA | Percentage of assets |
| Nimrit Kang | NorthStar Asset Management | Berwyn | CFA | Percentage of assets |
| Ryan Babeuf | Edge Wealth Management | Havertown | CFA | Percentage of assets |
| Stephen Bierker | Asset One | Bridgeville | CFA | Percentage of assets |
| Zachary Hamm-Phipps | Aurdan Capital Management | Wayne | CFA | Percentage of assets, Fixed fees |
| Derek Varner | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Martin Wildy | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| William Kreicker | Chadds Ford Wealth Partners | Chadds Ford | CFA | Flat fee or retainer, Hourly |
| Christopher Crooks | Tower Bridge Advisors | West Conshohocken | CFP, CFA | Percentage of assets, Fixed fees |
| Collin Randall | Randall & Associates Wealth Management | Butler | CFP, CFA | Percentage of assets, Hourly |
| James Adams | Lighthouse Wealth Management | Camp Hill | CFP, CFA | Percentage of assets, Hourly |
| John Grib | Northport Investment Management | Radnor | CFP, CFA | Percentage of assets, Hourly |
| Kurt Ebner | EHB Financial Resources Managemnt | Exton | CFP, CFA | Percentage of assets |
| Levi Greenly | Lifeguide Financial Advisors | Mechanicsburg | CFP, CFA | Percentage of assets, Hourly |
| Matthew Mehring | Blbb Advisors | Montgomeryville | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Geraghty | Blbb Advisors | Montgomeryville | CFP, CFA | Percentage of assets, Fixed fees |
| Randall Schaible | Montis Financial | Norristown | CFP, CFA | Percentage of assets, Hourly |
| Richard Faw | Setarcos Wealth Advisors | Philadelphia | CFP, CFA | Percentage of assets, Fixed fees |
| Sally Sulcove | Obrien Greene & CO | Media | CFP, CFA | Percentage of assets, Hourly |
| Walter Laub | Aspire Wealth Architects | Wexford | CFP, CFA | Percentage of assets |
| Benjamin Martik | Valley Brook Capital Group | Venetia | CFA | Percentage of assets, Hourly |
| Brian Kohute | Meridian Wealth Partners | East Norriton | CFA | Percentage of assets, Fixed fees |
| Charles Petredis | Petredis Investment Advisors | Warrendale | CFA | Percentage of assets, Hourly |
| Christian Petredis | Petredis Investment Advisors | Warrendale | CFA | Percentage of assets, Hourly |
| Christopher Fineburg | Next Capital Management | Mars | CFA | Percentage of assets, Hourly |
| Christopher O'Keefe | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Christopher Ouimet | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Clifford Haugen | Blbb Advisors | Montgomeryville | CFA | Percentage of assets, Fixed fees |
| Curtis Snyder | Towercrest Capital Management | Newtown | CFA | Percentage of assets, Hourly |
| Darrin Duda | Oakmont Capital Management | Pittsburgh | CFA | Percentage of assets, Fixed fees |
| David Hargrove | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| David Sun | Ellis Investment Partners | Berwyn | CFA | Percentage of assets, Hourly |
| Drew Demuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA | Percentage of assets, Hourly |