| Eric Fencil | Petredis Investment Advisors | Warrendale | CFA | Percentage of assets, Hourly |
| Ernest Cecilia | Apricus Wealth | Downingtown | CFA | Percentage of assets |
| Hillary Sunderland | Beacon Wealth Consultants | Lemont | CFA | Percentage of assets, Hourly |
| James Meyer | Tower Bridge Advisors | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| James Wright | Harvest Financial Partners | Paoli | CFA | Percentage of assets, Hourly |
| Jay Llewelyn | Entrust Financial | Wayne | CFA | Percentage of assets, Hourly |
| Jennifer Garrett | Ellis Investment Partners | Berwyn | CFA | Percentage of assets, Hourly |
| Jerry Katz | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| Jonathan Kolle | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| Jose Flores Sanchez | Enduro Capital Partners | Wayne | CFA | Percentage of assets |
| Justin Miller | Milestone Financial Associates | Macungie | CFA | Percentage of assets, Hourly |
| Kyle Rioboli | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| Lawrence Koteski | Oakmont Capital Management | Oakmont | CFA | Percentage of assets, Fixed fees |
| Lee Grout | Newsquare Capital | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Maria Devlin | DWD Portfolio Solutions | Pittsburgh | CFA | Percentage of assets, Hourly |
| Merton Breisch | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Michael Basile | Matune Basile Advisors | Hermitage | CFA | Percentage of assets, Hourly |
| Michael Carey | Carey Investment Solutions | Philadelphia | CFA | Percentage of assets |
| Michael Donnelly | Blue Devil Advisors | Pittsburgh | CFA | Percentage of assets |
| Michael Pidhirskyj | Capridge Advisors | Devon | CFA | Percentage of assets, Hourly |
| Michael Traynor | Financial Coach | West Chester | CFA | Percentage of assets, Hourly |
| Patrick Fisher | Oakmont Capital Management | Pittsburgh | CFA | Percentage of assets, Fixed fees |
| Richard Buchwald | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Robb Parlanti | Blbb Advisors | Montgomeryville | CFA | Percentage of assets, Fixed fees |
| Ryan Kirk | Newsquare Capital | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Shawn Gallagher | Tower Bridge Advisors | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Timothy Deangelo | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| Timothy Duckett | Bright Forge Capital | Hatfield | CFA | Percentage of assets, Fixed fees |
| William Fitzpatrick | Logan Capital Management | Newtown Square | CFA | Percentage of assets, Fixed fees |
| William Gaffey | Aufman Associates | Sewickley | CFA | Percentage of assets, Fixed fees |
| Zachary Shirilla | Baldwin Wealth Partners | Pittsburgh | CFA | Percentage of assets, Fixed fees |