| Kimberly Schneider | Oars Capital | Dillsburg | CFP | Percentage of assets, Fixed fees |
| Lillia Smith | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Lisa Broome | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Man-Hyung Hahn | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Marc Labadie | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Matthew Mehring | Blbb Advisors | Montgomeryville | CFP, CFA | Percentage of assets, Fixed fees |
| Maxine Shevlin | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Michael Geraghty | Blbb Advisors | Montgomeryville | CFP, CFA | Percentage of assets, Fixed fees |
| Michael Levy | Clark Asset Management | Broomall | CFP | Fixed fees |
| Mitchell Metz | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Molly Baker | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Nicholas Bucci | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Nicolette Seilus | Continuum Advisory | Philadelphia | CFP | Percentage of assets, Hourly |
| Owen Brown | Foundation Wealth Management | Media | CFP | Percentage of assets, Fixed fees |
| Owen Mulhern | Financial Coach | West Chester | CFP | Percentage of assets, Hourly |
| Patricia McHugh | Barnstone Advisors | Phoenixville | CFP | Percentage of assets, Hourly |
| Paul Kobilka | Altruistic Advisor | East Fallowfield | CFP, ChFC | Percentage of assets, Fixed fees |
| Paul Laviola | Foundation Wealth Management | Media | CFP | Percentage of assets, Fixed fees |
| Randall Schaible | Montis Financial | Norristown | CFP, CFA | Percentage of assets, Hourly |
| Richard Durso | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Richard Lerach | Atmos Advisory | Pittsburgh | CFP | Percentage of assets |
| Richard Makowski | Evident Financial | Erie | CFP | Percentage of assets, Hourly |
| Robert McCullough | MC2 Financial Advisers | Newtown Square | CFP | Percentage of assets, Fixed fees |
| Ross Burnam | Omicron Advisors | Lancaster | CFP, PFS | Percentage of assets, Hourly |
| Ross Burnam | Omicron Advisors | Lancaster | CFP | Percentage of assets, Hourly |
| Shanley Campbell | Continuum Advisory | Philadelphia | CFP, ChFC | Percentage of assets, Hourly |
| Shawn Keane | Smithbridge Asset Management | Chadds Ford | CFP | Percentage of assets, Hourly |
| Shelley Dimperio | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| Stephen Horstmann | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Steven Kavanaugh | Odyssey Group Wealth Advisors | Lancaster | CFP | Percentage of assets |
| Susan Gabor | Financial Planning Hawaii | Saylorsburg | CFP | Percentage of assets, Hourly |
| Terry Lyon | Breakforth Investment Management | Pittsburgh | CFP | Percentage of assets, Hourly |
| Walter Laub | Aspire Wealth Architects | Wexford | CFP, CFA | Percentage of assets |
| William Lahr | Archetype Advisors | Doylestown | CFP | Percentage of assets, Fixed fees |
| William Love | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Zachary Merring | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Zachary Renna | Blbb Advisors | Montgomeryville | CFP | Percentage of assets, Fixed fees |
| 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 |
| Christopher Fineburg | Next Capital Management | Mars | CFA | Percentage of assets, Hourly |
| Clifford Haugen | Blbb Advisors | Montgomeryville | CFA | Percentage of assets, Fixed fees |
| David Hargrove | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| Drew Demuth | Mighty Oak Strong America Investment Company | Mechanicsburg | CFA | Percentage of assets, Hourly |
| Gary Dolbashian | Arnold Investment Group | Phoenixville | ChFC | Percentage of assets, Hourly |
| Jonathan Kolle | Smithbridge Asset Management | Chadds Ford | CFA | Percentage of assets, Hourly |
| Lee Grout | Newsquare Capital | Newtown Square | CFA | Percentage of assets, Fixed fees |
| Michael Carey | Carey Investment Solutions | Philadelphia | CFA | Percentage of assets |
| Michael Traynor | Financial Coach | West Chester | CFA | Percentage of assets, Hourly |
| Robb Parlanti | Blbb Advisors | Montgomeryville | CFA | Percentage of assets, Fixed fees |
| Ryan Kirk | Newsquare Capital | Newtown Square | CFA | Percentage of assets, Fixed fees |