| Ryan Suess | Kapusta Financial Group | Pittsburgh | CFP | Percentage of assets, Hourly |
| Samantha Silberstein | Chicory Wealth | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sara Turner | Aurdan Capital Management | Wayne | CFP | Percentage of assets, Fixed fees |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Seth Bittner | Stillwater Private Wealth | Allentown | Not listed | Percentage of assets, Flat fee or retainer |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
| Thomas Huber | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Aaron Stolpen | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Albania Espinal | Alegre Wealth Management, LLC | Radnor | CFP | Percentage of assets, Fixed fees |
| Amy Delauter | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Andrew Gans | Rockcliff Capital | Pittsburgh | CFP | Flat fee or retainer |
| Andrew Mickley | Lakeside Planning | Macungie | Not listed | Percentage of assets, Ongoing planning fee |
| Bob Goldberg | Blue Coast Financial Planning | Maple Glen | CFP, CPCU | Hourly, Fixed fees |
| Bob Winkelman | Westward Planning Group | Narberth | CFP | Hourly, Fixed fees |
| Brailyn Robertson | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Brandon Baker | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Brendan Dooley | Meaningful Wealth Management LLC | Flourtown | CFP, CRPC | Percentage of assets, Fixed fees |
| Christine Messmer | Christine Messmer PC | Collegeville | ATP, CFP, MS | Hourly, Fixed fees |
| Darin Koss | Tower Wealth Partners | Lewisburg | CFP | Percentage of assets, Hourly |
| David Niggel | Key Wealth Partners | Lititz | CFP, ChFC | Percentage of assets, Hourly |
| David White | Attleboro Wealth Management | Yardley | CFA | Percentage of assets, Fixed fees |
| Douglas Delong | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Eric Greenberg | ESG Wealth Advisors | Lansdale | Not listed | Flat fee or retainer, Percentage of assets |
| Garry North | Master's Wealth Management | Lancaster | BFA, CFP, MSFS | Percentage of assets, Fixed fees |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Irene Giman | RTD Financial Advisors Inc. | Philadelphia | BA, CFA, CFP, MBA | Percentage of assets, Fixed fees |
| James Fisher | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Jeffrey Karpel | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Jeremy Walter | Fident Financial | Lancaster | CFP | Percentage of assets, Fixed fees |
| Jessica Goedtel | Pavilion Financial Planning | Allentown | CFP, EA | Percentage of assets, Hourly |
| Joanne Keller | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| John Simkins | Stewardship Advisors, LLC | Mount Joy | CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Jonathan Monroe | New Wave Financial | Collegeville | Not listed | Percentage of assets |
| Joseph Bucara | JCB Financial, Inc. | Collegeville | CFP | Percentage of assets, Hourly |
| Kurt Angstadt | K Wealth Advisors | Berwyn | CFP | Percentage of assets, Hourly |
| Mary Jule Roginski | Northeastern Financial Consultants | South Abington Township | Not listed | Percentage of assets, Hourly |
| Matt Stearns | Brookhouse Adviors LLC | Meadville | CFP, RICP | Percentage of assets, Hourly |
| Matthew Welsh | Godshalk Welsh Capital Management | Radnor | CFP | Percentage of assets, Hourly |
| Meghan Tait | The New Wealth Project | West Chester | CFP | Percentage of assets, Hourly |
| Michael Helveston | Whitford Financial Planning | Lititz | CFP, CRPC | Percentage of assets, Fixed fees |
| 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 |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Nicholas King | Targeted Financial Planning | East Stroudsburg | Not listed | Percentage of assets, Flat fee or retainer |
| Nicholas Terezis | Marathon Strategic Advisors | Pittsburgh | CFA | Percentage of assets |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| Peter Keenan | Beacon Bridge Wealth Partners | Lower Gwynedd | CFP | Percentage of assets, Fixed fees |