| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Robert Barth | Aventine Financial Group LLC | Doylestown | CFP, CPA | Percentage of assets, Hourly |
| Robert Krimmel | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Robert Teague | Markle Financial | Lancaster | Not listed | Percentage of assets, Hourly |
| Robin Kuleck | Kuleck Financial Planning | Emporium | CFP | Hourly |
| Samuel Markowitz | Breakwater Capital Group | Havertown | Not listed | Percentage of assets, Hourly |
| Stacy Anderson | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Steve Maconi | Brandywine Oak Private Wealth | Kennett Square | Not listed | Percentage of assets |
| Steven Rosenberg | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Theodore Brooks | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| Thomas Aichele | Clear Capital Management | Doylestown | CFP | Percentage of assets, Hourly |
| Thomas Holt | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Tom Ginty | Wedmont Private Capital | Romansville | CFP | Fixed fees |
| Vanessa Zook | PSI Capital Management | Camp Hill | CFP, MBA, RICP | Percentage of assets, Hourly |
| William Hines | Emancipare Investment Advisors | Easton | Not listed | Flat fee or retainer, Hourly |
| William March | Spring City Partners | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Adam Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Alan Glassman | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Benjamin Atwater | Atwater Malick | Lancaster | Not listed | Percentage of assets, Hourly |
| Bernard Campbell | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Brian Jankowski | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Charles Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Christopher Topolewski | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Cortright Wetherill | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| David Huber | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Dimitri Gnall | Riggs Asset Management | Dallas | Not listed | Percentage of assets, Hourly |
| Donald Gross, Jr. | Gross & Hartman Investments | Leola | Not listed | Hourly |
| Donald Slone | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Edward Kriczky | Kriczky Wealth Management | Downingtown | Not listed | Percentage of assets, Hourly |
| Edward O'Gorman | River Wealth Advisors | Camp Hill | CFA | Percentage of assets, Hourly |
| Elizabeth Graham | Riggs Asset Management | Dallas | Not listed | 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 |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Jeffrey Hartman | Gross & Hartman Investments | Leola | Not listed | Hourly |
| John Blair | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| John Ferraro | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| John Krolikowski | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Joshua Fennimore | Benchmark Financial | Schwenksville | Not listed | Percentage of assets, Hourly |
| Karen Vavra | VCM Wealth | Collegeville | Not listed | Percentage of assets, Hourly |
| Kelley Taylor | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Kyle Bruner | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |