| Henry Kincaid | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| J Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| James Martin | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| James White | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Jeffrey Todd | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Jerry Bell | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Jimil Wilson | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| John Gormley | Goshen Capital | West Chester | Not listed | Percentage of assets, Hourly |
| John Jim | Beacon Bridge Wealth Partners | Lower Gwynedd | ChFC | Percentage of assets, Fixed fees |
| Jon Sobotkin | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jonathan Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Joshua Barnes | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Justin Capetola | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Kelly Hansen | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Kevin Matthews | WealthMore | Philadelphia | Not listed | Ongoing planning fee |
| Kimberli Marino | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Lucas Zaba | GoalQuest Advisors | Berwyn | Not listed | Percentage of assets, Hourly |
| Mark Prowell | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Martin Wildy | Avail Investment Partners | Lemont | CFA | Percentage of assets, Hourly |
| Matthew Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Megan Keenan | Lansing Street Advisors | Yardley | Not listed | Percentage of assets, Fixed fees |
| Michael Fothergill | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Nolan Lenaghan | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| Patrick Greenhalgh | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Patrick McGinnis | Nordwand Capital | Radnor | Not listed | Percentage of assets, Fixed fees |
| Paul Magovern | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Robert Wurster | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Ronald Bartosh | Guyasuta Investment Advisors | Pittsburgh | Not listed | Percentage of assets, Fixed fees |
| Ryan Becker | Legacy Advisors | Plymouth Meeting | Not listed | Percentage of assets, Hourly |
| Sarah Lynch | Prowell Financial Management | Exton | Not listed | Percentage of assets, Fixed fees |
| Sean Huston | Huston Fox, Financial Advisory Services | Hanover | ChFC | Percentage of assets, Fixed fees |
| Sean Miller | Blue Bell Private Wealth Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Gaustad | Galvin, Gaustad & Stein | Sewickley | Not listed | Percentage of assets, Hourly |
| Stephen Topley | Lansing Street Advisors | Ambler | Not listed | Percentage of assets, Fixed fees |
| Victor Haghani | Elm Wealth | Philadelphia | Not listed | Percentage of assets |
| William Kreicker | Chadds Ford Wealth Partners | Chadds Ford | CFA | Flat fee or retainer, Hourly |
| William Messner | Bill Messner Contrarian Investment Advisory | New Castle | Not listed | Hourly, Ongoing planning fee |
| Andrew Albano | Mariner Financial Group | Newtown | Not listed | Percentage of assets, Fixed fees |
| Ben Engel | Modesto Capital | Elkins Park | Not listed | Percentage of assets, Hourly |
| Bruce Hunt | Rose Valley Asset Management | Media | Not listed | Percentage of assets, Hourly |
| Catherine Kapusta | Kapusta Financial Group | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Christopher Jackson | truNorth™ Financial Services | Chambersburg | Not listed | Percentage of assets, Hourly |
| Clayton Parrett | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Cody Terrion | Atlas Financial | Wynnewood | Not listed | Percentage of assets, Fixed fees |
| Curt Stauffer | MCM Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Debra Hippensteel | River Wealth Advisors | Allentown | Not listed | Percentage of assets, Hourly |
| Dina Roan | McClarren Financial Advisors | State College | Not listed | Ongoing planning fee |
| Drew Keller | Keller Financial Group | Camp Hill | Not listed | Percentage of assets, Hourly |
| Dwayne Keller | Keller Financial Group | Camp Hill | Not listed | Percentage of assets, Hourly |
| Henry Miller | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |