| Christopher Vassallo | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Donald Bird | Bird Financial Group | Philadelphia | CFP | Percentage of assets, Hourly |
| Eduard Zolotarev | Brooklyn FI | Philadelphia | CFP | Percentage of assets, Hourly |
| Fahmin Fardous | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| Garret Desjardins | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Gavin Maurer | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Jeffrey Weiand | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Jesse Wideman | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Hourly |
| Lillia Smith | RTD Financial Advisors | Philadelphia | 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 |
| Maxine Shevlin | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, 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 |
| Nicolette Seilus | Continuum Advisory | Philadelphia | CFP | Percentage of assets, Hourly |
| Richard Durso | RTD Financial Advisors | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Richard Faw | Setarcos Wealth Advisors | Philadelphia | CFP, CFA | Percentage of assets, Fixed fees |
| Shanley Campbell | Continuum Advisory | Philadelphia | CFP, ChFC | Percentage of assets, Hourly |
| Stephen Horstmann | RTD Financial Advisors | Philadelphia | 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 |
| Michael Carey | Carey Investment Solutions | Philadelphia | CFA | Percentage of assets |
| Dana Stewardson | Logan Capital Management | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Gregory Young | RTD Financial Advisors | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Jacob Carroll | RTD Financial Advisors | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Jason Ray | Zenith Wealth Partners | Philadelphia | Not listed | Percentage of assets, Hourly |
| John Hadley | Samalin Wealth | Philadelphia | Not listed | Percentage of assets, Hourly |
| Kyle Pettigrove | Tanager Wealth Management | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Matthew West | Nexwealth | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Nicole Offerman | RTD Financial Advisors | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Rachel Moran | RTD Financial Advisors | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Raeonna Jefferson | Zenith Wealth Partners | Philadelphia | Not listed | Percentage of assets, Hourly |
| Triinu Barclay | Continuum Advisory | Philadelphia | Not listed | Percentage of assets, Hourly |
| Winfield Akeley | Vesta Financialcare | Philadelphia | Not listed | Hourly, Fixed fees |