| Nicholas Cavanaugh | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Peter Gaertner | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | Percentage of assets |
| Robert Hofmann | Roffman Miller Wealth Management | Phialdelphia | CFP | Percentage of assets |
| Robert Riegen | Roffman Miller Wealth Management | Philadelphia | CFP | Percentage of assets |
| Roger Roble | Roble Belko & Company | Sewickley | Not listed | Percentage of assets, Fixed fees |
| Ryan Kraus | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Sarah Veverka | Guyasuta Investment Advisors | Pittsburgh | CFP | Percentage of assets, Fixed fees |
| Stuart Caplan | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| Timothy Thomas | Members' Wealth | Media | Not listed | Percentage of assets, Fixed fees |
| William Malloy | Sage Financial Group | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Aaron Marks | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Allen Carr | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Andrew Sachais | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Andrew Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Clinton Simmons | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| Evan Evans | Onyx Bridge Wealth Group | Exton | ChFC | Percentage of assets, Hourly |
| Gabriel Sedora | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jake Murphy Helping busy med professionals reduce taxes and pay off debt faster without burning out. | TrueClarity Wealth | Wayne | Not listed | One-time planning fee, Subscription |
| James Armstrong | Henry H. Armstrong Associates | Pittsburgh | Not listed | Percentage of assets |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jeffrey Emrich | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Jonathan Kline | Lakewood Financial Group | Tafton | Not listed | Percentage of assets |
| Julie Purcell | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Michael Bishop | Bishop & Company Investment Management | Erie | CFP | Percentage of assets, Hourly |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michelle Czarnecki | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Monica Lanzilotta | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Paul Broomell | Vantus Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| R. Christopher Wiegand | Newbridge Wealth Management | Bryn Mawr | CFA | Percentage of assets, Hourly |
| Samuel Liebman | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Sean Green | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Stephen Palmer | Pennsylvania Capital Management | Blue Bell | Not listed | Percentage of assets, Hourly |
| Thomas Huber | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Thomas McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Tony Tran | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Aaron Stolpen | Legacy Advisors | Plymouth Meeting | CFA | Percentage of assets, Hourly |
| Allen Wagner | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Amy Delauter | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Andrew Damico | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| 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 |
| Douglas Delong | Nordwand Capital | Radnor | CFA | Percentage of assets, Fixed fees |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
| 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 |