| 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 McGahan | Eamon Capital Management | Wexford | CFA | Percentage of assets, Hourly |
| Tony Tran | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| 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 |
| David White | Attleboro Wealth Management | Yardley | CFA | Percentage of assets, Fixed fees |
| Eric Greenberg | ESG Wealth Advisors | Lansdale | Not listed | Flat fee or retainer, Percentage of assets |
| Gerard Guertin | Roffman Miller Wealth Management | Philadelphia | ChFC | Percentage of assets |
| James Fisher | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Joanne Keller | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Jonathan Monroe | New Wave Financial | Collegeville | Not listed | Percentage of assets |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Justin Warfel | Wagner Wealth Management | Conyngham | Not listed | Percentage of assets |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Mark Frombach | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Mary Jule Roginski | Northeastern Financial Consultants | South Abington Township | Not listed | Percentage of assets, Hourly |
| Nicholas King | Targeted Financial Planning | East Stroudsburg | Not listed | Percentage of assets, Flat fee or retainer |
| Nikolas Madonis | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Nisiar Smith | Courtside Wealth Partners | Blue Bell | Not listed | Percentage of assets, Fixed fees |
| Paulette Greenwell | Roffman Miller Wealth Management | Philadelphia | CFA | Percentage of assets |
| Robert Krimmel | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Robert Teague | Markle Financial | Lancaster | Not listed | Percentage of assets, 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 |
| Steven Rosenberg | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| 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 |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| David Pankiw | CUBIC Advisors | Wayne | Not listed | Percentage of assets |
| 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 |
| Eric Hildenbrand | Aurdan Capital Management | Wayne | CFA | Percentage of assets, Fixed fees |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Jacob Artz | Econ Wealth Management | Harrisburg | Not listed | Percentage of assets |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Jeffrey Hartman | Gross & Hartman Investments | Leola | Not listed | Hourly |
| Jeffrey Widdup | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| John Blair | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |