| Mark Byelich | Attleboro Wealth Management | Yardley | CFP | Percentage of assets, Fixed fees |
| Michael Weber | Blue Bell Private Wealth Management | Blue Bell | CFP | Percentage of assets, Hourly |
| Noah Rankin | Green Leaf Advisors | New Bethlehem | Not listed | Percentage of assets, One-time planning fee |
| Peter Kim | Brandywine Oak Private Wealth | Kennett Square | CFA | Percentage of assets |
| Rose DeFrank | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| Ryan DiFabrizio | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| 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 |
| Victoria Abaev | WealthFD | Conshohocken | CFP | Percentage of assets, Hourly |
| 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 |
| Andrew Sachais | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Charles Davis | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Christina Simmonds | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Dante Sienko | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| David Peppard | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Donna Zanetti | Pennsylvania Capital Management | Huntingdon Valley | Not listed | Percentage of assets, Hourly |
| Eric Forsythe | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Jacob Siani | Amplius Wealth | Blue Bell | Not listed | Percentage of assets, Hourly |
| Jared Quereau | Baldwin Management | West Conshohocken | Not listed | Percentage of assets |
| Jason Abruzere | Weyhill Investment Counsel | Bethlehem | Not listed | Hourly, One-time planning fee |
| Jason Vavra | VCM Wealth | Collegeville | PFS | Percentage of assets, Hourly |
| Jonathan Smith | DT Investment Partners | Chadds Ford | CFA | Percentage of assets, Fixed fees |
| Joseph Schmitt | Incline Financial Planning | Mars | Not listed | Percentage of assets, Ongoing planning fee |
| Julie Purcell | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Kevin Dodgson | Shetland Financial | Center Valley | CFA | Flat fee or retainer |
| Mario Martinelli | VaMa Oak Wealth | Doylestown | CFP | Percentage of assets, Fixed fees |
| Michael Cox | Seaside Wealth Advisors | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Michael Crew | Flax Pond Capital | Merion Station | 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 |
| Rick Vala | VaMa Oak Wealth | Doylestown | CFP | Percentage of assets, Fixed fees |
| Robert Hapanowicz | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Robert Hapanowicz | Hapanowicz | Pittsburgh | Not listed | Percentage of assets |
| Ryan Gelrod | Fairman Financial | Chesterbrook | 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 |
| 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 Huber | Wick Capital Partners | Wayne | CFA | Percentage of assets, Fixed fees |
| Tony Tran | Wissahickon Wealth Management | Philadelphia | Not listed | Percentage of assets |
| Amy Delauter | Kooman & Associates | Altoona | Not listed | Percentage of assets, Fixed fees |
| Andrew Mickley | Lakeside Planning | Macungie | Not listed | Percentage of assets, Ongoing planning fee |
| 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 |
| Daniel Stuckey | Geometric Advisors | Merion Station | Not listed | Percentage of assets |
| David White | Attleboro Wealth Management | Yardley | CFA | Percentage of assets, Fixed fees |
| George Harris, III | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| 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 |