| Joanne Keller | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| Joshua Guevin | ARX Private Wealth | Lancaster | Not listed | Percentage of assets, Hourly |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Mary Jule Roginski | Northeastern Financial Consultants | South Abington Township | Not listed | Percentage of assets, Hourly |
| Mitchell Bednoff | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Ralph Cetrulo | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Stephen Cohn | Sage Financial Group | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Steve Maconi | Brandywine Oak Private Wealth | Kennett Square | Not listed | Percentage of assets |
| Steven Rosenberg | The Aranda Group | Jenkintown | Not listed | Percentage of assets, Fixed fees |
| William March | Spring City Partners | Philadelphia | Not listed | Percentage of assets, Fixed fees |
| Andrew Green | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Bernard Campbell | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Charles Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Christopher Topolewski | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Cortright Wetherill | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Craig Sigeti | CES Investment Strategies | Lititz | Not listed | Percentage of assets |
| Donald Slone | Etch Financial | Pittsburgh | Not listed | Percentage of assets, Hourly |
| Edward Kriczky | Kriczky Wealth Management | Downingtown | Not listed | Percentage of assets, Hourly |
| Ian Foster | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Jason Kleinschmidt | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, 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 |
| John Eisele | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| John Krolikowski | Trebuchet Consulting | Pittsburgh | Not listed | Percentage of assets, Hourly |
| John Orobono | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Karen Vavra | VCM Wealth | Collegeville | Not listed | Percentage of assets, Hourly |
| Kelley Taylor | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Kyle Bruner | Innova Wealth Partners | Newtown | Not listed | Percentage of assets, Fixed fees |
| Kyle French | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Lisa Green | Sunpointe Investments | Bryn Mawr | Not listed | Percentage of assets, Fixed fees |
| Louis Iovannone | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Luke Smith | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Mark Feldser | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Matthew Barr | Wick Capital Partners | Wayne | Not listed | Percentage of assets, Fixed fees |
| Michael Czajka | Malvern Capital Management | Malvern | Not listed | Percentage of assets, Hourly |
| Michael Milinovich | Milinovich & Company | Waynesburg | Not listed | Ongoing planning fee |
| Nathan Fullmer | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Peter Detwiler | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Richard Dombrowski | Rigden Capital Strategies | Erie | Not listed | Percentage of assets, Hourly |
| Roy Fairman | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Ryan Omensetter | DT Investment Partners | Chadds Ford | Not listed | Percentage of assets, Fixed fees |
| Samantha Lavrich | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |
| Samuel Mullen | Fairman Financial | Chesterbrook | Not listed | Percentage of assets, Hourly |