Top Financial Advisors in Pennsylvania

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Wealthcare Advisory Partners is a West Chester-based fee-based financial advisory firm with a predecessor founded in 2014. The firm works with individuals, high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, businesses, employers and business owners. It also provides platform services for financial advisors.

Wealthcare Advisory Partners generally does not impose a firm-wide minimum account size. However, certain investment strategies, third-party advisors or independent managers may have their own minimum requirements. Services include wealth management, investment management, financial planning and consulting, retirement plan advisory services and wrap fee program services.

Wealthcare Advisory Partners generally uses an evidence-based, goals-based investment approach that incorporates behavioral economics. Its strategies may include active management, dynamic allocation, passive or index-tracking portfolios, fundamental analysis, technical analysis and alternative investment strategies through third-party platforms.

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HBKS Wealth Advisors has the largest client base of any advisory practice on this list. HBKS, which is based in Erie, works with both high-net-worth and non-high-net-worth individuals, as well as retirement plans, charities and businesses. There are no account minimums at the firm.

Services offered include investment management, high-net-worth services and pension consulting. Financial planning is also a key service offering and may encompass retirement planning, income tax planning, risk management and estate planning, among other areas of need.

The advisors at HBKS build portfolios using a variety of investments, including mutual funds, exchange-traded funds (ETFs), stocks, bonds, investment contracts, insurance, annuities, alternative investments and other vehicles. Strategies include both long-term and short-term purchases, plus short sales, margin transactions and option writing.

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Vicus Capital is a fee-based advisory firm headquartered in State College, Pennsylvania. The firm works with both non-high-net-worth and high-net-worth individuals. Institutional clients include pension and profit-sharing plans, charitable organizations, corporations, businesses, trusts and employee benefit plan sponsors. Minimums vary by strategy and program, and the firm may waive minimum account fee requirements in certain cases.

Services include investment management, financial planning, retirement plan services, third-party money manager programs and non-investment consulting. Financial planning may cover investable assets, college planning, income tax planning, retirement planning and insurance needs.

Vicus Capital uses managed model and custom portfolio strategies, including equity, fixed income, ESG, faith-based, dividend equity, liquid alternatives, target outcome and protection-focused approaches. Its methods of analysis may include strategic asset allocation, tactical asset allocation, fundamental analysis, technical analysis, tax-loss harvesting overlays and a core-satellite investment approach. The firm may use mutual funds, ETFs, equities, fixed-income investments and alternative strategies, depending on the portfolio program and client needs.

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McAdam is a Philadelphia-based firm with no set account minimum. It mostly serves individual clients with and without a high net worth, as well as retirement plans, charities and businesses. Individuals without a high net worth comprise an overwhelming majority of McAdam's client base. 

The firm's services include wealth management, as well as financial planning and consulting services. These can cover retirement planning, risk management, tax planning, insurance planning, estate planning, business planning, cash flow forecasting and more.

McAdam typically invests client assets in mutual funds, ETFs, individual stocks and bonds and with independent investment managers. The firm may also recommend investing in pooled investment vehicles, like hedge funds.

Which types of securities exist within your portfolio will depend on what type of investor you are. To find this out, your advisor will meet with you to discuss your goals and needs. Through these discussions, the firm will also identify your ever-important risk tolerance, time horizon and income needs. These factors will dictate the complexion of your asset allocation.

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Confluence Wealth Services, located in the Pittsburgh suburb of McMurray, is a fee-based practice that works with a range of clientele. The firm serves individuals above and below the high-net-worth threshold, as well as retirement plans, charitable organizations, corporations and businesses, as well as at least one government entity. 

The firm offers a comprehensive suite of services tailored to enhance financial and investment strategies for both individuals and organizations. These services include financial plan reviews, retirement planning and insurance review. Investment review and wealth management services are also provided, alongside retirement plan consulting services. 

While the standard minimum investment is set at $250,000 for separately managed accounts, there is no account minimum for the Confluence Compass Services, a basic financial planning and model portfolio solution.

Confluence Financial Partners emphasizes a long-term investment approach, crafting broadly diversified portfolios that span various sectors. Their investment strategies are tailored to align with each client's specific investment goals and risk tolerance, including the use of alternative strategy mutual funds for diversification. Their investment vehicles include mutual funds, ETFs, equities, fixed-income securities and cash.

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Allegheny Financial Group offers investment management and financial planning services to clients. The firm offers investment management services, comprehensive portfolio management, financial planning and more. It primarily works with individuals, high net worth individuals, trusts, estates, charitable organizations, corporation and other business entities, pension plans, individual retirement account plans, profit sharing plans and private funds.

The firm's advisory fees for investment management services are generally based on a percentage of assets under management and exclude costs that may be imposed by your custodian, broker-dealer and any independent managers. Advisory fees for services are set forth in our investment management agreement with you. The fees may range from 0.35% to 1.00%. 

The firm chooses investments based on a number of factors that include client objectives. The firm's advisors draw upon their extensive experience and ask questions with the goals to discover key client issues and concerns, and to build a meaningful evaluation of your finances.

These questions include determining your risk tolerance, education needs, retirement objectives, long and short-term goals and objectives. The firm analyzes your assets and liabilities and evaluate your risk tolerances to develop a clear picture of your financial status. 

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Greycourt & Co. is a fee-only financial advisory firm that specializes in working with high-net-worth clients, charitable organizations, family offices and corporations. The Pittsburgh-based firm does not have a minimum account size, but it does charge a signficant minimum annual fee of $400,000.

Greycourt provides asset management and portfolio design services, conducts research on both traditional and alternative investment strategies and managers, handles portfolio implementation, offers portfolio monitoring and reporting services, and delivers tailored consulting solutions. 

Like other firms, Greycourt relies on an internal investment committee comprising advisors, associate advisors and reseachers to make investment decisions. It's worth noting that the investment committee does not approve firm-wide model portfolios. Instead, each client receives investment recommendations that are customized to their needs. 

Investment recommendations are based upon a client's goals, objectives, risk tolerance, exisiting assets, anticipated cash flow needs, among other factors. 

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Arin Risk Advisors is a Conshohocken-based fee-based advisory firm founded in 2009. The firm works with individuals, high-net-worth individuals, corporations and other business entities, endowments, foundations, trusts, private pensions and profit-sharing plans, registered mutual funds, pooled investment vehicles and other registered investment advisors through sub-advisory relationships.

The firm generally does not require a minimum account size for separately managed accounts, though it may terminate accounts it considers too small to manage effectively. Services include discretionary and non-discretionary investment management, sub-advisory services, separately managed accounts, ETF sub-advisory services, consulting and selection of third-party money managers.

Arin Risk Advisors generally focuses on derivatives-based portfolio management, options overlays, volatility-related trading and risk management. Its methods of analysis include fundamental analysis, technical and charting analysis, secular and cyclical analysis, quantitative analysis and a proprietary system called True Vol. To implement its strategies, the firm may use exchange-traded options, FLEX options, futures, swaps, forwards, structured notes, ETFs, fixed income, equities, commodities, currencies and U.S. Treasury bills. 

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myCIO Wealth Partners is a fee-only firm in Philadelphia. All of the firm’s individual clients have a high net worth, which makes sense given that the firm has a $1 million minimum account size. There are also institutional clients, including charitable organizations and corporations. Services offered include investment advisory, private investment funds, tax preparations services, consulting and financial planning. 

Advisors at myCIO Wealth Partners conduct fundamental and technical analysis to make investment choices. They use both short- and long-term purchases, meaning investments will be held for a variable amount of time. The firm may also engage in strategies like short sales, margin transactions and options trading.

myCIO primarily invests client assets in mutual funds, ETFs, private investment funds, as well as publicly traded REITs and non-traded REITs. The firm may also allocate a portion of a client's portfolio to a sub-advisor or independent manager. To a lesser extent, myCIO may invest in individual stocks and bonds.

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Cornerstone Advisors Asset Management is a Bethlehem-based fee-based advisory firm. The firm works with retirement plans, corporations, municipalities, health systems, higher education institutions, foundations, endowments, public funds and wealthy individuals and families. There is no formal account minimum, though the firm has target client sizes that vary by advisor, client type, relationship and scope of services.

The firm’s services include institutional investment consulting, retirement plan consulting, planned giving services, private wealth management, financial planning and executive risk management. These can cover investment policy development, fiduciary services, manager due diligence, performance monitoring, estate planning, insurance planning, retirement income planning and more.

Cornerstone generally uses macroeconomic analysis, capital markets forecasting, money manager due diligence and open-architecture portfolio construction. Portfolios are built on a client-by-client basis and may account for factors such as fiscal strength, long-term objectives and risk profile.