Fee Research

What Do Financial Advisors Cost in Pennsylvania?

2026 data · 980 firms · 4,028 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
4,028
In Pennsylvania
Total Firms
980
Registered firms
Comp. Types Reported
114
Distinct compensation types
02

Compensation Type Breakdown

How firms in Pennsylvania charge for their services, based on Form ADV disclosures.

Percentage of AUM847 firms · 44%
Subscription fees443 firms · 23%
Hourly charges293 firms · 15%
Performance-based fees202 firms · 10%
Commissions31 firms · 2%
Fixed fees6 firms · 0%
Other: REFERRAL FEES4 firms · 0%
Other: THIRD PARTY ADVISORY FEES3 firms · 0%
Other: VALUE CREATION FEES3 firms · 0%
Other: INTER-COMPANY CREDIT BASED ON AGREED UPON METRIC2 firms · 0%
Other: REVENUE SHARE2 firms · 0%
Other: EXPENSE REIMBURSEMENT2 firms · 0%
Other: CARRIED INTEREST-CERTAIN PE VEHICLES2 firms · 0%
Other: CARRIED INTEREST2 firms · 0%
Other: ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS1 firms · 0%
Other: ASSET-BASED FEES1 firms · 0%
Other: ASSET BASED FEES FROM MODEL ONLY RECIPIENTS1 firms · 0%
Other: ASSET BASED FEES RELATED TO MODEL PORTFOLIO DELIVERY1 firms · 0%
Other: ASSETS UNDER ADVISEMENT1 firms · 0%
Other: BASED ON ASSET SIZE OF THE FINANCIAL INSTITUTION1 firms · 0%
Other: CASH SWEEP INTEREST1 firms · 0%
Other: CO-ADVISOR1 firms · 0%
Other: CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS1 firms · 0%
Other: CONSULTING RETIREMENT PLANS1 firms · 0%
Other: COST PLUS MARGIN1 firms · 0%
Other: DIRECTOR FEES1 firms · 0%
Other: EXPENSE REIMBURSEMENT, FINANCING COORDINATION & DISPOSITION FEES1 firms · 0%
Other: EXPENSE REIMBURSEMENT RECEIVED FROM THE LUBERT FAMILY1 firms · 0%
Other: FEE BASED, SECTOR FOCUSED COMMENTARY AND PUBLICATIONS1 firms · 0%
Other: FEE PLUS COMMISSION1 firms · 0%
Other: FEES BASED ON RENTAL INCOME GENERATED BY REAL ESTATE INVESTMENTS1 firms · 0%
Other: FEE SHARING ARRANGEMENT1 firms · 0%
Other: FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.1 firms · 0%
Other: FINANCIAL PLANNING1 firms · 0%
Other: FINANCIAL PLANNING ADMINISTRATIVE FEES; ASSETS UNDER ADVISEMENT;1 firms · 0%
Other: FINANCIAL PLANNING AND CONSULTING1 firms · 0%
Other: FINANCIAL PLANNING RETAINER1 firms · 0%
Other: FIN CHECK UP IS 50 BASIS PTS/YEAR; $250/HOUR FOR ADDITIONAL SERV1 firms · 0%
Other: FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV1 firms · 0%
Other: FLAT FEE1 firms · 0%
Other: GENERAL PARTNER RECEIVES PERFORMANCE ALLOCATION1 firms · 0%
Other: INDIRECT COMPENSATION (SOFT DOLLARS)1 firms · 0%
Other: MANAGEMENT FEES1 firms · 0%
Other: MODEL DELIVERY FEE1 firms · 0%
Other: MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS1 firms · 0%
Other: MUTUAL FUND 12B-1 FEES1 firms · 0%
Other: NONE EXCEPT CARRIED INTEREST EARNED BY RELATED PARTIES1 firms · 0%
Other: % OF ASSETS MONITORED1 firms · 0%
Other: % OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT1 firms · 0%
Other: ORGANIZATION FEES1 firms · 0%
Other: PAYMENT FOR CLIENT REFERRALS1 firms · 0%
Other: PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE1 firms · 0%
Other: PERCENTAGE FEE BASED ON ASSETS MANAGED BY 3RD PARTY MANAGER1 firms · 0%
Other: PERCENTAGE OF AGGREGATE CAPITAL CONTRIBUTIONS1 firms · 0%
Other: PERCENTAGE OF ASSETS MANAGED BY OUTSIDE ADVISOR FIRMS1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER MANAGEMENT BY OTHER MONEY MANAGERS1 firms · 0%
Other: PERCENTAGE OF CLIENT NET WORTH/ANNUAL INCOME; SOLICITOR/REFERRAL1 firms · 0%
Other: PERCENTAGE OF FEES SOLICITED1 firms · 0%
Other: PERCENTAGE OF NET WORTH/THIRD PARTY ADVISORY FEES1 firms · 0%
Other: PERCENTAGE OF PLAN ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT1 firms · 0%
Other: PERFORMANCE-BASED ALLOCATIONS1 firms · 0%
Other: PERFORMANCE BASED FEES PD TO GPS OF AFFILIATED ENTITIES1 firms · 0%
Other: PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME1 firms · 0%
Other: PLANNING SUBSCRIPTION FEE1 firms · 0%
Other: PORTFOLIO COMPANY MONITORING FEES1 firms · 0%
Other: PORTFOLIO MONITORING FEES1 firms · 0%
Other: PORTFOLIO MONITORING & TRANSACTION FEES1 firms · 0%
Other: PORTION OF FOUNDERS SHARE ALLOCATION PURCHASED AT NOMINAL COST1 firms · 0%
Other: PRIVATELY MANAGED FUNDS1 firms · 0%
Other: PROFITS INTEREST1 firms · 0%
Other: PROJECT FEES FOR REAL ESTATE CLIENTS1 firms · 0%
Other: PROXY SERVICE PROVIDER ONLY/PER ACCOUNT FEE CHARGED1 firms · 0%
Other: REFERRAL FEE.1 firms · 0%
Other: REFERRAL FEES FROM AFFILIATED ENTITIES1 firms · 0%
Other: REFERRAL FEES FROM ANOTHER RIA FIRM1 firms · 0%
Other: REFERRAL FEES & PERCENTAGE OF PLAN ASSETS1 firms · 0%
Other: REIMBURSEMENT OF EXPENSES (PER PART 2A)1 firms · 0%
Other: RELATED PERSONS MAY RECEIVE COMMISSIONS FROM PRODUCT SALES1 firms · 0%
Other: RETAINER BASED FEE1 firms · 0%
Other: RETIREMENT PLAN ASSETS UNDER ADVISEMENT1 firms · 0%
Other: RETIREMENT PLAN FEES AND TRAILS1 firms · 0%
Other: REVENUE SHARING ON ELIGIBLE CREDIT, CASH MANAGEMENT, & INSURANCE1 firms · 0%
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS1 firms · 0%
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.1 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES1 firms · 0%
Other: SELECTION OF OTHER ADVISORS1 firms · 0%
Other: SEMINAR FEES1 firms · 0%
Other: SEPARATE ACCOUNT MANAGER1 firms · 0%
Other: SOLICITOR'S FEES1 firms · 0%
Other: STRUCTURING FEE AND SUPPLEMENTAL TRAILING FEE1 firms · 0%
Other: STRUCTURING FEE AND TRANSACTION FEES1 firms · 0%
Other: SUB-ADVISORY FEES1 firms · 0%
Other: SUCCESS FEES FOR INVESTMENT BANKING, FILM FINANCE - FUNDING1 firms · 0%
Other: TERMINATION FEE1 firms · 0%
Other: TRAIL COMMISSIONS, DISTRIBUTION ASSISTANCE FEES1 firms · 0%
Other: TRUST SERVICES1 firms · 0%
Other: WRAP FEE PROGRAM1 firms · 0%
Other: SHARE IN THIRD PARTY ADVISORY FEES1 firms · 0%
Other: 401K1 firms · 0%
Other: ACQUISITION AND DISPOSITION FEES1 firms · 0%
Other: ACQUISITION, ORIGINATION AND/OR DISPOSITION FEES1 firms · 0%
Other: ADDITIONAL FEES BASED ON GROSS INCOME.1 firms · 0%
Other: AD HOC CONSULTING OR ADMINISTRATIVE FEES1 firms · 0%
Other: ALL EXPENSES OF THE ADVISER ARE BY PAID BY ONE OF ITS CLIENTS1 firms · 0%
Other: ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS1 firms · 0%
Other: ANNUAL FLAT ADMINISTRATIVE FEE FOR MORE LIMITED SERVICES1 firms · 0%
Other: A PERCENTAGE OF ASSETS ADVISED UPON BUT NOT QUALIFYING AS AUM.1 firms · 0%
Other: A PERCENTAGE OF COMMITTED OR CONTRIBUTED CAPITAL1 firms · 0%
Other: A PERCENTAGE OF GROSS INCOME AND NET WORTH1 firms · 0%
Other: A PERCENTAGE OF NET ASSET VALUE1 firms · 0%
Other: ASSET, ACQUISITION, DEVELOPMENT, DISPOSITION & ORIGINATION FEES1 firms · 0%
03

Pennsylvania vs. National

Pennsylvania Advisors
4,028
980 firms
National Total
113,827
27,306 firms
View full national fee analysis →

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