New Advisers Weekly

Newly registered investment advisers in Pennsylvania

3 adviser firms in Pennsylvania had a first registration approved in the last 30 days, 18 in the last 90 and 116 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

PINE STREET WEALTH MANAGEMENT

PA · city not in the state feed · approved 2026-11-12

State-registered

VISION WEALTH ADVISORS, LLC

Lewisburg · approved 2026-11-09

SEC-registeredalso notice-filed in 1 states

A-LINX ADVISORS, LLC

Berwyn · approved 2026-10-15

SEC-registered

The paid lists

The 3 above are the last 30 days in Pennsylvania, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (113)

FirmCitySegmentApproved
L-SQUARED INVESTMENT SOLUTIONS LLC—State-registered2026-10-14
SOLID ROCK FINANCIAL SOLUTIONS LLC—State-registered2026-10-08
THROUGHLINE FINANCIAL PLANNING—State-registered2026-10-05
DUKE AND DUKE WEALTH MANAGEMENT LLCDoylestownSEC-registered2026-10-02
SFR WEALTH LLCLower BurrellState-registered2026-10-01
HAVERFORD WEALTH MANAGEMENT, LLCErieState-registered2026-09-24
RECKER CAPITAL MANAGEMENT LLC—State-registered2026-09-22
ALJ CAPITAL, LLCCheltenhamState-registered2026-09-18
BENNINGTON ASSET MANAGEMENT, LLCPittsburghState-registered2026-09-16
INTEGRATED WEALTH SOLUTIONS, LLCYorkSEC-registered2026-09-11
SEMINAL BEAUTY AND WELLNESS INVESTMENTS, LLCRadnorExempt reporting2026-09-11
INVICTUS FINANCIAL GROUPYardleyExempt reporting2026-09-10
SCHUBERT FINANCIAL LLC—State-registered2026-09-03
BISHOP & ASSOCIATES INCPhiladelphiaState-registered2026-08-25
HPM INVESTMENT PARTNERS—State-registered2026-08-19
VICTUS WEALTH MANAGEMENT—State-registered2026-08-13
REESE LEGACY CAPITALEast PetersburgState-registered2026-08-12
BUCKS CAPITAL ADVISERSNewtownSEC-registered2026-08-06
PFHCL PARTNERS LLCBlue BellExempt reporting2026-08-06
CONIFER INFRASTRUCTURE PARTNERSSewickleySEC-registered2026-08-05
FROST FINANCIAL ADVISORY GROUP LLC—State-registered2026-07-30
ACS TAX & FINANCIAL ADVISORS PC—State-registered2026-07-29
MAGNESS WEALTH MANAGEMENT—State-registered2026-07-28
WEALTHPENN.COM LLC—State-registered2026-07-28
FAT CAT FINANCIAL ADVISOR—State-registered2026-07-27
MILVIAN BRIDGE ADVISORY—State-registered2026-07-27
OPULUSDoylestownSEC-registered2026-07-23
AETERNITAS INVESTMENT MANAGEMENT, LLCRichboroSEC-registered2026-07-22
HELM STONE CAPITAL LLCLancasterExempt reporting2026-07-22
GOALPOST WEALTH MANAGEMENT, LLCBerwynSEC-registered2026-07-08
GOLDEN RATIO WEALTH MANAGEMENT LLCBerwynSEC-registered2026-07-08
MVO PRIVATE WEALTH, LLCMalvernState-registered2026-07-07
OMARIS FINANCIAL, LLC—State-registered2026-07-02
HEARTHSTONE FINANCIAL GROUPEphrataState-registered2026-06-30
MCHENRY INVESTMENTS, LLCBeaverState-registered2026-06-29
SALVINO CAPITAL MANAGEMENT, LLC—State-registered2026-06-29
DVB PRIVATE WEALTHHarrisburgSEC-registered2026-06-25
MENTO VC MANAGEMENT, LLCWarwickExempt reporting2026-06-24
NORTH MANOR CAPITAL—State-registered2026-06-23
SNOW CAPITAL MANAGEMENT LLCSewickelyExempt reporting2026-06-22
KROWN ADVISORYBlue BellState-registered2026-06-18
LYNCH INVESTMENT PLANNING, LLCNewtown SquareSEC-registered2026-06-18
VERDICT CAPITAL MANAGEMENT, LLCGladwyneExempt reporting2026-06-18
VIRTUAL TAX PLANNERS—State-registered2026-06-16
BRYAN ADVISORY SERVICES, LLCCanonsburgState-registered2026-06-15
ASHRAM CAPITAL LLC—State-registered2026-06-08
A BETTER WAY FINANCIAL, LLCAllentownSEC-registered2026-06-02
PARAPLAN ONDEMAND—State-registered2026-05-27
SOUTH MOUNTAIN ADVISORS, LLC—Exempt reporting2026-05-27
MCKINLEY FINANCIALBrookvilleSEC-registered2026-05-26
ONE-UP FINANCIALErieSEC-registered2026-05-21
REX CONSULTING, LLCSeven FieldsState-registered2026-05-15
WOODMONT WEALTH MANAGEMENT, LLC`—State-registered2026-05-15
MENZEL ASSET MANAGEMENT LLC—State-registered2026-05-14
IM WEALTH PARTNERSBlue BellSEC-registered2026-05-13
VALEN PRIVATE CAPITAL, LLC.PaoliSEC-registered2026-05-13
AURORA RE FUND MANAGER, LLCChalfontExempt reporting2026-05-11
BRYN MAWR INVESTMENTS—State-registered2026-05-06
PROCTOR ADVISORY WEALTH, LLC—State-registered2026-05-05
LONGVIEW FINANCIAL PLANNING LLC—State-registered2026-04-28
RETIRE READY WEALTH MANAGEMENTRadnorSEC-registered2026-04-28
AES TRIPLEX—State-registered2026-04-22
VANGUARD ALTERNATIVE ASSETS ADVISER, LLCMalvernSEC-registered2026-04-22
DS FINANCIAL STRATEGIES, LLCKing Of PrussiaState-registered2026-04-16
JOINT GROWTH PARTNERS GP, LLC—Exempt reporting2026-04-13
SETARCOS WEALTH ADVISORS LLCPhiladelphiaSEC-registered2026-04-09
SCHUYLKILL FINANCIAL, LLCWyomissingSEC-registered2026-04-08
EVIDENT FINANCIALErieSEC-registered2026-04-06
MICHAEL LESLIE INVESTMENTS LLCPhiladelphiaState-registered2026-04-02
FOURNORTH CAPITAL LLCWest ConshohockenSEC-registered2026-04-01
LIMERAL RESEARCHMalvernState-registered2026-03-30
ELM CAPITAL MANAGEMENT LLCPittsburghSEC-registered2026-03-27
DJS ADVISERS, INC.PittsburghState-registered2026-03-26
DELUCA FINANCIAL PLANNINGPaoliState-registered2026-03-23
BLOOMER FINANCIAL PLANNING LLC—State-registered2026-03-19
AUERBACH INVESTMENT SERVICES, LLCNarberthSEC-registered2026-03-17
WOOLSTONE WEALTH MANAGEMENT—State-registered2026-03-12
BLOCK HOUSE INVESTMENTS, LLC—State-registered2026-03-09
KEYSTONE FIDUCIARY FINANCIAL PLANNING AND TAX ADVISORYBethlehemState-registered2026-03-06
HESTIA CAPITAL MANAGEMENT, LLCCranberry TownshipExempt reporting2026-03-05

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.