Pennsylvania · 537 firms
Financial Planners in Pennsylvania
Advisers offering comprehensive financial planning services. Browse 537 advisers in Pennsylvania matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Pennsylvania
VANGUARD ADVISERS, INC.
Malvern, PA
AUM
$344.62B
Team
1903 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
610-669-1000
SEI INVESTMENTS MANAGEMENT CORP
Oaks, PA
AUM
$216.43B
Team
226 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
610-676-1000
JANNEY MONTGOMERY SCOTT LLC
Philadelphia, PA
AUM
$110.11B
Team
1614 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
215-665-6000
LINCOLN INVESTMENT
Fort Washington, PA
AUM
$21.99B
Team
874 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
215-887-8111
MYCIO WEALTH PARTNERS, LLC
Philadelphia, PA
AUM
$15.78B
Team
46 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
267-295-2280
MILL CREEK CAPITAL ADVISORS, LLC
Conshohocken, PA
AUM
$10.47B
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-941-7700
CALLAN FAMILY OFFICE, LLC
Radnor, PA
AUM
$10.21B
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(877) 506-7990
ARIN RISK ADVISORS LLC
Conshohocken, PA
AUM
$10.19B
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610.822.3400
CONRAD SIEGEL INVESTMENT ADVISORS
Harrisburg, PA
AUM
$10.12B
Team
22 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(717) 652-5633
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Bethlehem, PA
AUM
$9.57B
Team
26 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(610) 694-0900
HORNOR, TOWNSEND & KENT, LLC
Conshohocken, PA
AUM
$9.01B
Team
426 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
215-957-7300
WEALTHCARE ADVISORY PARTNERS LLC
West Chester, PA
AUM
$8.29B
Team
173 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804.644.4711
HBKS WEALTH ADVISORS
Erie, PA
AUM
$7.66B
Team
73 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
814-836-5776
MILLER INVESTMENT MANAGEMENT, LP
West Conshohocken, PA
AUM
$7.10B
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
610-834-9820
PROWELL FINANCIAL MANAGEMENT, LLC
Exton, PA
AUM
$6.86B
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
484-359-4057
CONFLUENCE FINANCIAL PARTNERS
Mcmurray, PA
AUM
$6.84B
Team
38 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
724-271-8801
GREYCOURT & CO., INC.
Pittsburgh, PA
AUM
$6.61B
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
412-361-0100
PITCAIRN
Conshohocken, PA
AUM
$5.87B
Team
37 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-881-6144
ALLEGHENY FINANCIAL GROUP
Pittsburgh, PA
AUM
$5.59B
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-367-3880
WALDRON PRIVATE WEALTH
Bridgeville, PA
AUM
$5.50B
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-221-1005
LEGACY ADVISORS, LLC
Plymouth Meeting, PA
AUM
$5.17B
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-943-3000
JFS WEALTH ADVISORS, LLC
Hermitage, PA
AUM
$4.73B
Team
32 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
724-962-3200
WHARTON BUSINESS GROUP, LLC
Malvern, PA
AUM
$4.57B
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
484-327-8262
SAGE FINANCIAL GROUP INC.
West Conshohocken, PA
AUM
$4.29B
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
484-342-4400
924 total advisers in Pennsylvania. Browse all Pennsylvania advisors