Pennsylvania · 605 firms
Trust & Estate Advisors in Pennsylvania
Advisers working with trusts, estates, and charitable organizations. Browse 605 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
Trusts & Estates firms in Pennsylvania
MELLON INVESTMENTS CORPORATION
Pittsburgh, PA
AUM
$873.87B
Team
61 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-248-3682
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
FEDERATED INVESTMENT COUNSELING
Pittsburgh, PA
AUM
$207.21B
Team
141 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-288-1900
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
Philadelphia, PA
AUM
$164.32B
Team
157 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
215-255-2300
HAMILTON LANE
Conshohocken, PA
AUM
$138.30B
Team
257 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
610-934-2222
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
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Philadelphia, PA
AUM
$65.44B
Team
56 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-609-3500
ABRDN INC.
Philadelphia, PA
AUM
$41.48B
Team
55 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
215-405-5700
MORGAN STANLEY AIP GP LP
West Conshohocken, PA
AUM
$40.85B
Team
169 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
610-260-7600
CLARK CAPITAL MANAGEMENT GROUP INC
Philadelphia, PA
AUM
$35.69B
Team
20 advisors
Clients
—
Fees
Percentage of AUM
(215) 569-2224
PNC WEALTH MANAGEMENT
Pittsburgh, PA
AUM
$30.27B
Team
825 advisors
Clients
—
Fees
Percentage of AUM
800-762-6111
ETF ARCHITECT
Newtown Square, PA
AUM
$29.74B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1.215.330.4476
HIRTLE & CO., LLC
West Conshohocken, PA
AUM
$25.41B
Team
48 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-828-7200
XPONANCE LLC
Philadelphia, PA
AUM
$24.27B
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
215-567-1100
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
CENTERSQUARE INVESTMENT MANAGEMENT LLC
Conshohocken, PA
AUM
$13.70B
Team
57 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-834-9500
ALPHA ARCHITECT
Newtown Square, PA
AUM
$13.50B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
+1.215.882.9983
CHARTWELL INVESTMENT PARTNERS, LLC
Berwyn, PA
AUM
$12.97B
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-296-1400
CS MCKEE
Warrendale, PA
AUM
$11.65B
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-566-1234
AUM
$10.80B
Team
30 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-995-8900
COOKE & BIELER, L.P.
Philadelphia, PA
AUM
$10.56B
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-246-2030
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
924 total advisers in Pennsylvania. Browse all Pennsylvania advisors