Pennsylvania · 3 advisers
Financial Advisors in Seven Fields, Pennsylvania
Looking for a financial advisor in Seven Fields, Pennsylvania? Falists indexes 3 SEC-registered and state-registered investment advisers in Seven Fields — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $60.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
1
Largest AUM
$60.4M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Seven Fields
Ranked by AUM · Fees, team & specialties at a glance
E. E. POWELL & COMPANY INC.
Seven Fields, PA
AUM
—
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
724-776-7600
NFI, LLC
Seven Fields, PA
AUM
$60.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
724-776-3999
REX CONSULTING, LLC
Seven Fields, PA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-799-3329
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Common questions
- How many financial advisors are in Seven Fields, Pennsylvania?
- 3 registered investment advisers are listed in our Seven Fields directory, sourced from public SEC filings.
- What types of advisors are in Seven Fields?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Seven Fields?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.