Falists

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

View all 3

NFI, LLC

Seven Fields, PA

AUM

$60.4M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

724-776-3999

Full profileNo website

REX CONSULTING, LLC

Seven Fields, PA

AUM

$0

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

724-799-3329

Full profileNo website

More cities in Pennsylvania

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.