Pennsylvania · 2 advisers
Financial Advisors in Southampton, Pennsylvania
Looking for a financial advisor in Southampton, Pennsylvania? Falists indexes 2 SEC-registered and state-registered investment advisers in Southampton — 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 $55.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$55.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Southampton
Ranked by AUM · Fees, team & specialties at a glance
ISAKOV PLANNING GROUP INC.
Southampton, PA
AUM
$55.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-300-6895
MCKENNA & SULLIVAN INC
Southampton, PA
AUM
$18.2M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
215-364-5770
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Common questions
- How many financial advisors are in Southampton, Pennsylvania?
- 2 registered investment advisers are listed in our Southampton directory, sourced from public SEC filings.
- What types of advisors are in Southampton?
- 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 Southampton?
- 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.