CHARTWELL INVESTMENT PARTNERS, LLC
Berwyn, PA
AUM
$12.97B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-296-1400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA, BERWYN
11 advisers found
STERLING INVESTMENT ADVISORS LTD.
Berwyn, PA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-560-0400
AC WEALTH PARTNERS
Berwyn, PA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
1-800-461-3205
STANLEY-LAMAN GROUP LTD.
Berwyn, PA
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM
610-993-9100
ELLIS INVESTMENT PARTNERS, LLC
Berwyn, PA
AUM
$986.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-320-6300
TRINITY WEALTH MANAGEMENT, LLC
Berwyn, PA
AUM
$399.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-296-2020
CARNEGIE WEALTH MANAGEMENT, LLC
Berwyn, PA
AUM
$357.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(610) 640-4300
RED SPRUCE CAPITAL, LLC
Berwyn, PA
AUM
$256.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
610-727-4270
ROLEK RETIREMENT PLANNING
Berwyn, PA
AUM
$239.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(267) 427-5667
WATKINSON CAPITAL ADVISORS LLC
Berwyn, PA
AUM
$124.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
484-588-0112
GOAL QUEST ADVISORS, LLC
Berwyn, PA
AUM
$109.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
484-602-5941