ARCHETYPE ADVISORS, LLC
Doylestown, PA
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215 558 5500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA, DOYLESTOWN
11 advisers found
KOHLHEPP INVESTMENT ADVISORS, LTD.
Doylestown, PA
AUM
$204.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
215-340-5777
MUNTZ FINANCIAL, LLC
Doylestown, PA
AUM
$177.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-262-6909
AVENTINE FINANCIAL GROUP
Doylestown, PA
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(212) 269-2512
TRIDENT ADVISORS INC
Doylestown, PA
AUM
$116.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
215-489-5383
VAMA OAK WEALTH, LLC
Doylestown, PA
AUM
$91.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-809-2011
OPULUS
Doylestown, PA
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
215-859-8095
DUKE AND DUKE WEALTH MANAGEMENT LLC
Doylestown, PA
AUM
$75.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
267-544-0333
CLEAR CAPITAL MANAGEMENT LP
Doylestown, PA
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(844) 890-6900
MG FINANCIAL MANAGEMENT, LLC
Doylestown, PA
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-669-2676
Full profileNo website
DEL VAL RETIREMENT AND INVESTMENT SERVICES INC
Doylestown, PA
AUM
$1.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
215-680-1481
Full profileNo website