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.
13 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