GIRARD ADVISORY SERVICES, LLC
King Of Prussia, PA
AUM
$3.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-337-7640
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA, KING OF PRUSSIA
12 advisers found
ETHOS FINANCIAL GROUP, LLC
King Of Prussia, PA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
610-822-5246
INDEPENDENCE SQUARE HOLDINGS, LLC
King Of Prussia, PA
AUM
$1.83B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +5 more
610-520-1500
CERTIOR FINANCIAL GROUP, LLC
King Of Prussia, PA
AUM
$452.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
610-783-7010
NICHE INVESTMENT ADVISORS LLC
King Of Prussia, PA
AUM
$48.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-941-6900
COOPER EAGLE, LLC
King Of Prussia, PA
AUM
$46.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
484-519-2667
SUN GLOBAL LLC
King Of Prussia, PA
AUM
$4.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-521-5560
PRESERVATION WEALTH MANAGEMENT
King Of Prussia, PA
AUM
$2.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES
610-768-7789
JURA INVESTMENTS, LLC
King Of Prussia, PA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
484-995-1186
ISQ CAPITAL
King Of Prussia, PA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +5 more
(610) 749-9920
MAGUIRE INVESTMENTS LLC
King Of Prussia, PA
AUM
$253.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-572-2705
Full profileNo website
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
King Of Prussia, PA
AUM
$146.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-221-6305
Full profileNo website