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.
15 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
CPC FINANCIAL PLANNING, INC
King Of Prussia, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
610-354-9275
DS FINANCIAL STRATEGIES, LLC
King Of Prussia, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges · Fixed fees +1 more
215-660-0288
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