ETF ARCHITECT
Newtown Square, PA
AUM
$29.74B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
1.215.330.4476
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA, NEWTOWN SQUARE
8 advisers found
ALPHA ARCHITECT
Newtown Square, PA
AUM
$13.50B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
+1.215.882.9983
LOGAN CAPITAL MANAGEMENT, INC.
Newtown Square, PA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-569-1100
NEWSQUARE CAPITAL, LLC
Newtown Square, PA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-325-6117
CONCENTUS WEALTH ADVISORS
Newtown Square, PA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(610) 994-9190
LYNCH INVESTMENT PLANNING, LLC
Newtown Square, PA
AUM
$143.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(484) 472-8956
MC2 FINANCIAL ADVISERS, INC.
Newtown Square, PA
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-353-7777
UP FINTECH ASSET MANAGEMENT
Newtown Square, PA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
480-631-4700