FS STRUCTURED PRODUCTS ADVISOR, LLC
Philadelphia, PA
AUM
$2.20B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-220-6651
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
86 advisers found
TRANSAMERICA FINANCIAL ADVISORS, LLC
Philadelphia, PA
AUM
$2.11B
Wealth MgmtTrusts & EstatesRetirement
Team
991 advisors
Clients
0
Fees
Percentage of AUM
770-248-3271
PENN CAPITAL MANAGEMENT COMPANY, LLC
Philadelphia, PA
AUM
$1.94B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-302-1500
FS SPECIALTY LENDING ADVISOR, LLC
Philadelphia, PA
AUM
$1.93B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-220-6651
MITCHELL SINKLER & STARR
Philadelphia, PA
AUM
$1.79B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
215-665-1450
FS FUND ADVISOR, LLC
Philadelphia, PA
AUM
$1.63B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
215-220-6651
1315 CAPITAL
Philadelphia, PA
AUM
$1.35B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(267)2888441
PRUDENT MANAGEMENT ASSOCIATES
Philadelphia, PA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
215-994-1062
ARDEN FUND MANAGEMENT, LLC
Philadelphia, PA
AUM
$1.11B
Wealth Mgmt
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
215-735-1313
FS CREDIT INCOME ADVISOR, LLC
Philadelphia, PA
AUM
$726.2M
Wealth Mgmt
Team
31 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-220-6651
LEM CAPITAL, L.P.
Philadelphia, PA
AUM
$661.4M
Wealth Mgmt
Team
17 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
215-557-9600
CORTEN REAL ESTATE MANAGEMENT LLC
Philadelphia, PA
AUM
$457.4M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
215-454-7381
MOR WEALTH MANAGEMENT, LLC
Philadelphia, PA
AUM
$395.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-930-8300
ATTINGER, LLC
Philadelphia, PA
AUM
$394.5M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
215-600-1296
RUBENSTEIN PARTNERS
Philadelphia, PA
AUM
$378.9M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-563-3558
NEW RHEIN HEALTHCARE INVESTORS LLC
Philadelphia, PA
AUM
$290.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(201) 674-9387
EUREKA EQUITY PARTNERS
Philadelphia, PA
AUM
$279.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
267-238-4200
FS TACTICAL ADVISOR, LLC
Philadelphia, PA
AUM
$278.8M
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(215)220-6651
MAGNOLIA PRIVATE WEALTH, LLC
Philadelphia, PA
AUM
$272.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
5714771375
VERSA CAPITAL
Philadelphia, PA
AUM
$180.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-609-3400
VERSA CAPITAL
Philadelphia, PA
AUM
$180.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-609-3400
LIBERTY ONE WEALTH ADVISORS
Philadelphia, PA
AUM
$178.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
215-776-4918
ZENITH WEALTH PARTNERS
Philadelphia, PA
AUM
$151.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(484) 278-1559
CROSS BORDER FINANCIAL PLANNING USA LLC
Philadelphia, PA
AUM
$147.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
267-946-1099