SETARCOS WEALTH ADVISORS LLC
Philadelphia, PA
AUM
$111.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-504-4905
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
86 advisers found
XALTS
Philadelphia, PA
AUM
$92.3M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
215-567-1100
WISSAHICKON WEALTH MANAGEMENT LLC
Philadelphia, PA
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-948-8189
AUCTUS WEALTH MANAGEMENT INC.
Philadelphia, PA
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-655-7162
VESTA FINANCIALCARE
Philadelphia, PA
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
215-291-0909
CAREY INVESTMENT SOLUTIONS LLC
Philadelphia, PA
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-909-2501
GLOBAL ADVISERS, LLC
Philadelphia, PA
AUM
$11.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-832-8514
RITTENHOUSE WEALTH MANAGEMENT, LLC
Philadelphia, PA
AUM
$3.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(215) 779-5634
BIRD FINANCIAL GROUP LLC
Philadelphia, PA
AUM
$144K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-778-4048
WEALTH MORE ENTERPRISE, INC.
Philadelphia, PA
AUM
$100K
Financial PlanningWealth Mgmt
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
888-303-6361
COX CAPITAL GENERAL PARTNER, L.L.C.
Philadelphia, PA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
484-840-5281
DIVERSIFIED HUMAN SOLUTIONS
Philadelphia, PA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
267-948-7290
GLOBAL OPPORTUNITY PENNSYLVANIA MANAGEMENT, LLC
Philadelphia, PA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
215-972-6700
GLOBAL OPPORTUNITY PHILADELPHIA MANAGEMENT, LLC
Philadelphia, PA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
215-972-6700
LIVELIHOOD LLC
Philadelphia, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
267-362-9326
LULU CHENG MESERVEY MANAGEMENT, LLC
Philadelphia, PA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
202-262-3090
MICHAEL LESLIE INVESTMENTS LLC
Philadelphia, PA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(610) 547-5191