Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
86 advisers found
VERITABLE FINANCIALS LLC
Philadelphia, PA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
215-740-0820
LGL PARTNERS, LLC
Philadelphia, PA
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
610-545-6100
Full profileNo website
CA ADVISER, LLC
Philadelphia, PA
AUM
$357.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-243-7000
Full profileNo website
KELLNER CAPITAL MANAGEMENT, INC.
Philadelphia, PA
AUM
$56.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
215-546-3505
Full profileNo website
Full profileNo website
FIDEM CREDIT ADVISORS
Philadelphia, PA
AUM
$0
Institutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(215) 413-3170
Full profileNo website
Full profileNo website
Full profileNo website
LIGHTHOUSE POINT VENTURE MANAGEMENT LLC
Philadelphia, PA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
301-529-4529
Full profileNo website
Full profileNo website
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