NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
Philadelphia, PA
AUM
$164.32B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
157 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
215-255-2300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA, PHILADELPHIA
17 advisers found
JANNEY MONTGOMERY SCOTT LLC
Philadelphia, PA
AUM
$110.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1614 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
215-665-6000
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
Philadelphia, PA
AUM
$65.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
56 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-609-3500
ABRDN INC.
Philadelphia, PA
AUM
$41.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
55 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
215-405-5700
CLARK CAPITAL MANAGEMENT GROUP INC
Philadelphia, PA
AUM
$35.69B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM
(215) 569-2224
XPONANCE LLC
Philadelphia, PA
AUM
$24.27B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
215-567-1100
MYCIO WEALTH PARTNERS, LLC
Philadelphia, PA
AUM
$15.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
46 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
267-295-2280
COOKE & BIELER, L.P.
Philadelphia, PA
AUM
$10.56B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-246-2030
WESCOTT FINANCIAL ADVISORY GROUP LLC
Philadelphia, PA
AUM
$4.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
215-979-1619
FINANCIAL INTEGRITY ADVISORS, LLC
Philadelphia, PA
AUM
$3.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
215-557-7622
BRYN MAWR TRUST ADVISORS, LLC
Philadelphia, PA
AUM
$3.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215.731.1820
RTD FINANCIAL ADVISORS INC
Philadelphia, PA
AUM
$2.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
215-557-3800
TRANSAMERICA FINANCIAL ADVISORS, LLC
Philadelphia, PA
AUM
$2.11B
Wealth MgmtTrusts & EstatesRetirement
Team
991 advisors
Clients
0
Fees
Percentage of AUM
770-248-3271
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
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
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
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