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 Trusts & Estates advisors in PA, PHILADELPHIA
34 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
GLENMEDE INVESTMENT MANAGEMENT, LP
Philadelphia, PA
AUM
$6.20B
Wealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM; ASSET BASED FEES FROM MODEL ONLY RECIPIENTS
215-419-6000
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
ROFFMAN MILLER ASSOCIATES INC
Philadelphia, PA
AUM
$3.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM
215-981-1030
ELM WEALTH
Philadelphia, PA
AUM
$3.02B
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(888) 676-3148
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
FFT WEALTH MANAGEMENT
Philadelphia, PA
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
610-545-6100
TRANSAMERICA FINANCIAL ADVISORS, LLC
Philadelphia, PA
AUM
$2.11B
Wealth MgmtTrusts & EstatesRetirement
Team
991 advisors
Clients
0
Fees
Percentage of AUM
770-248-3271
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
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
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
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