NORTHPORT INVESTMENT MANAGEMENT, LLC
Radnor, PA
AUM
$65.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-293-0110
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
36 advisers found
WEALTHCARE SOLUTIONS, LLC
Radnor, PA
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(484) 297-2907
NORDWAND INVESTMENTS, LLC
Radnor, PA
AUM
$44.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-630-2510
TRAVERSE PRIVATE WEALTH
Radnor, PA
AUM
$28.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484 535 3844
AUM
—
Team
22 employees
Clients
—
Fees
CLIENT SERVICE FEES FROM AFFILIATE
215-825-4500
TRUEWEALTH SOLUTIONS
Radnor, PA
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
718-710-5651
HAVERFORD FINANCIAL SERVICES, INC.
Radnor, PA
AUM
$366.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM
610-995-8700
Full profileNo website
PERONI PORTFOLIO ADVISORS, INC.
Radnor, PA
AUM
—
Team
1 advisors
Clients
—
Fees
UIT- AMT BASED ON SALES & NAV OF UNITS; SMA- A % OF ADVISORY FEE
484-222-1929
Full profileNo website
Full profileNo website
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