Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
39 advisers found
AUM
$143.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
267-923-0004
PROPER FINANCIAL, LLC
Wayne, PA
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-580-2118
CLOVELLY WEALTH
Wayne, PA
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-687-7756
PARADIGM MONEY MANAGEMENT, LLC
Wayne, PA
AUM
—
Financial Planning
Team
4 advisors
Clients
—
Fees
Fixed fees; PENSION CONSULTING FEES/REFERRAL FEES
601-688-1555
ALPHA LEONIS PARTNERS, LLC
Wayne, PA
AUM
$418.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-203-2910
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