HARTFORD FUNDS
Wayne, PA
AUM
$152.07B
Wealth Mgmt
Team
34 advisors
Clients
—
Fees
Percentage of AUM; FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.
610-386-1801
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA, WAYNE
16 advisers found
HARVEST FUND ADVISORS LLC
Wayne, PA
AUM
$8.13B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-293-7800
CONESTOGA CAPITAL ADVISORS, LLC
Wayne, PA
AUM
$6.94B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
484-654-1380
KATHMERE CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$3.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
610-989-3900
ALDEN CAPITAL
Wayne, PA
AUM
$1.52B
Wealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(215) 572-8700
ALMANACK INVESTMENT PARTNERS
Wayne, PA
AUM
$945.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
484-580-2277
RADNOR CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$854.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(610) 674-0400
FORTIS ADVISORS, LLC
Wayne, PA
AUM
$584.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
610-313-0910
AURDAN CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$526.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-254-1935
BLUESTONE CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$390.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-337-6500
ENTRUST FINANCIAL LLC
Wayne, PA
AUM
$350.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
610-687-3515
ARGOSY-LIONBRIDGE MANAGEMENT, LLC
Wayne, PA
AUM
$189.1M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 536-7422
AUM
$143.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
267-923-0004
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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