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.
39 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
ARGOSY CAPITAL
Wayne, PA
AUM
$3.74B
Wealth Mgmt
Team
60 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-971-9685
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
RENOVUS ASSOCIATES, LLC
Wayne, PA
AUM
$2.57B
Wealth Mgmt
Team
27 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-848-7700
INVERNESS GRAHAM INVESTMENTS, INC.
Wayne, PA
AUM
$1.57B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-722-0300
ALDEN CAPITAL
Wayne, PA
AUM
$1.52B
Wealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(215) 572-8700
GUARDIAN CAPITAL PARTNERS
Wayne, PA
AUM
$1.19B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-263-0100
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
WICK CAPITAL PARTNERS, LLC
Wayne, PA
AUM
$929.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-302-3535
AXIOM ASSET MANAGEMENT
Wayne, PA
AUM
$899.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
610-688-0050
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
AUM
$613.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
267-778-4045
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
SAOTHAIR CAPITAL PARTNERS
Wayne, PA
AUM
$500.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-658-3100
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
ALDEN INVESTMENT GROUP
Wayne, PA
AUM
$385.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
215-572-8700
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
ADDIS & HILL, INCORPORATED
Wayne, PA
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-688-9500
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
ACT CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$163.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-688-2833
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