CONNORS INVESTOR SERVICES INC
Wyomissing, PA
AUM
$1.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
610-376-7418
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA, WYOMISSING
10 advisers found
LOUNTZIS ASSET MANAGEMENT, LLC
Wyomissing, PA
AUM
$624.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(610) 375-2585
WEIK CAPITAL MANAGEMENT
Wyomissing, PA
AUM
$334.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
610-376-2240
ALLIANCE FINANCIAL
Wyomissing, PA
AUM
$271.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-376-5981
ATLAS WEALTH PARTNERS LLC
Wyomissing, PA
AUM
$233.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
610-268-6807
WALSKY INVESTMENT MANAGEMENT INC
Wyomissing, PA
AUM
$130.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
610-670-6918
SCHUYLKILL FINANCIAL, LLC
Wyomissing, PA
AUM
$123.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-670-1656
FINANCIAL PLANNING ADVISORS INC.
Wyomissing, PA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-376-6334
BERKSHIRE ADVISORS, INC.
Wyomissing, PA
AUM
$97.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
610-376-6970
VAN REED WEALTH MANAGEMENT LLC
Wyomissing, PA
AUM
$25.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-376-6334