INNOVA WEALTH PARTNERS, LLC
Newtown, PA
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(888) 270-1574
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
VALLEY FINANCIAL GROUP
Ambler, PA
AUM
$287.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-947-9190
MEMBERS WEALTH LLC
Media, PA
AUM
$279.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-367-5453
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
Phoenixville, PA
AUM
$278.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-977-2098
GUARDIAN ASSET ADVISORS, LLC
Mechanicsburg, PA
AUM
$278.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-691-3003
46 PEAKS INVESTMENT ADVISORY GROUP
Newtown, PA
AUM
$272.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-497-8310
MAGNOLIA PRIVATE WEALTH, LLC
Philadelphia, PA
AUM
$272.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
5714771375
CROSSGATE WEALTH ADVISORS, LLC
Newtown, PA
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(215) 860-2234
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
INVESTED ADVISORS
State College, PA
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
814-235-2703
ARSENAL CAPITAL ADVISORS LLC
Conshohocken, PA
AUM
$267.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
610-564-9134
WYZE WEALTH ADVISORS, LLC
Canonsburg, PA
AUM
$264.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
724-747-6451
STARK WEALTH MANAGEMENT LLC
Bethlehem, PA
AUM
$262.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-419-9894
ARCHETYPE ADVISORS, LLC
Doylestown, PA
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215 558 5500
STEEL TOWER INVESTMENTS
Pittsburgh, PA
AUM
$258.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
412-586-2060
MALVERN CAPITAL MANAGEMENT
Malvern, PA
AUM
$258.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-979-1462
FINANCIAL ADVISORY SERVICES, LLC
Hanover, PA
AUM
$256.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
717-633-6844
STONE PINE FINANCIAL PARTNERS
Media, PA
AUM
$256.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
610-565-9181
CMG CAPITAL MANAGEMENT GROUP, INC.
Malvern, PA
AUM
$256.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
610-989-9090
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
BRAUN-BOSTICH & ASSOCIATES INC.
Canonsburg, PA
AUM
$249.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(724) 942-2639
CHANCELLOR FINANCIAL GROUP WB LP
Wilkes-Barre, PA
AUM
$249.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(570) 822-4475
DWD PORTFOLIO SOLUTIONS, INC.
Pittsburgh, PA
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
412-341-6642
LIGHTHOUSE WEALTH MANAGEMENT, LLC
Camp Hill, PA
AUM
$246.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
717-346-6333