HENDERSON BROTHERS FINANCIAL PARTNERS LLC
Pittsburgh, PA
AUM
$406.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-261-3333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
PROMETHEUS CAPITAL MANAGEMENT CORP.
Yardley, PA
AUM
$397.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-321-9312
MOR WEALTH MANAGEMENT, LLC
Philadelphia, PA
AUM
$395.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-930-8300
ATTINGER, LLC
Philadelphia, PA
AUM
$394.5M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
215-600-1296
STONERIDGE PMG ADVISORS, LLC
Radnor, PA
AUM
$390.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-254-5400
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
LEGEND FINANCIAL ADVISORS INC
Pittsburgh, PA
AUM
$389.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-635-9210
COSTELLO ASSET MANAGEMENT, INC.
Feasterville, PA
AUM
$388.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
215 856 9290
PSI CAPITAL MANAGEMENT
Lancaster, PA
AUM
$384.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
717-207-7123
MACRO ADVISORS, INC.
York, PA
AUM
$370.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
717-764-4566
PERSIMMON CAPITAL MANAGEMENT
Blue Bell, PA
AUM
$368.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
484-572-0500
ENHANCING CAPITAL LLC
Harrisburg, PA
AUM
$368.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(717) 561-4491
ARGYLE CAPITAL MANAGEMENT, LLC
Center Valley, PA
AUM
$355.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING OR ADMINISTRATIVE FEES
610-997-3777
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
BALLAST FINANCIAL ADVISORS, LLC
West Chester, PA
AUM
$342.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-266-7281
MATUNE BASILE ADVISORS
Hermitage, PA
AUM
$342.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
724-977-6275
WEIK CAPITAL MANAGEMENT
Wyomissing, PA
AUM
$334.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
610-376-2240
AUM
$326.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-663-0100
VISTA INVESTMENT MANAGEMENT, LLC
Pittsburgh, PA
AUM
$323.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
412-824-5940
AUM
$318.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
412-302-8641
THREE CORD TRUE WEALTH MANAGEMENT, LLC
Beaver, PA
AUM
$317.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM
724-683-3456
INVICTA ADVISORS LLC
Oakmont, PA
AUM
$310.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-349-8684
CHRONOMETER PARTNERS LP
Pittsburgh, PA
AUM
$308.4M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917.468.7879
PREPARED RETIREMENT INSTITUTE LLC
Montgomeryville, PA
AUM
$307.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
215-997-5700