MUNTZ FINANCIAL, LLC
Doylestown, PA
AUM
$177.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-262-6909
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
JMS CAPITAL GROUP WEALTH SERVICES, LLC
Sewickley, PA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-415-1177
ASCO FINANCIAL GROUP, INC.
Kingston, PA
AUM
$173.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
570-714-0720
TLC GROUP INVESTMENT ADVISORS, LLC
State College, PA
AUM
$168.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
814-231-2265
RANDALL & ASSOCIATES WEALTH MANAGEMENT
Butler, PA
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-602-0075
MAIN ADVISORY, INC.
Canonsburg, PA
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(724) 731-0173
RIVER'S EDGE
Beaver, PA
AUM
$157.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-526-8939
ENGLEBERT FINANCIAL ADVISERS, LLC
Allentown, PA
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484-350-3301
TROUTMAN WEALTH
Malvern, PA
AUM
$152.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
484-256-7466
HERSHEY FINANCIAL ADVISERS, LLC
Lancaster, PA
AUM
$151.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
717-295-8888
OMICRON ADVISORS, LLC
Lancaster, PA
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
302-453-9662
AUERBACH INVESTMENT SERVICES, LLC
Narberth, PA
AUM
$150.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-529-3000
EVIDENT FINANCIAL
Erie, PA
AUM
$149.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(814) 425-5182
HARVEST FINANCIAL PARTNERS
Paoli, PA
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-240-4740
WAGNER WEALTH MANAGEMENT, CORP.
Conyngham, PA
AUM
$148.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
570-987-6244
MFG PRIVATE WEALTH
Canonsburg, PA
AUM
$145.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
412-3412-888
LYNCH INVESTMENT PLANNING, LLC
Newtown Square, PA
AUM
$143.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(484) 472-8956
VERICREST PRIVATE WEALTH, LLC
Newtown, PA
AUM
$137.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
1 (888) 902-6366
WEALTHKARE.COM, INC.
Mount Union, PA
AUM
$136.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
814-542-5433
KELLER FINANCIAL GROUP
Camp Hill, PA
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-516-0700
ELM CAPITAL MANAGEMENT LLC
Pittsburgh, PA
AUM
$133.4M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING FEE AS A PERCENTAGE OF ACCOUNT VALUE
412-456-4700
WALSKY INVESTMENT MANAGEMENT INC
Wyomissing, PA
AUM
$130.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
610-670-6918
CGI WEALTH ADVISORS, INC.
Frazer, PA
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610 854-1425
ATTLEBORO WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$129.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-310-9440