VANTUS WEALTH
Lancaster, PA
AUM
$439.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
844-682-6887
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
CHAPEL HILL INVESTMENT ANALYSTS INC
Greensburg, PA
AUM
$436.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(724)830-2600
MUHLENKAMP & CO INC
Wexford, PA
AUM
$435.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
724-935-5520
COMPREHENSIVE FINANCIAL PLANNING, INC.
East Petersburg, PA
AUM
$434.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-569-6667
SANTORI & PETERS
Canonsburg, PA
AUM
$433.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
412-373-6904
BEACON BRIDGE WEALTH PARTNERS, LLC
Lower Gwynedd, PA
AUM
$426.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
484-533-6600
TGS FINANCIAL ADVISORS
Radnor, PA
AUM
$426.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-892-9900
MACDOUGALL FINANCIAL COUNSELING
Delmont, PA
AUM
$424.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
724-468-1300
CAPITAL WEALTH INVESTMENTS
Scranton, PA
AUM
$423.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
570-543-5255
THE ESTATE PLANNERS GROUP
Yardley, PA
AUM
$422.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
215-321-4410
ODYSSEY GROUP WEALTH ADVISORS
Lancaster, PA
AUM
$420.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
717-553-4722
FOUNDATION WEALTH MANAGEMENT, LLC
Media, PA
AUM
$411.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(610) 548-7170
GRANDVIEW ASSET MANAGEMENT LLC
Harrisburg, PA
AUM
$411.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
717-541-1000
MB, LEVIS & ASSOCIATES,LLC
Center Valley, PA
AUM
$411.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-419-9690
WEALTHCARE CAPITAL PARTNERS, LLC
West Chester, PA
AUM
$407.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
804.644.4711
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
TRINITY WEALTH MANAGEMENT, LLC
Berwyn, PA
AUM
$399.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-296-2020
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
Mechanicsburg, PA
AUM
$398.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
717-790-9001
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
OARS CAPITAL
Dillsburg, PA
AUM
$397.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
717.601.0651
FINANCIAL COACH
West Chester, PA
AUM
$397.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
484-887-0452
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
EQUITA FINANCIAL NETWORK, INC.
Fort Washington, PA
AUM
$391.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
800.604.0176
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