LEGACY SOLUTIONS, LLC
Kennett Square, PA
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-444-9920
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
FOUNDATION CAPITAL MANAGEMENT, LLC
East Norriton, PA
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-278-6961
ROBBINS WEALTH MANAGEMENT
Erie, PA
AUM
$241.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
814-838-4185
BARNSTONE ADVISORS LLC
Phoenixville, PA
AUM
$241.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
610-917-2210
CHRISTINE MESSMER, P.C.
Collegeville, PA
AUM
$240.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
610-489-7925
IFS GROUP
Mechanicsburg, PA
AUM
$240.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-766-1144
ROLEK RETIREMENT PLANNING
Berwyn, PA
AUM
$239.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(267) 427-5667
SECTOR ANALYSTS LLC
Allentown, PA
AUM
$238.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-945-8014
AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
941-362-0161
THE ARANDA GROUP ADVISORS, LLC
Jenkintown, PA
AUM
$233.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-576-6666
AUM
$232.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
608-630-7974
ECON WEALTH MANAGEMENT
Harrisburg, PA
AUM
$232.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
717-545-5870
YARDLEY WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$231.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-573-1019
VALLEY BROOK CAPITAL GROUP
Venetia, PA
AUM
$223.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
724-941-8625
AVANTRA FAMILY WEALTH, INC.
Mechanicsburg, PA
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(717) 276-1501
NEWBRIDGE WEALTH MANAGEMENT
Bryn Mawr, PA
AUM
$219.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
610-564-8042
WEDGEWOOD INVESTORS INC
Erie, PA
AUM
$215.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
[814]456-3651
SENSENIG CAPITAL ADVISORS, INC.
Collegeville, PA
AUM
$212.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-584-9700
GIBRALTAR WEALTH MANAGEMENT, LLC
Abington, PA
AUM
$212.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
215-956-5154
WHARTON WEALTH MANAGEMENT, LLC
Malvern, PA
AUM
$209.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
484-328-3590
KOHLHEPP INVESTMENT ADVISORS, LTD.
Doylestown, PA
AUM
$204.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
215-340-5777
FLAGSHIP CAPITAL MANAGEMENT INC
Media, PA
AUM
$199.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
610-565-9580
KAPUSTA FINANCIAL GROUP
Pittsburgh, PA
AUM
$199.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-851-1400
NESTLERODE & LOY, INC.
State College, PA
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
814-238-6249