AUM
$302.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-467-7899
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
STONECROP WEALTH ADVISORS, LLC
West Chester, PA
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-628-0035
KAILASA CAPITAL MANAGEMENT LLC
Pittsburgh, PA
AUM
$298.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(571) 313-0873
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Radnor, PA
AUM
$290.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-971-0202
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
GRIDIRON PARTNERS, LLC
Wexford, PA
AUM
$285.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
724-759-7848
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
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
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
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
TAYLOR SECURITIES SERVICES, INC.
Harrisburg, PA
AUM
$252.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
717-232-5808
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
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
AMPLIUS ASSET MANAGEMENT, LLC
Blue Bell, PA
AUM
$247.3M
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
215-310-7770
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
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
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