DICCIANNI FINANCIAL GROUP, INC.
East Norriton, PA
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
484-681-9046
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
GUARDIAN CAPITAL, LLC
Wexford, PA
AUM
$128.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-934-3050
ATA MANAGEMENT STRATEGIES INC
Whitehall, PA
AUM
$125.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-433-9009
CHESTNUT STREET INVESTMENT COUNSEL, LLC
Lancaster, PA
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-947-3850
MCKINLEY FINANCIAL
Brookville, PA
AUM
$117.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
814-849-8586
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
Camp Hill, PA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(717) 602-1100
GOAL QUEST ADVISORS, LLC
Berwyn, PA
AUM
$109.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
484-602-5941
ONE-UP FINANCIAL
Erie, PA
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
814-325-2699
ROSE VALLEY ASSET MANAGEMENT LLC
Media, PA
AUM
$99.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-544-0900
VALOR INVESTMENTS AND PLANNING LLC
Easton, PA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
484-546-2522
ROWLEY FINANCIAL
Lancaster, PA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-509-6060
BARRISTER
Fort Washington, PA
AUM
$97.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(800)465-8140
MARSDEN CAPITAL MANAGEMENT, LLC.
Erie, PA
AUM
$94.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
814-836-1800
VAMA OAK WEALTH, LLC
Doylestown, PA
AUM
$91.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-809-2011
THE BARAN JAMES COMPANY, INC.
Pittsburgh, PA
AUM
$89.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
412-531-1233
OPULUS
Doylestown, PA
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
215-859-8095
WEALTHFD
Conshohocken, PA
AUM
$87.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-671-6660
THREE RIVERS EXECUTIVE CONSULTING, LLC
Wexford, PA
AUM
$86.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-293-4500
DILLON CAPITAL MANAGEMENT
Ambler, PA
AUM
$83.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
215-367-5365
ILG PRIVATE WEALTH, INC.
Mcmurray, PA
AUM
$82.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(724) 228-9910
VISION WEALTH ADVISORS, LLC
Lewisburg, PA
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
570-524-0120
KREMPA ASSOCIATES INC.
Fountainville, PA
AUM
$75.0M
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-345-5020
NORTHEASTERN FINANCIAL CONSULTANTS, INC.
South Abington Township, PA
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
570-586-1064
SCHENLEY CAPITAL, INC
Sewickley, PA
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-445-9956