LEGEND FINANCIAL ADVISORS INC
Pittsburgh, PA
AUM
$389.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-635-9210
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
COSTELLO ASSET MANAGEMENT, INC.
Feasterville, PA
AUM
$388.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
215 856 9290
ALDEN INVESTMENT GROUP
Wayne, PA
AUM
$385.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
215-572-8700
PSI CAPITAL MANAGEMENT
Lancaster, PA
AUM
$384.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
717-207-7123
PROSPERITY ADVISERS, LLC
Horsham, PA
AUM
$375.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-405-6166
BOUVEL INVESTMENT PARTNERS, LLC
Phoenixville, PA
AUM
$374.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
610-933-3300
MACRO ADVISORS, INC.
York, PA
AUM
$370.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
717-764-4566
PERSIMMON CAPITAL MANAGEMENT
Blue Bell, PA
AUM
$368.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
484-572-0500
ENHANCING CAPITAL LLC
Harrisburg, PA
AUM
$368.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(717) 561-4491
CARNEGIE WEALTH MANAGEMENT, LLC
Berwyn, PA
AUM
$357.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(610) 640-4300
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Dunmore, PA
AUM
$356.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(888) 587-7526
ARGYLE CAPITAL MANAGEMENT, LLC
Center Valley, PA
AUM
$355.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING OR ADMINISTRATIVE FEES
610-997-3777
ENTRUST FINANCIAL LLC
Wayne, PA
AUM
$350.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
610-687-3515
BALLAST FINANCIAL ADVISORS, LLC
West Chester, PA
AUM
$342.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-266-7281
MATUNE BASILE ADVISORS
Hermitage, PA
AUM
$342.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
724-977-6275
KEYVANTAGE WEALTH ADVISORS
Bethlehem, PA
AUM
$339.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-935-3003
WEIK CAPITAL MANAGEMENT
Wyomissing, PA
AUM
$334.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
610-376-2240
VISTA INVESTMENT MANAGEMENT, LLC
Pittsburgh, PA
AUM
$323.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
412-824-5940
AUM
$318.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
412-302-8641
THREE CORD TRUE WEALTH MANAGEMENT, LLC
Beaver, PA
AUM
$317.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM
724-683-3456
MARQUETTE ASSOCIATES, INC.
West Chester, PA
AUM
$315.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-719-0300
WMS WEALTH PLANNERS
Pittsburgh, PA
AUM
$314.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-781-7100
PTM WEALTH MANAGEMENT, LLC
North Wales, PA
AUM
$310.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
267-317-1515
INVICTA ADVISORS LLC
Oakmont, PA
AUM
$310.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-349-8684