H FINANCIAL MANAGEMENT
Canonsburg, PA
AUM
$621.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
724-745-9406
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
AUM
$613.2M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
267-778-4045
CAPITAL A WEALTH MANAGEMENT
Cranberry Twp., PA
AUM
$612.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-658-4211
DREXEL MORGAN & CO.
Radnor, PA
AUM
$607.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-254-4306
MFA WEALTH ADVISORS, LLC
Pittsburgh, PA
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
412-343-8700
ALLIANCE WEALTH ADVISORS, LLC
Scranton, PA
AUM
$601.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
570-961-1516
MP NEXT CAPITAL
Villanova, PA
AUM
$590.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-526-2700
MASTER'S WEALTH MANAGEMENT INC.
Leola, PA
AUM
$589.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(717) 581-1323
FORTIS ADVISORS, LLC
Wayne, PA
AUM
$584.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
610-313-0910
G&H INVESTMENTS
Leola, PA
AUM
$576.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-295-4425
LIBERTY SQUARE WEALTH PARTNERS LLC
Bethlehem, PA
AUM
$567.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(610) 865-5803
RHINO INVESTMENT PARTNERS, INC.
West Conshohocken, PA
AUM
$566.2M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(610) 234-2203
LIFEGUIDE FINANCIAL ADVISORS, LLC
Mechanicsburg, PA
AUM
$562.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(717) 796-1700
CONTINUIM EQUITY PARTNERS, LP
Pittsburgh, PA
AUM
$560.4M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-586-7651
KOOMAN & ASSOCIATES
Altoona, PA
AUM
$555.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
814-941-4800
LANSING STREET ADVISORS
Ambler, PA
AUM
$555.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-718-2063
HAMEL ASSOCIATES,INC.
Center Valley, PA
AUM
$548.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
973-665-1400
STEWARDSHIP ADVISORS, LLC
Mount Joy, PA
AUM
$545.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(717) 492-4787
MARION WEALTH MANAGEMENT
Monroeville, PA
AUM
$543.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
412-372-3849
COMMON CENTS PLANNING
Glen Mills, PA
AUM
$542.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
610-361-0865
COLLECTIVE FAMILY OFFICE, LLC
York, PA
AUM
$533.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(717) 893-5055
ARCHEAN CAPITAL PARTNERS II, L.L.C.
Newtown Square, PA
AUM
$527.8M
Wealth Mgmt
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
610-640-9551
AURDAN CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$526.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-254-1935
NORTHSTAR FINANCIAL COMPANIES, INC.
Conshohocken, PA
AUM
$519.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
610-629-6100