ERICKSON FINANCIAL GROUP, LLC
Allentown, PA
AUM
$198.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(484) 209-5270
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
ODYSSEY CAPITAL ADVISORS INC.
Bala Cynwyd, PA
AUM
$189.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
484-278-4497
ADVICE & PLANNING SERVICES LLC
Youngwood, PA
AUM
$187.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-635-0427
ALVIN CLAY FINANCIAL ADVISORS, LLC
Jenkintown, PA
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
267-626-2382
HOFFMAN CAPITAL ADVISORS LLC
Cranberry Twp, PA
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(724) 719-6767
NETWORTH ADVISORS, LLC
Canonsburg, PA
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
724-746-3585
AVAIL INVESTMENT PARTNERS, LLC
Lemont, PA
AUM
$184.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
814-996-7206
MARATHON STRATEGIC ADVISORS, LLC
Pittsburgh, PA
AUM
$182.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
740-282-5198
INVARIANT INVESTMENT MANAGEMENT
Camp Hill, PA
AUM
$182.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(717) 317-9006
ATMOS ADVISORY, LLC
Pittsburgh, PA
AUM
$180.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
(412) 497-1766
STEVEN G. BLUM AND ASSOCIATES, LLC
Swarthmore, PA
AUM
$180.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
610-328-7725
CROSSOVER CAPITAL
Yardley, PA
AUM
$179.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
215-396-5580
LIBERTY ONE WEALTH ADVISORS
Philadelphia, PA
AUM
$178.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
215-776-4918
AUM
$174.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484 302 8343
JMS CAPITAL GROUP WEALTH SERVICES, LLC
Sewickley, PA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-415-1177
RANDALL & ASSOCIATES WEALTH MANAGEMENT
Butler, PA
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-602-0075
KISSLING FINANCIAL SERVICES, LLC
New Castle, PA
AUM
$165.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-667-1617
MAIN ADVISORY, INC.
Canonsburg, PA
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(724) 731-0173
SEQUINOX WEALTH MANAGEMENT, LLC
Lancaster, PA
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; FINANCIAL PLANNING
717-397-7957
RIVER'S EDGE
Beaver, PA
AUM
$157.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-526-8939
LEGACY ADVISORY SERVICES, LLC
Exton, PA
AUM
$156.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-524-6801
ENGLEBERT FINANCIAL ADVISERS, LLC
Allentown, PA
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484-350-3301
ETHOS CAPITAL MANAGEMENT, INC.
Newtown, PA
AUM
$155.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
215-968-1820
AVENTINE FINANCIAL GROUP
Doylestown, PA
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(212) 269-2512