AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
941-362-0161
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
THE ARANDA GROUP ADVISORS, LLC
Jenkintown, PA
AUM
$233.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-576-6666
INTEGRATED CAPITAL MANAGEMENT, INC.
Jessup, PA
AUM
$232.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; ASSETS UNDER ADVISEMENT
570-344-0100
VALLEY BROOK CAPITAL GROUP
Venetia, PA
AUM
$223.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
724-941-8625
THOR FINANCIAL TECHNOLOGIES
Greensburg, PA
AUM
$217.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS
412-860-6078
WEDGEWOOD INVESTORS INC
Erie, PA
AUM
$215.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
[814]456-3651
GIBRALTAR WEALTH MANAGEMENT, LLC
Abington, PA
AUM
$212.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
215-956-5154
WHARTON WEALTH MANAGEMENT, LLC
Malvern, PA
AUM
$209.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
484-328-3590
NESTLERODE & LOY, INC.
State College, PA
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
814-238-6249
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
ARGOSY-LIONBRIDGE MANAGEMENT, LLC
Wayne, PA
AUM
$189.1M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 536-7422
AZARIAS CAPITAL MANAGEMENT, L.P.
Westchester, PA
AUM
$188.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
215-494-3300
UNION SQUARE CAPITAL PARTNERS, LLC
Kennett Square, PA
AUM
$188.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
484-731-3101
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
EAGLE INVESTMENT ADVISORS
Downingtown, PA
AUM
$186.1M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-269-0269
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
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
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
MUNTZ FINANCIAL, LLC
Doylestown, PA
AUM
$177.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-262-6909
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