WEXFORD WEALTH ADVISORS LLC
Wexford, PA
AUM
$68.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-934-7700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
814-833-2999
QUANTUM STRATEGIES WEALTH ADVISORY
Glen Mills, PA
AUM
$66.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-624-1770
MC2 FINANCIAL ADVISERS, INC.
Newtown Square, PA
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-353-7777
AUM
$65.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-438-0988
LIMERICK FINANCIAL GROUP, LLC
Limerick, PA
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
610-495-7911
NORTHEAST ADVISORY GROUP, LLC
Scranton, PA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; FEES FROM THIRD-PARTY MONEY MANAGERS
570-343-0800
ISAKOV PLANNING GROUP INC.
Southampton, PA
AUM
$55.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-300-6895
STRUBEL INVESTMENT MANAGEMENT, LLC
Lancaster, PA
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-293-1170
CORPORATE BENEFITS CONSULTANTS, INC.
Wexford, PA
AUM
$52.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
724-779-4606
TRUE HORIZON WEALTH ADVISORS, LLC
Malvern, PA
AUM
$52.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(484) 320-8373
FIRST LIGHT WEALTH
Hershey, PA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(717) 473-7617
KEY WEALTH MANAGEMENT, INC.
Wexford, PA
AUM
$48.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(724)934-9196
NICHE INVESTMENT ADVISORS LLC
King Of Prussia, PA
AUM
$48.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-941-6900
COOPER EAGLE, LLC
King Of Prussia, PA
AUM
$46.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
484-519-2667
AUCTUS WEALTH MANAGEMENT INC.
Philadelphia, PA
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-655-7162
RETIREMENT COLLABORATIVE LLC
Harrisburg, PA
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
717-395-9380
VASS FINANCIAL STRATEGIES
Lafayette Hill, PA
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-828-9536
DIMATTEO FINANCIAL GROUP
Chadds Ford, PA
AUM
$42.3M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-388-7125
THRIFT FINANCIAL, INC.
Newtown, PA
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
215-234-3074
BEACON LIGHT WEALTH MANAGEMENT
Carnegie, PA
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
412-992-8659
I.M.S. WEALTH MANAGEMENT, LLC
Erie, PA
AUM
$38.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
814-454-1133
DS WEALTH ADVISORS, INC.
Pittsburgh, PA
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 employees
Clients
—
Fees
Percentage of AUM; Hourly charges
412-366-0900
STOREHOUSE INVESTMENTS LLC
New Castle, PA
AUM
$34.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
724-202-6900