TRUNORTH FINANCIAL SERVICES, INC.
Chambersburg, PA
AUM
$309.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
717-267-1426
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
PREPARED RETIREMENT INSTITUTE LLC
Montgomeryville, PA
AUM
$307.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
215-997-5700
AUM
$302.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-467-7899
STONECROP WEALTH ADVISORS, LLC
West Chester, PA
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-628-0035
KAILASA CAPITAL MANAGEMENT LLC
Pittsburgh, PA
AUM
$298.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(571) 313-0873
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Radnor, PA
AUM
$290.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-971-0202
ASPIRE WEALTH ARCHITECTS
Wexford, PA
AUM
$290.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(412) 879-0584
INNOVA WEALTH PARTNERS, LLC
Newtown, PA
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(888) 270-1574
VALLEY FINANCIAL GROUP
Ambler, PA
AUM
$287.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-947-9190
GRIDIRON PARTNERS, LLC
Wexford, PA
AUM
$285.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
724-759-7848
OAKTREE ADVISORS LLC
Coopersburg, PA
AUM
$282.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; TRUST SERVICES
(610) 882-5670
MEMBERS WEALTH LLC
Media, PA
AUM
$279.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-367-5453
VERMILLION & WHITE WEALTH MANAGEMENT GROUP
Phoenixville, PA
AUM
$278.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-977-2098
GUARDIAN ASSET ADVISORS, LLC
Mechanicsburg, PA
AUM
$278.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-691-3003
46 PEAKS INVESTMENT ADVISORY GROUP
Newtown, PA
AUM
$272.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-497-8310
MAGNOLIA PRIVATE WEALTH, LLC
Philadelphia, PA
AUM
$272.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
5714771375
CROSSGATE WEALTH ADVISORS, LLC
Newtown, PA
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(215) 860-2234
ALLIANCE FINANCIAL
Wyomissing, PA
AUM
$271.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-376-5981
INVESTED ADVISORS
State College, PA
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
814-235-2703
ARSENAL CAPITAL ADVISORS LLC
Conshohocken, PA
AUM
$267.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
610-564-9134
WYZE WEALTH ADVISORS, LLC
Canonsburg, PA
AUM
$264.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
724-747-6451
STARK WEALTH MANAGEMENT LLC
Bethlehem, PA
AUM
$262.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-419-9894
ARCHETYPE ADVISORS, LLC
Doylestown, PA
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215 558 5500
STEEL TOWER INVESTMENTS
Pittsburgh, PA
AUM
$258.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
412-586-2060