INVESTMENT RESEARCH PARTNERS
Lemont, PA
AUM
$512.4M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
814-966-7206
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
VENATOR MANAGEMENT LLC
Pittsburgh, PA
AUM
$511.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-586-3747
TAURUS PRIVATE MARKETS, LLC
Malvern, PA
AUM
$508.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-318-8650
BLUESPHERE ADVISORS LLC
East Norriton, PA
AUM
$506.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(610) 277-1515
EAB INVESTMENT GROUP, LLC
Bala Cynwyd, PA
AUM
$506.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-583-0032
SHARP FINANCIAL
Horsham, PA
AUM
$502.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(215) 659-2130
SAOTHAIR CAPITAL PARTNERS
Wayne, PA
AUM
$500.7M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-658-3100
VERDIS INVESTMENT MANAGEMENT, LLC
West Conshohocken, PA
AUM
$497.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
610-397-1600
BRICK & KYLE ASSOCIATES INC
Newtown, PA
AUM
$491.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
215-493-8787
PERMIT CAPITAL, LLC
West Conshohocken, PA
AUM
$491.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-941-5000
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
Villanova, PA
AUM
$485.5M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-253-0001
AUM
$484.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-430-0001
MORTON BROWN FAMILY WEALTH LLC
Allentown, PA
AUM
$483.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-709-5072
OBRIEN GREENE & CO INC
Media, PA
AUM
$464.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-891-7880
BIRCH RUN INVESTMENTS, LLC
Exton, PA
AUM
$457.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(610) 321-3453
CORTEN REAL ESTATE MANAGEMENT LLC
Philadelphia, PA
AUM
$457.4M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
215-454-7381
GARDNER LEWIS ASSET MANAGEMENT LP
Chadds Ford, PA
AUM
$456.5M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-558-2800
IVC WEALTH ADVISORS LLC
Silverdale, PA
AUM
$455.0M
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(215)-392-6631
MCCLARREN FINANCIAL ADVISORS
State College, PA
AUM
$453.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
814-235-1940
CERTIOR FINANCIAL GROUP, LLC
King Of Prussia, PA
AUM
$452.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
610-783-7010
OWLS NEST PARTNERS
Chadds Ford, PA
AUM
$441.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(484) 352-1110
AUM
$440.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
814-314-0344
TOWER WEALTH PARTNERS
Lewisburg, PA
AUM
$440.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(570) 524-7200
PRIMESOLUTIONS ADVISORS, LLC
Pittsburgh, PA
AUM
$440.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees
412-818-5780