TROUTMAN WEALTH
Malvern, PA
AUM
$152.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
484-256-7466
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
HERSHEY FINANCIAL ADVISERS, LLC
Lancaster, PA
AUM
$151.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
717-295-8888
OMICRON ADVISORS, LLC
Lancaster, PA
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
302-453-9662
ZENITH WEALTH PARTNERS
Philadelphia, PA
AUM
$151.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(484) 278-1559
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
610-574-7036
EVIDENT FINANCIAL
Erie, PA
AUM
$149.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(814) 425-5182
HARVEST FINANCIAL PARTNERS
Paoli, PA
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-240-4740
WAGNER WEALTH MANAGEMENT, CORP.
Conyngham, PA
AUM
$148.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
570-987-6244
ELITE LIFE MANAGEMENT LLC
Erie, PA
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(814) 836-5776
MFG PRIVATE WEALTH
Canonsburg, PA
AUM
$145.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
412-3412-888
CENTERVIEW WEALTH ADVISORS, LLC
Pittsburgh, PA
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
412-532-8111
LYNCH INVESTMENT PLANNING, LLC
Newtown Square, PA
AUM
$143.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(484) 472-8956
LIBERTY ASSET MANAGEMENT
Allentown, PA
AUM
$141.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610 398-7333
AUM
$138.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(610) 812-9867
VERICREST PRIVATE WEALTH, LLC
Newtown, PA
AUM
$137.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
1 (888) 902-6366
WEALTHKARE.COM, INC.
Mount Union, PA
AUM
$136.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
814-542-5433
KELLER FINANCIAL GROUP
Camp Hill, PA
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-516-0700
CGI WEALTH ADVISORS, INC.
Frazer, PA
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610 854-1425
ATTLEBORO WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$129.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-310-9440
DICCIANNI FINANCIAL GROUP, INC.
East Norriton, PA
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
484-681-9046
GUARDIAN CAPITAL, LLC
Wexford, PA
AUM
$128.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-934-3050
CHARTERED ADVISORY GROUP
Chadds Ford, PA
AUM
$127.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
610-459-8872
ATA MANAGEMENT STRATEGIES INC
Whitehall, PA
AUM
$125.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-433-9009
WATKINSON CAPITAL ADVISORS LLC
Berwyn, PA
AUM
$124.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
484-588-0112