YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
Wexford, PA
AUM
$172.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
724-940-0310
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
TLC GROUP INVESTMENT ADVISORS, LLC
State College, PA
AUM
$168.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
814-231-2265
KISSLING FINANCIAL SERVICES, LLC
New Castle, PA
AUM
$165.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-667-1617
SEQUINOX WEALTH MANAGEMENT, LLC
Lancaster, PA
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; FINANCIAL PLANNING
717-397-7957
RIVER'S EDGE
Beaver, PA
AUM
$157.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-526-8939
ENGLEBERT FINANCIAL ADVISERS, LLC
Allentown, PA
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484-350-3301
TROUTMAN WEALTH
Malvern, PA
AUM
$152.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
484-256-7466
STONERIDGE INVESTMENT PARTNERS
Radnor, PA
AUM
$152.3M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
484-254-5400
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
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
AUERBACH INVESTMENT SERVICES, LLC
Narberth, PA
AUM
$150.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-529-3000
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
CROSS BORDER FINANCIAL PLANNING USA LLC
Philadelphia, PA
AUM
$147.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
267-946-1099
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
AUM
$143.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
267-923-0004
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
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
NEST EGG
Conshohocken, PA
AUM
$131.7M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
888-345-2163
WALSKY INVESTMENT MANAGEMENT INC
Wyomissing, PA
AUM
$130.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
610-670-6918
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