MALVERN CAPITAL MANAGEMENT
Malvern, PA
AUM
$258.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-979-1462
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
RED SPRUCE CAPITAL, LLC
Berwyn, PA
AUM
$256.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
610-727-4270
FINANCIAL ADVISORY SERVICES, LLC
Hanover, PA
AUM
$256.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
717-633-6844
STONE PINE FINANCIAL PARTNERS
Media, PA
AUM
$256.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
610-565-9181
CMG CAPITAL MANAGEMENT GROUP, INC.
Malvern, PA
AUM
$256.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
610-989-9090
ADDIS & HILL, INCORPORATED
Wayne, PA
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-688-9500
TAYLOR SECURITIES SERVICES, INC.
Harrisburg, PA
AUM
$252.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
717-232-5808
BRAUN-BOSTICH & ASSOCIATES INC.
Canonsburg, PA
AUM
$249.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(724) 942-2639
CHANCELLOR FINANCIAL GROUP WB LP
Wilkes-Barre, PA
AUM
$249.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(570) 822-4475
DWD PORTFOLIO SOLUTIONS, INC.
Pittsburgh, PA
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
412-341-6642
LIGHTHOUSE WEALTH MANAGEMENT, LLC
Camp Hill, PA
AUM
$246.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
717-346-6333
LEGACY SOLUTIONS, LLC
Kennett Square, PA
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-444-9920
FOUNDATION CAPITAL MANAGEMENT, LLC
East Norriton, PA
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-278-6961
ROBBINS WEALTH MANAGEMENT
Erie, PA
AUM
$241.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
814-838-4185
BARNSTONE ADVISORS LLC
Phoenixville, PA
AUM
$241.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
610-917-2210
CHRISTINE MESSMER, P.C.
Collegeville, PA
AUM
$240.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
610-489-7925
IFS GROUP
Mechanicsburg, PA
AUM
$240.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-766-1144
ROLEK RETIREMENT PLANNING
Berwyn, PA
AUM
$239.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(267) 427-5667
SECTOR ANALYSTS LLC
Allentown, PA
AUM
$238.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-945-8014
AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
941-362-0161
ATLAS WEALTH PARTNERS LLC
Wyomissing, PA
AUM
$233.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
610-268-6807
THE ARANDA GROUP ADVISORS, LLC
Jenkintown, PA
AUM
$233.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-576-6666
HOLOS INTEGRATED WEALTH
Kennett Square, PA
AUM
$233.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
484-893-4599
AUM
$232.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
608-630-7974