SCHUYLKILL FINANCIAL, LLC
Wyomissing, PA
AUM
$123.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-670-1656
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
CHESTNUT STREET INVESTMENT COUNSEL, LLC
Lancaster, PA
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-947-3850
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
Camp Hill, PA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(717) 602-1100
ARX PRIVATE WEALTH
Lancaster, PA
AUM
$113.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-219-8226
SETARCOS WEALTH ADVISORS LLC
Philadelphia, PA
AUM
$111.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-504-4905
SUCCESS WEALTH MANAGEMENT LLC
Wexford, PA
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
724-934-8128
GOAL QUEST ADVISORS, LLC
Berwyn, PA
AUM
$109.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
484-602-5941
A BETTER WAY FINANCIAL, LLC
Allentown, PA
AUM
$109.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-440-1700
ONE-UP FINANCIAL
Erie, PA
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
814-325-2699
MILINOVICH & CO., INC
Waynesburg, PA
AUM
$106.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
724-852-1500
FINANCIAL PLANNING ADVISORS INC.
Wyomissing, PA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-376-6334
MORALIS TECHNOLOGIES, LLC
Pittsburgh, PA
AUM
$103.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
833-730-3700
ROSE VALLEY ASSET MANAGEMENT LLC
Media, PA
AUM
$99.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-544-0900
VALOR INVESTMENTS AND PLANNING LLC
Easton, PA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
484-546-2522
ROWLEY FINANCIAL
Lancaster, PA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-509-6060
BARRISTER
Fort Washington, PA
AUM
$97.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(800)465-8140
BERKSHIRE ADVISORS, INC.
Wyomissing, PA
AUM
$97.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
610-376-6970
COMPASS INVESTMENTS LLC
Pittsburgh, PA
AUM
$93.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
570-916-2208
VAMA OAK WEALTH, LLC
Doylestown, PA
AUM
$91.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-809-2011
HUTCHISON WHITEHEAD WEALTH MANAGEMENT
Canonsburg, PA
AUM
$90.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
724-873-8755
HYPERION FINANCIAL
Shillington, PA
AUM
$89.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-578-9152
THE BARAN JAMES COMPANY, INC.
Pittsburgh, PA
AUM
$89.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
412-531-1233
OPULUS
Doylestown, PA
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
215-859-8095
WEALTHFD
Conshohocken, PA
AUM
$87.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-671-6660