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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
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
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
DAKOTA INVESTMENTS, LLC
Bryn Mawr, PA
AUM
$124.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(610) 937-5211
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
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
V3LIMITED LLC
Radnor, PA
AUM
$122.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
610-989-7200
MCKINLEY FINANCIAL
Brookville, PA
AUM
$117.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
814-849-8586
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
OAR FINANCIAL
Bryn Mawr, PA
AUM
$114.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
833-662-6346
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
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
SRN ADVISORS, LLC
Huntingdon Valley, PA
AUM
$108.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
215-914-1970
HEALTHVIEW ASSET MANAGEMENT, INC.
Pittsburgh, PA
AUM
$104.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
412-782-5400
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
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
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
THREE RIVERS EXECUTIVE CONSULTING, LLC
Wexford, PA
AUM
$86.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-293-4500
BRIGHTSIDE WEALTH PLANNING, LLC
Center Valley, PA
AUM
$84.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
484-224-3478
DILLON CAPITAL MANAGEMENT
Ambler, PA
AUM
$83.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
215-367-5365
BIRCH CREEK CAPITAL, LLC
Wynnewood, PA
AUM
$82.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-557-3335
COY CAPITAL MANAGEMENT
Monroeville, PA
AUM
$73.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-825-4040