INTEGRATED CAPITAL MANAGEMENT, INC.
Jessup, PA
AUM
$232.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; ASSETS UNDER ADVISEMENT
570-344-0100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
ECON WEALTH MANAGEMENT
Harrisburg, PA
AUM
$232.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
717-545-5870
YARDLEY WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$231.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-573-1019
VALLEY BROOK CAPITAL GROUP
Venetia, PA
AUM
$223.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
724-941-8625
AVANTRA FAMILY WEALTH, INC.
Mechanicsburg, PA
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(717) 276-1501
NEWBRIDGE WEALTH MANAGEMENT
Bryn Mawr, PA
AUM
$219.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
610-564-8042
WEDGEWOOD INVESTORS INC
Erie, PA
AUM
$215.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
[814]456-3651
SENSENIG CAPITAL ADVISORS, INC.
Collegeville, PA
AUM
$212.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-584-9700
GIBRALTAR WEALTH MANAGEMENT, LLC
Abington, PA
AUM
$212.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
215-956-5154
WHARTON WEALTH MANAGEMENT, LLC
Malvern, PA
AUM
$209.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
484-328-3590
KOHLHEPP INVESTMENT ADVISORS, LTD.
Doylestown, PA
AUM
$204.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
215-340-5777
FLAGSHIP CAPITAL MANAGEMENT INC
Media, PA
AUM
$199.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
610-565-9580
KAPUSTA FINANCIAL GROUP
Pittsburgh, PA
AUM
$199.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-851-1400
NESTLERODE & LOY, INC.
State College, PA
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
814-238-6249
ERICKSON FINANCIAL GROUP, LLC
Allentown, PA
AUM
$198.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(484) 209-5270
OAK TREE INVESTMENT ADVISORS
Pittsburgh, PA
AUM
$192.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
412-802-8358
ODYSSEY CAPITAL ADVISORS INC.
Bala Cynwyd, PA
AUM
$189.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
484-278-4497
ADVICE & PLANNING SERVICES LLC
Youngwood, PA
AUM
$187.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-635-0427
ALVIN CLAY FINANCIAL ADVISORS, LLC
Jenkintown, PA
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
267-626-2382
HOFFMAN CAPITAL ADVISORS LLC
Cranberry Twp, PA
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(724) 719-6767
NETWORTH ADVISORS, LLC
Canonsburg, PA
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
724-746-3585
AVAIL INVESTMENT PARTNERS, LLC
Lemont, PA
AUM
$184.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
814-996-7206
MARATHON STRATEGIC ADVISORS, LLC
Pittsburgh, PA
AUM
$182.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
740-282-5198
INVARIANT INVESTMENT MANAGEMENT
Camp Hill, PA
AUM
$182.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(717) 317-9006