EQUITA FINANCIAL NETWORK, INC.
Fort Washington, PA
AUM
$391.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
800.604.0176
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
STONERIDGE PMG ADVISORS, LLC
Radnor, PA
AUM
$390.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-254-5400
BLUESTONE CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$390.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-337-6500
LEGEND FINANCIAL ADVISORS INC
Pittsburgh, PA
AUM
$389.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-635-9210
COSTELLO ASSET MANAGEMENT, INC.
Feasterville, PA
AUM
$388.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
215 856 9290
TRINITY INVESTMENT ADVISORS, LLC
West Chester, PA
AUM
$388.2M
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-344-9300
ALDEN INVESTMENT GROUP
Wayne, PA
AUM
$385.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
215-572-8700
PSI CAPITAL MANAGEMENT
Lancaster, PA
AUM
$384.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
717-207-7123
RUBENSTEIN PARTNERS
Philadelphia, PA
AUM
$378.9M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-563-3558
PROSPERITY ADVISERS, LLC
Horsham, PA
AUM
$375.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-405-6166
BOUVEL INVESTMENT PARTNERS, LLC
Phoenixville, PA
AUM
$374.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
610-933-3300
MACRO ADVISORS, INC.
York, PA
AUM
$370.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
717-764-4566
PERSIMMON CAPITAL MANAGEMENT
Blue Bell, PA
AUM
$368.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
484-572-0500
ENHANCING CAPITAL LLC
Harrisburg, PA
AUM
$368.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
(717) 561-4491
CARNEGIE WEALTH MANAGEMENT, LLC
Berwyn, PA
AUM
$357.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(610) 640-4300
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Dunmore, PA
AUM
$356.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(888) 587-7526
ARGYLE CAPITAL MANAGEMENT, LLC
Center Valley, PA
AUM
$355.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING OR ADMINISTRATIVE FEES
610-997-3777
ENTRUST FINANCIAL LLC
Wayne, PA
AUM
$350.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
610-687-3515
CAMBRIAN CAPITAL MANAGEMENT, L.L.C.
Newtown Square, PA
AUM
$343.8M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
610-640-9551
BALLAST FINANCIAL ADVISORS, LLC
West Chester, PA
AUM
$342.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-266-7281
MATUNE BASILE ADVISORS
Hermitage, PA
AUM
$342.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
724-977-6275
KEYVANTAGE WEALTH ADVISORS
Bethlehem, PA
AUM
$339.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-935-3003
CRESAP, INC.
Radnor, PA
AUM
$339.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM; FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV
610-341-1320
WEIK CAPITAL MANAGEMENT
Wyomissing, PA
AUM
$334.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
610-376-2240