SCHENLEY CAPITAL, INC
Sewickley, PA
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-445-9956
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
QUANTUM STRATEGIES WEALTH ADVISORY
Glen Mills, PA
AUM
$66.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-624-1770
KEYSTONE INVESTMENT ADVISORS, LLC
Wexford, PA
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-217-6241
VAM GROUP, LLC
Sewickley, PA
AUM
$66.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
724-940-5400
MC2 FINANCIAL ADVISERS, INC.
Newtown Square, PA
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-353-7777
NORTH RIVER WEALTH ADVISORS
Pittsburgh, PA
AUM
$65.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
412-783-1780
NORTHPORT INVESTMENT MANAGEMENT, LLC
Radnor, PA
AUM
$65.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-293-0110
CROSSWALK INVESTMENT ADVISORY, INC.
Strasburg, PA
AUM
$63.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
717-295-8881
ISAKOV PLANNING GROUP INC.
Southampton, PA
AUM
$55.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-300-6895
STRUBEL INVESTMENT MANAGEMENT, LLC
Lancaster, PA
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-293-1170
INTEGRATED WEALTH SOLUTIONS, LLC
York, PA
AUM
$52.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
717-578-2892
DEFIANT CAPITAL GROUP
Warrendale, PA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
412-697-1435
NICHE INVESTMENT ADVISORS LLC
King Of Prussia, PA
AUM
$48.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-941-6900
ASTRA PRIME WEALTH MANAGEMENT
Pittsburgh, PA
AUM
$47.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
412-274-4000
AUCTUS WEALTH MANAGEMENT INC.
Philadelphia, PA
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-655-7162
RETIREMENT COLLABORATIVE LLC
Harrisburg, PA
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
717-395-9380
DIMATTEO FINANCIAL GROUP
Chadds Ford, PA
AUM
$42.3M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-388-7125
THRIFT FINANCIAL, INC.
Newtown, PA
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
215-234-3074
I.M.S. WEALTH MANAGEMENT, LLC
Erie, PA
AUM
$38.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
814-454-1133
STOUT WEALTH ADVISORY GROUP, LLC
Mechanicsburg, PA
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
717-761-2040
NEPTUNE WEALTH
Pittsburgh, PA
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
239-634-9295
DS WEALTH ADVISORS, INC.
Pittsburgh, PA
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 employees
Clients
—
Fees
Percentage of AUM; Hourly charges
412-366-0900
VESTA FINANCIALCARE
Philadelphia, PA
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
215-291-0909
GKFO, LLC
W. Conshohocken, PA
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM
610-341-3900