SNAVELY ASSOCIATES FINANCIAL SERVICES
Lemoyne, PA
AUM
$182.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
717-737-3488
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
ATMOS ADVISORY, LLC
Pittsburgh, PA
AUM
$180.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
(412) 497-1766
STEVEN G. BLUM AND ASSOCIATES, LLC
Swarthmore, PA
AUM
$180.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
610-328-7725
CROSSOVER CAPITAL
Yardley, PA
AUM
$179.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
215-396-5580
LIBERTY ONE WEALTH ADVISORS
Philadelphia, PA
AUM
$178.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
215-776-4918
MUNTZ FINANCIAL, LLC
Doylestown, PA
AUM
$177.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-262-6909
AUM
$174.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484 302 8343
JMS CAPITAL GROUP WEALTH SERVICES, LLC
Sewickley, PA
AUM
$174.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-415-1177
YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
Wexford, PA
AUM
$172.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
724-940-0310
AETERNITAS INVESTMENT MANAGEMENT, LLC
Yardley, PA
AUM
$172.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
2673947872
TLC GROUP INVESTMENT ADVISORS, LLC
State College, PA
AUM
$168.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
814-231-2265
RANDALL & ASSOCIATES WEALTH MANAGEMENT
Butler, PA
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-602-0075
KISSLING FINANCIAL SERVICES, LLC
New Castle, PA
AUM
$165.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-667-1617
ACT CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$163.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-688-2833
MAIN ADVISORY, INC.
Canonsburg, PA
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(724) 731-0173
SEQUINOX WEALTH MANAGEMENT, LLC
Lancaster, PA
AUM
$160.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; FINANCIAL PLANNING
717-397-7957
RIVER'S EDGE
Beaver, PA
AUM
$157.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-526-8939
LEGACY ADVISORY SERVICES, LLC
Exton, PA
AUM
$156.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-524-6801
ENGLEBERT FINANCIAL ADVISERS, LLC
Allentown, PA
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484-350-3301
ETHOS CAPITAL MANAGEMENT, INC.
Newtown, PA
AUM
$155.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
215-968-1820
AVENTINE FINANCIAL GROUP
Doylestown, PA
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(212) 269-2512
TROUTMAN WEALTH
Malvern, PA
AUM
$152.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
484-256-7466
HERSHEY FINANCIAL ADVISERS, LLC
Lancaster, PA
AUM
$151.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
717-295-8888
OMICRON ADVISORS, LLC
Lancaster, PA
AUM
$151.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
302-453-9662