AUM
$326.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
305-663-0100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
VISTA INVESTMENT MANAGEMENT, LLC
Pittsburgh, PA
AUM
$323.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
412-824-5940
AUM
$318.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
412-302-8641
THREE CORD TRUE WEALTH MANAGEMENT, LLC
Beaver, PA
AUM
$317.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM
724-683-3456
MARQUETTE ASSOCIATES, INC.
West Chester, PA
AUM
$315.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-719-0300
WMS WEALTH PLANNERS
Pittsburgh, PA
AUM
$314.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-781-7100
PTM WEALTH MANAGEMENT, LLC
North Wales, PA
AUM
$310.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
267-317-1515
INVICTA ADVISORS LLC
Oakmont, PA
AUM
$310.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-349-8684
TRUNORTH FINANCIAL SERVICES, INC.
Chambersburg, PA
AUM
$309.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
717-267-1426
CHRONOMETER PARTNERS LP
Pittsburgh, PA
AUM
$308.4M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917.468.7879
PREPARED RETIREMENT INSTITUTE LLC
Montgomeryville, PA
AUM
$307.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
215-997-5700
AUM
$302.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-467-7899
STONECROP WEALTH ADVISORS, LLC
West Chester, PA
AUM
$299.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-628-0035
KAILASA CAPITAL MANAGEMENT LLC
Pittsburgh, PA
AUM
$298.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
(571) 313-0873
NEW RHEIN HEALTHCARE INVESTORS LLC
Philadelphia, PA
AUM
$290.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(201) 674-9387
GODSHALK WELSH CAPITAL MANAGEMENT, INC.
Radnor, PA
AUM
$290.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-971-0202
ASPIRE WEALTH ARCHITECTS
Wexford, PA
AUM
$290.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(412) 879-0584
ARBA CREDIT MANAGEMENT, L.P.
Conshohocken, PA
AUM
$289.1M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-590-6604
INNOVA WEALTH PARTNERS, LLC
Newtown, PA
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(888) 270-1574
VALLEY FINANCIAL GROUP
Ambler, PA
AUM
$287.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-947-9190
GRIDIRON PARTNERS, LLC
Wexford, PA
AUM
$285.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
724-759-7848
OAKTREE ADVISORS LLC
Coopersburg, PA
AUM
$282.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; TRUST SERVICES
(610) 882-5670
MEMBERS WEALTH LLC
Media, PA
AUM
$279.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-367-5453
EUREKA EQUITY PARTNERS
Philadelphia, PA
AUM
$279.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
267-238-4200