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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
DRAZGA WEALTH ADVISORS, LLC
Wexford, PA
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(724) 799-8759
PROPER FINANCIAL, LLC
Wayne, PA
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-580-2118
LIMERICK FINANCIAL GROUP, LLC
Limerick, PA
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
610-495-7911
MORGAN FINANCIAL INCORPORATED
Oley, PA
AUM
$64.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-367-9000
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
CLEAR CAPITAL MANAGEMENT LP
Doylestown, PA
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(844) 890-6900
WISSAHICKON WEALTH MANAGEMENT LLC
Philadelphia, PA
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-948-8189
MANGOLDS INVESTMENT ADVISORS INC.
Lancaster, PA
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
717-984-3017
SUMMIT INVESTMENT ADVISORY GROUP LLC
Huntingdon Valley, PA
AUM
$57.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-947-8007
NORTHEAST ADVISORY GROUP, LLC
Scranton, PA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; FEES FROM THIRD-PARTY MONEY MANAGERS
570-343-0800
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
WEALTHCARE SOLUTIONS, LLC
Radnor, PA
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(484) 297-2907
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
TRUE HORIZON WEALTH ADVISORS, LLC
Malvern, PA
AUM
$52.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(484) 320-8373
CARRIAGE HILL INVESTMENT ASSOCIATES LLC
Lancaster, PA
AUM
$50.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-431-2025
FIRST LIGHT WEALTH
Hershey, PA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(717) 473-7617
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
RENAISSANCE WEALTH MANAGEMENT, LLC
Bethlehem, PA
AUM
$49.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-865-0512
EAGLE ROCK FINANCIAL ADVISERS, LTD.
Lancaster, PA
AUM
$48.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-569-4577
KEY WEALTH MANAGEMENT, INC.
Wexford, PA
AUM
$48.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(724)934-9196
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
OLD SECURITY GROUP
West Chester, PA
AUM
$46.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-719-3003