ZENITH WEALTH PARTNERS
Philadelphia, PA
AUM
$151.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(484) 278-1559
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
610-574-7036
AUERBACH INVESTMENT SERVICES, LLC
Narberth, PA
AUM
$150.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-529-3000
EVIDENT FINANCIAL
Erie, PA
AUM
$149.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(814) 425-5182
HARVEST FINANCIAL PARTNERS
Paoli, PA
AUM
$148.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-240-4740
WAGNER WEALTH MANAGEMENT, CORP.
Conyngham, PA
AUM
$148.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
570-987-6244
CROSS BORDER FINANCIAL PLANNING USA LLC
Philadelphia, PA
AUM
$147.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
267-946-1099
ELITE LIFE MANAGEMENT LLC
Erie, PA
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(814) 836-5776
MFG PRIVATE WEALTH
Canonsburg, PA
AUM
$145.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
412-3412-888
CENTERVIEW WEALTH ADVISORS, LLC
Pittsburgh, PA
AUM
$144.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
412-532-8111
LYNCH INVESTMENT PLANNING, LLC
Newtown Square, PA
AUM
$143.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(484) 472-8956
LIBERTY ASSET MANAGEMENT
Allentown, PA
AUM
$141.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610 398-7333
AUM
$138.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(610) 812-9867
VERICREST PRIVATE WEALTH, LLC
Newtown, PA
AUM
$137.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
1 (888) 902-6366
WEALTHKARE.COM, INC.
Mount Union, PA
AUM
$136.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +3 more
814-542-5433
KELLER FINANCIAL GROUP
Camp Hill, PA
AUM
$135.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-516-0700
AUM
$134.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-458-8373
ELM CAPITAL MANAGEMENT LLC
Pittsburgh, PA
AUM
$133.4M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING FEE AS A PERCENTAGE OF ACCOUNT VALUE
412-456-4700
NEST EGG
Conshohocken, PA
AUM
$131.7M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
888-345-2163
WALSKY INVESTMENT MANAGEMENT INC
Wyomissing, PA
AUM
$130.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
610-670-6918
CGI WEALTH ADVISORS, INC.
Frazer, PA
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610 854-1425
ATTLEBORO WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$129.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-310-9440
DICCIANNI FINANCIAL GROUP, INC.
East Norriton, PA
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
484-681-9046
GUARDIAN CAPITAL, LLC
Wexford, PA
AUM
$128.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-934-3050