COOPER EAGLE, LLC
King Of Prussia, PA
AUM
$46.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
484-519-2667
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
MODERN WEALTH CONCEPTS LLC
Jenkintown, PA
AUM
$46.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
215-782-1877
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
OMNIWEALTH INVESTMENTS LLC
Lewisburg, PA
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
570-939-1965
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
POWERS CAPITAL MANAGEMENT
Conshohocken, PA
AUM
$43.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-908-2839
VASS FINANCIAL STRATEGIES
Lafayette Hill, PA
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-828-9536
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
GROUNDWORK WEALTH MANAGEMENT, LLC
Downingtown, PA
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
484-872-8573
BEACON LIGHT WEALTH MANAGEMENT
Carnegie, PA
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
412-992-8659
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
NAV WEALTH PARTNERS
Sewickley, PA
AUM
$37.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(412) 693-9050
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
RWM ASSET MANAGEMENT, LLC
New Bloomfield, PA
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
717-582-8135
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
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP
Chester Springs, PA
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
610-560-2003
STOREHOUSE INVESTMENTS LLC
New Castle, PA
AUM
$34.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
724-202-6900
MOONDANCE INVESTMENT ADVISORS, LLC
New Hope, PA
AUM
$34.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-862-2282
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
BROOKHOUSE ADVISORS
Meadville, PA
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
814-853-3379
VENN WEALTH & BENEFIT SERVICES, LLC
Altoona, PA
AUM
$32.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
814-943-3660
FALCO WEALTH MANAGEMENT
Paoli, PA
AUM
$32.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-640-5822