GIRARD PENSION SERVICES, LLC
Allentown, PA
AUM
$733.8M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
610-821-1331
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
ALPHA LEONIS PARTNERS, LLC
Wayne, PA
AUM
$418.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-203-2910
Full profileNo website
HAVERFORD FINANCIAL SERVICES, INC.
Radnor, PA
AUM
$366.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM
610-995-8700
Full profileNo website
US ASSET MANAGEMENT, LLC
Pittsburgh, PA
AUM
$358.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; FEE SHARING ARRANGEMENT
412-231-8209
Full profileNo website
MATTHEW 25 MANAGEMENT CORP
Ambler, PA
AUM
$315.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
215-884-4458
Full profileNo website
MAGUIRE INVESTMENTS LLC
King Of Prussia, PA
AUM
$253.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-572-2705
Full profileNo website
MOUNT LUCAS INDEX ADVISERS LLC
Newtown, PA
AUM
$170.3M
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM
267-759-3500
Full profileNo website
AUM
$167.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-585-5014
Full profileNo website
ADARE ASSET MANAGEMENT, LLC
Lancaster, PA
AUM
$159.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
717-435-9386
Full profileNo website
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
King Of Prussia, PA
AUM
$146.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-221-6305
Full profileNo website
KEYSTONE WEALTH MANAGEMENT SERVICES INC
Glen Mills, PA
AUM
$77.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-765-6008
Full profileNo website
BRADLEY ADVISORY
Stevens, PA
AUM
$74.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
717-336-0448
Full profileNo website
CHARLES MANNING & ASSOCIATES, INC.
Bala Cynwyd, PA
AUM
$70.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-578-0750
Full profileNo website
STAHL WEALTH MANAGEMENT, LLC
Lancaster, PA
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-222-7547
Full profileNo website
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
Bala Cynwyd, PA
AUM
$61.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS
215-564-5750
Full profileNo website
NFI, LLC
Seven Fields, PA
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
724-776-3999
Full profileNo website
ROSSI FINANCIAL ASSOCIATES, INC.
Monroeville, PA
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-856-4880
Full profileNo website
MERIT INVESTMENT MANAGEMENT
West Chester, PA
AUM
$22.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(484) 473-8413
Full profileNo website
KEITZ INVESTMENT MANAGEMENT LTD.
Ambler, PA
AUM
$16.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-887-5100
Full profileNo website
MEGAANNUM CAPITAL, LLC
Downingtown, PA
AUM
$7.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
484-612-5728
Full profileNo website
AUM
$1.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
570-888-1817
Full profileNo website
FIDEM CREDIT ADVISORS
Philadelphia, PA
AUM
$0
Institutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(215) 413-3170
Full profileNo website
WEST STATE WEALTH MANAGEMENT GROUP, LLC
Sharon, PA
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
971-371-3450
Full profileNo website
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