CHARTERED ADVISORY GROUP
Chadds Ford, PA
AUM
$127.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
610-459-8872
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
ATA MANAGEMENT STRATEGIES INC
Whitehall, PA
AUM
$125.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-433-9009
WATKINSON CAPITAL ADVISORS LLC
Berwyn, PA
AUM
$124.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
484-588-0112
SCHUYLKILL FINANCIAL, LLC
Wyomissing, PA
AUM
$123.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-670-1656
DEWITT CAPITAL MANAGEMENT
Collegeville, PA
AUM
$123.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
610-910-9110
V3LIMITED LLC
Radnor, PA
AUM
$122.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
610-989-7200
CHESTNUT STREET INVESTMENT COUNSEL, LLC
Lancaster, PA
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-947-3850
MCKINLEY FINANCIAL
Brookville, PA
AUM
$117.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
814-849-8586
TRIDENT ADVISORS INC
Doylestown, PA
AUM
$116.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
215-489-5383
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
Camp Hill, PA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(717) 602-1100
OAR FINANCIAL
Bryn Mawr, PA
AUM
$114.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
833-662-6346
ARX PRIVATE WEALTH
Lancaster, PA
AUM
$113.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-219-8226
SETARCOS WEALTH ADVISORS LLC
Philadelphia, PA
AUM
$111.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-504-4905
SUCCESS WEALTH MANAGEMENT LLC
Wexford, PA
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
724-934-8128
MAINLINE INVESTMENT ADVISERS, LLC
Wynnewood, PA
AUM
$109.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
610-896-3000
GOAL QUEST ADVISORS, LLC
Berwyn, PA
AUM
$109.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
484-602-5941
A BETTER WAY FINANCIAL, LLC
Allentown, PA
AUM
$109.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-440-1700
ONE-UP FINANCIAL
Erie, PA
AUM
$107.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
814-325-2699
MILINOVICH & CO., INC
Waynesburg, PA
AUM
$106.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
724-852-1500
FINANCIAL PLANNING ADVISORS INC.
Wyomissing, PA
AUM
$105.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-376-6334
HEALTHVIEW ASSET MANAGEMENT, INC.
Pittsburgh, PA
AUM
$104.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
412-782-5400
MORALIS TECHNOLOGIES, LLC
Pittsburgh, PA
AUM
$103.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
833-730-3700
RETIRE READY WEALTH MANAGEMENT
Radnor, PA
AUM
$100.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-727-1727
ROSE VALLEY ASSET MANAGEMENT LLC
Media, PA
AUM
$99.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-544-0900