AMPLIUS ASSET MANAGEMENT, LLC
Blue Bell, PA
AUM
$247.3M
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
215-310-7770
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
LIGHTHOUSE WEALTH MANAGEMENT, LLC
Camp Hill, PA
AUM
$246.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
717-346-6333
LEGACY SOLUTIONS, LLC
Kennett Square, PA
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-444-9920
FOUNDATION CAPITAL MANAGEMENT, LLC
East Norriton, PA
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-278-6961
ROBBINS WEALTH MANAGEMENT
Erie, PA
AUM
$241.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
814-838-4185
BARNSTONE ADVISORS LLC
Phoenixville, PA
AUM
$241.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
610-917-2210
CHRISTINE MESSMER, P.C.
Collegeville, PA
AUM
$240.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
610-489-7925
IFS GROUP
Mechanicsburg, PA
AUM
$240.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-766-1144
ROLEK RETIREMENT PLANNING
Berwyn, PA
AUM
$239.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(267) 427-5667
SECTOR ANALYSTS LLC
Allentown, PA
AUM
$238.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-945-8014
AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
941-362-0161
ATLAS WEALTH PARTNERS LLC
Wyomissing, PA
AUM
$233.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
610-268-6807
THE ARANDA GROUP ADVISORS, LLC
Jenkintown, PA
AUM
$233.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-576-6666
HOLOS INTEGRATED WEALTH
Kennett Square, PA
AUM
$233.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
484-893-4599
AUM
$232.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
608-630-7974
INTEGRATED CAPITAL MANAGEMENT, INC.
Jessup, PA
AUM
$232.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; ASSETS UNDER ADVISEMENT
570-344-0100
ECON WEALTH MANAGEMENT
Harrisburg, PA
AUM
$232.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
717-545-5870
YARDLEY WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$231.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-573-1019
VALLEY BROOK CAPITAL GROUP
Venetia, PA
AUM
$223.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
724-941-8625
AVANTRA FAMILY WEALTH, INC.
Mechanicsburg, PA
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(717) 276-1501
NEWBRIDGE WEALTH MANAGEMENT
Bryn Mawr, PA
AUM
$219.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
610-564-8042
THOR FINANCIAL TECHNOLOGIES
Greensburg, PA
AUM
$217.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS
412-860-6078
WEDGEWOOD INVESTORS INC
Erie, PA
AUM
$215.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
[814]456-3651
SENSENIG CAPITAL ADVISORS, INC.
Collegeville, PA
AUM
$212.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-584-9700