VALOR INVESTMENTS AND PLANNING LLC
Easton, PA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
484-546-2522
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
ROWLEY FINANCIAL
Lancaster, PA
AUM
$97.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-509-6060
BARRISTER
Fort Washington, PA
AUM
$97.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(800)465-8140
BERKSHIRE ADVISORS, INC.
Wyomissing, PA
AUM
$97.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
610-376-6970
MARSDEN CAPITAL MANAGEMENT, LLC.
Erie, PA
AUM
$94.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
814-836-1800
COMPASS INVESTMENTS LLC
Pittsburgh, PA
AUM
$93.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
570-916-2208
VAMA OAK WEALTH, LLC
Doylestown, PA
AUM
$91.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-809-2011
HUTCHISON WHITEHEAD WEALTH MANAGEMENT
Canonsburg, PA
AUM
$90.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
724-873-8755
HYPERION FINANCIAL
Shillington, PA
AUM
$89.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-578-9152
THE BARAN JAMES COMPANY, INC.
Pittsburgh, PA
AUM
$89.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
412-531-1233
OPULUS
Doylestown, PA
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
215-859-8095
WEALTHFD
Conshohocken, PA
AUM
$87.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-671-6660
THREE RIVERS EXECUTIVE CONSULTING, LLC
Wexford, PA
AUM
$86.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-293-4500
BUFFALO VALLEY WEALTH PLUS
Mifflinburg, PA
AUM
$84.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(570) 597-2235
BRIGHTSIDE WEALTH PLANNING, LLC
Center Valley, PA
AUM
$84.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
484-224-3478
DILLON CAPITAL MANAGEMENT
Ambler, PA
AUM
$83.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
215-367-5365
ILG PRIVATE WEALTH, INC.
Mcmurray, PA
AUM
$82.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(724) 228-9910
FLYNN FINANCIAL, LLC
Blakely, PA
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
570-876-5000
VISION WEALTH ADVISORS, LLC
Lewisburg, PA
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
570-524-0120
ARIES FINANCIAL NAVIGATORS, INC.
Lititz, PA
AUM
$81.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
717-621-8914
COPPER BEECH ADVISORS, LLC
Malvern, PA
AUM
$77.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Fixed fees
610-647-4014
CENTAURI ADVISORY GROUP, INC.
Zelienople, PA
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
724-716-1234
KREMPA ASSOCIATES INC.
Fountainville, PA
AUM
$75.0M
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-345-5020
COY CAPITAL MANAGEMENT
Monroeville, PA
AUM
$73.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-825-4040