GIBRALTAR WEALTH MANAGEMENT, LLC
Abington, PA
AUM
$212.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
215-956-5154
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
WHARTON WEALTH MANAGEMENT, LLC
Malvern, PA
AUM
$209.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
484-328-3590
KOHLHEPP INVESTMENT ADVISORS, LTD.
Doylestown, PA
AUM
$204.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
215-340-5777
FLAGSHIP CAPITAL MANAGEMENT INC
Media, PA
AUM
$199.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
610-565-9580
KAPUSTA FINANCIAL GROUP
Pittsburgh, PA
AUM
$199.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-851-1400
NESTLERODE & LOY, INC.
State College, PA
AUM
$199.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
814-238-6249
ERICKSON FINANCIAL GROUP, LLC
Allentown, PA
AUM
$198.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(484) 209-5270
VFPE ADVISORS LLC
Audubon, PA
AUM
$195.6M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-783-6650
OAK TREE INVESTMENT ADVISORS
Pittsburgh, PA
AUM
$192.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
412-802-8358
ODYSSEY CAPITAL ADVISORS INC.
Bala Cynwyd, PA
AUM
$189.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
484-278-4497
ARGOSY-LIONBRIDGE MANAGEMENT, LLC
Wayne, PA
AUM
$189.1M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 536-7422
AZARIAS CAPITAL MANAGEMENT, L.P.
Westchester, PA
AUM
$188.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
215-494-3300
UNION SQUARE CAPITAL PARTNERS, LLC
Kennett Square, PA
AUM
$188.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
484-731-3101
ADVICE & PLANNING SERVICES LLC
Youngwood, PA
AUM
$187.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-635-0427
ALVIN CLAY FINANCIAL ADVISORS, LLC
Jenkintown, PA
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
267-626-2382
EAGLE INVESTMENT ADVISORS
Downingtown, PA
AUM
$186.1M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-269-0269
HOFFMAN CAPITAL ADVISORS LLC
Cranberry Twp, PA
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(724) 719-6767
NETWORTH ADVISORS, LLC
Canonsburg, PA
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
724-746-3585
AVAIL INVESTMENT PARTNERS, LLC
Lemont, PA
AUM
$184.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
814-996-7206
MARATHON STRATEGIC ADVISORS, LLC
Pittsburgh, PA
AUM
$182.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
740-282-5198
INVARIANT INVESTMENT MANAGEMENT
Camp Hill, PA
AUM
$182.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(717) 317-9006
SNAVELY ASSOCIATES FINANCIAL SERVICES
Lemoyne, PA
AUM
$182.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
717-737-3488
ATMOS ADVISORY, LLC
Pittsburgh, PA
AUM
$180.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
(412) 497-1766