NORTHEASTERN FINANCIAL CONSULTANTS, INC.
South Abington Township, PA
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
570-586-1064
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
SCHENLEY CAPITAL, INC
Sewickley, PA
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-445-9956
FINANCIAL ADVISORS CONSORTIUM, INC.
Pittsburgh, PA
AUM
$72.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-635-9634
STONE SECURITIES INC.
Clarks Green, PA
AUM
$72.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
570-585-0825
PRIVATE WEALTH MANAGEMENT, LLC
Exton, PA
AUM
$72.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(215) 582-9537
RENAISSANCE ADVISORY GROUP
Bryn Mawr, PA
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
610-525-5580
LANCASTER COUNTY FINANCIAL GROUP, LLC
Lancaster, PA
AUM
$69.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-435-9165
WEXFORD WEALTH ADVISORS LLC
Wexford, PA
AUM
$68.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-934-7700
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
814-833-2999
GURNIAK FINANCIAL ADVISORS, INC.
Allentown, PA
AUM
$68.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
610-398-0300
AUM
$67.6M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
855-793-2409
QUANTUM STRATEGIES WEALTH ADVISORY
Glen Mills, PA
AUM
$66.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-624-1770
4TH RIVER FINANCIAL GROUP, INC.
Wexford, PA
AUM
$66.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
888-261-8853
ROCKCLIFF CAPITAL, LLC
Pittsburgh, PA
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-833-3091
KEYSTONE INVESTMENT ADVISORS, LLC
Wexford, PA
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-217-6241
VAM GROUP, LLC
Sewickley, PA
AUM
$66.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
724-940-5400
MC2 FINANCIAL ADVISERS, INC.
Newtown Square, PA
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-353-7777
NORTH RIVER WEALTH ADVISORS
Pittsburgh, PA
AUM
$65.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
412-783-1780
NORTHPORT INVESTMENT MANAGEMENT, LLC
Radnor, PA
AUM
$65.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-293-0110
AUM
$65.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-438-0988
DRAZGA WEALTH ADVISORS, LLC
Wexford, PA
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(724) 799-8759
PROPER FINANCIAL, LLC
Wayne, PA
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-580-2118
LIMERICK FINANCIAL GROUP, LLC
Limerick, PA
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
610-495-7911
MORGAN FINANCIAL INCORPORATED
Oley, PA
AUM
$64.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-367-9000