GARDNER RUSSO & QUINN LLC
Lancaster, PA
AUM
$9.45B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
717.299.1385
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
HORNOR, TOWNSEND & KENT, LLC
Conshohocken, PA
AUM
$9.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
426 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
215-957-7300
CAPITAL ANALYSTS
Fort Washington, PA
AUM
$8.77B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
667 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-242-1421
WEALTHCARE ADVISORY PARTNERS LLC
West Chester, PA
AUM
$8.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
173 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804.644.4711
HBKS WEALTH ADVISORS
Erie, PA
AUM
$7.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
73 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
814-836-5776
MILLER INVESTMENT MANAGEMENT, LP
West Conshohocken, PA
AUM
$7.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
610-834-9820
CONESTOGA CAPITAL ADVISORS, LLC
Wayne, PA
AUM
$6.94B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
484-654-1380
CONFLUENCE FINANCIAL PARTNERS
Mcmurray, PA
AUM
$6.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
724-271-8801
PITCAIRN
Conshohocken, PA
AUM
$5.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-881-6144
ALLEGHENY FINANCIAL GROUP
Pittsburgh, PA
AUM
$5.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-367-3880
LEGACY ADVISORS, LLC
Plymouth Meeting, PA
AUM
$5.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-943-3000
JFS WEALTH ADVISORS, LLC
Hermitage, PA
AUM
$4.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
724-962-3200
WHARTON BUSINESS GROUP, LLC
Malvern, PA
AUM
$4.57B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
484-327-8262
SAGE FINANCIAL GROUP INC.
West Conshohocken, PA
AUM
$4.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
484-342-4400
WESCOTT FINANCIAL ADVISORY GROUP LLC
Philadelphia, PA
AUM
$4.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
215-979-1619
COPELAND CAPITAL MANAGEMENT, LLC
Conshohocken, PA
AUM
$4.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM
(484) 351-3700
FINANCIAL INTEGRITY ADVISORS, LLC
Philadelphia, PA
AUM
$3.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
215-557-7622
BRYN MAWR TRUST ADVISORS, LLC
Philadelphia, PA
AUM
$3.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215.731.1820
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Audubon, PA
AUM
$3.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-783-6650
KATHMERE CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$3.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
610-989-3900
WEDMONT PRIVATE CAPITAL
West Chester, PA
AUM
$3.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Fixed fees
(610) 885-8200
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
Pittsburgh, PA
AUM
$3.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
412-697-5200
EMERALD ADVISERS, LLC
Leola, PA
AUM
$3.30B
Wealth MgmtRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
717-396-1116
BLBB ADVISORS
Montgomeryville, PA
AUM
$3.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
215-643-9100