FRANKLIN PARK
Bala Cynwyd, PA
AUM
$10.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
610-822-0500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
CALLAN FAMILY OFFICE, LLC
Radnor, PA
AUM
$10.21B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(877) 506-7990
ARIN RISK ADVISORS LLC
Conshohocken, PA
AUM
$10.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610.822.3400
CONRAD SIEGEL INVESTMENT ADVISORS
Harrisburg, PA
AUM
$10.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(717) 652-5633
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Bethlehem, PA
AUM
$9.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(610) 694-0900
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
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
TIFF INVESTMENT MANAGEMENT
Radnor, PA
AUM
$8.62B
Wealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
610 684 8200
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
HARVEST FUND ADVISORS LLC
Wayne, PA
AUM
$8.13B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-293-7800
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
PROWELL FINANCIAL MANAGEMENT, LLC
Exton, PA
AUM
$6.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
484-359-4057
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
GREYCOURT & CO., INC.
Pittsburgh, PA
AUM
$6.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
412-361-0100
GLENMEDE INVESTMENT MANAGEMENT, LP
Philadelphia, PA
AUM
$6.20B
Wealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM; ASSET BASED FEES FROM MODEL ONLY RECIPIENTS
215-419-6000
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
WALDRON PRIVATE WEALTH
Bridgeville, PA
AUM
$5.50B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-221-1005
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