CROSSWALK INVESTMENT ADVISORY, INC.
Strasburg, PA
AUM
$63.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
717-295-8881
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
RETIRE PITTSBURGH MANAGEMENT LLC
Murrysville, PA
AUM
$62.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
412-643-3400
CLEAR CAPITAL MANAGEMENT LP
Doylestown, PA
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(844) 890-6900
WISSAHICKON WEALTH MANAGEMENT LLC
Philadelphia, PA
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-948-8189
MANGOLDS INVESTMENT ADVISORS INC.
Lancaster, PA
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
717-984-3017
SUMMIT INVESTMENT ADVISORY GROUP LLC
Huntingdon Valley, PA
AUM
$57.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-947-8007
NORTHEAST ADVISORY GROUP, LLC
Scranton, PA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; FEES FROM THIRD-PARTY MONEY MANAGERS
570-343-0800
ISAKOV PLANNING GROUP INC.
Southampton, PA
AUM
$55.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-300-6895
STRUBEL INVESTMENT MANAGEMENT, LLC
Lancaster, PA
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-293-1170
WEALTHCARE SOLUTIONS, LLC
Radnor, PA
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(484) 297-2907
INTEGRATED WEALTH SOLUTIONS, LLC
York, PA
AUM
$52.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
717-578-2892
TRUE HORIZON WEALTH ADVISORS, LLC
Malvern, PA
AUM
$52.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(484) 320-8373
WEEKS FINANCIAL SERVICES, LLC
Erdenheim, PA
AUM
$51.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
267-300-8959
JOURNEY 1 ADVISORS, LLC
Media, PA
AUM
$50.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(610) 751-2077
CARRIAGE HILL INVESTMENT ASSOCIATES LLC
Lancaster, PA
AUM
$50.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-431-2025
FIRST LIGHT WEALTH
Hershey, PA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(717) 473-7617
DEFIANT CAPITAL GROUP
Warrendale, PA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
412-697-1435
RENAISSANCE WEALTH MANAGEMENT, LLC
Bethlehem, PA
AUM
$49.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-865-0512
EAGLE ROCK FINANCIAL ADVISERS, LTD.
Lancaster, PA
AUM
$48.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-569-4577
KEY WEALTH MANAGEMENT, INC.
Wexford, PA
AUM
$48.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(724)934-9196
NICHE INVESTMENT ADVISORS LLC
King Of Prussia, PA
AUM
$48.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-941-6900
ASTRA PRIME WEALTH MANAGEMENT
Pittsburgh, PA
AUM
$47.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
412-274-4000
OLD SECURITY GROUP
West Chester, PA
AUM
$46.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-719-3003
COOPER EAGLE, LLC
King Of Prussia, PA
AUM
$46.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
484-519-2667