NEST EGG
Conshohocken, PA
AUM
$131.7M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
888-345-2163
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
WALSKY INVESTMENT MANAGEMENT INC
Wyomissing, PA
AUM
$130.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
610-670-6918
CGI WEALTH ADVISORS, INC.
Frazer, PA
AUM
$129.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610 854-1425
ATTLEBORO WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$129.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-310-9440
DICCIANNI FINANCIAL GROUP, INC.
East Norriton, PA
AUM
$128.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
484-681-9046
GUARDIAN CAPITAL, LLC
Wexford, PA
AUM
$128.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-934-3050
CHARTERED ADVISORY GROUP
Chadds Ford, PA
AUM
$127.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
610-459-8872
ATA MANAGEMENT STRATEGIES INC
Whitehall, PA
AUM
$125.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-433-9009
DAKOTA INVESTMENTS, LLC
Bryn Mawr, PA
AUM
$124.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(610) 937-5211
WATKINSON CAPITAL ADVISORS LLC
Berwyn, PA
AUM
$124.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
484-588-0112
SCHUYLKILL FINANCIAL, LLC
Wyomissing, PA
AUM
$123.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
610-670-1656
DEWITT CAPITAL MANAGEMENT
Collegeville, PA
AUM
$123.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
610-910-9110
V3LIMITED LLC
Radnor, PA
AUM
$122.4M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
610-989-7200
CHESTNUT STREET INVESTMENT COUNSEL, LLC
Lancaster, PA
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-947-3850
MCKINLEY FINANCIAL
Brookville, PA
AUM
$117.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM
814-849-8586
TRIDENT ADVISORS INC
Doylestown, PA
AUM
$116.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
215-489-5383
OXFORD REAL ESTATE ADVISORS INC
Pittsburgh, PA
AUM
$116.9M
Wealth Mgmt
Team
2 employees
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
412-261-1500
ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
Camp Hill, PA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(717) 602-1100
OAR FINANCIAL
Bryn Mawr, PA
AUM
$114.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
833-662-6346
ARX PRIVATE WEALTH
Lancaster, PA
AUM
$113.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-219-8226
SETARCOS WEALTH ADVISORS LLC
Philadelphia, PA
AUM
$111.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
267-504-4905
SUCCESS WEALTH MANAGEMENT LLC
Wexford, PA
AUM
$110.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
724-934-8128
MAINLINE INVESTMENT ADVISERS, LLC
Wynnewood, PA
AUM
$109.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
610-896-3000
GOAL QUEST ADVISORS, LLC
Berwyn, PA
AUM
$109.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
484-602-5941