LGL PARTNERS, LLC
Philadelphia, PA
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
610-545-6100
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
YOFFE INVESTMENT MANAGEMENT, LLC
Lemoyne, PA
AUM
$174.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
717-343-1120
Full profileNo website
AUM
$164.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
610-594-2701
Full profileNo website
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
King Of Prussia, PA
AUM
$146.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-221-6305
Full profileNo website
COOMBS WEALTH ADVISORY, LLC
Blue Bell, PA
AUM
$139.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(610) 825-3848
Full profileNo website
EXPERT FINANCIAL SERVICES, LLC
Wexford, PA
AUM
$106.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
412-963-7978
Full profileNo website
STORIE FINANCIAL ADVISORY LLC
Canonsburg, PA
AUM
$86.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges
(724) 960-1130
Full profileNo website
INTEGRITY INVESTMENT ADVISORS, LLC
Lansdale, PA
AUM
$67.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-772-2160
Full profileNo website
STAHL WEALTH MANAGEMENT, LLC
Lancaster, PA
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-222-7547
Full profileNo website
NFI, LLC
Seven Fields, PA
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
724-776-3999
Full profileNo website
ROSSI FINANCIAL ASSOCIATES, INC.
Monroeville, PA
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-856-4880
Full profileNo website
ASPIRE FINANCIAL, INC.
Ebensburg, PA
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
814-472-9317
Full profileNo website
MG FINANCIAL MANAGEMENT, LLC
Doylestown, PA
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-669-2676
Full profileNo website
TRENDSCAST FINANCIAL LLC
Eighty Four, PA
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-705-7907
Full profileNo website
MCKENNA & SULLIVAN INC
Southampton, PA
AUM
$18.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
215-364-5770
Full profileNo website
WEALTHWISE ADVISORS
Media, PA
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
610-285-9883
Full profileNo website
INVESTORS' CHOICE ADVISORY SERVICES, LLC
Orefield, PA
AUM
$4.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
610-391-0589
Full profileNo website
BLUE DEVIL ADVISORS LLC
Pittsburgh, PA
AUM
$2.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
646-835-9587
Full profileNo website
DEL VAL RETIREMENT AND INVESTMENT SERVICES INC
Doylestown, PA
AUM
$1.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
215-680-1481
Full profileNo website
AUM
$1.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
570-888-1817
Full profileNo website
100 PLUS PLANNING
Center Valley, PA
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Subscription fees; Fixed fees
610-403-9470
Full profileNo website
COMPREHENSIVE ADVISORS, LLC
Lansdale, PA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
215-393-5288
Full profileNo website
DEEP DRAFT CONSULTING, LLC
Allentown, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
610-437-1375
Full profileNo website
DUNCAN FINANCIAL PLANNING ADVISORS
Irwin, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
16 employees
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
724-863-3420
Full profileNo website