TRAVERSE PRIVATE WEALTH
Radnor, PA
AUM
$28.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484 535 3844
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
MCCANN WEALTH STRATEGIES,INC.
State College, PA
AUM
$26.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
814-237-0841
VAN REED WEALTH MANAGEMENT LLC
Wyomissing, PA
AUM
$25.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-376-6334
PROVIDENT WEALTH MANAGEMENT INC
Erie, PA
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
814-455-7523
GWYNEDD WEALTH PARTNERS, LLC
Plymouth Meeting, PA
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-940-1707
MILLERGROUP INVESTMENTS LLC
Villanova, PA
AUM
$25.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-322-2904
WATCHTOWER WEALTH MANAGEMENT, INC.
Elizabethtown, PA
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
717-265-5776
BUOYANT WEALTH
Ambler, PA
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
215-600-2814
CAREY INVESTMENT SOLUTIONS LLC
Philadelphia, PA
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-909-2501
MCDOWELL ASSOCIATES INVESTMENTS, LP
Greensburg, PA
AUM
$23.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(412) 860-6078
ALPHA ROCK INVESTMENTS, LLC
Malvern, PA
AUM
$22.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-721-1277
VERTEX FINANCIAL ADVISORS LLC
Elkins Park, PA
AUM
$22.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-892-5374
LUCHINI FINANCIAL LLC
Altoona, PA
AUM
$20.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(814) 201-2484
WHITFORD FINANCIAL PLANNING
Exton, PA
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
484-881-0070
ELEMENT WEALTH ADVISORS
Hanover, PA
AUM
$18.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
717-632-1220
CHESTNUT INVESTMENT ADVISORY
Glenside, PA
AUM
$17.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-836-4880
MILLERS FINANCIAL GROUP, LLC
Lancaster, PA
AUM
$17.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(717) 509-7154
REVISIONIST WEALTH ADVISORS, LLC
Downingtown, PA
AUM
$17.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
484-517-4422
LIFE STEWARDSHIP ADVISORS
Lancaster, PA
AUM
$16.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(717) 560-2813
SECURITIES BROKERAGE SERVICES
Carnegie, PA
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-429-4040
VIMCOR
Duncansville, PA
AUM
$15.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
814-693-5093
DUCHARME WEALTH ADVISORS, LLC
Jenkintown, PA
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-609-6311
EAMON CAPITAL MANAGEMENT, LLC
Wexford, PA
AUM
$14.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(412) 324-4006
SEWICKLEY FINANCIAL LLC
Sewickley, PA
AUM
$12.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
414-688-6733