CLOVELLY WEALTH
Wayne, PA
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-687-7756
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
PALADIN RETIREMENT ADVISORS
Newtown, PA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-860-3101
LINC WEALTH SOLUTIONS
Norristown, PA
AUM
$11.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
215-806-9059
GLOBAL ADVISERS, LLC
Philadelphia, PA
AUM
$11.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-832-8514
POPA FINANCIAL SERVICES, INC.
Bethel Park, PA
AUM
$11.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
412-854-1260
PARK LANE FINANCIAL GROUP LLC
West Pittston, PA
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
570-497-8081
GREEN DRAKE ADVISORS LLC
Bryn Mawr, PA
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-687-7766
GLOBAL STEWARD ADVISORS, LLC
Leola, PA
AUM
$7.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
717-875-3285
HERITAGE ADVISORY SERVICES, INC.
Malvern, PA
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
610-889-2066
FINANCIAL SPECTRUM INC.
Jenkintown, PA
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Percentage of AUM; Hourly charges
215-659-5723
ELLIKER FINANCIAL
Morgantown, PA
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
610-858-0285
SUN GLOBAL LLC
King Of Prussia, PA
AUM
$4.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-521-5560
BOATMAN WEALTH MANAGEMENT, LLC
Monessen, PA
AUM
$4.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
724-684-6600
SCOTT FINANCIAL RESOURCES LLC
Hanover, PA
AUM
$3.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(717) 310-6338
GT WEALTH LLC
Lebanon, PA
AUM
$3.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
570-269-5055
SHETLAND FINANCIAL, PLLC
Center Valley, PA
AUM
$3.1M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(610) 214-0100
PRESERVATION WEALTH MANAGEMENT
King Of Prussia, PA
AUM
$2.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES
610-768-7789
ORBITAL MANAGEMENT
Ardmore, PA
AUM
$2.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(267) 532-7455
SOLID OAK ADVISORY
Pittsburgh, PA
AUM
$1.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(724) 221-7272
UP FINTECH ASSET MANAGEMENT
Newtown Square, PA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
480-631-4700
JURA INVESTMENTS, LLC
King Of Prussia, PA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
484-995-1186
GREEN LEAF ADVISORS
New Bethlehem, PA
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
814-297-1995
1ST FINANCIAL INVESTMENT, INC.
Clark'S Summit, PA
AUM
$782K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
570-585-6100
BARGELD FINANCIAL
Media, PA
AUM
$251K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
6103215756