BUFFALO VALLEY WEALTH PLUS
Mifflinburg, PA
AUM
$84.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(570) 597-2235
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
BRIGHTSIDE WEALTH PLANNING, LLC
Center Valley, PA
AUM
$84.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
484-224-3478
DILLON CAPITAL MANAGEMENT
Ambler, PA
AUM
$83.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
215-367-5365
BIRCH CREEK CAPITAL, LLC
Wynnewood, PA
AUM
$82.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-557-3335
ILG PRIVATE WEALTH, INC.
Mcmurray, PA
AUM
$82.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(724) 228-9910
FLYNN FINANCIAL, LLC
Blakely, PA
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
570-876-5000
VISION WEALTH ADVISORS, LLC
Lewisburg, PA
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
570-524-0120
ARIES FINANCIAL NAVIGATORS, INC.
Lititz, PA
AUM
$81.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
717-621-8914
COPPER BEECH ADVISORS, LLC
Malvern, PA
AUM
$77.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Fixed fees
610-647-4014
CENTAURI ADVISORY GROUP, INC.
Zelienople, PA
AUM
$75.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
724-716-1234
DUKE AND DUKE WEALTH MANAGEMENT LLC
Doylestown, PA
AUM
$75.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
267-544-0333
KREMPA ASSOCIATES INC.
Fountainville, PA
AUM
$75.0M
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-345-5020
COY CAPITAL MANAGEMENT
Monroeville, PA
AUM
$73.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-825-4040
NORTHEASTERN FINANCIAL CONSULTANTS, INC.
South Abington Township, PA
AUM
$73.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
570-586-1064
SCHENLEY CAPITAL, INC
Sewickley, PA
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-445-9956
FINANCIAL ADVISORS CONSORTIUM, INC.
Pittsburgh, PA
AUM
$72.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
412-635-9634
STONE SECURITIES INC.
Clarks Green, PA
AUM
$72.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
570-585-0825
PRIVATE WEALTH MANAGEMENT, LLC
Exton, PA
AUM
$72.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(215) 582-9537
RENAISSANCE ADVISORY GROUP
Bryn Mawr, PA
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
610-525-5580
LANCASTER COUNTY FINANCIAL GROUP, LLC
Lancaster, PA
AUM
$69.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-435-9165
WEXFORD WEALTH ADVISORS LLC
Wexford, PA
AUM
$68.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
724-934-7700
AUM
$68.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
814-833-2999
GURNIAK FINANCIAL ADVISORS, INC.
Allentown, PA
AUM
$68.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
610-398-0300
AUM
$67.6M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
855-793-2409