BIRD FINANCIAL GROUP LLC
Philadelphia, PA
AUM
$144K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-778-4048
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
TANNHAUSER FINANCIAL LLC
North Wales, PA
AUM
$143K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(267) 475-7520
WEALTH MORE ENTERPRISE, INC.
Philadelphia, PA
AUM
$100K
Financial PlanningWealth Mgmt
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
888-303-6361
EMERICK FINANCIAL PLANNING, LLC
Pittsburgh, PA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
412-419-1905
KEYSTONE BITCOIN
Pittsburgh, PA
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; FLAT SUBSCRIPTION-BASED ADVISORY FEE VIA INTERACTIVE WEBSITE
412 844 4994
PERSONAL WEALTH ADVISORY, LLC
Lancaster, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
717-735-1170
PHELPS FINANCIAL ADVISORS
State College, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
814-380-0651
TRUEWEALTH SOLUTIONS
Radnor, PA
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
718-710-5651
WEALTH QUEST, LTD.
Palmyra, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges
717-832-7526
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
BORER DENTON & ASSOCIATES, INC.
Blue Bell, PA
AUM
$403.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
610-238-0888
Full profileNo website
HAVERFORD FINANCIAL SERVICES, INC.
Radnor, PA
AUM
$366.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM
610-995-8700
Full profileNo website
US ASSET MANAGEMENT, LLC
Pittsburgh, PA
AUM
$358.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; FEE SHARING ARRANGEMENT
412-231-8209
Full profileNo website
MINERVA ADVISORS LLC
Bala Cynwyd, PA
AUM
$321.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
484-434-2258
Full profileNo website
MAGUIRE INVESTMENTS LLC
King Of Prussia, PA
AUM
$253.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-572-2705
Full profileNo website
PF ADVISORS
Chadds Ford, PA
AUM
$238.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
6104704028
Full profileNo website
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
$167.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-585-5014
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
ADARE ASSET MANAGEMENT, LLC
Lancaster, PA
AUM
$159.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
717-435-9386
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