QUANTUM STRATEGIES WEALTH ADVISORY
Glen Mills, PA
AUM
$66.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-624-1770
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
4TH RIVER FINANCIAL GROUP, INC.
Wexford, PA
AUM
$66.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
888-261-8853
ROCKCLIFF CAPITAL, LLC
Pittsburgh, PA
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-833-3091
KEYSTONE INVESTMENT ADVISORS, LLC
Wexford, PA
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-217-6241
VAM GROUP, LLC
Sewickley, PA
AUM
$66.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
724-940-5400
MC2 FINANCIAL ADVISERS, INC.
Newtown Square, PA
AUM
$66.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-353-7777
NORTH RIVER WEALTH ADVISORS
Pittsburgh, PA
AUM
$65.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
412-783-1780
NORTHPORT INVESTMENT MANAGEMENT, LLC
Radnor, PA
AUM
$65.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-293-0110
AUM
$65.2M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-438-0988
DRAZGA WEALTH ADVISORS, LLC
Wexford, PA
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(724) 799-8759
PROPER FINANCIAL, LLC
Wayne, PA
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-580-2118
LIMERICK FINANCIAL GROUP, LLC
Limerick, PA
AUM
$64.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
610-495-7911
MORGAN FINANCIAL INCORPORATED
Oley, PA
AUM
$64.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-367-9000
CROSSWALK INVESTMENT ADVISORY, INC.
Strasburg, PA
AUM
$63.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
717-295-8881
RETIRE PITTSBURGH MANAGEMENT LLC
Murrysville, PA
AUM
$62.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
412-643-3400
CLEAR CAPITAL MANAGEMENT LP
Doylestown, PA
AUM
$61.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
(844) 890-6900
WISSAHICKON WEALTH MANAGEMENT LLC
Philadelphia, PA
AUM
$61.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
215-948-8189
MANGOLDS INVESTMENT ADVISORS INC.
Lancaster, PA
AUM
$58.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
717-984-3017
SUMMIT INVESTMENT ADVISORY GROUP LLC
Huntingdon Valley, PA
AUM
$57.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-947-8007
NORTHEAST ADVISORY GROUP, LLC
Scranton, PA
AUM
$56.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; FEES FROM THIRD-PARTY MONEY MANAGERS
570-343-0800
ISAKOV PLANNING GROUP INC.
Southampton, PA
AUM
$55.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-300-6895
STRUBEL INVESTMENT MANAGEMENT, LLC
Lancaster, PA
AUM
$55.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-293-1170
WEALTHCARE SOLUTIONS, LLC
Radnor, PA
AUM
$54.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(484) 297-2907
INTEGRATED WEALTH SOLUTIONS, LLC
York, PA
AUM
$52.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
717-578-2892