KEYSTONE WEALTH MANAGEMENT SERVICES INC
Glen Mills, PA
AUM
$77.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-765-6008
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
BRADLEY ADVISORY
Stevens, PA
AUM
$74.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
717-336-0448
Full profileNo website
PIERMANI CHARLES J ASSOCIATES
Norristown, PA
AUM
$74.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
610-960-7452
Full profileNo website
SUMMIT ADVISORS, LLC
Canonsburg, PA
AUM
$74.4M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
724-745-6800
Full profileNo website
CHARLES MANNING & ASSOCIATES, INC.
Bala Cynwyd, PA
AUM
$70.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-578-0750
Full profileNo website
INTEGRITY INVESTMENT ADVISORS, LLC
Lansdale, PA
AUM
$67.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-772-2160
Full profileNo website
STAHL WEALTH MANAGEMENT, LLC
Lancaster, PA
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-222-7547
Full profileNo website
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
Bala Cynwyd, PA
AUM
$61.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS
215-564-5750
Full profileNo website
NFI, LLC
Seven Fields, PA
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
724-776-3999
Full profileNo website
ROSSI FINANCIAL ASSOCIATES, INC.
Monroeville, PA
AUM
$59.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-856-4880
Full profileNo website
KELLNER CAPITAL MANAGEMENT, INC.
Philadelphia, PA
AUM
$56.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
215-546-3505
Full profileNo website
ASPIRE FINANCIAL, INC.
Ebensburg, PA
AUM
$41.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
814-472-9317
Full profileNo website
MG FINANCIAL MANAGEMENT, LLC
Doylestown, PA
AUM
$29.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-669-2676
Full profileNo website
TRENDSCAST FINANCIAL LLC
Eighty Four, PA
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-705-7907
Full profileNo website
EVANOFF FINANCIAL ADVISORS
Erie, PA
AUM
$20.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
814-461-7898
Full profileNo website
MCKENNA & SULLIVAN INC
Southampton, PA
AUM
$18.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
215-364-5770
Full profileNo website
KEITZ INVESTMENT MANAGEMENT LTD.
Ambler, PA
AUM
$16.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-887-5100
Full profileNo website
WEALTHWISE ADVISORS
Media, PA
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
610-285-9883
Full profileNo website
ELLE INVESTMENT GROUP LLC
Greensburg, PA
AUM
$14.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
724-835-4272
Full profileNo website
PAOLI FINANCIAL ADVISORS, LTD.
Paoli, PA
AUM
$10.7M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
610-526-2790
Full profileNo website
MEGAANNUM CAPITAL, LLC
Downingtown, PA
AUM
$7.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
484-612-5728
Full profileNo website
INVESTORS' CHOICE ADVISORY SERVICES, LLC
Orefield, PA
AUM
$4.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
610-391-0589
Full profileNo website
FIDELITY FEDERAL PLANNING CORP.
Montgomeryville, PA
AUM
$3.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
267-625-6808
Full profileNo website
BLUE DEVIL ADVISORS LLC
Pittsburgh, PA
AUM
$2.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
646-835-9587
Full profileNo website