CARRIAGE HILL INVESTMENT ASSOCIATES LLC
Lancaster, PA
AUM
$50.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-431-2025
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
FIRST LIGHT WEALTH
Hershey, PA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(717) 473-7617
DEFIANT CAPITAL GROUP
Warrendale, PA
AUM
$49.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
412-697-1435
RENAISSANCE WEALTH MANAGEMENT, LLC
Bethlehem, PA
AUM
$49.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-865-0512
EAGLE ROCK FINANCIAL ADVISERS, LTD.
Lancaster, PA
AUM
$48.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-569-4577
KEY WEALTH MANAGEMENT, INC.
Wexford, PA
AUM
$48.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(724)934-9196
NICHE INVESTMENT ADVISORS LLC
King Of Prussia, PA
AUM
$48.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-941-6900
ASTRA PRIME WEALTH MANAGEMENT
Pittsburgh, PA
AUM
$47.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
412-274-4000
OLD SECURITY GROUP
West Chester, PA
AUM
$46.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-719-3003
COOPER EAGLE, LLC
King Of Prussia, PA
AUM
$46.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
484-519-2667
MODERN WEALTH CONCEPTS LLC
Jenkintown, PA
AUM
$46.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
215-782-1877
AUCTUS WEALTH MANAGEMENT INC.
Philadelphia, PA
AUM
$45.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
800-655-7162
OMNIWEALTH INVESTMENTS LLC
Lewisburg, PA
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
570-939-1965
RETIREMENT COLLABORATIVE LLC
Harrisburg, PA
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
717-395-9380
POWERS CAPITAL MANAGEMENT
Conshohocken, PA
AUM
$43.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-908-2839
VASS FINANCIAL STRATEGIES
Lafayette Hill, PA
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-828-9536
DIMATTEO FINANCIAL GROUP
Chadds Ford, PA
AUM
$42.3M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-388-7125
THRIFT FINANCIAL, INC.
Newtown, PA
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
215-234-3074
GROUNDWORK WEALTH MANAGEMENT, LLC
Downingtown, PA
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
484-872-8573
BEACON LIGHT WEALTH MANAGEMENT
Carnegie, PA
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
412-992-8659
I.M.S. WEALTH MANAGEMENT, LLC
Erie, PA
AUM
$38.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
814-454-1133
STOUT WEALTH ADVISORY GROUP, LLC
Mechanicsburg, PA
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
717-761-2040
NAV WEALTH PARTNERS
Sewickley, PA
AUM
$37.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(412) 693-9050
NEPTUNE WEALTH
Pittsburgh, PA
AUM
$35.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
239-634-9295