CORPORATE BENEFITS CONSULTANTS, INC.
Wexford, PA
AUM
$52.4M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
724-779-4606
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
TRUE HORIZON WEALTH ADVISORS, LLC
Malvern, PA
AUM
$52.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(484) 320-8373
WEEKS FINANCIAL SERVICES, LLC
Erdenheim, PA
AUM
$51.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
267-300-8959
JOURNEY 1 ADVISORS, LLC
Media, PA
AUM
$50.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(610) 751-2077
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
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
NORDWAND INVESTMENTS, LLC
Radnor, PA
AUM
$44.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-630-2510
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