RWM ASSET MANAGEMENT, LLC
New Bloomfield, PA
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
717-582-8135
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
DS WEALTH ADVISORS, INC.
Pittsburgh, PA
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 employees
Clients
—
Fees
Percentage of AUM; Hourly charges
412-366-0900
CREATIVE CAPITAL WEALTH MANAGEMENT GROUP
Chester Springs, PA
AUM
$35.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
610-560-2003
STOREHOUSE INVESTMENTS LLC
New Castle, PA
AUM
$34.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
724-202-6900
MOONDANCE INVESTMENT ADVISORS, LLC
New Hope, PA
AUM
$34.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-862-2282
VESTA FINANCIALCARE
Philadelphia, PA
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
215-291-0909
GKFO, LLC
W. Conshohocken, PA
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM
610-341-3900
BROOKHOUSE ADVISORS
Meadville, PA
AUM
$33.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
814-853-3379
VENN WEALTH & BENEFIT SERVICES, LLC
Altoona, PA
AUM
$32.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
814-943-3660
FALCO WEALTH MANAGEMENT
Paoli, PA
AUM
$32.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-640-5822
FRANKLIN MADISON PRIVATE WEALTH
Pittsburgh, PA
AUM
$30.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
412-204-6711
EMSTONE ADVISERS, LLC
Leola, PA
AUM
$29.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
717-556-8900
TRAVERSE PRIVATE WEALTH
Radnor, PA
AUM
$28.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484 535 3844
MCCANN WEALTH STRATEGIES,INC.
State College, PA
AUM
$26.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
814-237-0841
VAN REED WEALTH MANAGEMENT LLC
Wyomissing, PA
AUM
$25.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-376-6334
PROVIDENT WEALTH MANAGEMENT INC
Erie, PA
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
814-455-7523
GWYNEDD WEALTH PARTNERS, LLC
Plymouth Meeting, PA
AUM
$25.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-940-1707
MILLERGROUP INVESTMENTS LLC
Villanova, PA
AUM
$25.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-322-2904
WATCHTOWER WEALTH MANAGEMENT, INC.
Elizabethtown, PA
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
717-265-5776
BUOYANT WEALTH
Ambler, PA
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
215-600-2814
CAREY INVESTMENT SOLUTIONS LLC
Philadelphia, PA
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-909-2501
MCDOWELL ASSOCIATES INVESTMENTS, LP
Greensburg, PA
AUM
$23.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(412) 860-6078
ALPHA ROCK INVESTMENTS, LLC
Malvern, PA
AUM
$22.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
610-721-1277
VERTEX FINANCIAL ADVISORS LLC
Elkins Park, PA
AUM
$22.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
267-892-5374