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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
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
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
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
GLOBAL BETA ADVISORS
West Chester, PA
AUM
$28.8M
Team
2 advisors
Clients
—
Fees
Fixed fees; Performance-based fees
215-531-8234
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