LUCHINI FINANCIAL LLC
Altoona, PA
AUM
$20.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(814) 201-2484
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
GAGE WEALTH MANAGEMENT GROUP
Newtown, PA
AUM
$19.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(267) 352-3293
WHITFORD FINANCIAL PLANNING
Exton, PA
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
484-881-0070
ELEMENT WEALTH ADVISORS
Hanover, PA
AUM
$18.5M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
717-632-1220
CHESTNUT INVESTMENT ADVISORY
Glenside, PA
AUM
$17.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-836-4880
MILLERS FINANCIAL GROUP, LLC
Lancaster, PA
AUM
$17.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(717) 509-7154
REVISIONIST WEALTH ADVISORS, LLC
Downingtown, PA
AUM
$17.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
484-517-4422
LIFE STEWARDSHIP ADVISORS
Lancaster, PA
AUM
$16.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(717) 560-2813
SECURITIES BROKERAGE SERVICES
Carnegie, PA
AUM
$16.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-429-4040
VIMCOR
Duncansville, PA
AUM
$15.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
814-693-5093
DUCHARME WEALTH ADVISORS, LLC
Jenkintown, PA
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
717-609-6311
ROCHE ASSET MANAGEMENT, LLC
Allentown, PA
AUM
$14.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
610-530-8042
EAMON CAPITAL MANAGEMENT, LLC
Wexford, PA
AUM
$14.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(412) 324-4006
SEWICKLEY FINANCIAL LLC
Sewickley, PA
AUM
$12.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
414-688-6733
CLOVELLY WEALTH
Wayne, PA
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-687-7756
PALADIN RETIREMENT ADVISORS
Newtown, PA
AUM
$11.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-860-3101
CATLIN FINANCIAL, LLC
Beaver, PA
AUM
$11.4M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
878-207-2988
LINC WEALTH SOLUTIONS
Norristown, PA
AUM
$11.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
215-806-9059
GLOBAL ADVISERS, LLC
Philadelphia, PA
AUM
$11.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-832-8514
POPA FINANCIAL SERVICES, INC.
Bethel Park, PA
AUM
$11.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
412-854-1260
PARK LANE FINANCIAL GROUP LLC
West Pittston, PA
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
570-497-8081
GREEN DRAKE ADVISORS LLC
Bryn Mawr, PA
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-687-7766
GLOBAL STEWARD ADVISORS, LLC
Leola, PA
AUM
$7.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
717-875-3285
HERITAGE ADVISORY SERVICES, INC.
Malvern, PA
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
610-889-2066