KANAKADHARA FINANCIAL ENTERPRISE
Carnegie, PA
AUM
$6.5M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
412-953-1141
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
FINANCIAL SPECTRUM INC.
Jenkintown, PA
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 employees
Clients
11-25
Fees
Percentage of AUM; Hourly charges
215-659-5723
ELLIKER FINANCIAL
Morgantown, PA
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
610-858-0285
SUN GLOBAL LLC
King Of Prussia, PA
AUM
$4.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
302-521-5560
BOATMAN WEALTH MANAGEMENT, LLC
Monessen, PA
AUM
$4.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
724-684-6600
DEDICATED INVESTMENT ADVISERS LLC
Havertown, PA
AUM
$4.0M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
610-446-0440
SCOTT FINANCIAL RESOURCES LLC
Hanover, PA
AUM
$3.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(717) 310-6338
RITTENHOUSE WEALTH MANAGEMENT, LLC
Philadelphia, PA
AUM
$3.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(215) 779-5634
GT WEALTH LLC
Lebanon, PA
AUM
$3.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
570-269-5055
INSIGHT TOTAL STEWARDSHIP
Havertown, PA
AUM
$2.9M
Wealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
484-455-7875
RATIONAL CAPITAL ADVISORS LLC
Ambler, PA
AUM
$2.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9178361686
PRESERVATION WEALTH MANAGEMENT
King Of Prussia, PA
AUM
$2.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; REFERRAL FEES
610-768-7789
ORBITAL MANAGEMENT
Ardmore, PA
AUM
$2.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(267) 532-7455
SOLID OAK ADVISORY
Pittsburgh, PA
AUM
$1.8M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(724) 221-7272
UP FINTECH ASSET MANAGEMENT
Newtown Square, PA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
480-631-4700
JURA INVESTMENTS, LLC
King Of Prussia, PA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
484-995-1186
GREEN LEAF ADVISORS
New Bethlehem, PA
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
814-297-1995
FRAZIER WEALTH MANAGEMENT
Tannersville, PA
AUM
$1.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
570-213-9330
1ST FINANCIAL INVESTMENT, INC.
Clark'S Summit, PA
AUM
$782K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
570-585-6100
LEGACY ADVISORY GROUP, INC.
Hermitage, PA
AUM
$377K
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
724-983-1617
BARGELD FINANCIAL
Media, PA
AUM
$251K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
6103215756
BIRD FINANCIAL GROUP LLC
Philadelphia, PA
AUM
$144K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-778-4048
TANNHAUSER FINANCIAL LLC
North Wales, PA
AUM
$143K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(267) 475-7520
WEALTH MORE ENTERPRISE, INC.
Philadelphia, PA
AUM
$100K
Financial PlanningWealth Mgmt
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
888-303-6361