JURA INVESTMENTS, LLC
King Of Prussia, PA
AUM
$1.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
484-995-1186
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
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
ANTHONY PETSIS & ASSOCIATES INC.
Newtown, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Hourly charges
215-968-6638
BANCROFT CAPITAL, LLC
Fort Washington, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484-546-8000
BCR FINANCIAL SERVICES, LLC
Wexford, PA
AUM
—
Financial Planning
Team
8 advisors
Clients
More than 500
Fees
Fixed fees
724-933-9000