RKL PRIVATE WEALTH
Lancaster, PA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(717) 399-1700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
MAIN STREET FINANCIAL SOLUTIONS, LLC
Newtown, PA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
215-259-5021
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
Pittsburgh, PA
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
412-447-4560
TRAYNOR CAPITAL MANAGEMENT
Malvern, PA
AUM
$2.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
610-993-9050
NEWSQUARE CAPITAL, LLC
Newtown Square, PA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-325-6117
FFT WEALTH MANAGEMENT
Philadelphia, PA
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
610-545-6100
STONEBRIDGE FINANCIAL GROUP, LLC
Wormleysburg, PA
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
717-736-7007
INDEPENDENCE ASSET ADVISORS, LLC
Wynnewood, PA
AUM
$2.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
484-433-0848
ETHOS FINANCIAL GROUP, LLC
King Of Prussia, PA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
610-822-5246
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Center Valley, PA
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-849-2743
CONSERVEST CAPITAL ADVISORS INC
Wynnewood, PA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
610-642-9588
DT INVESTMENT PARTNERS, LLC
Chadds Ford, PA
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
484-778-4425
INDEPENDENCE SQUARE HOLDINGS, LLC
King Of Prussia, PA
AUM
$1.83B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +5 more
610-520-1500
MITCHELL SINKLER & STARR
Philadelphia, PA
AUM
$1.79B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
215-665-1450
AMPLIUS WEALTH ADVISORS
Blue Bell, PA
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-310-7770
PETREDIS INVESTMENT ADVISORS
Warrendale, PA
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
878-231-4300
RODGERS & ASSOCIATES
Lancaster, PA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
717-560-3800
COMPASS ION ADVISORS, LLC
Conshohocken, PA
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(610) 228-2200
THRIVE WEALTH MANAGEMENT, LLC
Audubon, PA
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
215-376-5530
BRANDYWINE OAK PRIVATE WEALTH LLC
Kennett Square, PA
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(484) 785-0050
ABUNDANCE WEALTH COUNSELORS, LLC
State College, PA
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
814.861.3810
ROBLE, BELKO AND COMPANY, INC.
Sewickley, PA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(724) 935-4990
KINTRA WEALTH, LLC
Williamsport, PA
AUM
$1.50B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
43 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
570-601-6960
TOWER BRIDGE ADVISORS
West Conshohocken, PA
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
610-260-2200