GLENMEDE INVESTMENT MANAGEMENT, LP
Philadelphia, PA
AUM
$6.20B
Wealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM; ASSET BASED FEES FROM MODEL ONLY RECIPIENTS
215-419-6000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
PITCAIRN
Conshohocken, PA
AUM
$5.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-881-6144
ALLEGHENY FINANCIAL GROUP
Pittsburgh, PA
AUM
$5.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-367-3880
LEGACY ADVISORS, LLC
Plymouth Meeting, PA
AUM
$5.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-943-3000
RADCLIFFE CAPITAL MANAGEMENT, L.P.
Bala Cynwyd, PA
AUM
$5.14B
Wealth MgmtInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-617-5900
JFS WEALTH ADVISORS, LLC
Hermitage, PA
AUM
$4.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
724-962-3200
SAGE FINANCIAL GROUP INC.
West Conshohocken, PA
AUM
$4.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
484-342-4400
WESCOTT FINANCIAL ADVISORY GROUP LLC
Philadelphia, PA
AUM
$4.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
215-979-1619
COPELAND CAPITAL MANAGEMENT, LLC
Conshohocken, PA
AUM
$4.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM
(484) 351-3700
BRYN MAWR TRUST ADVISORS, LLC
Philadelphia, PA
AUM
$3.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
55 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215.731.1820
VALLEY FORGE INVESTMENT CONSULTANTS, INC.
Audubon, PA
AUM
$3.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-783-6650
KATHMERE CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$3.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
610-989-3900
WEDMONT PRIVATE CAPITAL
West Chester, PA
AUM
$3.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
251-500
Fees
Fixed fees
(610) 885-8200
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
Pittsburgh, PA
AUM
$3.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
412-697-5200
EMERALD ADVISERS, LLC
Leola, PA
AUM
$3.30B
Wealth MgmtRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
717-396-1116
BLBB ADVISORS
Montgomeryville, PA
AUM
$3.26B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
215-643-9100
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC
Philadelphia, PA
AUM
$3.21B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-220-6651
GIRARD ADVISORY SERVICES, LLC
King Of Prussia, PA
AUM
$3.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
40 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-337-7640
STALEY CAPITAL ADVISERS INC
Pittsburgh, PA
AUM
$3.11B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
412-394-1292
LOGAN CAPITAL MANAGEMENT, INC.
Newtown Square, PA
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
215-569-1100
OAKMONT CAPITAL MANAGEMENT, LLC
Oakmont, PA
AUM
$3.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(412) 828-5550
GIBSON CAPITAL, LLC
Wexford, PA
AUM
$3.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
724-934-3200
ELM WEALTH
Philadelphia, PA
AUM
$3.02B
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(888) 676-3148
FS GLOBAL ADVISOR, LLC
Philadelphia, PA
AUM
$3.01B
Wealth MgmtInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-220-6651