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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
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
NORDWAND ADVISORS
Radnor, PA
AUM
$3.97B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
484-630-2510
FINANCIAL INTEGRITY ADVISORS, LLC
Philadelphia, PA
AUM
$3.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
215-557-7622
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
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
ROFFMAN MILLER ASSOCIATES INC
Philadelphia, PA
AUM
$3.20B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM
215-981-1030
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
VICUS CAPITAL, INC.
State College, PA
AUM
$2.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
84 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
855-558-4287
ROCKWOOD WEALTH MANAGEMENT, LLC
New Hope, PA
AUM
$2.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
267-983-6400
KEY FINANCIAL, INC.
West Chester, PA
AUM
$2.84B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
610-429-9050
FRAGASSO FINANCIAL ADVISORS
Sewickley, PA
AUM
$2.83B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
412-227-3200
BERKSHIRE ASSET MANAGEMENT, LLC
Wilkes-Barre, PA
AUM
$2.79B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
570-825-2600
RTD FINANCIAL ADVISORS INC
Philadelphia, PA
AUM
$2.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
215-557-3800