MILLER INVESTMENT MANAGEMENT, LP
West Conshohocken, PA
AUM
$7.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
610-834-9820
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
Moon Township, PA
AUM
$7.03B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-948-9899
CONESTOGA CAPITAL ADVISORS, LLC
Wayne, PA
AUM
$6.94B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
484-654-1380
PROWELL FINANCIAL MANAGEMENT, LLC
Exton, PA
AUM
$6.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
484-359-4057
CONFLUENCE FINANCIAL PARTNERS
Mcmurray, PA
AUM
$6.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
724-271-8801
ATAIROS MANAGEMENT, L.P.
Bryn Mawr, PA
AUM
$6.79B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Fixed fees; PROFITS INTEREST
484-381-4144
GREYCOURT & CO., INC.
Pittsburgh, PA
AUM
$6.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
412-361-0100
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
INCLINE EQUITY PARTNERS
Pittsburgh, PA
AUM
$5.96B
Wealth Mgmt
Team
68 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-315-7800
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
FAIRMOUNT FUNDS MANAGEMENT LLC
West Conshohocken, PA
AUM
$5.80B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
267-262-5300
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
WALDRON PRIVATE WEALTH
Bridgeville, PA
AUM
$5.50B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-221-1005
LOVELL MINNICK
Radnor, PA
AUM
$5.21B
Wealth Mgmt
Team
23 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-995-9660
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
GRAHAM PARTNERS, LLC
Newtown Square, PA
AUM
$4.90B
Wealth Mgmt
Team
86 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-408-0500
PPB ADVISORS, LLC
West Conshohocken, PA
AUM
$4.75B
Wealth Mgmt
Team
42 employees
Clients
—
Fees
Percentage of AUM; PRIVATELY MANAGED FUNDS
484.278.4017
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
WHARTON BUSINESS GROUP, LLC
Malvern, PA
AUM
$4.57B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
484-327-8262
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
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