Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
BODEN WEALTH
Lemoyne, PA
AUM
$0
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-657-8878
BRINKER FINANCIAL
Broomall, PA
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
610-446-3500
BRYCE WEALTH MANAGEMENT
Washington Crossing, PA
AUM
—
Team
1 advisors
Clients
0
Fees
Fixed fees; REFERAL FEES & CO-ADVISOR
215-369-1554
CAPITAL PLANNING WEALTH MANAGEMENT
Center Valley, PA
AUM
—
Team
6 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
610-871-3500
CLIMECO ENVIRONMENTAL CAPITAL MANAGEMENT LLC
Boyertown, PA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
484-415-0501
COMPREHENSIVE FINANCIAL ADVISERS
Exton, PA
AUM
—
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
610-524-9761
CONESTOGA WEALTH MANAGEMENT
Exton, PA
AUM
—
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
610-241-8711
COX CAPITAL GENERAL PARTNER, L.L.C.
Philadelphia, PA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
484-840-5281
CPC FINANCIAL PLANNING, INC
King Of Prussia, PA
AUM
—
Team
6 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
610-354-9275
DAME CAROLINE
Mechanicsburg, PA
AUM
—
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
717-461-3728
DELUCA FINANCIAL PLANNING
Paoli, PA
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-202-4033
DENTLER CAPITAL LLC
New Cumberland, PA
AUM
$0
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
717-873-3046