MERIT INVESTMENT MANAGEMENT
West Chester, PA
AUM
$22.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(484) 473-8413
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
AUM
$21.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
717-396-1116
Full profileNo website
EVANOFF FINANCIAL ADVISORS
Erie, PA
AUM
$20.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
814-461-7898
Full profileNo website
MCKENNA & SULLIVAN INC
Southampton, PA
AUM
$18.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
215-364-5770
Full profileNo website
KEITZ INVESTMENT MANAGEMENT LTD.
Ambler, PA
AUM
$16.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-887-5100
Full profileNo website
WEALTHWISE ADVISORS
Media, PA
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
610-285-9883
Full profileNo website
ELLE INVESTMENT GROUP LLC
Greensburg, PA
AUM
$14.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
724-835-4272
Full profileNo website
PAOLI FINANCIAL ADVISORS, LTD.
Paoli, PA
AUM
$10.7M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
610-526-2790
Full profileNo website
MEGAANNUM CAPITAL, LLC
Downingtown, PA
AUM
$7.5M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
484-612-5728
Full profileNo website
INVESTORS' CHOICE ADVISORY SERVICES, LLC
Orefield, PA
AUM
$4.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
610-391-0589
Full profileNo website
FIDELITY FEDERAL PLANNING CORP.
Montgomeryville, PA
AUM
$3.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
267-625-6808
Full profileNo website
BLUE DEVIL ADVISORS LLC
Pittsburgh, PA
AUM
$2.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
646-835-9587
Full profileNo website
BRYAN ADVISORY SERVICES, LLC
Canonsburg, PA
AUM
$2.4M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
724-746-4004
Full profileNo website
DEL VAL RETIREMENT AND INVESTMENT SERVICES INC
Doylestown, PA
AUM
$1.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
215-680-1481
Full profileNo website
CITY INVESTMENT ADVISORS, INC.
Langhorne, PA
AUM
$1.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
215-208-5443
Full profileNo website
AUM
$1.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
570-888-1817
Full profileNo website
COMPREHENSIVE ADVISORS, LLC
Lansdale, PA
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
215-393-5288
Full profileNo website
FIRSTRUST FINANCIAL ADVISORS
Conshohocken, PA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
215-569-3110
Full profileNo website
GLOBAL WEALTH MANAGEMENT, LLC
Lansdale, PA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
484 380 5290
Full profileNo website
HOUSEMAN FINANCIAL LLC
New Freedom, PA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-227-9336
Full profileNo website
ICAPITAL ADVISORS
Pittsburgh, PA
AUM
—
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-904-1014
Full profileNo website
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(484) 619-6049
Full profileNo website
REX CONSULTING, LLC
Seven Fields, PA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-799-3329
Full profileNo website
RIVERSIDE FINANCIAL ADVISORS LLC
Pittsburgh, PA
AUM
$0
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
412-862-9938
Full profileNo website