VANGUARD CAPITAL MANAGEMENT, LLC
Malvern, PA
AUM
$8.44T
Wealth Mgmt
Team
235 advisors
Clients
—
Fees
Percentage of AUM; ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS
610-669-1000
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
VANGUARD PORTFOLIO MANAGEMENT, LLC
Malvern, PA
AUM
$2.66T
Wealth Mgmt
Team
105 advisors
Clients
—
Fees
Percentage of AUM; ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS
610-669-1000
Full profileNo website
VENERABLE INVESTMENT ADVISERS, LLC
West Chester, PA
AUM
$16.27B
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
610-249-2916
Full profileNo website
HC CAPITAL PARTNERS, LLC
West Conshohocken, PA
AUM
$5.21B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-828-7200
Full profileNo website
PNC STEEL CITY ADVISORS, LLC
Pittsburgh, PA
AUM
$2.72B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-454-2922
Full profileNo website
BERKADIA CAPITAL ADVISORS LLC
Ambler, PA
AUM
$2.66B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
215-328-3978
Full profileNo website
LGL PARTNERS, LLC
Philadelphia, PA
AUM
$1.71B
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
610-545-6100
Full profileNo website
GIRARD PENSION SERVICES, LLC
Allentown, PA
AUM
$733.8M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
610-821-1331
Full profileNo website
ALPHA LEONIS PARTNERS, LLC
Wayne, PA
AUM
$418.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
484-203-2910
Full profileNo website
BORER DENTON & ASSOCIATES, INC.
Blue Bell, PA
AUM
$403.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
610-238-0888
Full profileNo website
HAVERFORD FINANCIAL SERVICES, INC.
Radnor, PA
AUM
$366.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM
610-995-8700
Full profileNo website
US ASSET MANAGEMENT, LLC
Pittsburgh, PA
AUM
$358.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; FEE SHARING ARRANGEMENT
412-231-8209
Full profileNo website
CA ADVISER, LLC
Philadelphia, PA
AUM
$357.7M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-243-7000
Full profileNo website
MINERVA ADVISORS LLC
Bala Cynwyd, PA
AUM
$321.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
484-434-2258
Full profileNo website
MATTHEW 25 MANAGEMENT CORP
Ambler, PA
AUM
$315.9M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
215-884-4458
Full profileNo website
MAGUIRE INVESTMENTS LLC
King Of Prussia, PA
AUM
$253.2M
Wealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-572-2705
Full profileNo website
PF ADVISORS
Chadds Ford, PA
AUM
$238.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
6104704028
Full profileNo website
YOFFE INVESTMENT MANAGEMENT, LLC
Lemoyne, PA
AUM
$174.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
717-343-1120
Full profileNo website
MOUNT LUCAS INDEX ADVISERS LLC
Newtown, PA
AUM
$170.3M
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM
267-759-3500
Full profileNo website
AUM
$167.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
412-585-5014
Full profileNo website
AUM
$164.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
610-594-2701
Full profileNo website
ADARE ASSET MANAGEMENT, LLC
Lancaster, PA
AUM
$159.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
717-435-9386
Full profileNo website
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
King Of Prussia, PA
AUM
$146.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-221-6305
Full profileNo website
COOMBS WEALTH ADVISORY, LLC
Blue Bell, PA
AUM
$139.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(610) 825-3848
Full profileNo website