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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
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
100 PLUS PLANNING
Center Valley, PA
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Subscription fees; Fixed fees
610-403-9470
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
AVONWOOD CAPITAL MANAGEMENT LLC
West Conshohocken, PA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
610-941-5040
Full profileNo website
AWH FINANCIAL, LLC
Bala Cynwyd, PA
AUM
—
Team
63 advisors
Clients
—
Fees
PERCENTAGE OF FEES SOLICITED
610-660-4283
Full profileNo website
BERKSHIRE FINANCIAL SERVICES LLC
Wyomissing, PA
AUM
—
Team
1 advisors
Clients
0
Fees
SOLICITORS FEES
610-779-6000
Full profileNo website
Full profileNo website
Full profileNo website
CAPITAL WEALTH ASSOCIATES, LLC
Blue Bell, PA
AUM
—
Team
1 advisors
Clients
0
Fees
SOLICITOR'S REFERRAL FEES
215-542-2109
Full profileNo website
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
DEEP DRAFT CONSULTING, LLC
Allentown, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
610-437-1375
Full profileNo website