RIVER WEALTH ADVISORS LLC
Camp Hill, PA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
717-888-9830
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
NORTHEAST FINANCIAL GROUP, INC.
Allentown, PA
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
570-688-9898
TRUSTMONT ADVISORY GROUP, INC.
Greensburg, PA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
60 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
724-468-5665
IRONVIEW CAPITAL MANAGEMENT, LLC
Conshohocken, PA
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
215-793-0111
MERIDIAN WEALTH PARTNERS, LLC
East Norriton, PA
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-272-4700
STILLWATER CAPITAL ADVISORS, LLC
Devon, PA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
610-848-6760
HUNTER ASSOCIATES LLC
Pittsburgh, PA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-471-4191
CHADDS FORD WEALTH PARTNERS, LLC
Chadds Ford, PA
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-273-0995
THE COURY FIRM
Pittsburgh, PA
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
412-261-5744
VALLEY NATIONAL ADVISERS INC
Bethlehem, PA
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-868-9000
BALDWIN INVESTMENT MANAGEMENT, LLC
West Conshohocken, PA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM
610-260-1555
BIONDO INVESTMENT ADVISORS LLC
Milford, PA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
570-296-5525
O'HAGAN GROUP, INC.
Bethlehem, PA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
610-625-8855
HENRY H. ARMSTRONG ASSOCIATES, INC.
Pittsburgh, PA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
412-471-1551
PRUDENT MANAGEMENT ASSOCIATES
Philadelphia, PA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
215-994-1062
DINUZZO PRIVATE WEALTH, INC.
Beaver, PA
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
724-728-6564
ADDISON CAPITAL
Conshohocken, PA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
215-563-6919
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Blue Bell, PA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-825-3540
TREBUCHET CONSULTING, LLC
Pittsburgh, PA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
412-388-0715
CONCENTUS WEALTH ADVISORS
Newtown Square, PA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(610) 994-9190
STERLING INVESTMENT ADVISORS LTD.
Berwyn, PA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-560-0400
AC WEALTH PARTNERS
Berwyn, PA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
1-800-461-3205
CLEARVIEW FINANCIAL PARTNERS
Radnor, PA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(610) 293-9211
FAITHWARD ADVISORS, LLC
Lancaster, PA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
717-560-8300