VICUS CAPITAL, INC.
State College, PA
AUM
$2.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
84 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
855-558-4287
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
ROCKWOOD WEALTH MANAGEMENT, LLC
New Hope, PA
AUM
$2.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
267-983-6400
KEY FINANCIAL, INC.
West Chester, PA
AUM
$2.84B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
610-429-9050
FRAGASSO FINANCIAL ADVISORS
Sewickley, PA
AUM
$2.83B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
412-227-3200
BERKSHIRE ASSET MANAGEMENT, LLC
Wilkes-Barre, PA
AUM
$2.79B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
570-825-2600
RTD FINANCIAL ADVISORS INC
Philadelphia, PA
AUM
$2.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
215-557-3800
BILL FEW ASSOCIATES, INC.
Sewickley, PA
AUM
$2.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
412 630-6000
MCADAM LLC
Radnor, PA
AUM
$2.68B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
138 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(888) 614-5323
JACOBI CAPITAL MANAGEMENT, LLC
Pittston, PA
AUM
$2.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
570-826-1801
LL FUNDS
Philadelphia, PA
AUM
$2.61B
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
267-298-5495
SORA INVESTORS
Bryn Mawr, PA
AUM
$2.60B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
610-801-2000
COOKSON PEIRCE WEALTH MANAGEMENT
Pittsburgh, PA
AUM
$2.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM
412-471-5320
RKL PRIVATE WEALTH
Lancaster, PA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(717) 399-1700
MAIN STREET FINANCIAL SOLUTIONS, LLC
Newtown, PA
AUM
$2.51B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
215-259-5021
GUYASUTA INVESTMENT ADVISORS, INCORPORATED
Pittsburgh, PA
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
412-447-4560
TRAYNOR CAPITAL MANAGEMENT
Malvern, PA
AUM
$2.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
610-993-9050
NEWSQUARE CAPITAL, LLC
Newtown Square, PA
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
610-325-6117
FFT WEALTH MANAGEMENT
Philadelphia, PA
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & Estates
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
610-545-6100
STONEBRIDGE FINANCIAL GROUP, LLC
Wormleysburg, PA
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
717-736-7007
EMERALD INVESTMENT ADVISERS, LLC
Leola, PA
AUM
$2.26B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
717-556-8900
INDEPENDENCE ASSET ADVISORS, LLC
Wynnewood, PA
AUM
$2.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
484-433-0848
ETHOS FINANCIAL GROUP, LLC
King Of Prussia, PA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
610-822-5246
TRANSAMERICA FINANCIAL ADVISORS, LLC
Philadelphia, PA
AUM
$2.11B
Wealth MgmtTrusts & EstatesRetirement
Team
991 advisors
Clients
0
Fees
Percentage of AUM
770-248-3271