INDEPENDENCE SQUARE HOLDINGS, LLC
King Of Prussia, PA
AUM
$1.83B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +5 more
610-520-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
AMPLIUS WEALTH ADVISORS
Blue Bell, PA
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-310-7770
PETREDIS INVESTMENT ADVISORS
Warrendale, PA
AUM
$1.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
878-231-4300
COMPASS ION ADVISORS, LLC
Conshohocken, PA
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(610) 228-2200
THRIVE WEALTH MANAGEMENT, LLC
Audubon, PA
AUM
$1.58B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
215-376-5530
ABUNDANCE WEALTH COUNSELORS, LLC
State College, PA
AUM
$1.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
814.861.3810
TOWER BRIDGE ADVISORS
West Conshohocken, PA
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
610-260-2200
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
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
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
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
CONNORS INVESTOR SERVICES INC
Wyomissing, PA
AUM
$1.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
610-376-7418
COMMONWEALTH INVESTMENT MANAGEMENT
Pittsburgh, PA
AUM
$1.28B
Wealth MgmtRetirementInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
412-765-2771
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
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