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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
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
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
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Center Valley, PA
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-849-2743
CONSERVEST CAPITAL ADVISORS INC
Wynnewood, PA
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
610-642-9588
DT INVESTMENT PARTNERS, LLC
Chadds Ford, PA
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
484-778-4425
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
MITCHELL SINKLER & STARR
Philadelphia, PA
AUM
$1.79B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
215-665-1450
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
RODGERS & ASSOCIATES
Lancaster, PA
AUM
$1.63B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
717-560-3800
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