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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
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
RODGERS BROTHERS, INC.
Harmony, PA
AUM
$1.04B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
724-473-4003
ELLIS INVESTMENT PARTNERS, LLC
Berwyn, PA
AUM
$986.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
484-320-6300
VEERY CAPITAL, LLC
West Chester, PA
AUM
$971.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(302) 660-3350
D.B. ROOT & COMPANY, LLC
Pittsburgh, PA
AUM
$952.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
412-227-2800
ALMANACK INVESTMENT PARTNERS
Wayne, PA
AUM
$945.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
484-580-2277
WICK CAPITAL PARTNERS, LLC
Wayne, PA
AUM
$929.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
215-302-3535
AXIOM ASSET MANAGEMENT
Wayne, PA
AUM
$899.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
610-688-0050
COVINGTON INVESTMENT ADVISORS, INC.
Ligonier, PA
AUM
$885.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
724-238-0151
WELLFULL
Harleysville, PA
AUM
$866.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
267-500-1080
PENNSYLVANIA CAPITAL MANAGEMENT INC.
Huntingdon Valley, PA
AUM
$848.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-881-7700
TWIN CAPITAL MANAGEMENT INC
Mcmurray, PA
AUM
$837.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
[724]942-2000
MARKET STREET WEALTH MANAGEMENT
West Chester, PA
AUM
$837.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(610) 692-3200
SMITHBRIDGE ASSET MANAGEMENT, INC.
Chadds Ford, PA
AUM
$830.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-361-9141
MMA ASSET MANAGEMENT LLC
Conshohocken, PA
AUM
$787.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-684-3200
INSIGHT ADVISORS, LLC
Newtown, PA
AUM
$785.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-550-6011
BRUTON CHISNELL ADVISORS, LLC
Downingtown, PA
AUM
$772.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-518-3900
MTM FINANCIAL GROUP, LLC
Bethlehem, PA
AUM
$771.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
610-746-7007
GRANT STREET ASSET MANAGEMENT INC
Canonsburg, PA
AUM
$768.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
412-257-8060
ABSOLUTE CAPITAL MANAGEMENT, LLC
Pittsburgh, PA
AUM
$742.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
412-388-1600
ALLEGHENY INVESTMENTS
Pittsburgh, PA
AUM
$742.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
412-367-3880
SEVENBRIDGE FINANCIAL GROUP, LLC
Harrisburg, PA
AUM
$731.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(717) 775-8661