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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 advisers found
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
NEWMARKET INVESTMENT MANAGEMENT, LP
Philadelphia, PA
AUM
$2.82B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-701-9690
LUBERT-ADLER MANAGEMENT COMPANY, L.P.
Philadelphia, PA
AUM
$2.81B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
215-972-2200
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
RENOVUS ASSOCIATES, LLC
Wayne, PA
AUM
$2.57B
Wealth Mgmt
Team
27 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-848-7700
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
TIFF INVESTMENT MANAGEMENT
Radnor, PA
AUM
$2.46B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM
610-684-8000
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
FS STRUCTURED PRODUCTS ADVISOR, LLC
Philadelphia, PA
AUM
$2.20B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-220-6651
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