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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
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
TILLER PRIVATE WEALTH, INC.
Bethlehem, PA
AUM
$730.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(610) 954-9940
JMAC ENTERPRISES LLC
Newtown, PA
AUM
$722.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
267-753-7066
TOWERCREST CAPITAL MANAGEMENT, LLC
Newtown, PA
AUM
$717.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
215-809-2000
VENTURA WEALTH MANAGEMENT
Yardley, PA
AUM
$713.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
866 899-0068
IAM ADVISORY LLC
Easton, PA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
610-258-3269
MILESTONE ASSET MANAGEMENT, LLC
Pittsburgh, PA
AUM
$690.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-643-3058
ATWATER MALICK
Lancaster, PA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(717) 400-1505
PRESILIUM PRIVATE WEALTH, LLC
Radnor, PA
AUM
$671.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
215-982-4140
BARE WEALTH ADVISORS
Gap, PA
AUM
$662.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
717-407-5200
QUATTRO ADVISORS L.L.C.
Pittsburgh, PA
AUM
$661.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(412) 586-5406
THRIVE CAPITAL MANAGEMENT, LLC
Fort Washington, PA
AUM
$656.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
800-516-5861
MILESTONE FINANCIAL ASSOCIATES, LLC
Macungie, PA
AUM
$654.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
6104218777
PW NOVA FINANCIAL SERVICES LLC
Newtown, PA
AUM
$654.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
267-753-7065
KITCHING PARTNERS, LLC
Conshohocken, PA
AUM
$645.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
267-209-0830
RIGGS ASSET MANAGEMENT CO INC
Dallas, PA
AUM
$640.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
570-823-3383
NORTHEAST ADVISERS, INC.
Paoli, PA
AUM
$639.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
610-240-7955
CORDATUS WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$630.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
215-579-5981
LOUNTZIS ASSET MANAGEMENT, LLC
Wyomissing, PA
AUM
$624.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(610) 375-2585
HAPANOWICZ FINANCIAL
Pittsburgh, PA
AUM
$622.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME
412-261-5966
H FINANCIAL MANAGEMENT
Canonsburg, PA
AUM
$621.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
724-745-9406
CAPITAL A WEALTH MANAGEMENT
Cranberry Twp., PA
AUM
$612.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-658-4211
MFA WEALTH ADVISORS, LLC
Pittsburgh, PA
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
412-343-8700