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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
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
MOUNT LUCAS MANAGEMENT LP
Newtown, PA
AUM
$1.30B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
267-759-3500
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
O'HAGAN GROUP, INC.
Bethlehem, PA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM
610-625-8855
HENRY H. ARMSTRONG ASSOCIATES, INC.
Pittsburgh, PA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
412-471-1551
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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Blue Bell, PA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-825-3540
AMERISERV WEALTH ADVISORS INC
Johnstown, PA
AUM
$1.11B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
814-533-5338
TREBUCHET CONSULTING, LLC
Pittsburgh, PA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
412-388-0715
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
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
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
STANLEY-LAMAN GROUP LTD.
Berwyn, PA
AUM
$1.02B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM
610-993-9100
HUDOCK CAPITAL GROUP
Williamsport, PA
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
570-326-9500
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
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