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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
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
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
OLD GLORY ASSET MANAGEMENT LLC
Malvern, PA
AUM
$655.9M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
610-648-3860
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
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
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
ALLIANCE WEALTH ADVISORS, LLC
Scranton, PA
AUM
$601.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
570-961-1516
MASTER'S WEALTH MANAGEMENT INC.
Leola, PA
AUM
$589.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(717) 581-1323
LIBERTY SQUARE WEALTH PARTNERS LLC
Bethlehem, PA
AUM
$567.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(610) 865-5803
KOOMAN & ASSOCIATES
Altoona, PA
AUM
$555.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
814-941-4800
STEWARDSHIP ADVISORS, LLC
Mount Joy, PA
AUM
$545.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(717) 492-4787
MARION WEALTH MANAGEMENT
Monroeville, PA
AUM
$543.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
412-372-3849
COMMON CENTS PLANNING
Glen Mills, PA
AUM
$542.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
610-361-0865
COLLECTIVE FAMILY OFFICE, LLC
York, PA
AUM
$533.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(717) 893-5055