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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
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
BARTON INVESTMENT MANAGEMENT, LLC
W. Conshohocken, PA
AUM
$984.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; PORTFOLIO MONITORING FEES
610-226-4040
AUFMAN ASSOCIATES INC
Sewickley, PA
AUM
$971.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
724-934-5600
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
THE FAIRMAN GROUP, LLC
Chesterbrook, PA
AUM
$902.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-889-7300
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
RADNOR CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$854.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(610) 674-0400