Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in PA
771 advisers found
ETHOS FINANCIAL GROUP, LLC
King Of Prussia, PA
AUM
$2.14B
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
610-822-5246
TRANSAMERICA FINANCIAL ADVISORS, LLC
Philadelphia, PA
AUM
$2.11B
Team
991 advisors
Clients
0
Fees
Percentage of AUM
770-248-3271
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
Center Valley, PA
AUM
$2.10B
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-849-2743
EMERALD MUTUAL FUND ADVISERS TRUST
Leola, PA
AUM
$2.09B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
717-396-1116
PENN CAPITAL MANAGEMENT COMPANY, LLC
Philadelphia, PA
AUM
$1.94B
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-302-1500
FS SPECIALTY LENDING ADVISOR, LLC
Philadelphia, PA
AUM
$1.93B
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-220-6651
CONSERVEST CAPITAL ADVISORS INC
Wynnewood, PA
AUM
$1.92B
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
610-642-9588
DT INVESTMENT PARTNERS, LLC
Chadds Ford, PA
AUM
$1.91B
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
484-778-4425
INDEPENDENCE SQUARE HOLDINGS, LLC
King Of Prussia, PA
AUM
$1.83B
Team
37 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +5 more
610-520-1500
CLOVERLAY INVESTMENT MANAGEMENT, LLC
Conshohocken, PA
AUM
$1.83B
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(484) 262-5020
MITCHELL SINKLER & STARR
Philadelphia, PA
AUM
$1.79B
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
215-665-1450
AMPLIUS WEALTH ADVISORS
Blue Bell, PA
AUM
$1.74B
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-310-7770
EQUUS CAPITAL PARTNERS, LTD.
Newtown Square, PA
AUM
$1.74B
Team
43 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-355-3200
PETREDIS INVESTMENT ADVISORS
Warrendale, PA
AUM
$1.69B
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
878-231-4300
RODGERS & ASSOCIATES
Lancaster, PA
AUM
$1.63B
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
717-560-3800
FS FUND ADVISOR, LLC
Philadelphia, PA
AUM
$1.63B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
215-220-6651
COMPASS ION ADVISORS, LLC
Conshohocken, PA
AUM
$1.59B
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(610) 228-2200
THRIVE WEALTH MANAGEMENT, LLC
Audubon, PA
AUM
$1.58B
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
215-376-5530
INVERNESS GRAHAM INVESTMENTS, INC.
Wayne, PA
AUM
$1.57B
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-722-0300
BRANDYWINE OAK PRIVATE WEALTH LLC
Kennett Square, PA
AUM
$1.57B
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(484) 785-0050
ABUNDANCE WEALTH COUNSELORS, LLC
State College, PA
AUM
$1.56B
Team
12 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
814.861.3810
ROBLE, BELKO AND COMPANY, INC.
Sewickley, PA
AUM
$1.55B
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(724) 935-4990
ALDEN CAPITAL
Wayne, PA
AUM
$1.52B
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(215) 572-8700