Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
924 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