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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
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
FORTIS ADVISORS, LLC
Wayne, PA
AUM
$584.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
610-313-0910
G&H INVESTMENTS
Leola, PA
AUM
$576.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-295-4425
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
LIFEGUIDE FINANCIAL ADVISORS, LLC
Mechanicsburg, PA
AUM
$562.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(717) 796-1700
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
LANSING STREET ADVISORS
Ambler, PA
AUM
$555.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-718-2063
HAMEL ASSOCIATES,INC.
Center Valley, PA
AUM
$548.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
973-665-1400
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
AURDAN CAPITAL MANAGEMENT, LLC
Wayne, PA
AUM
$526.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
484-254-1935
NORTHSTAR FINANCIAL COMPANIES, INC.
Conshohocken, PA
AUM
$519.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
610-629-6100
BLUESPHERE ADVISORS LLC
East Norriton, PA
AUM
$506.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(610) 277-1515
SHARP FINANCIAL
Horsham, PA
AUM
$502.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(215) 659-2130
VERDIS INVESTMENT MANAGEMENT, LLC
West Conshohocken, PA
AUM
$497.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
610-397-1600
BRICK & KYLE ASSOCIATES INC
Newtown, PA
AUM
$491.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
215-493-8787
AUM
$484.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-430-0001
MORTON BROWN FAMILY WEALTH LLC
Allentown, PA
AUM
$483.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-709-5072
OBRIEN GREENE & CO INC
Media, PA
AUM
$464.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-891-7880
MCCLARREN FINANCIAL ADVISORS
State College, PA
AUM
$453.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
814-235-1940
CERTIOR FINANCIAL GROUP, LLC
King Of Prussia, PA
AUM
$452.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
610-783-7010
AUM
$440.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
814-314-0344