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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
FAITHWARD CAPITAL
Lancaster, PA
AUM
$922.7M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(844) 970-4055
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
PENNSYLVANIA CAPITAL MANAGEMENT INC.
Huntingdon Valley, PA
AUM
$848.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-881-7700
STONE HOUSE INVESTMENT MANAGEMENT, LLC
Tunkhannock, PA
AUM
$841.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(570) 836-7020
TWIN CAPITAL MANAGEMENT INC
Mcmurray, PA
AUM
$837.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
[724]942-2000
SMITHBRIDGE ASSET MANAGEMENT, INC.
Chadds Ford, PA
AUM
$830.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-361-9141
MMA ASSET MANAGEMENT LLC
Conshohocken, PA
AUM
$787.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-684-3200
INSIGHT ADVISORS, LLC
Newtown, PA
AUM
$785.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-550-6011
BRUTON CHISNELL ADVISORS, LLC
Downingtown, PA
AUM
$772.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-518-3900
MTM FINANCIAL GROUP, LLC
Bethlehem, PA
AUM
$771.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
610-746-7007
GRANT STREET ASSET MANAGEMENT INC
Canonsburg, PA
AUM
$768.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
412-257-8060
INTERCHANGE CAPITAL PARTNERS
Pittsburgh, PA
AUM
$743.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
412-307-4230
ABSOLUTE CAPITAL MANAGEMENT, LLC
Pittsburgh, PA
AUM
$742.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
412-388-1600
ALLEGHENY INVESTMENTS
Pittsburgh, PA
AUM
$742.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
412-367-3880
SEVENBRIDGE FINANCIAL GROUP, LLC
Harrisburg, PA
AUM
$731.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(717) 775-8661
TILLER PRIVATE WEALTH, INC.
Bethlehem, PA
AUM
$730.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(610) 954-9940
FS CREDIT INCOME ADVISOR, LLC
Philadelphia, PA
AUM
$726.2M
Wealth Mgmt
Team
31 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-220-6651
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