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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
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
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
AUM
$484.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-430-0001
BIRCH RUN INVESTMENTS, LLC
Exton, PA
AUM
$457.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(610) 321-3453
IVC WEALTH ADVISORS LLC
Silverdale, PA
AUM
$455.0M
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(215)-392-6631
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
TOWER WEALTH PARTNERS
Lewisburg, PA
AUM
$440.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(570) 524-7200
PRIMESOLUTIONS ADVISORS, LLC
Pittsburgh, PA
AUM
$440.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees
412-818-5780
VANTUS WEALTH
Lancaster, PA
AUM
$439.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
844-682-6887
CHAPEL HILL INVESTMENT ANALYSTS INC
Greensburg, PA
AUM
$436.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(724)830-2600
MUHLENKAMP & CO INC
Wexford, PA
AUM
$435.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
724-935-5520
COMPREHENSIVE FINANCIAL PLANNING, INC.
East Petersburg, PA
AUM
$434.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
717-569-6667
SANTORI & PETERS
Canonsburg, PA
AUM
$433.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
412-373-6904
BEACON BRIDGE WEALTH PARTNERS, LLC
Lower Gwynedd, PA
AUM
$426.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
484-533-6600
CAPITAL WEALTH INVESTMENTS
Scranton, PA
AUM
$423.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
570-543-5255
WEALTHCARE CAPITAL PARTNERS, LLC
West Chester, PA
AUM
$407.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
804.644.4711
HENDERSON BROTHERS FINANCIAL PARTNERS LLC
Pittsburgh, PA
AUM
$406.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
412-261-3333
TRINITY WEALTH MANAGEMENT, LLC
Berwyn, PA
AUM
$399.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
610-296-2020
PROMETHEUS CAPITAL MANAGEMENT CORP.
Yardley, PA
AUM
$397.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
215-321-9312
MOR WEALTH MANAGEMENT, LLC
Philadelphia, PA
AUM
$395.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
267-930-8300
LEGEND FINANCIAL ADVISORS INC
Pittsburgh, PA
AUM
$389.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
412-635-9210
TRINITY INVESTMENT ADVISORS, LLC
West Chester, PA
AUM
$388.2M
Wealth MgmtRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
610-344-9300