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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
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
MARKET STREET WEALTH MANAGEMENT
West Chester, PA
AUM
$837.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
(610) 692-3200
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
HOEY INVESTMENTS, INC.
Coatesville, PA
AUM
$788.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
610-738-4280
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
EWA, LLC
Pittsburgh, PA
AUM
$750.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(412) 288-2363
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
JMAC ENTERPRISES LLC
Newtown, PA
AUM
$722.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
267-753-7066
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
ATWATER MALICK
Lancaster, PA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(717) 400-1505
FOREFRONT ANALYTICS, LLC
W. Conshohocken, PA
AUM
$679.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610-341-3900