PRESILIUM PRIVATE WEALTH, LLC
Radnor, PA
AUM
$671.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
215-982-4140
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
BARE WEALTH ADVISORS
Gap, PA
AUM
$662.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
717-407-5200
QUATTRO ADVISORS L.L.C.
Pittsburgh, PA
AUM
$661.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(412) 586-5406
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
Blue Bell, PA
AUM
$659.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-342-4200
THRIVE CAPITAL MANAGEMENT, LLC
Fort Washington, PA
AUM
$656.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
800-516-5861
MCGOWAN & CO LLP
Bryn Mawr, PA
AUM
$655.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
610-520-2400
MILESTONE FINANCIAL ASSOCIATES, LLC
Macungie, PA
AUM
$654.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
6104218777
PW NOVA FINANCIAL SERVICES LLC
Newtown, PA
AUM
$654.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
267-753-7065
KITCHING PARTNERS, LLC
Conshohocken, PA
AUM
$645.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
267-209-0830
RIGGS ASSET MANAGEMENT CO INC
Dallas, PA
AUM
$640.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
570-823-3383
NORTHEAST ADVISERS, INC.
Paoli, PA
AUM
$639.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
610-240-7955
FISCHER FINANCIAL SERVICES INC
Harrisburg, PA
AUM
$636.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
717-233-8901
CORDATUS WEALTH MANAGEMENT LLC
Yardley, PA
AUM
$630.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
215-579-5981
LOUNTZIS ASSET MANAGEMENT, LLC
Wyomissing, PA
AUM
$624.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(610) 375-2585
HAPANOWICZ FINANCIAL
Pittsburgh, PA
AUM
$622.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; PLANNING FEES BASED ON A PERCENTAGE OF CLIENT'S INCOME
412-261-5966
H FINANCIAL MANAGEMENT
Canonsburg, PA
AUM
$621.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
724-745-9406
CAPITAL A WEALTH MANAGEMENT
Cranberry Twp., PA
AUM
$612.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
724-658-4211
DREXEL MORGAN & CO.
Radnor, PA
AUM
$607.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
484-254-4306
MFA WEALTH ADVISORS, LLC
Pittsburgh, PA
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
412-343-8700
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
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