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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in PA
407 advisers found
COLLECTIVE FAMILY OFFICE, LLC
York, PA
AUM
$533.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(717) 893-5055
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
INVESTMENT RESEARCH PARTNERS
Lemont, PA
AUM
$512.4M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
814-966-7206
VENATOR MANAGEMENT LLC
Pittsburgh, PA
AUM
$511.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
412-586-3747
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
EAB INVESTMENT GROUP, LLC
Bala Cynwyd, PA
AUM
$506.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-583-0032
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
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
GARDNER LEWIS ASSET MANAGEMENT LP
Chadds Ford, PA
AUM
$456.5M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
610-558-2800
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
OWLS NEST PARTNERS
Chadds Ford, PA
AUM
$441.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(484) 352-1110
AUM
$440.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
814-314-0344
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
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
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
FOUNDATION WEALTH MANAGEMENT, LLC
Media, PA
AUM
$411.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(610) 548-7170
MB, LEVIS & ASSOCIATES,LLC
Center Valley, PA
AUM
$411.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
610-419-9690
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