STARK WEALTH MANAGEMENT LLC
Bethlehem, PA
AUM
$262.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
610-419-9894
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in PA
325 advisers found
CGI PLAN ADVISORS, INC.
Frazer, PA
AUM
$261.0M
Wealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
610-854-1420
STEEL TOWER INVESTMENTS
Pittsburgh, PA
AUM
$258.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
412-586-2060
MALVERN CAPITAL MANAGEMENT
Malvern, PA
AUM
$258.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-979-1462
BRAUN-BOSTICH & ASSOCIATES INC.
Canonsburg, PA
AUM
$249.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(724) 942-2639
DWD PORTFOLIO SOLUTIONS, INC.
Pittsburgh, PA
AUM
$248.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
412-341-6642
LEGACY SOLUTIONS, LLC
Kennett Square, PA
AUM
$243.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
610-444-9920
IFS GROUP
Mechanicsburg, PA
AUM
$240.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-766-1144
AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
941-362-0161
ATLAS WEALTH PARTNERS LLC
Wyomissing, PA
AUM
$233.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
610-268-6807
INTEGRATED CAPITAL MANAGEMENT, INC.
Jessup, PA
AUM
$232.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; ASSETS UNDER ADVISEMENT
570-344-0100
ECON WEALTH MANAGEMENT
Harrisburg, PA
AUM
$232.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
717-545-5870
VALLEY BROOK CAPITAL GROUP
Venetia, PA
AUM
$223.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
724-941-8625
WEDGEWOOD INVESTORS INC
Erie, PA
AUM
$215.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
[814]456-3651
SENSENIG CAPITAL ADVISORS, INC.
Collegeville, PA
AUM
$212.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
610-584-9700
GIBRALTAR WEALTH MANAGEMENT, LLC
Abington, PA
AUM
$212.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
215-956-5154
WHARTON WEALTH MANAGEMENT, LLC
Malvern, PA
AUM
$209.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
484-328-3590
KOHLHEPP INVESTMENT ADVISORS, LTD.
Doylestown, PA
AUM
$204.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
215-340-5777
ERICKSON FINANCIAL GROUP, LLC
Allentown, PA
AUM
$198.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(484) 209-5270
ODYSSEY CAPITAL ADVISORS INC.
Bala Cynwyd, PA
AUM
$189.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
484-278-4497
ALVIN CLAY FINANCIAL ADVISORS, LLC
Jenkintown, PA
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
267-626-2382
HOFFMAN CAPITAL ADVISORS LLC
Cranberry Twp, PA
AUM
$185.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(724) 719-6767
MARATHON STRATEGIC ADVISORS, LLC
Pittsburgh, PA
AUM
$182.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
740-282-5198
ATMOS ADVISORY, LLC
Pittsburgh, PA
AUM
$180.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
(412) 497-1766