LIFEGUIDE FINANCIAL ADVISORS, LLC
Mechanicsburg, PA
AUM
$562.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(717) 796-1700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in PA
605 advisers found
KOOMAN & ASSOCIATES
Altoona, PA
AUM
$555.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
814-941-4800
LANSING STREET ADVISORS
Ambler, PA
AUM
$555.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
215-718-2063
HAMEL ASSOCIATES,INC.
Center Valley, PA
AUM
$548.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
973-665-1400
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
MARION WEALTH MANAGEMENT
Monroeville, PA
AUM
$543.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
412-372-3849
COMMON CENTS PLANNING
Glen Mills, PA
AUM
$542.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
610-361-0865
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
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
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
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
BRICK & KYLE ASSOCIATES INC
Newtown, PA
AUM
$491.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
215-493-8787
AUM
$484.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-430-0001
MORTON BROWN FAMILY WEALTH LLC
Allentown, PA
AUM
$483.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
610-709-5072
OBRIEN GREENE & CO INC
Media, PA
AUM
$464.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
610-891-7880
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
MCCLARREN FINANCIAL ADVISORS
State College, PA
AUM
$453.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
814-235-1940
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