VANGUARD ADVISERS, INC.
Malvern, PA
AUM
$344.62B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1903 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
610-669-1000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA
537 advisers found
SEI INVESTMENTS MANAGEMENT CORP
Oaks, PA
AUM
$216.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
226 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
610-676-1000
JANNEY MONTGOMERY SCOTT LLC
Philadelphia, PA
AUM
$110.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1614 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
215-665-6000
LINCOLN INVESTMENT
Fort Washington, PA
AUM
$21.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
874 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
215-887-8111
MYCIO WEALTH PARTNERS, LLC
Philadelphia, PA
AUM
$15.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
46 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
267-295-2280
MILL CREEK CAPITAL ADVISORS, LLC
Conshohocken, PA
AUM
$10.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
610-941-7700
CALLAN FAMILY OFFICE, LLC
Radnor, PA
AUM
$10.21B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(877) 506-7990
ARIN RISK ADVISORS LLC
Conshohocken, PA
AUM
$10.19B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
610.822.3400
CONRAD SIEGEL INVESTMENT ADVISORS
Harrisburg, PA
AUM
$10.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(717) 652-5633
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
Bethlehem, PA
AUM
$9.57B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(610) 694-0900
HORNOR, TOWNSEND & KENT, LLC
Conshohocken, PA
AUM
$9.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
426 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
215-957-7300
WEALTHCARE ADVISORY PARTNERS LLC
West Chester, PA
AUM
$8.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
173 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
804.644.4711
HBKS WEALTH ADVISORS
Erie, PA
AUM
$7.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
73 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
814-836-5776
MILLER INVESTMENT MANAGEMENT, LP
West Conshohocken, PA
AUM
$7.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
610-834-9820
PROWELL FINANCIAL MANAGEMENT, LLC
Exton, PA
AUM
$6.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
484-359-4057
CONFLUENCE FINANCIAL PARTNERS
Mcmurray, PA
AUM
$6.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
38 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
724-271-8801
GREYCOURT & CO., INC.
Pittsburgh, PA
AUM
$6.61B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
412-361-0100
PITCAIRN
Conshohocken, PA
AUM
$5.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
37 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
215-881-6144
ALLEGHENY FINANCIAL GROUP
Pittsburgh, PA
AUM
$5.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-367-3880
WALDRON PRIVATE WEALTH
Bridgeville, PA
AUM
$5.50B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
412-221-1005
LEGACY ADVISORS, LLC
Plymouth Meeting, PA
AUM
$5.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
25 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
610-943-3000
JFS WEALTH ADVISORS, LLC
Hermitage, PA
AUM
$4.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
724-962-3200
WHARTON BUSINESS GROUP, LLC
Malvern, PA
AUM
$4.57B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
484-327-8262
SAGE FINANCIAL GROUP INC.
West Conshohocken, PA
AUM
$4.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
484-342-4400
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