Search Results

540 advisors in pennsylvania
FirmFeeAUMMin.Clients

KELLER FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Camp Hill, PennsylvaniaCRD #328195
Typical Fee--
AUM$135M
Minimum--
Clients79

KEY FINANCIAL, INC.

Clean RecordAlso Compensated via Product Sales
West Chester, PennsylvaniaCRD #116240
Typical Fee--
AUM$2.5B
Minimum--
Clients4,622

KEYVANTAGE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethlehem, PennsylvaniaCRD #331996
Typical Fee--
AUM$302M
Minimum--
Clients146

KINTRA WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsport, PennsylvaniaCRD #299407
Typical Fee--
AUM$461M
Minimum--
Clients1,424

KISSLING FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New Castle, PennsylvaniaCRD #299531
Typical Fee--
AUM$113M
Minimum--
Clients1,109

KITCHING PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #325042
Typical Fee--
AUM$539M
Minimum--
Clients171

KOHLHEPP INVESTMENT ADVISORS, LTD.

Clean RecordAlso Compensated via Brokerage
Doylestown, PennsylvaniaCRD #113989
Typical Fee--
AUM$191M
Minimum--
Clients898

KOOMAN & ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Altoona, PennsylvaniaCRD #322163
Typical Fee--
AUM$472M
Minimum--
Clients1,256

LANSING STREET ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Ambler, PennsylvaniaCRD #306882
Typical Fee--
AUM$439M
Minimum--
Clients440

LBC CREDIT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #157628
Typical Fee--
AUM$3.3B
Minimum--
Clients16

LEGACY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plymouth Meeting, PennsylvaniaCRD #139830
Typical Fee--
AUM$4.2B
Minimum--
Clients2,257

LEGACY ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exton, PennsylvaniaCRD #147173
Typical Fee1.25%
AUM$157M
Minimum--
Clients325

LEGACY SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kennett Square, PennsylvaniaCRD #323360
Typical Fee--
AUM$193M
Minimum--
Clients653

LEGEND FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #108207
Typical Fee--
AUM$335M
Minimum--
Clients1,103

LEM CAPITAL, L.P.

Fee-Only, No ConflictsClean Record
Philadelphia, PennsylvaniaCRD #159817
Typical Fee--
AUM$657M
Minimum--
Clients2

LGL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #289784
Typical Fee--
AUM$848M
Minimum--
Clients61

LIBERTY ASSET MANAGEMENT

Also Compensated via Brokerage
Allentown, PennsylvaniaCRD #142094
Typical Fee--
AUM$141M
Minimum--
Clients579

LIBERTY ONE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #315675
Typical Fee--
AUM$178M
Minimum--
Clients832

LIBERTY SQUARE WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethlehem, PennsylvaniaCRD #332476
Typical Fee--
AUM$568M
Minimum--
Clients1,668

LIFEGUIDE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mechanicsburg, PennsylvaniaCRD #284842
Typical Fee--
AUM$563M
Minimum--
Clients2,715

LIGHTHOUSE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Camp Hill, PennsylvaniaCRD #307529
Typical Fee--
AUM$200M
Minimum--
Clients293

LINCOLN FINANCIAL INVESTMENTS CORPORATION

Fee-Only, No ConflictsClean Record
Radnor, PennsylvaniaCRD #108881
Typical Fee--
AUM$95.9B
Minimum--
Clients130

LINCOLN INVESTMENT

Also Compensated via Brokerage
Fort Washington, PennsylvaniaCRD #519
Typical Fee0.10%
AUM$18.9B
Minimum--
Clients201,292

LL FUNDS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #161552
Typical Fee--
AUM$2.4B
Minimum--
Clients22

LLR MANAGEMENT HOLDCO, L.P.

Fee-Only, No ConflictsClean Record
Philadelphia, PennsylvaniaCRD #323438
Typical Fee--
AUM$7.0B
Minimum--
Clients17

LOGAN CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown Square, PennsylvaniaCRD #108893
Typical Fee--
AUM$2.7B
Minimum--
Clients1,703

LOUNTZIS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wyomissing, PennsylvaniaCRD #118923
Typical Fee--
AUM$549M
Minimum--
Clients298

LOVELL MINNICK PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #156494
Typical Fee--
AUM$5.2B
Minimum--
Clients29

LUBERT-ADLER MANAGEMENT COMPANY, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #155201
Typical Fee--
AUM$3.0B
Minimum--
Clients27

MACDOUGALL FINANCIAL COUNSELING

Clean Record
Delmont, PennsylvaniaCRD #104644
Typical Fee--
AUM$425M
Minimum--
Clients426
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