Search Results

540 advisors in pennsylvania
FirmFeeAUMMin.Clients

NORTHSTAR FINANCIAL COMPANIES, INC.

Fee-OnlyAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #119396
Typical Fee1.25%
AUM$443M
Minimum--
Clients1,303

O'HAGAN GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethlehem, PennsylvaniaCRD #315389
Typical Fee--
AUM$1.0B
Minimum--
Clients1,422

OAK TREE INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #111095
Typical Fee--
AUM$164M
Minimum--
Clients214

OAKMONT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakmont, PennsylvaniaCRD #128939
Typical Fee--
AUM$3.1B
Minimum--
Clients975

OAKTREE ADVISORS LLC

Clean RecordAlso Compensated via Brokerage
Coopersburg, PennsylvaniaCRD #168271
Typical Fee--
AUM$179M
Minimum--
Clients548

OAR FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bryn Mawr, PennsylvaniaCRD #158989
Typical Fee--
AUM$113M
Minimum--
Clients41

OARS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dillsburg, PennsylvaniaCRD #153198
Typical Fee--
AUM$360M
Minimum--
Clients720

OBRIEN GREENE & CO INC

Fee-OnlyAlso Compensated via Product Sales
Media, PennsylvaniaCRD #110281
Typical Fee--
AUM$417M
Minimum--
Clients344

ODYSSEY CAPITAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bala Cynwyd, PennsylvaniaCRD #299034
Typical Fee--
AUM$144M
Minimum--
Clients596

ODYSSEY GROUP WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #336636
Typical Fee--
AUM$388M
Minimum--
Clients742

OLD GLORY ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Malvern, PennsylvaniaCRD #126013
Typical Fee--
AUM$569M
Minimum--
Clients27

OMICRON ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #165250
Typical Fee--
AUM$115M
Minimum--
Clients178

OWLS NEST PARTNERS

Fee-Only, No ConflictsClean Record
Chadds Ford, PennsylvaniaCRD #289811
Typical Fee--
AUM$473M
Minimum--
Clients16

OXFORD REAL ESTATE ADVISORS INC

Clean RecordAlso Compensated via Insurance
Pittsburgh, PennsylvaniaCRD #107209
Typical Fee--
AUM$117M
Minimum--
Clients1

PACER ADVISORS, INC.

Clean RecordAlso Compensated via Brokerage
Malvern, PennsylvaniaCRD #137381
Typical Fee--
AUM$46.1B
Minimum--
Clients54

PARK SHORE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Erie, PennsylvaniaCRD #145265
Typical Fee0.25%
AUM$110M
Minimum--
Clients5

PATRIOT FINANCIAL MANAGER, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #159818
Typical Fee--
AUM$1.1B
Minimum--
Clients5

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.

Fee-Only, No ConflictsClean Record
Villanova, PennsylvaniaCRD #281131
Typical Fee--
AUM$309M
Minimum--
Clients3

PENN CAPITAL MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Philadelphia, PennsylvaniaCRD #105081
Typical Fee--
AUM$1.6B
Minimum--
Clients724

PENN MUTUAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #107518
Typical Fee--
AUM$39.1B
Minimum--
Clients40

PENNSYLVANIA CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Huntingdon Valley, PennsylvaniaCRD #107648
Typical Fee--
AUM$759M
Minimum--
Clients1,033

PERMIT CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Conshohocken, PennsylvaniaCRD #138436
Typical Fee--
AUM$551M
Minimum--
Clients6

PERSIMMON CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Blue Bell, PennsylvaniaCRD #334563
Typical Fee--
AUM$341M
Minimum--
Clients578

PETREDIS INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Warrendale, PennsylvaniaCRD #322371
Typical Fee--
AUM$1.4B
Minimum--
Clients1,499

PF ADVISORS

Fee-Only, No ConflictsClean Record
Chadds Ford, PennsylvaniaCRD #277156
Typical Fee--
AUM$238M
Minimum--
Clients8

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Bala Cynwyd, PennsylvaniaCRD #294016
Typical Fee--
AUM$61M
Minimum--
Clients145

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
King Of Prussia, PennsylvaniaCRD #155652
Typical Fee2.00%
AUM$146M
Minimum--
Clients501

PITCAIRN

Fee-OnlyClean RecordAlso Compensated via Product Sales
Conshohocken, PennsylvaniaCRD #333260
Typical Fee--
AUM$776M
Minimum--
Clients148

PITTSBURGH FINANCIAL PLANNERS, INC.

Fee-Only, No ConflictsClean Record
Bridgeville, PennsylvaniaCRD #14155
Typical Fee--
AUM$161M
Minimum--
Clients500

PNC STEEL CITY ADVISORS, LLC

Fee-Only, No Conflicts
Pittsburgh, PennsylvaniaCRD #172658
Typical Fee--
AUM$1.7B
Minimum--
Clients3
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