Search Results

540 advisors in pennsylvania
FirmFeeAUMMin.Clients

STONE HOUSE INVESTMENT MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Tunkhannock, PennsylvaniaCRD #139410
Typical Fee--
AUM$670M
Minimum--
Clients2,461

STONE PINE FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Media, PennsylvaniaCRD #175287
Typical Fee--
AUM$199M
Minimum--
Clients639

STONEBRIDGE FINANCIAL GROUP, LLC

Clean RecordAlso Compensated via Brokerage
Wormleysburg, PennsylvaniaCRD #327529
Typical Fee2.00%
AUM$1.8B
Minimum--
Clients4,021

STONECROP WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Chester, PennsylvaniaCRD #306486
Typical Fee--
AUM$252M
Minimum--
Clients706

STONERIDGE INVESTMENT PARTNERS

Fee-Only, No ConflictsClean Record
Radnor, PennsylvaniaCRD #109261
Typical Fee--
AUM$286M
Minimum--
Clients11

STONERIDGE PMG ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Radnor, PennsylvaniaCRD #107662
Typical Fee--
AUM$404M
Minimum--
Clients15

SUCCESS WEALTH MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Wexford, PennsylvaniaCRD #299094
Typical Fee--
AUM$97M
Minimum--
Clients1,119

SUMMIT GROUP RETIREMENT PLANNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exton, PennsylvaniaCRD #169823
Typical Fee--
AUM$302M
Minimum--
Clients255

TAURUS PRIVATE MARKETS, LLC

Fee-Only, No ConflictsClean Record
Malvern, PennsylvaniaCRD #300786
Typical Fee--
AUM$324M
Minimum--
Clients2

TAYLOR SECURITIES SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Harrisburg, PennsylvaniaCRD #304070
Typical Fee--
AUM$253M
Minimum--
Clients126

TGS FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #107289
Typical Fee--
AUM$426M
Minimum--
Clients1,222

THE ARANDA GROUP ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Jenkintown, PennsylvaniaCRD #302100
Typical Fee--
AUM$222M
Minimum--
Clients423

THE COURY FIRM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #289145
Typical Fee--
AUM$1.2B
Minimum--
Clients1,007

THE ESTATE PLANNERS GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yardley, PennsylvaniaCRD #124418
Typical Fee--
AUM$361M
Minimum--
Clients326

THE FAIRMAN GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chesterbrook, PennsylvaniaCRD #121492
Typical Fee1.00%
AUM$851M
Minimum--
Clients1,025

THE MARSHALL FINANCIAL GROUP, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Doylestown, PennsylvaniaCRD #110935
Typical Fee--
AUM$866M
Minimum--
Clients1,579

THOR FINANCIAL TECHNOLOGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greensburg, PennsylvaniaCRD #310362
Typical Fee--
AUM$217M
Minimum--
Clients2

THREE CORD TRUE WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Beaver, PennsylvaniaCRD #307480
Typical Fee--
AUM$252M
Minimum--
Clients832

THRIVE CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Fort Washington, PennsylvaniaCRD #281347
Typical Fee--
AUM$398M
Minimum--
Clients2,494

THRIVE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Audubon, PennsylvaniaCRD #168777
Typical Fee--
AUM$1.3B
Minimum--
Clients2,812

TIFF INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #327436
Typical Fee0.45%
AUM$6.7B
Minimum--
Clients69

TIFF INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #156308
Typical Fee--
AUM$1.9B
Minimum--
Clients1

TILLER PRIVATE WEALTH, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethlehem, PennsylvaniaCRD #111268
Typical Fee--
AUM$730M
Minimum--
Clients1,409

TLC GROUP INVESTMENT ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
State College, PennsylvaniaCRD #137814
Typical Fee--
AUM$147M
Minimum--
Clients348

TOWER BRIDGE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Conshohocken, PennsylvaniaCRD #115700
Typical Fee--
AUM$1.5B
Minimum--
Clients805

TOWER WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lewisburg, PennsylvaniaCRD #310461
Typical Fee--
AUM$350M
Minimum--
Clients687

TOWERCREST CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #152069
Typical Fee1.00%
AUM$710M
Minimum$250,000
Clients1,668

TRANSAMERICA FINANCIAL ADVISORS, LLC

Also Compensated via Brokerage
Philadelphia, PennsylvaniaCRD #16164
Typical Fee--
AUM$1.7B
Minimum--
Clients42,440

TRAYNOR CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Malvern, PennsylvaniaCRD #138881
Typical Fee--
AUM$1.8B
Minimum--
Clients1,425

TREBUCHET CONSULTING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #166645
Typical Fee--
AUM$921M
Minimum--
Clients953
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