Search Results

540 advisors in pennsylvania
FirmFeeAUMMin.Clients

TRIDENT ADVISORS INC

Clean RecordAlso Compensated via Brokerage
Doylestown, PennsylvaniaCRD #108920
Typical Fee--
AUM$117M
Minimum--
Clients226

TRINITY INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
West Chester, PennsylvaniaCRD #141039
Typical Fee--
AUM$342M
Minimum--
Clients36

TRINITY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berwyn, PennsylvaniaCRD #169216
Typical Fee--
AUM$304M
Minimum--
Clients631

TROUTMAN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Malvern, PennsylvaniaCRD #301107
Typical Fee--
AUM$133M
Minimum--
Clients369

TRUNORTH FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chambersburg, PennsylvaniaCRD #111308
Typical Fee--
AUM$258M
Minimum--
Clients1,085

TRUSTMONT ADVISORY GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Greensburg, PennsylvaniaCRD #106015
Typical Fee--
AUM$1.1B
Minimum--
Clients5,387

TWIN CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mcmurray, PennsylvaniaCRD #104748
Typical Fee--
AUM$936M
Minimum--
Clients76

UNION SQUARE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Kennett Square, PennsylvaniaCRD #288708
Typical Fee--
AUM$189M
Minimum--
Clients1

UP FINTECH ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown Square, PennsylvaniaCRD #285915
Typical Fee--
AUM$1M
Minimum--
Clients3

US ASSET MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #124234
Typical Fee--
AUM$321M
Minimum--
Clients42

US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Moon Township, PennsylvaniaCRD #323370
Typical Fee--
AUM$4.3B
Minimum--
Clients3

V3LIMITED LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Radnor, PennsylvaniaCRD #169624
Typical Fee--
AUM$143M
Minimum--
Clients150

VALLEY BROOK CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Venetia, PennsylvaniaCRD #122460
Typical Fee--
AUM$223M
Minimum--
Clients368

VALLEY FINANCIAL GROUP

Clean RecordAlso Compensated via Brokerage
Ambler, PennsylvaniaCRD #312254
Typical Fee--
AUM$238M
Minimum--
Clients821

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Audubon, PennsylvaniaCRD #123898
Typical Fee--
AUM$2.8B
Minimum--
Clients1,111

VALLEY NATIONAL ADVISERS INC

Clean RecordAlso Compensated via Brokerage
Bethlehem, PennsylvaniaCRD #110788
Typical Fee--
AUM$1.1B
Minimum--
Clients5,984

VANGUARD ADVISERS, INC.

Fee-OnlyAlso Compensated via Product Sales
Malvern, PennsylvaniaCRD #106715
Typical Fee--
AUM$300.4B
Minimum--
Clients698,843

VANGUARD CAPITAL MANAGEMENT, LLC

Fee-Only, No Conflicts
Malvern, PennsylvaniaCRD #338002
Typical Fee--
AUM--
Minimum--
Clients--

VANGUARD GLOBAL ADVISERS, LLC

Fee-Only, No Conflicts
Malvern, PennsylvaniaCRD #164593
Typical Fee--
AUM$491.4B
Minimum--
Clients154

VANGUARD GROUP INC

Fee-Only, No Conflicts
Malvern, PennsylvaniaCRD #105958
Typical Fee--
AUM$10.2T
Minimum--
Clients212

VANGUARD PORTFOLIO MANAGEMENT, LLC

Fee-Only, No Conflicts
Malvern, PennsylvaniaCRD #338003
Typical Fee--
AUM--
Minimum--
Clients--

VANTUS WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lancaster, PennsylvaniaCRD #337216
Typical Fee--
AUM$440M
Minimum--
Clients2,368

VEERY CAPITAL, LLC

Clean RecordAlso Compensated via Brokerage
West Chester, PennsylvaniaCRD #298465
Typical Fee--
AUM$802M
Minimum--
Clients742

VENATOR MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pittsburgh, PennsylvaniaCRD #310406
Typical Fee--
AUM$428M
Minimum--
Clients76

VENERABLE INVESTMENT ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Chester, PennsylvaniaCRD #330755
Typical Fee--
AUM$16.3B
Minimum--
Clients21

VENTURA WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Yardley, PennsylvaniaCRD #152301
Typical Fee--
AUM$600M
Minimum--
Clients1,512

VERDIS INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Conshohocken, PennsylvaniaCRD #134445
Typical Fee--
AUM$498M
Minimum--
Clients10

VERICREST PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newtown, PennsylvaniaCRD #311111
Typical Fee--
AUM$113M
Minimum--
Clients353

VERMILLION & WHITE WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Phoenixville, PennsylvaniaCRD #168215
Typical Fee--
AUM$231M
Minimum--
Clients873

VERSA CAPITAL

Fee-Only, No ConflictsClean Record
Philadelphia, PennsylvaniaCRD #157161
Typical Fee--
AUM$181M
Minimum--
Clients7
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