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Advisors for $1 million to $3 million in Pennsylvania

All 208 advisors

Advisors for $1 million to $3 million in Pennsylvania: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jacob Devlin Covington Investment Advisors Ligonier Not listed Percentage of assets
Joseph Pflueger Pflueger Wealth Churchville Not listed Percentage of assets, Hourly
Marc Turner Renaissance Advisory Group Bryn Mawr Not listed Percentage of assets
Nick Allen Covington Investment Advisors Ligonier Not listed Percentage of assets
Patrick Wallace Covington Investment Advisors Ligonier Not listed Percentage of assets
Timothy Whitmoyer Lountzis Asset Management Wyomissing Not listed Percentage of assets
Zachary Lountzis Lountzis Asset Management Wyomissing Not listed Percentage of assets
Edward Cwalina Horse Cove Partners Center Valley Not listed Percentage of assets, Fixed fees
Alexandra Cameron Petredis Investment Advisors Warrendale CFP Percentage of assets, Hourly
Andrew Schaffer Ellis Investment Partners Berwyn CFP Percentage of assets, Hourly
Athena Mallios Petredis Investment Advisors Warrendale CFP Percentage of assets, Hourly
Christopher Crooks Tower Bridge Advisors West Conshohocken CFP, CFA Percentage of assets, Fixed fees
Derek Lemke Ellis Investment Partners Berwyn CFP Percentage of assets, Hourly
Eduard Zolotarev Brooklyn FI Philadelphia CFP Percentage of assets, Hourly
Eric Bleiler Northeast Advisers Paoli CFP Percentage of assets, Hourly
Eric Rohtla Passive Capital Management Huntingdon Valley CFP Percentage of assets
Jaclyn Cornelius Keyvantage Wealth Advisors Bethlehem CFP Percentage of assets, Hourly
Jonathan Ritter Keyvantage Wealth Advisors Bethlehem CFP Percentage of assets, Hourly
Jonathan Smith Ellis Investment Partners Berwyn CFP Percentage of assets, Hourly
Keith Traynor Traynor Capital Management Malvern CFP Percentage of assets
Kurt Ebner EHB Financial Resources Managemnt Exton CFP, CFA Percentage of assets
Paul Kopey Paul R. Kopey & Associates Chester Springs CFP, ChFC Percentage of assets, Hourly
Paul Rossi Rossi Financial Associates Monroeville CFP Percentage of assets, Hourly
Rebecca Proetto Northeast Advisers Paoli CFP Percentage of assets, Hourly
Rodman Young Keyvantage Wealth Advisors Bethlehem CFP Percentage of assets, Hourly
Ross Muldoon Ellis Investment Partners Berwyn CFP Percentage of assets, Hourly
Ruston Wolfe Apricus Wealth Lebanon CFP Percentage of assets
Sally Sulcove Obrien Greene & CO Media CFP, CFA Percentage of assets, Hourly
Scott Heess Meridian Asset Management Bethlehem CFP, ChFC Percentage of assets, Hourly
Thomas Ginty Wedmont Private Capital West Chester CFP Fixed fees
William Heidig Fiscalwise Media CFP Percentage of assets, Hourly
William Knight Legend Financial Advisors Pittsburgh CFP Percentage of assets, Hourly
Charles Petredis Petredis Investment Advisors Warrendale CFA Percentage of assets, Hourly
Christian Petredis Petredis Investment Advisors Warrendale CFA Percentage of assets, Hourly
Christopher O'Keefe Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
Christopher Ouimet Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
David Sun Ellis Investment Partners Berwyn CFA Percentage of assets, Hourly
Eric Fencil Petredis Investment Advisors Warrendale CFA Percentage of assets, Hourly
Ernest Cecilia Apricus Wealth Downingtown CFA Percentage of assets
James Meyer Tower Bridge Advisors West Conshohocken CFA Percentage of assets, Fixed fees
Jennifer Garrett Ellis Investment Partners Berwyn CFA Percentage of assets, Hourly
John Weisbrod Quantum Financial Advisors Pittsburgh ChFC Percentage of assets, Hourly
Merton Breisch Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
Michael Newman Ellis Investment Partners Berwyn ChFC Percentage of assets, Hourly
Richard Buchwald Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
Shawn Gallagher Tower Bridge Advisors West Conshohocken CFA Percentage of assets, Fixed fees
William Fitzpatrick Logan Capital Management Newtown Square CFA Percentage of assets, Fixed fees
Woodward Odiorne Ellis Investment Partners Berwyn ChFC Percentage of assets, Hourly
Zachary Shirilla Baldwin Wealth Partners Pittsburgh CFA Percentage of assets, Fixed fees
Al Besse Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees