W Wellspent
Wellspent public graph/Find by/Advisors for $1 million to $3 million/Pennsylvania

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
Alexis Barnhart Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Anthony Civitello Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Anthony Podrasky Petredis Investment Advisors Warrendale Not listed Percentage of assets, Hourly
Carlos Prince Legacy Edge Advisors Conshohocken Not listed Percentage of assets, Hourly
Charles Gubler Flagship Capital Management Media Not listed Percentage of assets
Charles Knight One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Charles Petredis Petredis Investment Advisors Warrendale Not listed Percentage of assets, Hourly
Christopher Geczy Gkfo W. Conshohocken Not listed Percentage of assets
Christopher Gildea Tower Bridge Advisors West Conshohocken Not listed Percentage of assets, Fixed fees
Christopher Torzone Christine Messmer Collegeville Not listed Hourly, Fixed fees
Dana Stewardson Logan Capital Management Philadelphia Not listed Percentage of assets, Fixed fees
Daniel Kelley Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Daniel Rodan Tower Bridge Advisors West Conshohocken Not listed Percentage of assets, Fixed fees
Daniel Sloppy One-Up Financial Erie Not listed Percentage of assets, Fixed fees
David Herbe One-Up Financial Erie Not listed Percentage of assets, Fixed fees
David Herbe One-Up Financial Erie Not listed Percentage of assets, Fixed fees
David Peck Traynor Capital Management Malvern Not listed Percentage of assets
Dennis Grow One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Evan Avgerinos Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Francis DenDulk AEM Asset Management Bushkill Not listed Percentage of assets, Hourly
James Gibson Apricus Wealth Newtown Square Not listed Percentage of assets
James Pelletier Wedmont Private Capital West Chester Not listed Fixed fees
Janel Bonsell One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Jarrod Sleppy Legacy Edge Advisors Sarver Not listed Percentage of assets, Hourly
Jay Harris Meridian Asset Management Bethlehem Not listed Percentage of assets, Hourly
Jennifer Rosen Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
John Devine Northeast Advisers Paoli Not listed Percentage of assets, Hourly
Joseph Langella Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Julia Vandergast Traynor Capital Management Malvern Not listed Percentage of assets
Julie Kelly Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Kevin Case Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Lisa Weaver World Capital Advisors State College Not listed Percentage of assets, Hourly
Mark Obrien Obrien Greene & CO Media Not listed Percentage of assets, Hourly
Mark Watkinson Watkinson Capital Advisors Berwyn Not listed Percentage of assets
Mary Fugler Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Matthew Ihlein Traynor Capital Management Malvern Not listed Percentage of assets
Matthew Minnaugh One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Matthew Obrien Obrien Greene & CO Media Not listed Percentage of assets, Hourly
Matthew West Nexwealth Philadelphia Not listed Percentage of assets, Fixed fees
Michael Adams Tower Bridge Advisors West Conshohocken Not listed Percentage of assets, Fixed fees
Michael Jordan Traynor Capital Management Malvern Not listed Percentage of assets
Nicholas Sun Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Peter Cooke Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees
Peter Eaglen One-Up Financial Erie Not listed Percentage of assets, Fixed fees
Petru Donisanu Franklin Madison Private Wealth Pittsburgh Not listed Percentage of assets, Hourly
Robert Habig Ellis Investment Partners Lancaster Not listed Percentage of assets, Hourly
Robert White Legend Financial Advisors Pittsburgh Not listed Percentage of assets, Hourly
Samuel Carpin Ellis Investment Partners Berwyn Not listed Percentage of assets, Hourly
Sarah Cardamone Northeast Advisers Paoli Not listed Percentage of assets, Hourly
Sarah Menkes Logan Capital Management Newtown Square Not listed Percentage of assets, Fixed fees