How many financial advisors are in King Of Prussia, Pennsylvania?

Falists lists 15 registered investment advisers with a principal office or filing address in King Of Prussia, Pennsylvania, based on public SEC IAPD data.

How do financial advisors in King Of Prussia charge fees?

Fee structures vary by firm. In King Of Prussia, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for King Of Prussia?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Pennsylvania · 15 advisers

Financial Advisors in King Of Prussia, Pennsylvania

Looking for a financial advisor in King Of Prussia, Pennsylvania? Falists indexes 15 SEC-registered and state-registered investment advisers in King Of Prussia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $3.18B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$3.18B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth12 Planning11 Trusts11 Retirement9 Institutional8

Top advisors in King Of Prussia

Ranked by AUM · Fees, team & specialties at a glance

View all 15 →

GIRARD ADVISORY SERVICES, LLC

King Of Prussia, PA

AUM

$3.18B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

40 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

610-337-7640

Full profile Visit site →

ETHOS FINANCIAL GROUP, LLC

King Of Prussia, PA

AUM

$2.14B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

27 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

610-822-5246

Full profile Visit site →

INDEPENDENCE SQUARE HOLDINGS, LLC

King Of Prussia, PA

AUM

$1.83B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

37 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +5 more

610-520-1500

Full profile Visit site →

CERTIOR FINANCIAL GROUP, LLC

King Of Prussia, PA

AUM

$452.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +1 more

610-783-7010

Full profile Visit site →

NICHE INVESTMENT ADVISORS LLC

King Of Prussia, PA

AUM

$48.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

610-941-6900

Full profile Visit site →

COOPER EAGLE, LLC

King Of Prussia, PA

AUM

$46.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

484-519-2667

Full profile Visit site →

SUN GLOBAL LLC

King Of Prussia, PA

AUM

$4.9M

Wealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

302-521-5560

Full profile Visit site →

PRESERVATION WEALTH MANAGEMENT

King Of Prussia, PA

AUM

$2.4M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; REFERRAL FEES

610-768-7789

Full profile Visit site →

JURA INVESTMENTS, LLC

King Of Prussia, PA

AUM

$1.5M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

484-995-1186

Full profile Visit site →

CPC FINANCIAL PLANNING, INC

King Of Prussia, PA

AUM

—

Financial PlanningFee-Only/Hourly

Team

6 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

610-354-9275

Full profile Visit site →

DS FINANCIAL STRATEGIES, LLC

King Of Prussia, PA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Hourly charges · Fixed fees +1 more

215-660-0288

Full profile Visit site →

ISQ CAPITAL

King Of Prussia, PA

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +5 more

(610) 749-9920

Full profile Visit site →

SEVENTYSIX CAPITAL

King Of Prussia, PA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

610-304-7111

Full profile Visit site →

MAGUIRE INVESTMENTS LLC

King Of Prussia, PA

AUM

$253.2M

Wealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

610-572-2705

Full profileNo website

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

King Of Prussia, PA

AUM

$146.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

267-221-6305

Full profileNo website

More cities in Pennsylvania

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Common questions

How many financial advisors are in King Of Prussia, Pennsylvania?: 15 registered investment advisers are listed in our King Of Prussia directory, sourced from public SEC filings.
What types of advisors are in King Of Prussia?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in King Of Prussia?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.