AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Branch offices
Advisory firms with an office in Philadelphia, PA, headquartered elsewhere
286 investment advisory firms with a principal office outside the Philadelphia, PA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Wilmington, DE | Nashville, TN | SEC-registered investment adviser |
| 1919 Investment Counsel, LLC | Philadelphia, PA | Baltimore, MD | SEC-registered investment adviser |
| 37SPRUCE Investment Partners, LLC | Wayne, PA | Greenwich, CT | SEC-registered investment adviser |
| A&M Private Wealth Partners, LLC | Wilmington, DE | West Palm Beach, FL | SEC-registered investment adviser |
| ACR Alpine Capital Research, LLC | Mount Laurel, NJ | St. Louis, MO | SEC-registered investment adviser |
| Acres | Philadelphia, PA | Uniondale, NY | SEC-registered investment adviser |
| Advice and Planning Services | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| Advisornet Wealth Partners | Exton, PA | Minnetonka, MN | SEC-registered investment adviser |
| Advisors Capital Management, LLC | Philadelphia, PA | Ridgewood, NJ | SEC-registered investment adviser |
| Advisory Services Network | Lansdale, PA | Atlanta, GA | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | Wayne, PA | Deerfield, IL | SEC-registered investment adviser |
| Alliance Wealth Management Group, LLC | Aududon, NJ | Flemington, NJ | SEC-registered investment adviser |
| Alliancebernstein L.P. | Philadelphia, PA | Nashville, TN | SEC-registered investment adviser |
| Allstate Financial Advisors, LLC | Havertown, PA | Lincoln, NE | SEC-registered investment adviser |
| Altitude Capital Management LLC | Cherry Hill, NJ | Des Moines, IA | SEC-registered investment adviser |
| American Realty Advisors | Radnor, PA | Los Angeles, CA | SEC-registered investment adviser |
| Andrew Garrett, Inc. | Newtown, PA | New York, NY | SEC-registered investment adviser |
| Apella Wealth | Berwyn, PA | West Hartford, CT | SEC-registered investment adviser |
| Aperio Group, LLC | Philadelphia, PA | Sausalito, CA | SEC-registered investment adviser |
| Apollo Capital Credit Adviser, LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Apollo Capital Management, L.P. | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Apollo Credit Management, LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Apollo Investment Management, L.P. | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Apollo Manager, LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Apollo MPS Management, LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Apollo Real Estate Fund Adviser, LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Apollo S3 RIC Management, L.P. | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Apollon Financial, LLC | King of Prussia, PA | Mount Pleasant, SC | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Newtown, PA | Mount Pleasant, SC | SEC-registered investment adviser |
| Aquiline Management Holdings LP | Gladwyne, PA | New York, NY | SEC-registered investment adviser |
| Arax Advisory Partners | Berwyn, PA | New York, NY | SEC-registered investment adviser |
| Aris Management, LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Arkadios Wealth Advisors | Berwyn, PA | Atlanta, GA | SEC-registered investment adviser |
| Artisan Partners Limited Partnership | Wilmington, DE | Milwaukee, WI | SEC-registered investment adviser |
| Assuredpartners Investment Advisors | Newark, DE | Tampa, FL | SEC-registered investment adviser |
| Aviso Wealth Management | Doylestown, PA | Bellevue, WA | SEC-registered investment adviser |
| B. Riley Wealth Advisors, Inc. | Quakertown, PA | Memphis, TN | SEC-registered investment adviser |
| Bankers Life Advisory Services, Inc. | King of Prussia, PA | Chicago, IL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Bala Cynwyd, PA | Newport Beach, CA | SEC-registered investment adviser |
| Beacon Trust | Plymouth Meeting, PA | Morristown, NJ | SEC-registered investment adviser |
| Beam Wealth Advisors, Inc. | Newtown Square, PA | Covington, LA | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Haddon Heights, NJ | Reno, NV | SEC-registered investment adviser |
| Bench Walk Advisors LLC | Wilmington, DE | Boca Raton, FL | SEC-registered investment adviser |
| Best Life Infinity, LLC | Williamstown, NJ | Colorado Springs, CO | SEC-registered investment adviser |
| Bison Wealth, LLC | King of Prussia, PA | Atlanta, GA | SEC-registered investment adviser |
| Blackridge Asset Management, LLC | Mt. Laurel, NJ | Jupiter, FL | SEC-registered investment adviser |
| Blackrock Advisors, LLC | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| Blackrock Financial Management, Inc | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| Blackrock Fund Advisors | Philadelphia, PA | San Francisco, CA | SEC-registered investment adviser |
| Blackrock Investment Management, LLC | Philadelphia, PA | Princeton, NJ | SEC-registered investment adviser |
| Blue Rock Financial Group | Wilmington, DE | Rehoboth Beach, DE | SEC-registered investment adviser |
| Breakthrough Properties | Philadelphia, PA | Los Angeles, CA | SEC-registered investment adviser |
| Brighton Jones LLC | Philadelphia, PA | Seattle, WA | SEC-registered investment adviser |
| Brookstone Capital Management LLC | Horsham, PA | Wheaton, IL | SEC-registered investment adviser |
| Brown Advisory | Wilmington, DE | Baltimore, MD | SEC-registered investment adviser |
| Brown Brothers Harriman Credit Partners, LLC | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| Calton & Associates, Inc. | Mount Laurel, NJ | Tampa, FL | SEC-registered investment adviser |
| Cape Investment Advisory, Inc. | Bala Cynwyd, PA | McDonough, GA | SEC-registered investment adviser |
| Carnegie Investment Counsel | Philadelphia, PA | Pepper Pike, OH | SEC-registered investment adviser |
| Causeway Capital Management LLC | Bryn Mawr, PA | Los Angeles, CA | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Media, PA | Cleveland, OH | SEC-registered investment adviser |
| CC USA LLC | West Chester, PA | New York, NY | SEC-registered investment adviser |
| Cerity Partners LLC | West Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Cerity Partners Retirement Plan Consultants | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Newark, DE | Schaumburg, IL | SEC-registered investment adviser |
| Chapin Davis Asset Management | Bala Cynwyd, PA | Baltimore, MD | SEC-registered investment adviser |
| Chilton Investment Services, LLC | Wilmington, DE | Stamford, CT | SEC-registered investment adviser |
| Choreo, LLC | Berwyn, PA | Rockford, IL | SEC-registered investment adviser |
| Cifc Asset Management LLC | Radnor, PA | Miami, FL | SEC-registered investment adviser |
| Cifc Private Credit Management LLC | Radnor, PA | Miami, FL | SEC-registered investment adviser |
| Citizens Private Wealth | Marlton, NJ | Tarrytown, NY | SEC-registered investment adviser |
| Citizens Securities, Inc. | Conshohocken, PA | Johnston, RI | SEC-registered investment adviser |
| City of London Investment Management Company Limited | West Chester, PA | London, United Kingdom | SEC-registered investment adviser |
| Clearstead; Clearstead Advisory Solutions | Philadelphia, PA | Cleveland, OH | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | King of Prussia, PA | Minneapolis, MN | SEC-registered investment adviser |
| Commonwealth Financial Network | Doylestown, PA | Waltham, MA | SEC-registered investment adviser |
| Concentric | Newtown Square, PA | Walnut Creek, CA | SEC-registered investment adviser |
| Concurrent Investment Advisors, LLC | Marlton, NJ | Tampa, FL | SEC-registered investment adviser |
| Consolidated Portfolio Review Corp | Media, PA | Woodbury, NY | SEC-registered investment adviser |
| Continuum Advisory, LLC | Philadelphia, PA | Eagle, ID | SEC-registered investment adviser |
| Coppell Advisory Solutions LLC | Cherry Hill, NJ | Dallas, TX | SEC-registered investment adviser |
| Corecap Advisors | Glen Mills, PA | Southfield, MI | SEC-registered investment adviser |
| Corient | Wayne, PA | Miami, FL | SEC-registered investment adviser |
| Cornerstone Partners | Haddonfield, NJ | Charlottesville, VA | SEC-registered investment adviser |
| CRA Financial Services, L.L.C. | Haddonfield, NJ | Northfield, NJ | SEC-registered investment adviser |
| Creative Planning | Berwyn, PA | Overland Park, KS | SEC-registered investment adviser |
| Creativeone Securities, LLC | Exton, PA | Overland Park, KS | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Langhorne, PA | Clearwater, FL | SEC-registered investment adviser |
| Cultivation Capital, LLC | Philadelphia, PA | St. Louis, MO | SEC-registered investment adviser |
| CW Advisors, LLC | New Hope, PA | Boston, MA | SEC-registered investment adviser |
| CWM, LLC | Conshohocken, PA | Omaha, NE | SEC-registered investment adviser |
| Dakota Wealth, LLC | Philadelphia, PA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| DI Investment Management LP | Radnor, PA | Dallas, TX | SEC-registered investment adviser |
| Diamond Client Group, LLC | Souderton, PA | The Woodlands, TX | SEC-registered investment adviser |
| Edelman Financial Engines | West Conshohocken, PA | Santa Clara, CA | SEC-registered investment adviser |
| Elequin Capital, LP | Radnor, PA | New York, NY | SEC-registered investment adviser |
| Elevated Capital Advisors, LLC | Doylestown, PA | Draper, UT | SEC-registered investment adviser |
| Emerald Advisers, LLC | King of Prussia, PA | Leola, PA | SEC-registered investment adviser |
| Emerald Mutual Fund Advisers Trust | King of Prussia, PA | Leola, PA | SEC-registered investment adviser |
| EP Wealth Advisors | Exton, PA | Torrance, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Bala Cynwyd, PA | New York, NY | SEC-registered investment adviser |
| ESI Financial Advisors | Media, PA | Montpelier, VT | SEC-registered investment adviser |
| Exodus Wealth, LLC | Schwenksville, PA | Fort Lauderdale, FL | SEC-registered investment adviser |
| Exoduspoint Capital Management, LP | Bala Cynwyd, PA | New York, NY | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Newton Square, PA | Ontario, CA | SEC-registered investment adviser |
| Faropoint Ventures, LLC | Mount Laurel Township, NJ | Hoboken, NJ | SEC-registered investment adviser |
| Farther | Philadelphia, PA | San Francisco, CA | SEC-registered investment adviser |
| Fiduciaryvest, LLC | Radnor, PA | Atlanta, GA | SEC-registered investment adviser |
| Financial Freedom | Malvern, PA | Cincinnati, OH | SEC-registered investment adviser |
| Florida Financial Advisors, LLC | Philadelphia, PA | Tampa, FL | SEC-registered investment adviser |
| Fortis Capital Advisors, LLC | Yardley, PA | Prairie Village, KS | SEC-registered investment adviser |
| Founders Financial Securities, LLC | Chads Ford, PA | Towson, MD | SEC-registered investment adviser |
| Frontline Healthcare Partners | Wayne, PA | Charleston, SC | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Berwyn, PA | Rolling Meadows, IL | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Pennsburg, PA | Alpharetta, GA | SEC-registered investment adviser |
| Girard Pension Services, LLC | King of Prussia, PA | Allentown, PA | SEC-registered investment adviser |
| Gladstone Wealth Partners | Blue Bell, PA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Glen Eagle Advisors, LLC | Horsham, PA | Kingston, NJ | SEC-registered investment adviser |
| Global Retirement Partners LLC | Blue Bell, PA | San Rafael, CA | SEC-registered investment adviser |
| Goldman Sachs & Co. LLC | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Philadelphia, PA | Cohoes, NY | SEC-registered investment adviser |
| Good Life Advisors, LLC | Middletown, DE | Celebration, FL | SEC-registered investment adviser |
| GWN Securities Inc. | Bordentown, NJ | Palm Beach Gardens, FL | SEC-registered investment adviser |
| HBKS Wealth Advisors | Conshohocken, PA | Erie, PA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Cherry Hill, NJ | Chicago, IL | SEC-registered investment adviser |
| Hines Capital Advisors LLC | Philadelphia, PA | Houston, TX | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Cherry Hill, NJ | Springfield, IL | SEC-registered investment adviser |
| Horter Investment Management, LLC | Springfield, PA | Cincinnati, OH | SEC-registered investment adviser |
| Hub Investment Partners, LLC | West Chester, PA | Austin, TX | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Marlton, NJ | Omaha, NE | SEC-registered investment adviser |
| Independent Financial Partners | Conshohocken, PA | Tampa, FL | SEC-registered investment adviser |
| Integrity Financial Advisors, LLC | Lansdale, PA | Woburn, MA | SEC-registered investment adviser |
| Intelligent Alpha LLC | Newtown, PA | Minneapolis, MN | SEC-registered investment adviser |
| Investment Performance Services LLC | Newtown, PA | Savannah, GA | SEC-registered investment adviser |
| Invicta Advisors LLC | Aston, PA | Oakmont, PA | SEC-registered investment adviser |
| J.P. Morgan Investment Management Inc. | Newark, DE | New York, NY | SEC-registered investment adviser |
| Jacobi Capital Management, LLC | Berwyn, PA | Pittston, PA | SEC-registered investment adviser |
| Jefferies Investment Advisers LLC | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| JFS Wealth Advisors, LLC | Berwyn, PA | Hermitage, PA | SEC-registered investment adviser |
| Kennedy Lewis Management LP | Fort Washington, PA | New York, NY | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Warrington, PA | Austin, TX | SEC-registered investment adviser |
| Keystate Advisory, LLC | Wilmington, DE | Las Vegas, NV | SEC-registered investment adviser |
| Kingsview Wealth Management, LLC | Chadds Ford, PA | Grants Pass, OR | SEC-registered investment adviser |
| Kingswood Wealth Advisors, LLC | Randor, PA | San Diego, CA | SEC-registered investment adviser |
| Lasalle ST. Investment Advisors, L.L.C. | Willow Grove, PA | Elmhurst, IL | SEC-registered investment adviser |
| Legacy Edge Advisors | Conshohocken, PA | Syosset, NY | SEC-registered investment adviser |
| Lido | Philadelphia, PA | Los Angeles, CA | SEC-registered investment adviser |
| LNW | Radnor, PA | Seattle, WA | SEC-registered investment adviser |
| Lombard Advisers Incorporated | Plymouth Meeting, PA | Baltimore, MD | SEC-registered investment adviser |
| Long Short Advisors, LLC | Philadelphia, PA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| LPL Enterprise, LLC | Warrington, PA | Fort Mill, SC | SEC-registered investment adviser |
| LRI Investments | Horsham, PA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| M Holdings Securities, Inc. | Newtown, PA | Portland, OR | SEC-registered investment adviser |
| Macquarie Asset Management Credit Advisers US, LLC | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| MAI Capital Management, LLC | Berwyn, PA | Cleveland, OH | SEC-registered investment adviser |
| Main Line Retirement Advisors, LLC | Radnor, PA | Whitefish, MT | SEC-registered investment adviser |
| Maridea Wealth Management | New Britain, PA | Brooklyn, NY | SEC-registered investment adviser |
| Mariner | Berwyn, PA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Blue Bell, PA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Independent | Newton Square, PA | Overland Park, KS | SEC-registered investment adviser |
| Marquette Associates, Inc. | West Chester, PA | Chicago, IL | SEC-registered investment adviser |
| Mathers Associates | Blue Bell, PA | Los Angeles, CA | Exempt reporting adviser |
| Mercer Global Advisors Inc. | Radnor, PA | Denver, CO | SEC-registered investment adviser |
| Mercer Investments LLC | King of Prussia, PA | Boston, MA | SEC-registered investment adviser |
| Merit Financial Advisors | Berwyn, PA | Alpharetta, GA | SEC-registered investment adviser |
| Metlife Investment Management, LLC | Philadelphia, PA | Whippany, NJ | SEC-registered investment adviser |
| Milestone Financial Associates, LLC | Royersford, PA | Macungie, PA | SEC-registered investment adviser |
| Mission Wealth Management, LP | Radnor, PA | Santa Barbara, CA | SEC-registered investment adviser |
| MMA Securities LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| MML Investors Services, LLC | Newtown Square, PA | Springfield, MA | SEC-registered investment adviser |
| Modera Wealth Management, LLC | Wayne, PA | Westwood, NJ | SEC-registered investment adviser |
| Modern Wealth Management, LLC | Chester Springs, PA | Kansas City, MO | SEC-registered investment adviser |
| Moneta Group Investment Advisors, LLC | Moorestown, NJ | St. Louis, MO | SEC-registered investment adviser |
| Monticelloam, LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Morgan Stanley Investment Management Inc. | West Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Marlton, NJ | Omaha, NE | SEC-registered investment adviser |
| Nassau Coramerica LLC | West Conshohocken, PA | El Segundo, CA | SEC-registered investment adviser |
| Nations Financial Group, Inc. | Berwyn, PA | Cedar Rapids, IA | SEC-registered investment adviser |
| Neuberger Berman Investment Advisers LLC | Radnor, PA | New York, NY | SEC-registered investment adviser |
| Newedge Advisors | Sellersville, PA | New Orleans, LA | SEC-registered investment adviser |
| Nexwealth LLC | Philadelphia, PA | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Nomura Capital Management LLC | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| Northside Capital Management LLC | West Conshohocken, PA | Hood River, OR | SEC-registered investment adviser |
| Northwest Asset Management | Newark, DE | Mercer Island, WA | SEC-registered investment adviser |
| NWF Advisory Services Inc | Paoli, PA | Los Angeles, CA | SEC-registered investment adviser |
| Oakbourne Advisors | West Chester, PA | Berkeley Heights, NJ | SEC-registered investment adviser |
| Oneseven | Malvern, PA | Beachwood, OH | SEC-registered investment adviser |
| Onyx Bridge Wealth Group LLC | Exton, PA | Tarrytown, NY | SEC-registered investment adviser |
| Oppenheimer & Co. Inc. | Warrington, PA | New York, NY | SEC-registered investment adviser |
| Orion Portfolio Solutions, LLC | King of Prussia, PA | Omaha, NE | SEC-registered investment adviser |
| Passive Capital Management, LLC | Huntingdon Valley, PA | Syracuse, NY | SEC-registered investment adviser |
| Pathstone | Newton Square, PA | Englewood, NJ | SEC-registered investment adviser |
| Payne Capital Management, LLC | Blue Bell, PA | New York, NY | SEC-registered investment adviser |
| Peak XV Partners Operations LLC | Middletown, DE | Trianon, Mauritius | SEC-registered investment adviser |
| Perennial Financial Services | Philadelphia, PA | Los Angeles, CA | SEC-registered investment adviser |
| Perigon Wealth Management, LLC | Wilmington, DE | San Francisco, CA | SEC-registered investment adviser |
| Pinnacle Investments, LLC | Philadelphia, PA | East Syracuse, NY | SEC-registered investment adviser |
| PKS Advisory Services, LLC | West Chester, PA | Albany, NY | SEC-registered investment adviser |
| PNC Wealth Management | Cherry Hill, NJ | Pittsburgh, PA | SEC-registered investment adviser |
| Prime Capital Financial | Marlton, NJ | Overland Park, KS | SEC-registered investment adviser |
| Principal Securities, Inc. | Wayne, PA | Des Moines, IA | SEC-registered investment adviser |
| Private Advisor Group, LLC | Lansdale, PA | Morristown, NJ | SEC-registered investment adviser |
| Prosperity - an Eisneramper Company | Mount Laurel, NJ | Owings Mills, MD | SEC-registered investment adviser |
| Pruco Securities, LLC | Fort Washington, PA | Newark, NJ | SEC-registered investment adviser |
| Quartz Partners Investment Management | Wayne, PA | Saratoga Springs, NY | SEC-registered investment adviser |
| Quorus Inc. | Media, PA | Westport, CT | SEC-registered investment adviser |
| R. F. Lafferty & Co., Inc. | Chadds Ford, PA | New York, NY | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| RBC Rochdale, LLC | Limerick, PA | New York, NY | SEC-registered investment adviser |
| Redwood Coast Financial Partners | Cherry Hill, NJ | Eureka, CA | SEC-registered investment adviser |
| Regal Investment Advisors LLC | Audubon, NJ | Kentwood, MI | SEC-registered investment adviser |
| Ridgewood Investments | New Hope, PA | Springfield, NJ | SEC-registered investment adviser |
| Ritholtz Wealth Management | Ambler, PA | New York, NY | SEC-registered investment adviser |
| RKL Private Wealth | Exton, PA | Lancaster, PA | SEC-registered investment adviser |
| Rockefeller Capital Management | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Rockefeller Capital Management | Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Rodgers Brothers, Inc. | Doylestown, PA | Harmony, PA | SEC-registered investment adviser |
| Sage Advisors, LLC | West Conshohoken, PA | New York, NY | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Moorestown, NJ | Miami, FL | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Philadelphia, PA | Nashville, TN | SEC-registered investment adviser |
| Savant Wealth Management | Doylestown, PA | Rockford, IL | SEC-registered investment adviser |
| Saxony Capital Management, LLC | Marlton, NJ | Saint Louis, MO | SEC-registered investment adviser |
| SB Advisory, LLC | Cherry Hill, NJ | Atlanta, GA | SEC-registered investment adviser |
| Schorn Wealth | West Chester, PA | Englewood, FL | SEC-registered investment adviser |
| Schuylkill Financial, LLC | Exton, PA | Wyomissing, PA | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Radnor, PA | San Francisco, CA | SEC-registered investment adviser |
| Segall Bryant & Hamill | Ardmore, PA | Chicago, IL | SEC-registered investment adviser |
| Sequent Planning, LLC | Marlton, NJ | Omaha, NE | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Berwyn, PA | Akron, OH | SEC-registered investment adviser |
| Shepherd Financial Investment Advisory LLC | Greenville, DE | Carmel, IN | SEC-registered investment adviser |
| Siebert Advisornxt, LLC. | Horsham, PA | New York, NY | SEC-registered investment adviser |
| Silver Oak Securities, Inc. | Warminster, PA | Jackson, TN | SEC-registered investment adviser |
| Sofi Wealth LLC | Greenville, DE | San Francisco, CA | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Moorestown, NJ | Fort Lauderdale, FL | SEC-registered investment adviser |
| SPC | Plymouth Meeting, PA | Ann Arbor, MI | SEC-registered investment adviser |
| Spire Capital Management LLC | West Conshohocken, PA | New York, NY | SEC-registered investment adviser |
| Star Mountain Fund Management, LLC | Philadelphia, PA | New York, NY | SEC-registered investment adviser |
| Steadtrust | Wilmington, DE | Allen, TX | SEC-registered investment adviser |
| Sterling Capital Management LLC | King of Prussia, PA | Charlotte, NC | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Conshohocken, PA | Stamford, CT | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Conshohocken, PA | St Louis, MO | SEC-registered investment adviser |
| Stonex Advisors Inc. | Blue Bell, PA | Birmingham, AL | SEC-registered investment adviser |
| Stratos Wealth Advisors LLC | Gloucester, NJ | Beachwood, OH | SEC-registered investment adviser |
| Summit Financial, LLC | Blue Bell, PA | Parsippany, NJ | SEC-registered investment adviser |
| Symphony Financial, Ltd. Co. | Lansdale, PA | Houston, TX | SEC-registered investment adviser |
| Syndicated Capital, Inc. | Doylestown, PA | Brea, CA | SEC-registered investment adviser |
| T.ROWE Price Investment Management, Inc. | Philadelphia, PA | Baltimore, MD | SEC-registered investment adviser |
| Tanager Wealth Management | Chesterbrook, PA | London, United Kingdom | SEC-registered investment adviser |
| TD Private Client Wealth LLC | Bensalem, PA | New York, NY | SEC-registered investment adviser |
| The Ascent Group, LLC | Haddonfield, NJ | Virginia Beach, VA | SEC-registered investment adviser |
| The L. Warner Companies, Inc | Haddonfield, NJ | Timonium, MD | SEC-registered investment adviser |
| The Mather Group, LLC | Philadelphia, PA | Chicago, IL | SEC-registered investment adviser |
| Tiedemann Advisors, LLC | Wilmington, DE | New York, NY | SEC-registered investment adviser |
| TLG Advisors, Inc. | Elkins Park, PA | Summit, NJ | SEC-registered investment adviser |
| Towers Watson Investment Services, Inc. | Philadelphia, PA | Chicago, IL | SEC-registered investment adviser |
| Transglobal Advisory, LLC | King of Prussia, PA | Monrovia, CA | SEC-registered investment adviser |
| Trillium Wealth LLC | Downingtown, PA | Winter Park, FL | SEC-registered investment adviser |
| Trustmont Advisory Group, Inc. | Broomall, PA | Greensburg, PA | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Philadelphia, PA | Minneapolis, MN | SEC-registered investment adviser |
| United Capital Financial Advisors | Langhorne, PA | Irving, TX | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Vorhees, NJ | Scottsdale, AZ | SEC-registered investment adviser |
| USA Financial Securities LLC | Norristown, PA | Ada, MI | SEC-registered investment adviser |
| USI Advisors | Marlton, NJ | Glastonbury, CT | SEC-registered investment adviser |
| USI Securities, Inc. | Blue Bell, PA | Glastonbury, CT | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Mount Laurel, NJ | Houston, TX | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Yardley, PA | Woodbury, NY | SEC-registered investment adviser |
| Vanguard Personalized Indexing Management | Malvern, PA | Oakland, CA | SEC-registered investment adviser |
| Veris Wealth Partners, LLC | Philadelphia, PA | Oakland, CA | SEC-registered investment adviser |
| Vicus Capital, Inc. | Warminster, PA | State College, PA | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Wayne, PA | Cincinnati, OH | SEC-registered investment adviser |
| Waldron Private Wealth | Wayne, PA | Bridgeville, PA | SEC-registered investment adviser |
| Waverly Advisors, LLC | Paoli, PA | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Blue Bell, PA | Plymouth, MN | SEC-registered investment adviser |
| Wealth Quarterback LLC | Cherry Hill, NJ | Toms River, NJ | SEC-registered investment adviser |
| Wealthcare Capital Management LLC | West Chester, PA | Richmond, VA | SEC-registered investment adviser |
| Wealthplan Investment Management LLC | Wilmington, DE | Omaha, NE | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Warrington, PA | Aliso Viejo, CA | SEC-registered investment adviser |
| Wedbush Securities Inc. | Radnor, PA | Pasadena, CA | SEC-registered investment adviser |
| Wellington Management Company LLP | Radnor, PA | Boston, MA | SEC-registered investment adviser |
| Wells Fargo Advisors | Collegeville, PA | St. Louis, MO | SEC-registered investment adviser |
| William Blair & Company L.L.C. | Conshohocken, PA | Chicago, IL | SEC-registered investment adviser |
| Winthrop Partners - EPA, LLC | Doylestown, PA | Orchard, NY | SEC-registered investment adviser |
| Winthrop Partners - WNY, LLC | Doylestown, PA | Orchard, NY | SEC-registered investment adviser |
| Winthrop Partners - WPA , LLC | Doylestown, PA | Orchard, NY | SEC-registered investment adviser |
| World Investment Advisors, LLC | Berwyn, PA | Lincroft, NJ | SEC-registered investment adviser |
| XML Financial Group | Fort Washington, PA | Bethesda, MD | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 10 firms list an office in Philadelphia, PA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Atlas | Wynnewood, PA | SEC-registered investment adviser |
| Clark Asset Management, LLC | Radnor, PA | SEC-registered investment adviser |
| Greenleaf Financial Network, LLC | Mt. Laurel, NJ | SEC-registered investment adviser |
| Luminist Capital, LLC | West Deptford, NJ | SEC-registered investment adviser |
| Main Line Group Wealth Management, LLC | Conshohocken, PA | SEC-registered investment adviser |
| Metanoia Financial, LLC | Ardmore, PA | SEC-registered investment adviser |
| Oasis Wealth Planning Advisors | Philadelphia, PA | SEC-registered investment adviser |
| Pertento Advisors LLC | Middletown, DE | SEC-registered investment adviser |
| Seraphim Capital Management, LLC | Pennsburg, PA | SEC-registered investment adviser |
| Sherpa Capital Management | Hockessin, DE | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Philadelphia, PA, headquartered elsewhere. https://advisorcensus.com/advisors/pa/philadelphia/branch-offices https://advisorcensus.com/advisors/pa/philadelphia/branch-offices