AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Charles Schwab
Financial advisors in Philadelphia, PA using Charles Schwab
166 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1015 Capital Partners, LLC | Narberth | SEC-registered investment adviser | $100 million to $500 million |
| 46 Peaks Investment Advisory Group | Newtown | SEC-registered investment adviser | $100 million to $500 million |
| AC Wealth Partners | Berwyn | SEC-registered investment adviser | $1 billion to $5 billion |
| Addis & Hill, Incorporated | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Addison Capital | Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| Affinity Wealth Management LLC | Wilmington | SEC-registered investment adviser | $500 million to $1 billion |
| Alden Capital | Wayne | SEC-registered investment adviser | $1 billion to $5 billion |
| Alden Investment Group | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Almanack Investment Partners | Newtown Square | SEC-registered investment adviser | $500 million to $1 billion |
| Alvin Clay Financial Advisors, LLC | Jenkintown | SEC-registered investment adviser | $100 million to $500 million |
| Argosy-Lionbridge Management, LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Arsenal Capital Advisors LLC | Conshohocken | SEC-registered investment adviser | $100 million to $500 million |
| Attinger, LLC | Philadelphia | SEC-registered investment adviser | $100 million to $500 million |
| Attleboro Wealth Management LLC | Yardley | SEC-registered investment adviser | $100 million to $500 million |
| Aventine Financial Group | Doylestown | SEC-registered investment adviser | $100 million to $500 million |
| Baldwin Investment Management, LLC | West Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| Ballast Financial Advisors, LLC | West Chester | SEC-registered investment adviser | $100 million to $500 million |
| Barnstone Advisors LLC | Phoenixville | SEC-registered investment adviser | $100 million to $500 million |
| Barton Investment Management, LLC | W. Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Beacon Bridge Wealth Partners, LLC | Lower Gwynedd | SEC-registered investment adviser | $100 million to $500 million |
| Benchmark Financial, LLC | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Birch Run Investments, LLC | Exton | SEC-registered investment adviser | $100 million to $500 million |
| Blue Bell Private Wealth Management, LLC | Blue Bell | SEC-registered investment adviser | $1 billion to $5 billion |
| Bluefin Financial | Moorestown | SEC-registered investment adviser | $100 million to $500 million |
| Bluesphere Advisors LLC | East Norriton | SEC-registered investment adviser | $500 million to $1 billion |
| Bluestone Capital Management, LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Bryn Mawr Trust Advisors, LLC | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Callan Family Office, LLC | Radnor | SEC-registered investment adviser | Over $5 billion |
| Capital Markets IQ, LLC | Wilmington | SEC-registered investment adviser | $500 million to $1 billion |
| Carnegie Wealth Management, LLC | Berwyn | SEC-registered investment adviser | $100 million to $500 million |
| Certior Financial Group, LLC | King of Prussia | SEC-registered investment adviser | $100 million to $500 million |
| Chartered Advisory Group | Chadds Ford | SEC-registered investment adviser | $100 million to $500 million |
| Christine Messmer, P.C. | Collegeville | SEC-registered investment adviser | $100 million to $500 million |
| Clearview Financial Partners | Radnor | SEC-registered investment adviser | $1 billion to $5 billion |
| Compass Ion Advisors, LLC | Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| Concentus Wealth Advisors | Newtown Square | SEC-registered investment adviser | $1 billion to $5 billion |
| Conservest Capital Advisors Inc | Wynnewood | SEC-registered investment adviser | $1 billion to $5 billion |
| Coombs Wealth Advisory, LLC | Blue Bell | SEC-registered investment adviser | $100 million to $500 million |
| Costello Asset Management, Inc. | Feasterville | SEC-registered investment adviser | $100 million to $500 million |
| Cross Border Financial Planning USA LLC | Philadelphia | SEC-registered investment adviser | $100 million to $500 million |
| Cypress Financial Planning | Haddon Heights | SEC-registered investment adviser | $100 million to $500 million |
| Delaware Wealth Planners | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Dewitt Capital Management | Collegeville | SEC-registered investment adviser | $100 million to $500 million |
| Diccianni Financial Group, Inc. | East Norriton | SEC-registered investment adviser | $100 million to $500 million |
| Diversified, LLC | Wilmington | SEC-registered investment adviser | $1 billion to $5 billion |
| Donald W. Nicholson & Associates Ltd | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| DT Investment Partners, LLC | Chadds Ford | SEC-registered investment adviser | $1 billion to $5 billion |
| EHB Financial Resources Managemnt, Inc. | Exton | SEC-registered investment adviser | $100 million to $500 million |
| Elm Wealth | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Entrust Financial LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Equita Financial Network, Inc. | Fort Washington | SEC-registered investment adviser | $100 million to $500 million |
| Ethos Capital Management, Inc. | Newtown | SEC-registered investment adviser | $100 million to $500 million |
| Ethos Financial Group, LLC | King of Prussia | SEC-registered investment adviser | $1 billion to $5 billion |
| Family Wealth Partners LLC | Medford | SEC-registered investment adviser | $100 million to $500 million |
| Financial Coach | West Chester | SEC-registered investment adviser | $100 million to $500 million |
| Flagship Capital Management Inc | Media | SEC-registered investment adviser | $100 million to $500 million |
| Forefront Analytics, LLC | W. Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Fortis Advisors, LLC | Wayne | SEC-registered investment adviser | $500 million to $1 billion |
| Foundation Capital Management, LLC | East Norriton | SEC-registered investment adviser | $100 million to $500 million |
| Foundation Wealth Management, LLC | Media | SEC-registered investment adviser | $100 million to $500 million |
| Friedenthal Financial, LLC | Marlton | SEC-registered investment adviser | $100 million to $500 million |
| Gibraltar Wealth Management, LLC | Abington | SEC-registered investment adviser | $100 million to $500 million |
| Girard Advisory Services, LLC | King of Prussia | SEC-registered investment adviser | $1 billion to $5 billion |
| Gkfo, LLC | W. Conshohocken | SEC-registered investment adviser | $25 million to $100 million |
| Godshalk Welsh Capital Management, Inc. | Radnor | SEC-registered investment adviser | $100 million to $500 million |
| Grey Fox Wealth Advisors, LLC | Rockland | SEC-registered investment adviser | $500 million to $1 billion |
| Harvest Financial Partners | Paoli | SEC-registered investment adviser | $100 million to $500 million |
| Haverford Financial Services, Inc. | Radnor | SEC-registered investment adviser | $100 million to $500 million |
| HFM Investment Advisors, LLC | Glassboro | SEC-registered investment adviser | $100 million to $500 million |
| Hoey Investments, Inc. | Coatesville | SEC-registered investment adviser | $500 million to $1 billion |
| Independence Asset Advisors, LLC | Wynnewood | SEC-registered investment adviser | $1 billion to $5 billion |
| Innova Wealth Partners, LLC | Newtown | SEC-registered investment adviser | $100 million to $500 million |
| Insight Advisors, LLC | Newtown | SEC-registered investment adviser | $500 million to $1 billion |
| Ironview Capital Management, LLC | Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| IVC Wealth Advisors LLC | Silverdale | SEC-registered investment adviser | $100 million to $500 million |
| Kagan Cocozza Asset Management | Mullica Hill | SEC-registered investment adviser | $100 million to $500 million |
| Kathmere Capital Management, LLC | Wayne | SEC-registered investment adviser | $1 billion to $5 billion |
| Kitching Partners, LLC | Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Kohlhepp Investment Advisors, Ltd. | Doylestown | SEC-registered investment adviser | $100 million to $500 million |
| Lansing Street Advisors | Ambler | SEC-registered investment adviser | $500 million to $1 billion |
| Legacy Advisors, LLC | Plymouth Meeting | SEC-registered investment adviser | Over $5 billion |
| Legacy Advisory Services, LLC | Exton | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Solutions, LLC | Kennett Square | SEC-registered investment adviser | $100 million to $500 million |
| Liberty One Wealth Advisors | Philadelphia | SEC-registered investment adviser | $100 million to $500 million |
| Logan Capital Management, Inc. | Newtown Square | SEC-registered investment adviser | $1 billion to $5 billion |
| Lynch Investment Planning, LLC | Newtown Square | SEC-registered investment adviser | $100 million to $500 million |
| Magnolia Private Wealth, LLC | Philadelphia | SEC-registered investment adviser | $100 million to $500 million |
| Maguire Investments LLC | King of Prussia | SEC-registered investment adviser | $100 million to $500 million |
| Main Street Financial Solutions, LLC | Newtown | SEC-registered investment adviser | $1 billion to $5 billion |
| McAdam LLC | Radnor | SEC-registered investment adviser | $1 billion to $5 billion |
| McGowan & Co LLP | Bryn Mawr | SEC-registered investment adviser | $500 million to $1 billion |
| Meridian Wealth Partners, LLC | East Norriton | SEC-registered investment adviser | $1 billion to $5 billion |
| Mitchell Sinkler & Starr | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| MK3 Wealth LLC | Cherry Hill | SEC-registered investment adviser | $100 million to $500 million |
| MMA Asset Management LLC | Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Montchanin Asset Management, LLC | Montchanin | SEC-registered investment adviser | $100 million to $500 million |
| Mycio Wealth Partners, LLC | Philadelphia | SEC-registered investment adviser | Over $5 billion |
| N1 Advisors | Newark | SEC-registered investment adviser | $100 million to $500 million |
| Nest EGG | Conshohocken | SEC-registered investment adviser | $100 million to $500 million |
| Nordwand Advisors | Radnor | SEC-registered investment adviser | $1 billion to $5 billion |
| Northeast Advisers, Inc. | Paoli | SEC-registered investment adviser | $500 million to $1 billion |
| Northstar Asset Management Company, LLC | Blue Bell | SEC-registered investment adviser | $500 million to $1 billion |
| Northstar Financial Companies, Inc. | Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Obrien Greene & Co Inc | Media | SEC-registered investment adviser | $100 million to $500 million |
| Odyssey Capital Advisors Inc. | Bala Cynwyd | SEC-registered investment adviser | $100 million to $500 million |
| Opulus | Doylestown | SEC-registered investment adviser | $100 million to $500 million |
| Owls Nest Partners | Chadds Ford | SEC-registered investment adviser | $100 million to $500 million |
| Pennsylvania Capital Management Inc. | Huntingdon Valley | SEC-registered investment adviser | $500 million to $1 billion |
| Persimmon Capital Management | Blue Bell | SEC-registered investment adviser | $100 million to $500 million |
| Pine Valley Investments | Marlton | SEC-registered investment adviser | $1 billion to $5 billion |
| Pitcairn | Conshohocken | SEC-registered investment adviser | Over $5 billion |
| Prepared Retirement Institute LLC | Montgomeryville | SEC-registered investment adviser | $100 million to $500 million |
| Prometheus Capital Management Corp. | Yardley | SEC-registered investment adviser | $100 million to $500 million |
| Prosperity Advisers, LLC | Horsham | SEC-registered investment adviser | $100 million to $500 million |
| Prowell Financial Management, LLC | Exton | SEC-registered investment adviser | Over $5 billion |
| PTM Wealth Management, LLC | North Wales | SEC-registered investment adviser | $100 million to $500 million |
| PTS Brokerage, LLC | Mt. Laurel | SEC-registered investment adviser | $100 million to $500 million |
| PW Nova Financial Services LLC | Newtown | SEC-registered investment adviser | $500 million to $1 billion |
| Quaker Wealth Management LLC | Moorestown | SEC-registered investment adviser | $100 million to $500 million |
| Radnor Capital Management, LLC | Wayne | SEC-registered investment adviser | $500 million to $1 billion |
| Redwood Wealth Management Group, LLC | Medford | SEC-registered investment adviser | $100 million to $500 million |
| Riversedge Advisors | Wilmington | SEC-registered investment adviser | $500 million to $1 billion |
| Rockwood Wealth Management, LLC | New Hope | SEC-registered investment adviser | $1 billion to $5 billion |
| Roffman Miller Associates Inc | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| RTD Financial Advisors Inc | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Sage Financial Group Inc. | West Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| Sensenig Capital Advisors, Inc. | Collegeville | SEC-registered investment adviser | $100 million to $500 million |
| Setarcos Wealth Advisors LLC | Philadelphia | SEC-registered investment adviser | $100 million to $500 million |
| Sharp Financial | Horsham | SEC-registered investment adviser | $500 million to $1 billion |
| Smithbridge Asset Management, Inc. | Chadds Ford | SEC-registered investment adviser | $500 million to $1 billion |
| Spearhead Administrative Services, LLC | Greenville | SEC-registered investment adviser | $1 billion to $5 billion |
| Stanley-Laman Group Ltd. | Berwyn | SEC-registered investment adviser | $1 billion to $5 billion |
| Sterling Investment Advisors Ltd. | Berwyn | SEC-registered investment adviser | $1 billion to $5 billion |
| Steven G. Blum and Associates, LLC | Swarthmore | SEC-registered investment adviser | $100 million to $500 million |
| Stone Pine Financial Partners | Media | SEC-registered investment adviser | $100 million to $500 million |
| Stratfi | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Swiss Alpine Wealth Management LLC | Wilmington | SEC-registered investment adviser | Under $25 million |
| TA Capital Management, LLC | Sewell | SEC-registered investment adviser | $100 million to $500 million |
| Tandem Investment Partners, LLC | Bordentown | SEC-registered investment adviser | $100 million to $500 million |
| The Fairman Group, LLC | Chesterbrook | SEC-registered investment adviser | $500 million to $1 billion |
| Third Sigma Investment Advisors LLC | Wilmington | SEC-registered investment adviser | $25 million to $100 million |
| Thrive Capital Management, LLC | Fort Washington | SEC-registered investment adviser | $500 million to $1 billion |
| Thrive Wealth Management, LLC | Audubon | SEC-registered investment adviser | $1 billion to $5 billion |
| Tower Bridge Advisors | West Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| Towercrest Capital Management, LLC | Newtown | SEC-registered investment adviser | $500 million to $1 billion |
| Trinity Wealth Management, LLC | Berwyn | SEC-registered investment adviser | $100 million to $500 million |
| Troutman Wealth | Malvern | SEC-registered investment adviser | $100 million to $500 million |
| Valley Forge Investment Consultants, Inc. | Audubon | SEC-registered investment adviser | $1 billion to $5 billion |
| Ventura Wealth Management | Yardley | SEC-registered investment adviser | $500 million to $1 billion |
| Vericrest Private Wealth, LLC | Newtown | SEC-registered investment adviser | $100 million to $500 million |
| Vermillion & White Wealth Management Group | Phoenixville | SEC-registered investment adviser | $100 million to $500 million |
| Viable | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Watkinson Capital Advisors LLC | Berwyn | SEC-registered investment adviser | $100 million to $500 million |
| Wealthcare Advisory Partners LLC | West Chester | SEC-registered investment adviser | Over $5 billion |
| Wealthcare Capital Partners, LLC | West Chester | SEC-registered investment adviser | $100 million to $500 million |
| Wealthfd | Conshohocken | SEC-registered investment adviser | $25 million to $100 million |
| Wedmont Private Capital | West Chester | SEC-registered investment adviser | $1 billion to $5 billion |
| Wellfull | Harleysville | SEC-registered investment adviser | $500 million to $1 billion |
| Wescott Financial Advisory Group LLC | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Westover Capital Advisors, LLC | Wilmington | SEC-registered investment adviser | $500 million to $1 billion |
| Wharton Business Group, LLC | Malvern | SEC-registered investment adviser | $1 billion to $5 billion |
| Wick Capital Partners, LLC | Wayne | SEC-registered investment adviser | $500 million to $1 billion |
| Wilmington Trust Investment Management | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Woloshin Investment Management, LLC | Medford | SEC-registered investment adviser | $100 million to $500 million |
| Yardley Wealth Management LLC | Yardley | SEC-registered investment adviser | $100 million to $500 million |
| Zenith Wealth Partners | Philadelphia | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Philadelphia, PA using Charles Schwab. https://advisorcensus.com/advisors/pa/philadelphia/custodians/charles-schwab https://advisorcensus.com/advisors/pa/philadelphia/custodians/charles-schwab