AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / Fidelity Investments
Financial advisors in Philadelphia, PA using Fidelity Investments
65 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| AC Wealth Partners | Berwyn | SEC-registered investment adviser | $1 billion to $5 billion |
| ACT Capital Management, LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Aeternitas Investment Management, LLC | Yardley | SEC-registered investment adviser | $100 million to $500 million |
| Alden Capital | Wayne | SEC-registered investment adviser | $1 billion to $5 billion |
| Almanack Investment Partners | Newtown Square | SEC-registered investment adviser | $500 million to $1 billion |
| Amplius Wealth Advisors | Blue Bell | SEC-registered investment adviser | $1 billion to $5 billion |
| Ashford Capital Management Inc | Wilmington | SEC-registered investment adviser | $500 million to $1 billion |
| Aurdan Capital Management, LLC | Wayne | SEC-registered investment adviser | $500 million to $1 billion |
| Blackrock Capital Management, Inc. | Wilmington | SEC-registered investment adviser | Over $5 billion |
| BLBB Advisors | Montgomeryville | SEC-registered investment adviser | $1 billion to $5 billion |
| Brandywine Oak Private Wealth LLC | Kennett Square | SEC-registered investment adviser | $1 billion to $5 billion |
| Bruton Chisnell Advisors, LLC | Downingtown | SEC-registered investment adviser | $500 million to $1 billion |
| Bryn Mawr Trust Advisors, LLC | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Clariti Wealth Advisors | Wilmington | SEC-registered investment adviser | $500 million to $1 billion |
| Common Cents Planning | Glen Mills | SEC-registered investment adviser | $500 million to $1 billion |
| Compass Ion Advisors, LLC | Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| Conservest Capital Advisors Inc | Wynnewood | SEC-registered investment adviser | $1 billion to $5 billion |
| Corient SHC Partners (US) LP | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Corient SHC Wealth Management (US) LP | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Crossgate Wealth Advisors, LLC | Newtown | SEC-registered investment adviser | $100 million to $500 million |
| Crossover Capital | Yardley | SEC-registered investment adviser | $100 million to $500 million |
| Ellis Investment Partners, LLC | Berwyn | SEC-registered investment adviser | $500 million to $1 billion |
| Elm Wealth | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Envestnet PMC | Berwyn | SEC-registered investment adviser | Over $5 billion |
| Envestnet Portfolio Solutions, Inc. | Berwyn | SEC-registered investment adviser | Over $5 billion |
| Forefront Analytics, LLC | W. Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Haddonfield Financial Planning LLC | Haddonfield | SEC-registered investment adviser | $100 million to $500 million |
| Holos Integrated Wealth | Kennett Square | SEC-registered investment adviser | $100 million to $500 million |
| Hornor, Townsend & Kent, LLC | Conshohocken | SEC-registered investment adviser | Over $5 billion |
| IM Wealth Partners | Blue Bell | SEC-registered investment adviser | $100 million to $500 million |
| Ironview Capital Management, LLC | Conshohocken | SEC-registered investment adviser | $1 billion to $5 billion |
| Jmac Enterprises LLC | Newtown | SEC-registered investment adviser | $500 million to $1 billion |
| Lynch Asset Management, Inc. | Newtown | SEC-registered investment adviser | $100 million to $500 million |
| Magnolia Private Wealth, LLC | Philadelphia | SEC-registered investment adviser | $100 million to $500 million |
| Malvern Capital Management | Malvern | SEC-registered investment adviser | $100 million to $500 million |
| Market Street Wealth Management | West Chester | SEC-registered investment adviser | $500 million to $1 billion |
| Members Wealth LLC | Media | SEC-registered investment adviser | $100 million to $500 million |
| MFG Investments, LLC | Medford | SEC-registered investment adviser | $100 million to $500 million |
| MOR Wealth Management, LLC | Philadelphia | SEC-registered investment adviser | $100 million to $500 million |
| Nordwand Advisors | Radnor | SEC-registered investment adviser | $1 billion to $5 billion |
| Obrien Greene & Co Inc | Media | SEC-registered investment adviser | $100 million to $500 million |
| Owls Nest Partners | Chadds Ford | SEC-registered investment adviser | $100 million to $500 million |
| Pitcairn | Conshohocken | SEC-registered investment adviser | Over $5 billion |
| Presilium Private Wealth, LLC | Radnor | SEC-registered investment adviser | $500 million to $1 billion |
| Prudent Management Associates | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| QRG Capital Management, Inc. | Berwyn | SEC-registered investment adviser | Over $5 billion |
| Retire Ready Wealth Management | Radnor | SEC-registered investment adviser | $100 million to $500 million |
| Rockwood Wealth Management, LLC | New Hope | SEC-registered investment adviser | $1 billion to $5 billion |
| Rolek Retirement Planning | Berwyn | SEC-registered investment adviser | $100 million to $500 million |
| Spearhead Administrative Services, LLC | Greenville | 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 |
| Stonecrop Wealth Advisors, LLC | West Chester | SEC-registered investment adviser | $100 million to $500 million |
| Summit Group Retirement Planners, Inc. | Exton | SEC-registered investment adviser | $100 million to $500 million |
| TA Capital Management, LLC | Sewell | SEC-registered investment adviser | $100 million to $500 million |
| The Aranda Group Advisors, LLC | Jenkintown | SEC-registered investment adviser | $100 million to $500 million |
| Towercrest Capital Management, LLC | Newtown | SEC-registered investment adviser | $500 million to $1 billion |
| Traynor Capital Management | Malvern | SEC-registered investment adviser | $1 billion to $5 billion |
| V3LIMITED LLC | Radnor | SEC-registered investment adviser | $100 million to $500 million |
| Valley Financial Group | Ambler | SEC-registered investment adviser | $100 million to $500 million |
| Valley Forge Investment Consultants, Inc. | Audubon | SEC-registered investment adviser | $1 billion to $5 billion |
| Vericrest Private Wealth, LLC | Newtown | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Management Associates, Inc. | Cherry Hill | SEC-registered investment adviser | $500 million to $1 billion |
| Wescott Financial Advisory Group LLC | Philadelphia | SEC-registered investment adviser | $1 billion to $5 billion |
| Wilmington Trust Investment Management | Wilmington | SEC-registered investment adviser | $100 million to $500 million |
| Yardley Wealth Management LLC | Yardley | 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. Fidelity Investments nationwide
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