AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia, PA / LPL Financial LLC
Financial advisors in Philadelphia, PA using LPL Financial LLC
7 SEC-registered investment advisory firms headquartered in the Philadelphia, PA metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Clearview Financial Partners | Radnor | SEC-registered investment adviser | $1 billion to $5 billion |
| Great Valley Advisor Group, LLC | Berwyn | SEC-registered investment adviser | Over $5 billion |
| Independence Square Holdings, LLC | King of Prussia | SEC-registered investment adviser | $1 billion to $5 billion |
| Investment Management & Planning LLC | Greenville | SEC-registered investment adviser | $100 million to $500 million |
| MMA Asset Management LLC | Conshohocken | SEC-registered investment adviser | $500 million to $1 billion |
| Summit Group Retirement Planners, Inc. | Exton | SEC-registered investment adviser | $100 million to $500 million |
| Wealthcare Advisory Partners LLC | West Chester | SEC-registered investment adviser | Over $5 billion |
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. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Philadelphia, PA using LPL Financial LLC. https://advisorcensus.com/advisors/pa/philadelphia/custodians/lpl-financial https://advisorcensus.com/advisors/pa/philadelphia/custodians/lpl-financial