{ "path": "/advisors/pa/philadelphia/fee-only", "url": "https://advisorcensus.com/advisors/pa/philadelphia/fee-only/page/2", "page_type": "metro_fee", "title": "Fee-only financial advisors in Philadelphia, PA", "filters": {}, "scope_total": 161, "faq": [ { "q": "How many financial advisory firms are there in Philadelphia, PA?", "a": "AdvisorCensus lists 711 investment advisory firms with a principal office in the Philadelphia metro area, from Form ADV filings as of October 2026: 410 SEC-registered, 190 state-registered, and 111 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Philadelphia, PA?", "a": "161 of the 711 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Philadelphia, PA offer financial planning?", "a": "353 of the 600 firms in Philadelphia, PA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Philadelphia, PA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 161 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 161 investment advisory firms with a principal office in the Philadelphia metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Philadelphia has 711 investment advisory firms with a principal office in the metro area as of October 2026: 410 SEC-registered, 190 state-registered, and 111 exempt reporting advisers. 161 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 157 report under $100 million in regulatory assets under management. The metro area has 2,467,761 households, 422,544 of them with income of $200,000 or more, or 594 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Philadelphia, PA: 161 firms from Form ADV filings as of October 2026.", "total_firms": 161, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 90, "state": 71, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 161 }, { "code": "percentage_of_aum", "count": 151 }, { "code": "hourly", "count": 61 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 95 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 58 }, { "code": "5_to_9", "count": 28 }, { "code": "10_to_19", "count": 43 }, { "code": "20_plus", "count": 32 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 41 }, { "code": "25m_100m", "count": 30 }, { "code": "100m_500m", "count": 53 }, { "code": "500m_1b", "count": 13 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 3 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 120249, "name": "Five Rivers Financial Advisors, LLC", "name_as_filed": "FIVE RIVERS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/five-rivers-financial-advisors-llc-north-east-md-120249", "city": "North East", "state": "MD", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108354, "name": "Flagship Capital Management Inc", "name_as_filed": "FLAGSHIP CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/flagship-capital-management-inc-media-pa-108354", "city": "Media", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168270, "name": "Foundation Wealth Management, LLC", "name_as_filed": "FOUNDATION WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/foundation-wealth-management-llc-media-pa-168270", "city": "Media", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150457, "name": "Friedenthal Financial, LLC", "name_as_filed": "FRIEDENTHAL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457", "city": "Marlton", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317337, "name": "Genrise Wealth Advisors LLC", "name_as_filed": "GENRISE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/genrise-wealth-advisors-llc-mt-laurel-nj-317337", "city": "Mt. Laurel", "state": "NJ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 151138, "name": "Gkfo, LLC", "name_as_filed": "GKFO, LLC", "url": "https://advisorcensus.com/firm/gkfo-llc-w-conshohocken-pa-151138", "city": "W. Conshohocken", "state": "PA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175181, "name": "Global Advisers, LLC", "name_as_filed": "GLOBAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/global-advisers-llc-philadelphia-pa-175181", "city": "Philadelphia", "state": "PA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159361, "name": "Goal Quest Advisors, LLC", "name_as_filed": "GOAL QUEST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/goal-quest-advisors-llc-berwyn-pa-159361", "city": "Berwyn", "state": "PA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106410, "name": "Godshalk Welsh Capital Management, Inc.", "name_as_filed": "GODSHALK WELSH CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410", "city": "Radnor", "state": "PA", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156156, "name": "Green Drake Advisors LLC", "name_as_filed": "GREEN DRAKE ADVISORS LLC", "url": "https://advisorcensus.com/firm/green-drake-advisors-llc-bryn-mawr-pa-156156", "city": "Bryn Mawr", "state": "PA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307172, "name": "Grey Fox Wealth Advisors, LLC", "name_as_filed": "GREY FOX WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172", "city": "Rockland", "state": "DE", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170331, "name": "Groundwork Wealth Management, LLC", "name_as_filed": "GROUNDWORK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/groundwork-wealth-management-llc-downingtown-pa-170331", "city": "Downingtown", "state": "PA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 226703, "name": "Haddon Wealth Management, LLC", "name_as_filed": "HADDON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/haddon-wealth-management-llc-haddonfield-nj-226703", "city": "Haddonfield", "state": "NJ", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146162, "name": "Harvest Financial Partners", "name_as_filed": "HARVEST FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/harvest-financial-partners-paoli-pa-146162", "city": "Paoli", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130007, "name": "Haverford Financial Services, Inc.", "name_as_filed": "HAVERFORD FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007", "city": "Radnor", "state": "PA", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329884, "name": "Holos Integrated Wealth", "name_as_filed": "HOLOS INTEGRATED WEALTH", "url": "https://advisorcensus.com/firm/holos-integrated-wealth-kennett-square-pa-329884", "city": "Kennett Square", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152963, "name": "Independence Asset Advisors, LLC", "name_as_filed": "INDEPENDENCE ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/independence-asset-advisors-llc-wynnewood-pa-152963", "city": "Wynnewood", "state": "PA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168500, "name": "Innova Wealth Partners, LLC", "name_as_filed": "INNOVA WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/innova-wealth-partners-llc-newtown-pa-168500", "city": "Newtown", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318299, "name": "JRM Tax & Wealth Management, LLC", "name_as_filed": "JRM TAX & WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jrm-tax-and-wealth-management-llc-chester-heights-pa-318299", "city": "Chester Heights", "state": "PA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154614, "name": "Jura Investments, LLC", "name_as_filed": "JURA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/jura-investments-llc-king-of-prussia-pa-154614", "city": "King of Prussia", "state": "PA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123770, "name": "Keitz Investment Management Ltd.", "name_as_filed": "KEITZ INVESTMENT MANAGEMENT LTD.", "url": "https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770", "city": "Ambler", "state": "PA", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121573, "name": "Kellner Capital Management, Inc.", "name_as_filed": "KELLNER CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kellner-capital-management-inc-philadelphia-pa-121573", "city": "Philadelphia", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340807, "name": "Limeral Research", "name_as_filed": "LIMERAL RESEARCH", "url": "https://advisorcensus.com/firm/limeral-research-malvern-pa-340807", "city": "Malvern", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 174470, "name": "Linc Wealth Solutions", "name_as_filed": "LINC WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/linc-wealth-solutions-norristown-pa-174470", "city": "Norristown", "state": "PA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108893, "name": "Logan Capital Management, Inc.", "name_as_filed": "LOGAN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893", "city": "Newtown Square", "state": "PA", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159938, "name": "Lynch Asset Management, Inc.", "name_as_filed": "LYNCH ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/lynch-asset-management-inc-newtown-pa-159938", "city": "Newtown", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164039, "name": "Maguire Investments LLC", "name_as_filed": "MAGUIRE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039", "city": "King of Prussia", "state": "PA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292396, "name": "Malvern Capital Management", "name_as_filed": "MALVERN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/malvern-capital-management-malvern-pa-292396", "city": "Malvern", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104566, "name": "Matthew 25 Management Corp", "name_as_filed": "MATTHEW 25 MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/matthew-25-management-corp-ambler-pa-104566", "city": "Ambler", "state": "PA", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116309, "name": "MC2 Financial Advisers, Inc.", "name_as_filed": "MC2 FINANCIAL ADVISERS, INC.", "url": "https://advisorcensus.com/firm/mc2-financial-advisers-inc-newtown-square-pa-116309", "city": "Newtown Square", "state": "PA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108736, "name": "McGowan & Co LLP", "name_as_filed": "MCGOWAN & CO LLP", "url": "https://advisorcensus.com/firm/mcgowan-and-co-llp-bryn-mawr-pa-108736", "city": "Bryn Mawr", "state": "PA", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120366, "name": "McKenna & Sullivan Inc", "name_as_filed": "MCKENNA & SULLIVAN INC", "url": "https://advisorcensus.com/firm/mckenna-and-sullivan-inc-southampton-pa-120366", "city": "Southampton", "state": "PA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171002, "name": "Megaannum Capital, LLC", "name_as_filed": "MEGAANNUM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/megaannum-capital-llc-downingtown-pa-171002", "city": "Downingtown", "state": "PA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 323778, "name": "Members Wealth LLC", "name_as_filed": "MEMBERS WEALTH LLC", "url": "https://advisorcensus.com/firm/members-wealth-llc-media-pa-323778", "city": "Media", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149663, "name": "Merit Investment Management", "name_as_filed": "MERIT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/merit-investment-management-west-chester-pa-149663", "city": "West Chester", "state": "PA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335648, "name": "Michael Leslie Investments LLC", "name_as_filed": "MICHAEL LESLIE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/michael-leslie-investments-llc-philadelphia-pa-335648", "city": "Philadelphia", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106460, "name": "Mitchell Sinkler & Starr", "name_as_filed": "MITCHELL SINKLER & STARR", "url": "https://advisorcensus.com/firm/mitchell-sinkler-and-starr-philadelphia-pa-106460", "city": "Philadelphia", "state": "PA", "years_registered": 54, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154742, "name": "Modern Wealth Concepts LLC", "name_as_filed": "MODERN WEALTH CONCEPTS LLC", "url": "https://advisorcensus.com/firm/modern-wealth-concepts-llc-jenkintown-pa-154742", "city": "Jenkintown", "state": "PA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304367, "name": "Montchanin Asset Management, LLC", "name_as_filed": "MONTCHANIN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/montchanin-asset-management-llc-montchanin-de-304367", "city": "Montchanin", "state": "DE", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 268789, "name": "Morningside Asset Management", "name_as_filed": "MORNINGSIDE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789", "city": "Wilmington", "state": "DE", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310820, "name": "Mount Lucas Index Advisers LLC", "name_as_filed": "MOUNT LUCAS INDEX ADVISERS LLC", "url": "https://advisorcensus.com/firm/mount-lucas-index-advisers-llc-newtown-pa-310820", "city": "Newtown", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342204, "name": "MVO Private Wealth, LLC", "name_as_filed": "MVO PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/mvo-private-wealth-llc-malvern-pa-342204", "city": "Malvern", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 147048, "name": "N1 Advisors", "name_as_filed": "N1 ADVISORS", "url": "https://advisorcensus.com/firm/n1-advisors-newark-de-147048", "city": "Newark", "state": "DE", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149223, "name": "Northport Investment Management, LLC", "name_as_filed": "NORTHPORT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223", "city": "Radnor", "state": "PA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328279, "name": "Northstar Asset Management Company, LLC", "name_as_filed": "NORTHSTAR ASSET MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279", "city": "Blue Bell", "state": "PA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158989, "name": "OAR Financial", "name_as_filed": "OAR FINANCIAL", "url": "https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989", "city": "Bryn Mawr", "state": "PA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126013, "name": "Old Glory Asset Management LLC", "name_as_filed": "OLD GLORY ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013", "city": "Malvern", "state": "PA", "years_registered": 23, "raum_band": "500m_1b", 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