{
  "path": "/advisors/pa/philadelphia/flat-fee",
  "url": "https://advisorcensus.com/advisors/pa/philadelphia/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Philadelphia, PA",
  "filters": {},
  "scope_total": 329,
  "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 329 investment advisory firms with a principal office in the Philadelphia metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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. Flat-fee financial advisors in Philadelphia, PA: 329 firms from Form ADV filings as of October 2026.",
  "total_firms": 329,
  "page": 1,
  "total_pages": 7,
  "sort": "name",
  "registration_types": {
    "sec": 216,
    "state": 113,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 95
    },
    {
      "code": "percentage_of_aum",
      "count": 300
    },
    {
      "code": "hourly",
      "count": 178
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 329
    },
    {
      "code": "commissions",
      "count": 13
    },
    {
      "code": "performance_based",
      "count": 37
    },
    {
      "code": "other",
      "count": 45
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 97
    },
    {
      "code": "5_to_9",
      "count": 82
    },
    {
      "code": "10_to_19",
      "count": 83
    },
    {
      "code": "20_plus",
      "count": 67
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 42
    },
    {
      "code": "25m_100m",
      "count": 47
    },
    {
      "code": "100m_500m",
      "count": 95
    },
    {
      "code": "500m_1b",
      "count": 37
    },
    {
      "code": "1b_5b",
      "count": 45
    },
    {
      "code": "over_5b",
      "count": 35
    },
    {
      "code": "not_reported",
      "count": 28
    }
  ],
  "firms": [
    {
      "crd_number": 328453,
      "name": "1015 Capital Partners, LLC",
      "name_as_filed": "1015 CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/1015-capital-partners-llc-narberth-pa-328453",
      "city": "Narberth",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325409,
      "name": "2nd Story Wealth Planners",
      "name_as_filed": "2ND STORY WEALTH PLANNERS",
      "url": "https://advisorcensus.com/firm/2nd-story-wealth-planners-plymouth-meeting-pa-325409",
      "city": "Plymouth Meeting",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306902,
      "name": "46 Peaks Investment Advisory Group",
      "name_as_filed": "46 PEAKS INVESTMENT ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/46-peaks-investment-advisory-group-newtown-pa-306902",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111069,
      "name": "Abrdn Inc.",
      "name_as_filed": "ABRDN INC.",
      "url": "https://advisorcensus.com/firm/abrdn-inc-philadelphia-pa-111069",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 31,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326708,
      "name": "AC Wealth Partners",
      "name_as_filed": "AC WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/ac-wealth-partners-berwyn-pa-326708",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117495,
      "name": "Addis & Hill, Incorporated",
      "name_as_filed": "ADDIS & HILL, INCORPORATED",
      "url": "https://advisorcensus.com/firm/addis-and-hill-incorporated-wayne-pa-117495",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144853,
      "name": "Addison Capital",
      "name_as_filed": "ADDISON CAPITAL",
      "url": "https://advisorcensus.com/firm/addison-capital-conshohocken-pa-144853",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290735,
      "name": "Affinity Wealth Management LLC",
      "name_as_filed": "AFFINITY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290623,
      "name": "AJP Financial Services, LLC",
      "name_as_filed": "AJP FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/ajp-financial-services-llc-wilmington-de-290623",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293551,
      "name": "Alden Capital",
      "name_as_filed": "ALDEN CAPITAL",
      "url": "https://advisorcensus.com/firm/alden-capital-wayne-pa-293551",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317077,
      "name": "Alden Investment Group",
      "name_as_filed": "ALDEN INVESTMENT GROUP",
      "url": "https://advisorcensus.com/firm/alden-investment-group-wayne-pa-317077",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282428,
      "name": "Almanack Investment Partners",
      "name_as_filed": "ALMANACK INVESTMENT PARTNERS",
      "url": "https://advisorcensus.com/firm/almanack-investment-partners-newtown-square-pa-282428",
      "city": "Newtown Square",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153905,
      "name": "Alpha Architect",
      "name_as_filed": "ALPHA ARCHITECT",
      "url": "https://advisorcensus.com/firm/alpha-architect-newtown-square-pa-153905",
      "city": "Newtown Square",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226655,
      "name": "Alvin Clay Financial Advisors, LLC",
      "name_as_filed": "ALVIN CLAY FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/alvin-clay-financial-advisors-llc-jenkintown-pa-226655",
      "city": "Jenkintown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312463,
      "name": "Amplius Wealth Advisors",
      "name_as_filed": "AMPLIUS WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/amplius-wealth-advisors-blue-bell-pa-312463",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336537,
      "name": "Anchored Financial Planning LLC",
      "name_as_filed": "ANCHORED FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/anchored-financial-planning-llc-west-deptford-nj-336537",
      "city": "West Deptford",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156527,
      "name": "Archetype Advisors, LLC",
      "name_as_filed": "ARCHETYPE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/archetype-advisors-llc-doylestown-pa-156527",
      "city": "Doylestown",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151491,
      "name": "Arin Risk Advisors LLC",
      "name_as_filed": "ARIN RISK ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/arin-risk-advisors-llc-conshohocken-pa-151491",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338567,
      "name": "Ascension Legacy Partners, Inc.",
      "name_as_filed": "ASCENSION LEGACY PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/ascension-legacy-partners-inc-bala-cynwyd-pa-338567",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281947,
      "name": "Atairos Management, L.P.",
      "name_as_filed": "ATAIROS MANAGEMENT, L.P.",
      "url": "https://advisorcensus.com/firm/atairos-management-l-p-bryn-mawr-pa-281947",
      "city": "Bryn Mawr",
      "state": "PA",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311772,
      "name": "Attinger, LLC",
      "name_as_filed": "ATTINGER, LLC",
      "url": "https://advisorcensus.com/firm/attinger-llc-philadelphia-pa-311772",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318056,
      "name": "Attleboro Wealth Management LLC",
      "name_as_filed": "ATTLEBORO WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/attleboro-wealth-management-llc-yardley-pa-318056",
      "city": "Yardley",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160036,
      "name": "Auctus Wealth Management Inc.",
      "name_as_filed": "AUCTUS WEALTH MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/auctus-wealth-management-inc-philadelphia-pa-160036",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330304,
      "name": "Aurdan Capital Management, LLC",
      "name_as_filed": "AURDAN CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aurdan-capital-management-llc-wayne-pa-330304",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292390,
      "name": "Aventine Financial Group",
      "name_as_filed": "AVENTINE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/aventine-financial-group-doylestown-pa-292390",
      "city": "Doylestown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304430,
      "name": "Ballast Financial Advisors, LLC",
      "name_as_filed": "BALLAST FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ballast-financial-advisors-llc-west-chester-pa-304430",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290665,
      "name": "Bancroft Capital, LLC",
      "name_as_filed": "BANCROFT CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/bancroft-capital-llc-fort-washington-pa-290665",
      "city": "Fort Washington",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153598,
      "name": "Barrister",
      "name_as_filed": "BARRISTER",
      "url": "https://advisorcensus.com/firm/barrister-fort-washington-pa-153598",
      "city": "Fort Washington",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142982,
      "name": "BC Advisors, LLC",
      "name_as_filed": "BC ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bc-advisors-llc-mt-laurel-nj-142982",
      "city": "Mt. Laurel",
      "state": "NJ",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 70,
      "name": "BCG Securities, Inc.",
      "name_as_filed": "BCG SECURITIES, INC.",
      "url": "https://advisorcensus.com/firm/bcg-securities-inc-cherry-hill-nj-70",
      "city": "Cherry Hill",
      "state": "NJ",
      "years_registered": 26,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321705,
      "name": "Beacon Bridge Wealth Partners, LLC",
      "name_as_filed": "BEACON BRIDGE WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/beacon-bridge-wealth-partners-llc-lower-gwynedd-pa-321705",
      "city": "Lower Gwynedd",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127074,
      "name": "Benchmark Financial",
      "name_as_filed": "BENCHMARK FINANCIAL",
      "url": "https://advisorcensus.com/firm/benchmark-financial-chesterbrook-pa-127074",
      "city": "Chesterbrook",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297443,
      "name": "Benchmark Financial, LLC",
      "name_as_filed": "BENCHMARK FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290336,
      "name": "Blackrock Capital Investment Advisors, LLC",
      "name_as_filed": "BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/blackrock-capital-investment-advisors-llc-wilmington-de-290336",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 8,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108069,
      "name": "Blackrock Capital Management, Inc.",
      "name_as_filed": "BLACKROCK CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/blackrock-capital-management-inc-wilmington-de-108069",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 26,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139096,
      "name": "BLBB Advisors",
      "name_as_filed": "BLBB ADVISORS",
      "url": "https://advisorcensus.com/firm/blbb-advisors-montgomeryville-pa-139096",
      "city": "Montgomeryville",
      "state": "PA",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 134184,
      "name": "Blue Bell Private Wealth Management, LLC",
      "name_as_filed": "BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/blue-bell-private-wealth-management-llc-blue-bell-pa-134184",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 21,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288375,
      "name": "Bluefin Financial",
      "name_as_filed": "BLUEFIN FINANCIAL",
      "url": "https://advisorcensus.com/firm/bluefin-financial-moorestown-nj-288375",
      "city": "Moorestown",
      "state": "NJ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283972,
      "name": "Bluesphere Advisors LLC",
      "name_as_filed": "BLUESPHERE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972",
      "city": "East Norriton",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166128,
      "name": "Bonfrisco Wealth Management LLC",
      "name_as_filed": "BONFRISCO WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/bonfrisco-wealth-management-llc-cherry-hill-nj-166128",
      "city": "Cherry Hill",
      "state": "NJ",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137388,
      "name": "Brandywine Managers, LLC",
      "name_as_filed": "BRANDYWINE MANAGERS, LLC",
      "url": "https://advisorcensus.com/firm/brandywine-managers-llc-hockessin-de-137388",
      "city": "Hockessin",
      "state": "DE",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297021,
      "name": "Brandywine Oak Private Wealth LLC",
      "name_as_filed": "BRANDYWINE OAK PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021",
      "city": "Kennett Square",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123840,
      "name": "Breakthrough Investing, LLC",
      "name_as_filed": "BREAKTHROUGH INVESTING, LLC",
      "url": "https://advisorcensus.com/firm/breakthrough-investing-llc-broomall-pa-123840",
      "city": "Broomall",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123343,
      "name": "Brinker Financial",
      "name_as_filed": "BRINKER FINANCIAL",
      "url": "https://advisorcensus.com/firm/brinker-financial-broomall-pa-123343",
      "city": "Broomall",
      "state": "PA",
      "years_registered": 41,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293192,
      "name": "Bruton Chisnell Advisors, LLC",
      "name_as_filed": "BRUTON CHISNELL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192",
      "city": "Downingtown",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289870,
      "name": "Bryce Wealth Management",
      "name_as_filed": "BRYCE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bryce-wealth-management-washington-crossing-pa-289870",
      "city": "Washington Crossing",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285359,
      "name": "Bryn Mawr Trust Advisors, LLC",
      "name_as_filed": "BRYN MAWR TRUST ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299529,
      "name": "Buoyant Wealth",
      "name_as_filed": "BUOYANT WEALTH",
      "url": "https://advisorcensus.com/firm/buoyant-wealth-ambler-pa-299529",
      "city": "Ambler",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317446,
      "name": "Callan Family Office, LLC",
      "name_as_filed": "CALLAN FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162200,
      "name": "Capital Analysts",
      "name_as_filed": "CAPITAL ANALYSTS",
      "url": "https://advisorcensus.com/firm/capital-analysts-fort-washington-pa-162200",
      "city": "Fort Washington",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/pa",
      "label": "Financial advisors in Pennsylvania"
    },
    "metro": {
      "path": "/advisors/pa/philadelphia",
      "label": "Financial advisors in Philadelphia, PA"
    },
    "city_pages": [
      {
        "path": "/advisors/pa/philadelphia/wilmington",
        "label": "Financial advisors in Wilmington, DE",
        "firm_count": 61
      },
      {
        "path": "/advisors/pa/philadelphia/wayne",
        "label": "Financial advisors in Wayne, PA",
        "firm_count": 43
      },
      {
        "path": "/advisors/pa/philadelphia/radnor",
        "label": "Financial advisors in Radnor, PA",
        "firm_count": 39
      },
      {
        "path": "/advisors/pa/philadelphia/conshohocken",
        "label": "Financial advisors in Conshohocken, PA",
        "firm_count": 27
      },
      {
        "path": "/advisors/pa/philadelphia/malvern",
        "label": "Financial advisors in Malvern, PA",
        "firm_count": 24
      },
      {
        "path": "/advisors/pa/philadelphia/newtown",
        "label": "Financial advisors in Newtown, PA",
        "firm_count": 24
      },
      {
        "path": "/advisors/pa/philadelphia/west-conshohocken",
        "label": "Financial advisors in West Conshohocken, PA",
        "firm_count": 18
      },
      {
        "path": "/advisors/pa/philadelphia/berwyn",
        "label": "Financial advisors in Berwyn, PA",
        "firm_count": 17
      },
      {
        "path": "/advisors/pa/philadelphia/west-chester",
        "label": "Financial advisors in West Chester, PA",
        "firm_count": 17
      },
      {
        "path": "/advisors/pa/philadelphia/king-of-prussia",
        "label": "Financial advisors in King of Prussia, PA",
        "firm_count": 16
      },
      {
        "path": "/advisors/pa/philadelphia/doylestown",
        "label": "Financial advisors in Doylestown, PA",
        "firm_count": 14
      },
      {
        "path": "/advisors/pa/philadelphia/marlton",
        "label": "Financial advisors in Marlton, NJ",
        "firm_count": 14
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/pa/philadelphia/fee-only",
        "label": "Fee-only financial advisors in Philadelphia, PA",
        "firm_count": 161
      },
      {
        "path": "/advisors/pa/philadelphia/hourly",
        "label": "Hourly financial advisors in Philadelphia, PA",
        "firm_count": 213
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/pa/philadelphia/educators",
        "firm_count": 1,
        "label": "Financial advisors for educators in Philadelphia, PA"
      },
      {
        "path": "/advisors/pa/philadelphia/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Philadelphia, PA"
      }
    ],
    "state_fee": {
      "path": "/advisors/pa/flat-fee",
      "label": "Flat-fee financial advisors in Pennsylvania"
    }
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}