{ "path": "/advisors/pa/philadelphia/flat-fee", "url": "https://advisorcensus.com/advisors/pa/philadelphia/flat-fee/page/6", "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": 6, "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": 298390, "name": "Riversedge Advisors", "name_as_filed": "RIVERSEDGE ADVISORS", "url": "https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390", "city": "Wilmington", "state": "DE", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312048, "name": "Rockford Financial Planning", "name_as_filed": "ROCKFORD FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048", "city": "Wilmington", "state": "DE", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137481, "name": "Rockwood Wealth Management, LLC", "name_as_filed": "ROCKWOOD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rockwood-wealth-management-llc-new-hope-pa-137481", "city": "New Hope", "state": "PA", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285351, "name": "Rolek Retirement Planning", "name_as_filed": "ROLEK RETIREMENT PLANNING", "url": "https://advisorcensus.com/firm/rolek-retirement-planning-berwyn-pa-285351", "city": "Berwyn", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141671, "name": "Rose Valley Asset Management LLC", "name_as_filed": "ROSE VALLEY ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671", "city": "Media", "state": "PA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110744, "name": "RTD Financial Advisors Inc", "name_as_filed": "RTD FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/rtd-financial-advisors-inc-philadelphia-pa-110744", "city": "Philadelphia", "state": "PA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140188, "name": "S & a Financial Strategies & Services, LLC", "name_as_filed": "S & A FINANCIAL STRATEGIES & SERVICES, LLC", "url": "https://advisorcensus.com/firm/s-and-a-financial-strategies-and-services-llc-cherry-hill-nj-140188", "city": "Cherry Hill", "state": "NJ", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116574, "name": "Sage Financial Group Inc.", "name_as_filed": "SAGE FINANCIAL GROUP INC.", "url": "https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574", "city": "West Conshohocken", "state": "PA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 105146, "name": "SEI Investments Management Corp", "name_as_filed": "SEI INVESTMENTS MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/sei-investments-management-corp-oaks-pa-105146", "city": "Oaks", "state": "PA", "years_registered": 41, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 142821, "name": "Sensenig Capital Advisors, Inc.", "name_as_filed": "SENSENIG CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/sensenig-capital-advisors-inc-collegeville-pa-142821", "city": "Collegeville", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157930, "name": "Setarcos Wealth Advisors LLC", "name_as_filed": "SETARCOS WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/setarcos-wealth-advisors-llc-philadelphia-pa-157930", "city": "Philadelphia", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289325, "name": "Sharp Financial", "name_as_filed": "SHARP FINANCIAL", "url": "https://advisorcensus.com/firm/sharp-financial-horsham-pa-289325", "city": "Horsham", "state": "PA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106261, "name": "Smithbridge Asset Management, Inc.", "name_as_filed": "SMITHBRIDGE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/smithbridge-asset-management-inc-chadds-ford-pa-106261", "city": "Chadds Ford", "state": "PA", "years_registered": 29, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329237, "name": "Sound Wealth LLC", "name_as_filed": "SOUND WEALTH LLC", "url": "https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237", "city": "Marlton", "state": "NJ", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319289, "name": "Spearhead Administrative Services, LLC", "name_as_filed": "SPEARHEAD ADMINISTRATIVE SERVICES, LLC", "url": "https://advisorcensus.com/firm/spearhead-administrative-services-llc-greenville-de-319289", "city": "Greenville", "state": "DE", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 140710, "name": "Sterling Investment Advisors Ltd.", "name_as_filed": "STERLING INVESTMENT ADVISORS LTD.", "url": "https://advisorcensus.com/firm/sterling-investment-advisors-ltd-berwyn-pa-140710", "city": "Berwyn", "state": "PA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130807, "name": "Steven G. Blum and Associates, LLC", "name_as_filed": "STEVEN G. BLUM AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/steven-g-blum-and-associates-llc-swarthmore-pa-130807", "city": "Swarthmore", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331873, "name": "Stone Fortress Wealth Strategies", "name_as_filed": "STONE FORTRESS WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873", "city": "Philadelphia", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175287, "name": "Stone Pine Financial Partners", "name_as_filed": "STONE PINE FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/stone-pine-financial-partners-media-pa-175287", "city": "Media", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306486, "name": "Stonecrop Wealth Advisors, LLC", "name_as_filed": "STONECROP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486", "city": "West Chester", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 140469, "name": "Stoneridge Wealth Advisors, LLC", "name_as_filed": "STONERIDGE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469", "city": "Malvern", "state": "PA", "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122397, "name": "Strategic Financial", "name_as_filed": "STRATEGIC FINANCIAL", "url": "https://advisorcensus.com/firm/strategic-financial-mount-laurel-nj-122397", "city": "Mount Laurel", "state": "NJ", "years_registered": 38, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169823, "name": "Summit Group Retirement Planners, Inc.", "name_as_filed": "SUMMIT GROUP RETIREMENT PLANNERS, INC.", "url": "https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823", "city": "Exton", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306690, "name": "Summit Investment Advisory Group LLC", "name_as_filed": "SUMMIT INVESTMENT ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/summit-investment-advisory-group-llc-huntingdon-valley-pa-306690", "city": "Huntingdon Valley", "state": "PA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 269906, "name": "Swiss Alpine Wealth Management LLC", "name_as_filed": "SWISS ALPINE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/swiss-alpine-wealth-management-llc-wilmington-de-269906", "city": "Wilmington", "state": "DE", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304485, "name": "Tannhauser Financial LLC", "name_as_filed": "TANNHAUSER FINANCIAL LLC", "url": "https://advisorcensus.com/firm/tannhauser-financial-llc-north-wales-pa-304485", "city": "North Wales", "state": "PA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107289, "name": "TGS Financial Advisors", "name_as_filed": "TGS FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/tgs-financial-advisors-radnor-pa-107289", "city": "Radnor", "state": "PA", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 302100, "name": "The Aranda Group Advisors, LLC", "name_as_filed": "THE ARANDA GROUP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/the-aranda-group-advisors-llc-jenkintown-pa-302100", "city": "Jenkintown", "state": "PA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 153820, "name": "The Benchmark Group RIA Services, LLC", "name_as_filed": "THE BENCHMARK GROUP RIA SERVICES, LLC", "url": "https://advisorcensus.com/firm/the-benchmark-group-ria-services-llc-cherry-hill-nj-153820", "city": "Cherry Hill", "state": "NJ", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 121492, "name": "The Fairman Group, LLC", "name_as_filed": "THE FAIRMAN GROUP, LLC", "url": "https://advisorcensus.com/firm/the-fairman-group-llc-chesterbrook-pa-121492", "city": "Chesterbrook", "state": "PA", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314917, "name": "Thrift Financial, Inc.", "name_as_filed": "THRIFT FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/thrift-financial-inc-newtown-pa-314917", "city": "Newtown", "state": "PA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168777, "name": "Thrive Wealth Management, LLC", "name_as_filed": "THRIVE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/thrive-wealth-management-llc-audubon-pa-168777", "city": "Audubon", "state": "PA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 327436, "name": "Tiff Investment Management", "name_as_filed": "TIFF INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/tiff-investment-management-radnor-pa-327436", "city": "Radnor", "state": "PA", "years_registered": 2, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 115700, "name": "Tower Bridge Advisors", "name_as_filed": "TOWER BRIDGE ADVISORS", "url": "https://advisorcensus.com/firm/tower-bridge-advisors-west-conshohocken-pa-115700", "city": "West Conshohocken", "state": "PA", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 157184, "name": "TP Investment Advisory Services, LLC", "name_as_filed": "TP INVESTMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/tp-investment-advisory-services-llc-westechester-pa-157184", "city": "Westechester", "state": "PA", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329996, "name": "Traverse Private Wealth", "name_as_filed": "TRAVERSE PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/traverse-private-wealth-radnor-pa-329996", "city": "Radnor", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108920, "name": "Trident Advisors Inc", "name_as_filed": "TRIDENT ADVISORS INC", "url": "https://advisorcensus.com/firm/trident-advisors-inc-doylestown-pa-108920", "city": "Doylestown", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 141039, "name": "Trinity Investment Advisors, LLC", "name_as_filed": "TRINITY INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/trinity-investment-advisors-llc-west-chester-pa-141039", "city": "West Chester", "state": "PA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169216, "name": "Trinity Wealth Management, LLC", "name_as_filed": "TRINITY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trinity-wealth-management-llc-berwyn-pa-169216", "city": "Berwyn", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333345, "name": "Tristate Wealth Advisors", "name_as_filed": "TRISTATE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/tristate-wealth-advisors-newark-de-333345", "city": "Newark", "state": "DE", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170330, "name": "True Horizon Wealth Advisors, LLC", "name_as_filed": "TRUE HORIZON 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"name": "V3LIMITED LLC", "name_as_filed": "V3LIMITED LLC", "url": "https://advisorcensus.com/firm/v3limited-llc-radnor-pa-169624", "city": "Radnor", "state": "PA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 342364, "name": "Valen Private Capital, LLC.", "name_as_filed": "VALEN PRIVATE CAPITAL, LLC.", "url": "https://advisorcensus.com/firm/valen-private-capital-llc-paoli-pa-342364", "city": "Paoli", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 312254, "name": "Valley Financial Group", "name_as_filed": "VALLEY FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/valley-financial-group-ambler-pa-312254", "city": "Ambler", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" 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