# Financial advisors for businesses in Philadelphia, PA

> Find financial advisors in Philadelphia, PA who work with businesses. AdvisorCensus lists 185 investment advisory firms with a principal office in the Philadelphia metro area that report businesses among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/for-businesses/page/2

## At a glance

- Investment advisory firms: 185
- Registration: SEC-registered investment adviser: 166, State-registered investment adviser: 19
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 45 (24%); Percentage of assets 181 (98%); Hourly charges 73 (39%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 123 (66%); Commissions 8 (4%); Performance-based fees 40 (22%); Other 23 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 5 (3%); $25 million to $100 million 11 (6%); $100 million to $500 million 63 (34%); $500 million to $1 billion 30 (16%); $1 billion to $5 billion 40 (22%); Over $5 billion 33 (18%); Not reported 3 (2%)
- Years registered: Under 5 years 39 (21%); 5 to 9 years 43 (23%); 10 to 19 years 49 (26%); 20 years or more 54 (29%)

## Firms (page 2 of 4, 51 to 100 of 185, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Eagle Wealth Strategies](https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814) ([md](https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814.md)) | 323814 | Mullica Hill, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Other |
| [Ellis Investment Partners, LLC](https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669) ([md](https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669.md)) | 157669 | Berwyn, PA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [Elm Wealth](https://advisorcensus.com/firm/elm-wealth-philadelphia-pa-167225) ([md](https://advisorcensus.com/firm/elm-wealth-philadelphia-pa-167225.md)) | 167225 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee |
| [Entrust Financial LLC](https://advisorcensus.com/firm/entrust-financial-llc-wayne-pa-174694) ([md](https://advisorcensus.com/firm/entrust-financial-llc-wayne-pa-174694.md)) | 174694 | Wayne, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Envestnet PMC](https://advisorcensus.com/firm/envestnet-pmc-berwyn-pa-111694) ([md](https://advisorcensus.com/firm/envestnet-pmc-berwyn-pa-111694.md)) | 111694 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Subscription, Fixed fee, Other |
| [Envestnet Portfolio Solutions, Inc.](https://advisorcensus.com/firm/envestnet-portfolio-solutions-inc-berwyn-pa-109662) ([md](https://advisorcensus.com/firm/envestnet-portfolio-solutions-inc-berwyn-pa-109662.md)) | 109662 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Subscription, Fixed fee, Other |
| [Equilibrium Wealth LLC](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940) ([md](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940.md)) | 311940 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [ETF Architect](https://advisorcensus.com/firm/etf-architect-newtown-square-pa-171412) ([md](https://advisorcensus.com/firm/etf-architect-newtown-square-pa-171412.md)) | 171412 | Newtown Square, PA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee |
| [Ethos Financial Group, LLC](https://advisorcensus.com/firm/ethos-financial-group-llc-king-of-prussia-pa-321748) ([md](https://advisorcensus.com/firm/ethos-financial-group-llc-king-of-prussia-pa-321748.md)) | 321748 | King of Prussia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Five Rivers Financial Advisors, LLC](https://advisorcensus.com/firm/five-rivers-financial-advisors-llc-north-east-md-120249) ([md](https://advisorcensus.com/firm/five-rivers-financial-advisors-llc-north-east-md-120249.md)) | 120249 | North East, MD | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Forefront Analytics, LLC](https://advisorcensus.com/firm/forefront-analytics-llc-w-conshohocken-pa-153016) ([md](https://advisorcensus.com/firm/forefront-analytics-llc-w-conshohocken-pa-153016.md)) | 153016 | W. Conshohocken, PA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee, Performance fee |
| [Fortis Advisors, LLC](https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498) ([md](https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498.md)) | 164498 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Friedenthal Financial, LLC](https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457) ([md](https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457.md)) | 150457 | Marlton, NJ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly |
| [Gardner Lewis Asset Management LP](https://advisorcensus.com/firm/gardner-lewis-asset-management-lp-chadds-ford-pa-105033) ([md](https://advisorcensus.com/firm/gardner-lewis-asset-management-lp-chadds-ford-pa-105033.md)) | 105033 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 36 | % of assets, Performance fee |
| [Gibraltar Wealth Management, LLC](https://advisorcensus.com/firm/gibraltar-wealth-management-llc-abington-pa-124128) ([md](https://advisorcensus.com/firm/gibraltar-wealth-management-llc-abington-pa-124128.md)) | 124128 | Abington, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Girard Advisory Services, LLC](https://advisorcensus.com/firm/girard-advisory-services-llc-king-of-prussia-pa-39163) ([md](https://advisorcensus.com/firm/girard-advisory-services-llc-king-of-prussia-pa-39163.md)) | 39163 | King of Prussia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Fixed fee |
| [Glenmede Investment Management, LP](https://advisorcensus.com/firm/glenmede-investment-management-lp-philadelphia-pa-108165) ([md](https://advisorcensus.com/firm/glenmede-investment-management-lp-philadelphia-pa-108165.md)) | 108165 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Other |
| [Global Advisers, LLC](https://advisorcensus.com/firm/global-advisers-llc-philadelphia-pa-175181) ([md](https://advisorcensus.com/firm/global-advisers-llc-philadelphia-pa-175181.md)) | 175181 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Grey Fox Wealth Advisors, LLC](https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172) ([md](https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172.md)) | 307172 | Rockland, DE | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Haddonfield Financial Planning LLC](https://advisorcensus.com/firm/haddonfield-financial-planning-llc-haddonfield-nj-298177) ([md](https://advisorcensus.com/firm/haddonfield-financial-planning-llc-haddonfield-nj-298177.md)) | 298177 | Haddonfield, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Hamilton Lane](https://advisorcensus.com/firm/hamilton-lane-conshohocken-pa-107876) ([md](https://advisorcensus.com/firm/hamilton-lane-conshohocken-pa-107876.md)) | 107876 | Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Fixed fee, Performance fee |
| [Harvest Fund Advisors LLC](https://advisorcensus.com/firm/harvest-fund-advisors-llc-wayne-pa-154425) ([md](https://advisorcensus.com/firm/harvest-fund-advisors-llc-wayne-pa-154425.md)) | 154425 | Wayne, PA | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee |
| [Haverford Financial Services, Inc.](https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007) ([md](https://advisorcensus.com/firm/haverford-financial-services-inc-radnor-pa-130007.md)) | 130007 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Heirloom Investment Management LLC](https://advisorcensus.com/firm/heirloom-investment-management-llc-wilmington-de-281357) ([md](https://advisorcensus.com/firm/heirloom-investment-management-llc-wilmington-de-281357.md)) | 281357 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee |
| [HFM Investment Advisors, LLC](https://advisorcensus.com/firm/hfm-investment-advisors-llc-glassboro-nj-289103) ([md](https://advisorcensus.com/firm/hfm-investment-advisors-llc-glassboro-nj-289103.md)) | 289103 | Glassboro, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Other |
| [Hirtle & Co., LLC](https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403) ([md](https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403.md)) | 105403 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Performance fee |
| [Hornor, Townsend & Kent, LLC](https://advisorcensus.com/firm/hornor-townsend-and-kent-llc-conshohocken-pa-4031) ([md](https://advisorcensus.com/firm/hornor-townsend-and-kent-llc-conshohocken-pa-4031.md)) | 4031 | Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Hourly, Fixed fee, Other |
| [IM Wealth Partners](https://advisorcensus.com/firm/im-wealth-partners-blue-bell-pa-307379) ([md](https://advisorcensus.com/firm/im-wealth-partners-blue-bell-pa-307379.md)) | 307379 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Independence Asset Advisors, LLC](https://advisorcensus.com/firm/independence-asset-advisors-llc-wynnewood-pa-152963) ([md](https://advisorcensus.com/firm/independence-asset-advisors-llc-wynnewood-pa-152963.md)) | 152963 | Wynnewood, PA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets |
| [Independence Square Holdings, LLC](https://advisorcensus.com/firm/independence-square-holdings-llc-king-of-prussia-pa-300139) ([md](https://advisorcensus.com/firm/independence-square-holdings-llc-king-of-prussia-pa-300139.md)) | 300139 | King of Prussia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Performance fee, Other |
| [Innova Wealth Partners, LLC](https://advisorcensus.com/firm/innova-wealth-partners-llc-newtown-pa-168500) ([md](https://advisorcensus.com/firm/innova-wealth-partners-llc-newtown-pa-168500.md)) | 168500 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Insight Advisors, LLC](https://advisorcensus.com/firm/insight-advisors-llc-newtown-pa-168057) ([md](https://advisorcensus.com/firm/insight-advisors-llc-newtown-pa-168057.md)) | 168057 | Newtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Integrity Investment Advisors, LLC](https://advisorcensus.com/firm/integrity-investment-advisors-llc-lansdale-pa-140838) ([md](https://advisorcensus.com/firm/integrity-investment-advisors-llc-lansdale-pa-140838.md)) | 140838 | Lansdale, PA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Investment Management & Planning LLC](https://advisorcensus.com/firm/investment-management-and-planning-llc-greenville-de-146041) ([md](https://advisorcensus.com/firm/investment-management-and-planning-llc-greenville-de-146041.md)) | 146041 | Greenville, DE | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly |
| [IVC Wealth Advisors LLC](https://advisorcensus.com/firm/ivc-wealth-advisors-llc-silverdale-pa-301127) ([md](https://advisorcensus.com/firm/ivc-wealth-advisors-llc-silverdale-pa-301127.md)) | 301127 | Silverdale, PA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Janney Montgomery Scott LLC](https://advisorcensus.com/firm/janney-montgomery-scott-llc-philadelphia-pa-463) ([md](https://advisorcensus.com/firm/janney-montgomery-scott-llc-philadelphia-pa-463.md)) | 463 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 55 | % of assets, Fixed fee, Commissions, Other |
| [Kathmere Capital Management, LLC](https://advisorcensus.com/firm/kathmere-capital-management-llc-wayne-pa-305118) ([md](https://advisorcensus.com/firm/kathmere-capital-management-llc-wayne-pa-305118.md)) | 305118 | Wayne, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee, Performance fee |
| [Kellner Capital Management, Inc.](https://advisorcensus.com/firm/kellner-capital-management-inc-philadelphia-pa-121573) ([md](https://advisorcensus.com/firm/kellner-capital-management-inc-philadelphia-pa-121573.md)) | 121573 | Philadelphia, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Kennedy Investment Group](https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605) ([md](https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605.md)) | 322605 | West Deptford, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Key Financial, Inc.](https://advisorcensus.com/firm/key-financial-inc-west-chester-pa-116240) ([md](https://advisorcensus.com/firm/key-financial-inc-west-chester-pa-116240.md)) | 116240 | West Chester, PA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Commissions, Other |
| [Keystone Wealth Management Services Inc](https://advisorcensus.com/firm/keystone-wealth-management-services-inc-glen-mills-pa-262789) ([md](https://advisorcensus.com/firm/keystone-wealth-management-services-inc-glen-mills-pa-262789.md)) | 262789 | Glen Mills, PA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Performance fee |
| [Laurel Oak Wealth Management, LLC](https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824) ([md](https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824.md)) | 336824 | Marlton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Legacy Advisors, LLC](https://advisorcensus.com/firm/legacy-advisors-llc-plymouth-meeting-pa-139830) ([md](https://advisorcensus.com/firm/legacy-advisors-llc-plymouth-meeting-pa-139830.md)) | 139830 | Plymouth Meeting, PA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Legacy Solutions, LLC](https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360) ([md](https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360.md)) | 323360 | Kennett Square, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Liberty One Wealth Advisors](https://advisorcensus.com/firm/liberty-one-wealth-advisors-philadelphia-pa-315675) ([md](https://advisorcensus.com/firm/liberty-one-wealth-advisors-philadelphia-pa-315675.md)) | 315675 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Lincoln Investment](https://advisorcensus.com/firm/lincoln-investment-fort-washington-pa-519) ([md](https://advisorcensus.com/firm/lincoln-investment-fort-washington-pa-519.md)) | 519 | Fort Washington, PA | SEC-registered investment adviser | Over $5 billion | 48 | % of assets, Hourly, Fixed fee, Commissions |
| [Logan Capital Management, Inc.](https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893) ([md](https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893.md)) | 108893 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Fixed fee |
| [Magnolia Private Wealth, LLC](https://advisorcensus.com/firm/magnolia-private-wealth-llc-philadelphia-pa-324102) ([md](https://advisorcensus.com/firm/magnolia-private-wealth-llc-philadelphia-pa-324102.md)) | 324102 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Maguire Investments LLC](https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039) ([md](https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039.md)) | 164039 | King of Prussia, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Main Street Financial Solutions, LLC](https://advisorcensus.com/firm/main-street-financial-solutions-llc-newtown-pa-305834) ([md](https://advisorcensus.com/firm/main-street-financial-solutions-llc-newtown-pa-305834.md)) | 305834 | Newtown, PA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**Which financial advisors in Philadelphia, PA work with businesses?**
185 investment advisory firms with a principal office in the Philadelphia metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Philadelphia, PA?**
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.

**How many fee-only financial advisors are in Philadelphia, PA?**
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.

**How many financial advisors in Philadelphia, PA offer financial planning?**
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.

**Are the financial advisors in Philadelphia, PA fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

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- [Financial advisors in Doylestown, PA](https://advisorcensus.com/advisors/pa/philadelphia/doylestown) (https://advisorcensus.com/advisors/pa/philadelphia/doylestown.md)
- [Financial advisors in Marlton, NJ](https://advisorcensus.com/advisors/pa/philadelphia/marlton) (https://advisorcensus.com/advisors/pa/philadelphia/marlton.md)
- [Financial advisors in Pittsburgh](https://advisorcensus.com/advisors/pa/pittsburgh) (https://advisorcensus.com/advisors/pa/pittsburgh.md)
- [Financial advisors in Lancaster](https://advisorcensus.com/advisors/pa/lancaster) (https://advisorcensus.com/advisors/pa/lancaster.md)
- [Financial advisors in Allentown](https://advisorcensus.com/advisors/pa/allentown) (https://advisorcensus.com/advisors/pa/allentown.md)
- [Financial advisors in Harrisburg](https://advisorcensus.com/advisors/pa/harrisburg) (https://advisorcensus.com/advisors/pa/harrisburg.md)
- [Financial advisors in Scranton](https://advisorcensus.com/advisors/pa/scranton) (https://advisorcensus.com/advisors/pa/scranton.md)
- [Financial advisors in Reading](https://advisorcensus.com/advisors/pa/reading) (https://advisorcensus.com/advisors/pa/reading.md)
- [Financial advisors in Erie](https://advisorcensus.com/advisors/pa/erie) (https://advisorcensus.com/advisors/pa/erie.md)
- [Financial advisors in York](https://advisorcensus.com/advisors/pa/york) (https://advisorcensus.com/advisors/pa/york.md)

Cite as: AdvisorCensus. Financial advisors for businesses in Philadelphia, PA: 185 firms from Form ADV filings as of October 2026.