{ "path": "/advisors/pa/philadelphia/for-businesses", "url": "https://advisorcensus.com/advisors/pa/philadelphia/for-businesses/page/3", "page_type": "metro_answer", "title": "Financial advisors for businesses in Philadelphia, PA", "filters": {}, "scope_total": 185, "faq": [ { "q": "Which financial advisors in Philadelphia, PA work with businesses?", "a": "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." }, { "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": "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.", "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. Financial advisors for businesses in Philadelphia, PA: 185 firms from Form ADV filings as of October 2026.", "total_firms": 185, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 166, "state": 19, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 45 }, { "code": "percentage_of_aum", "count": 181 }, { "code": "hourly", "count": 73 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 123 }, { "code": "commissions", "count": 8 }, { "code": "performance_based", "count": 40 }, { "code": "other", "count": 23 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 39 }, { "code": "5_to_9", "count": 43 }, { "code": "10_to_19", "count": 49 }, { "code": "20_plus", "count": 54 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 5 }, { "code": "25m_100m", "count": 11 }, { "code": "100m_500m", "count": 63 }, { "code": "500m_1b", "count": 30 }, { "code": "1b_5b", "count": 40 }, { "code": "over_5b", "count": 33 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "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": 155157, "name": "Market Street Wealth Management", "name_as_filed": "MARKET STREET WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157", "city": "West Chester", "state": "PA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 170914, "name": "McAdam LLC", "name_as_filed": "MCADAM LLC", "url": "https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914", "city": "Radnor", "state": "PA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 287768, "name": "Meridian Wealth Partners, LLC", "name_as_filed": "MERIDIAN WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768", "city": "East Norriton", "state": "PA", "years_registered": 9, "raum_band": "1b_5b", "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": 305760, "name": "MK3 Wealth LLC", "name_as_filed": "MK3 WEALTH LLC", "url": "https://advisorcensus.com/firm/mk3-wealth-llc-cherry-hill-nj-305760", "city": "Cherry Hill", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155426, "name": "MMA Asset Management LLC", "name_as_filed": "MMA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mma-asset-management-llc-conshohocken-pa-155426", "city": "Conshohocken", "state": "PA", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 333022, "name": "MOR Wealth Management, LLC", "name_as_filed": "MOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022", "city": "Philadelphia", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117050, "name": "Morgan Stanley AIP GP LP", "name_as_filed": "MORGAN STANLEY AIP GP LP", "url": "https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050", "city": "West Conshohocken", "state": "PA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 108255, "name": "Mount Lucas Management LP", "name_as_filed": "MOUNT LUCAS MANAGEMENT LP", "url": "https://advisorcensus.com/firm/mount-lucas-management-lp-newtown-pa-108255", "city": "Newtown", "state": "PA", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145971, "name": "Muntz Financial, LLC", "name_as_filed": "MUNTZ FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/muntz-financial-llc-doylestown-pa-145971", "city": "Doylestown", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134436, "name": "Mycio Wealth Partners, LLC", "name_as_filed": "MYCIO WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436", "city": "Philadelphia", "state": "PA", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286024, "name": "Nest EGG", "name_as_filed": "NEST EGG", "url": "https://advisorcensus.com/firm/nest-egg-conshohocken-pa-286024", "city": "Conshohocken", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169239, "name": "Newbridge Wealth Management", "name_as_filed": "NEWBRIDGE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/newbridge-wealth-management-bryn-mawr-pa-169239", "city": "Bryn Mawr", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152430, "name": "Newsquare Capital, LLC", "name_as_filed": "NEWSQUARE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430", "city": "Newtown Square", "state": "PA", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311014, "name": "Niche Investment Advisors LLC", "name_as_filed": "NICHE INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/niche-investment-advisors-llc-king-of-prussia-pa-311014", "city": "King of Prussia", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 105390, "name": "Nomura Investment Management Business Trust", "name_as_filed": "NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST", "url": "https://advisorcensus.com/firm/nomura-investment-management-business-trust-philadelphia-pa-105390", "city": "Philadelphia", "state": "PA", "years_registered": 38, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 108835, "name": "Northeast Advisers, Inc.", "name_as_filed": "NORTHEAST ADVISERS, INC.", "url": "https://advisorcensus.com/firm/northeast-advisers-inc-paoli-pa-108835", "city": "Paoli", "state": "PA", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 299034, "name": "Odyssey Capital Advisors Inc.", "name_as_filed": "ODYSSEY CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034", "city": "Bala Cynwyd", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289811, "name": "Owls Nest Partners", "name_as_filed": "OWLS NEST PARTNERS", "url": "https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811", "city": "Chadds Ford", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105081, "name": "Penn Capital Management Company, LLC", "name_as_filed": "PENN CAPITAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/penn-capital-management-company-llc-philadelphia-pa-105081", "city": "Philadelphia", "state": "PA", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 107518, "name": "Penn Mutual Asset Management, LLC", "name_as_filed": "PENN MUTUAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/penn-mutual-asset-management-llc-conshohocken-pa-107518", "city": "Conshohocken", "state": "PA", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107648, "name": "Pennsylvania Capital Management Inc.", "name_as_filed": "PENNSYLVANIA CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648", "city": "Huntingdon Valley", "state": "PA", "years_registered": 30, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308142, "name": "Peteralexander", "name_as_filed": "PETERALEXANDER", "url": "https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142", "city": "West Conshohocken", "state": "PA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 122733, "name": "Philadelphia Investment Partners, LLC", "name_as_filed": "PHILADELPHIA INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/philadelphia-investment-partners-llc-voorhees-nj-122733", "city": "Voorhees", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 294016, "name": "Philadelphia Partners Capital Management, LLC", "name_as_filed": "PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016", "city": "Bala Cynwyd", "state": "PA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 309663, "name": "Prepared Retirement Institute LLC", "name_as_filed": "PREPARED RETIREMENT INSTITUTE LLC", "url": "https://advisorcensus.com/firm/prepared-retirement-institute-llc-montgomeryville-pa-309663", "city": "Montgomeryville", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318345, "name": "Presilium Private Wealth, LLC", "name_as_filed": "PRESILIUM PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345", "city": "Radnor", "state": "PA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121982, "name": "Prometheus Capital Management Corp.", "name_as_filed": "PROMETHEUS CAPITAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/prometheus-capital-management-corp-yardley-pa-121982", "city": "Yardley", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281762, "name": "Prowell Financial Management, LLC", "name_as_filed": "PROWELL FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762", "city": "Exton", "state": "PA", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 16691, "name": "Prudent Management Associates", "name_as_filed": "PRUDENT MANAGEMENT ASSOCIATES", "url": "https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691", "city": "Philadelphia", "state": "PA", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119307, "name": "PTS Brokerage, LLC", "name_as_filed": "PTS BROKERAGE, LLC", "url": "https://advisorcensus.com/firm/pts-brokerage-llc-mt-laurel-nj-119307", "city": "Mt. Laurel", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 305277, "name": "QRG Capital Management, Inc.", "name_as_filed": "QRG CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277", "city": "Berwyn", "state": "PA", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284546, "name": "Quaker Wealth Management LLC", "name_as_filed": "QUAKER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546", "city": "Moorestown", "state": "NJ", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136028, "name": "Radcliffe Capital Management, L.P.", "name_as_filed": "RADCLIFFE CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/radcliffe-capital-management-l-p-bala-cynwyd-pa-136028", "city": "Bala Cynwyd", "state": "PA", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159559, "name": "Radnor Capital Management, LLC", "name_as_filed": "RADNOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559", "city": "Wayne", "state": "PA", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134952, "name": "Realta Investment Advisors, Inc", "name_as_filed": "REALTA INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952", "city": "Wilmington", "state": "DE", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", 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"https://advisorcensus.com/firm/rhino-investment-partners-inc-west-conshohocken-pa-283692", "city": "West Conshohocken", "state": "PA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "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": 118242, "name": "Rmas, Inc.", "name_as_filed": "RMAS, INC.", "url": "https://advisorcensus.com/firm/rmas-inc-bellmawr-nj-118242", "city": "Bellmawr", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137481, "name": "Rockwood Wealth Management, LLC", 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