# Financial advisors for charitable organizations in Philadelphia, PA > AdvisorCensus lists 176 investment advisory firms with a principal office in the Philadelphia metro area that report charitable organizations among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/for-charities/page/2 ## At a glance - Investment advisory firms: 176 - Registration: SEC-registered investment adviser: 158, State-registered investment adviser: 18 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 56 (32%); Percentage of assets 173 (98%); Hourly charges 74 (42%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 121 (69%); Commissions 5 (3%); Performance-based fees 34 (19%); Other 18 (10%) - Regulatory assets under management (Item 5.F): Under $25 million 4 (2%); $25 million to $100 million 15 (9%); $100 million to $500 million 59 (34%); $500 million to $1 billion 27 (15%); $1 billion to $5 billion 38 (22%); Over $5 billion 32 (18%); Not reported 1 (1%) - Years registered: Under 5 years 38 (22%); 5 to 9 years 39 (22%); 10 to 19 years 43 (24%); 20 years or more 56 (32%) ## Firms (page 2 of 4, 51 to 100 of 176, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [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 | | [Equita Financial Network, Inc.](https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031) ([md](https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031.md)) | 277031 | Fort Washington, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, 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 | | [Falcon Wealth Managers](https://advisorcensus.com/firm/falcon-wealth-managers-concordville-pa-298692) ([md](https://advisorcensus.com/firm/falcon-wealth-managers-concordville-pa-298692.md)) | 298692 | Concordville, PA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee | | [Flagship Capital Management Inc](https://advisorcensus.com/firm/flagship-capital-management-inc-media-pa-108354) ([md](https://advisorcensus.com/firm/flagship-capital-management-inc-media-pa-108354.md)) | 108354 | Media, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets | | [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 | | [Foundation Capital Management, LLC](https://advisorcensus.com/firm/foundation-capital-management-llc-east-norriton-pa-142659) ([md](https://advisorcensus.com/firm/foundation-capital-management-llc-east-norriton-pa-142659.md)) | 142659 | East Norriton, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Foundation Wealth Management, LLC](https://advisorcensus.com/firm/foundation-wealth-management-llc-media-pa-168270) ([md](https://advisorcensus.com/firm/foundation-wealth-management-llc-media-pa-168270.md)) | 168270 | Media, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee | | [Franklin Park](https://advisorcensus.com/firm/franklin-park-bala-cynwyd-pa-126508) ([md](https://advisorcensus.com/firm/franklin-park-bala-cynwyd-pa-126508.md)) | 126508 | Bala Cynwyd, PA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, 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 | | [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 | | [Godshalk Welsh Capital Management, Inc.](https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410) ([md](https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410.md)) | 106410 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 35 | % 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 | | [Haddon Wealth Management, LLC](https://advisorcensus.com/firm/haddon-wealth-management-llc-haddonfield-nj-226703) ([md](https://advisorcensus.com/firm/haddon-wealth-management-llc-haddonfield-nj-226703.md)) | 226703 | Haddonfield, NJ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, 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 Financial Partners](https://advisorcensus.com/firm/harvest-financial-partners-paoli-pa-146162) ([md](https://advisorcensus.com/firm/harvest-financial-partners-paoli-pa-146162.md)) | 146162 | Paoli, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed 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 | | [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 | | [Holos Integrated Wealth](https://advisorcensus.com/firm/holos-integrated-wealth-kennett-square-pa-329884) ([md](https://advisorcensus.com/firm/holos-integrated-wealth-kennett-square-pa-329884.md)) | 329884 | Kennett Square, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed 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 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 | | [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 | | [Jmac Enterprises LLC](https://advisorcensus.com/firm/jmac-enterprises-llc-newtown-pa-312710) ([md](https://advisorcensus.com/firm/jmac-enterprises-llc-newtown-pa-312710.md)) | 312710 | Newtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee | | [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 | | [Keitz Investment Management Ltd.](https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770) ([md](https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770.md)) | 123770 | Ambler, PA | State-registered investment adviser | Under $25 million | 31 | % of assets, Hourly | | [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 Investment Advisors, LLC](https://advisorcensus.com/firm/legacy-investment-advisors-llc-voorhees-nj-144477) ([md](https://advisorcensus.com/firm/legacy-investment-advisors-llc-voorhees-nj-144477.md)) | 144477 | Voorhees, NJ | State-registered investment adviser | $25 million to $100 million | 5 | % 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 | | [Lynch Asset Management, Inc.](https://advisorcensus.com/firm/lynch-asset-management-inc-newtown-pa-159938) ([md](https://advisorcensus.com/firm/lynch-asset-management-inc-newtown-pa-159938.md)) | 159938 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | | [Lynch Investment Planning, LLC](https://advisorcensus.com/firm/lynch-investment-planning-llc-newtown-square-pa-115956) ([md](https://advisorcensus.com/firm/lynch-investment-planning-llc-newtown-square-pa-115956.md)) | 115956 | Newtown Square, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % 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 | | [Malvern Capital Management](https://advisorcensus.com/firm/malvern-capital-management-malvern-pa-292396) ([md](https://advisorcensus.com/firm/malvern-capital-management-malvern-pa-292396.md)) | 292396 | Malvern, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Market Street Wealth Management](https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157) ([md](https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157.md)) | 155157 | West Chester, PA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee, Other | | [Megaannum Capital, LLC](https://advisorcensus.com/firm/megaannum-capital-llc-downingtown-pa-171002) ([md](https://advisorcensus.com/firm/megaannum-capital-llc-downingtown-pa-171002.md)) | 171002 | Downingtown, PA | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly | | [Members Wealth LLC](https://advisorcensus.com/firm/members-wealth-llc-media-pa-323778) ([md](https://advisorcensus.com/firm/members-wealth-llc-media-pa-323778.md)) | 323778 | Media, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee | | [Meridian Wealth Partners, LLC](https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768) ([md](https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768.md)) | 287768 | East Norriton, PA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee | | [MG Financial Management, LLC](https://advisorcensus.com/firm/mg-financial-management-llc-doylestown-pa-285346) ([md](https://advisorcensus.com/firm/mg-financial-management-llc-doylestown-pa-285346.md)) | 285346 | Doylestown, PA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly | | [Miller Investment Management, LP](https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380) ([md](https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380.md)) | 108380 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee | - Previous page: https://advisorcensus.com/advisors/pa/philadelphia/for-charities.md - Next page: https://advisorcensus.com/advisors/pa/philadelphia/for-charities/page/3.md ## Questions people ask **Which financial advisors in Philadelphia, PA work with charitable organizations?** 176 investment advisory firms with a principal office in the Philadelphia metro area report charitable organizations 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 - [Financial advisors in Pennsylvania](https://advisorcensus.com/advisors/pa) (https://advisorcensus.com/advisors/pa.md) - [Financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia) (https://advisorcensus.com/advisors/pa/philadelphia.md) - [Fee-only financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/fee-only) (https://advisorcensus.com/advisors/pa/philadelphia/fee-only.md) - [Flat-fee financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/flat-fee) (https://advisorcensus.com/advisors/pa/philadelphia/flat-fee.md) - [Hourly financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/hourly) (https://advisorcensus.com/advisors/pa/philadelphia/hourly.md) - [Financial advisors for educators in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/educators) (https://advisorcensus.com/advisors/pa/philadelphia/educators.md) - [Financial advisors for pre-retirees in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/pre-retirees) (https://advisorcensus.com/advisors/pa/philadelphia/pre-retirees.md) - [Financial advisors in Wilmington, DE](https://advisorcensus.com/advisors/pa/philadelphia/wilmington) (https://advisorcensus.com/advisors/pa/philadelphia/wilmington.md) - [Financial advisors in Wayne, PA](https://advisorcensus.com/advisors/pa/philadelphia/wayne) (https://advisorcensus.com/advisors/pa/philadelphia/wayne.md) - [Financial advisors in Radnor, PA](https://advisorcensus.com/advisors/pa/philadelphia/radnor) (https://advisorcensus.com/advisors/pa/philadelphia/radnor.md) - [Financial advisors in Conshohocken, PA](https://advisorcensus.com/advisors/pa/philadelphia/conshohocken) (https://advisorcensus.com/advisors/pa/philadelphia/conshohocken.md) - [Financial advisors in Malvern, PA](https://advisorcensus.com/advisors/pa/philadelphia/malvern) (https://advisorcensus.com/advisors/pa/philadelphia/malvern.md) - [Financial advisors in Newtown, PA](https://advisorcensus.com/advisors/pa/philadelphia/newtown) (https://advisorcensus.com/advisors/pa/philadelphia/newtown.md) - [Financial advisors in West Conshohocken, PA](https://advisorcensus.com/advisors/pa/philadelphia/west-conshohocken) (https://advisorcensus.com/advisors/pa/philadelphia/west-conshohocken.md) - [Financial advisors in Berwyn, PA](https://advisorcensus.com/advisors/pa/philadelphia/berwyn) (https://advisorcensus.com/advisors/pa/philadelphia/berwyn.md) - [Financial advisors in West Chester, PA](https://advisorcensus.com/advisors/pa/philadelphia/west-chester) (https://advisorcensus.com/advisors/pa/philadelphia/west-chester.md) - [Financial advisors in King of Prussia, PA](https://advisorcensus.com/advisors/pa/philadelphia/king-of-prussia) (https://advisorcensus.com/advisors/pa/philadelphia/king-of-prussia.md) - [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 charitable organizations in Philadelphia, PA: 176 firms from Form ADV filings as of October 2026.