# 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/3

## 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 3 of 4, 101 to 150 of 176, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Mitchell Sinkler & Starr](https://advisorcensus.com/firm/mitchell-sinkler-and-starr-philadelphia-pa-106460) ([md](https://advisorcensus.com/firm/mitchell-sinkler-and-starr-philadelphia-pa-106460.md)) | 106460 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets |
| [MK3 Wealth LLC](https://advisorcensus.com/firm/mk3-wealth-llc-cherry-hill-nj-305760) ([md](https://advisorcensus.com/firm/mk3-wealth-llc-cherry-hill-nj-305760.md)) | 305760 | Cherry Hill, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MMA Asset Management LLC](https://advisorcensus.com/firm/mma-asset-management-llc-conshohocken-pa-155426) ([md](https://advisorcensus.com/firm/mma-asset-management-llc-conshohocken-pa-155426.md)) | 155426 | Conshohocken, PA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly, Fixed fee, Other |
| [MOR Wealth Management, LLC](https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022) ([md](https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022.md)) | 333022 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Morgan Stanley AIP GP LP](https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050) ([md](https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050.md)) | 117050 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Morningside Asset Management](https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789) ([md](https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789.md)) | 268789 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Mount Lucas Management LP](https://advisorcensus.com/firm/mount-lucas-management-lp-newtown-pa-108255) ([md](https://advisorcensus.com/firm/mount-lucas-management-lp-newtown-pa-108255.md)) | 108255 | Newtown, PA | SEC-registered investment adviser | $1 billion to $5 billion | 39 | % of assets, Performance fee |
| [Muntz Financial, LLC](https://advisorcensus.com/firm/muntz-financial-llc-doylestown-pa-145971) ([md](https://advisorcensus.com/firm/muntz-financial-llc-doylestown-pa-145971.md)) | 145971 | Doylestown, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Mycio Wealth Partners, LLC](https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436) ([md](https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436.md)) | 134436 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [Nest EGG](https://advisorcensus.com/firm/nest-egg-conshohocken-pa-286024) ([md](https://advisorcensus.com/firm/nest-egg-conshohocken-pa-286024.md)) | 286024 | Conshohocken, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Newbridge Wealth Management](https://advisorcensus.com/firm/newbridge-wealth-management-bryn-mawr-pa-169239) ([md](https://advisorcensus.com/firm/newbridge-wealth-management-bryn-mawr-pa-169239.md)) | 169239 | Bryn Mawr, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Newsquare Capital, LLC](https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430) ([md](https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430.md)) | 152430 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [Nordwand Advisors](https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936) ([md](https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936.md)) | 322936 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee |
| [Northeast Advisers, Inc.](https://advisorcensus.com/firm/northeast-advisers-inc-paoli-pa-108835) ([md](https://advisorcensus.com/firm/northeast-advisers-inc-paoli-pa-108835.md)) | 108835 | Paoli, PA | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [OAR Financial](https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989) ([md](https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989.md)) | 158989 | Bryn Mawr, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Obrien Greene & Co Inc](https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281) ([md](https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281.md)) | 110281 | Media, PA | SEC-registered investment adviser | $100 million to $500 million | 57 | % of assets, Hourly, Fixed fee, Performance fee |
| [Odyssey Capital Advisors Inc.](https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034) ([md](https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034.md)) | 299034 | Bala Cynwyd, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Owls Nest Partners](https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811) ([md](https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811.md)) | 289811 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Penn Capital Management Company, LLC](https://advisorcensus.com/firm/penn-capital-management-company-llc-philadelphia-pa-105081) ([md](https://advisorcensus.com/firm/penn-capital-management-company-llc-philadelphia-pa-105081.md)) | 105081 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Performance fee |
| [Pennsylvania Capital Management Inc.](https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648) ([md](https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648.md)) | 107648 | Huntingdon Valley, PA | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Hourly, Fixed fee |
| [Persimmon Capital Management](https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563) ([md](https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563.md)) | 334563 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Peteralexander](https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142) ([md](https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142.md)) | 308142 | West Conshohocken, PA | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee, Other |
| [Philadelphia Partners Capital Management, LLC](https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016) ([md](https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016.md)) | 294016 | Bala Cynwyd, PA | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Other |
| [Pine Valley Investments](https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995) ([md](https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995.md)) | 173995 | Marlton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets |
| [Pitcairn](https://advisorcensus.com/firm/pitcairn-conshohocken-pa-333260) ([md](https://advisorcensus.com/firm/pitcairn-conshohocken-pa-333260.md)) | 333260 | Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Presilium Private Wealth, LLC](https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345) ([md](https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345.md)) | 318345 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets |
| [Prowell Financial Management, LLC](https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762) ([md](https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762.md)) | 281762 | Exton, PA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee |
| [Prudent Management Associates](https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691) ([md](https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691.md)) | 16691 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets, Fixed fee |
| [PW Nova Financial Services LLC](https://advisorcensus.com/firm/pw-nova-financial-services-llc-newtown-pa-333595) ([md](https://advisorcensus.com/firm/pw-nova-financial-services-llc-newtown-pa-333595.md)) | 333595 | Newtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets |
| [QRG Capital Management, Inc.](https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277) ([md](https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277.md)) | 305277 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 6 | % of assets |
| [Quaker Wealth Management LLC](https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546) ([md](https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546.md)) | 284546 | Moorestown, NJ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Radnor Capital Management, LLC](https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559) ([md](https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559.md)) | 159559 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee |
| [Realta Investment Advisors, Inc](https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952) ([md](https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952.md)) | 134952 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Red Spruce Capital, LLC](https://advisorcensus.com/firm/red-spruce-capital-llc-berwyn-pa-158720) ([md](https://advisorcensus.com/firm/red-spruce-capital-llc-berwyn-pa-158720.md)) | 158720 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Redwood Wealth Management Group, LLC](https://advisorcensus.com/firm/redwood-wealth-management-group-llc-medford-nj-281741) ([md](https://advisorcensus.com/firm/redwood-wealth-management-group-llc-medford-nj-281741.md)) | 281741 | Medford, NJ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee, Commissions |
| [Rmas, Inc.](https://advisorcensus.com/firm/rmas-inc-bellmawr-nj-118242) ([md](https://advisorcensus.com/firm/rmas-inc-bellmawr-nj-118242.md)) | 118242 | Bellmawr, NJ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Rockwood Wealth Management, LLC](https://advisorcensus.com/firm/rockwood-wealth-management-llc-new-hope-pa-137481) ([md](https://advisorcensus.com/firm/rockwood-wealth-management-llc-new-hope-pa-137481.md)) | 137481 | New Hope, PA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Rose Valley Asset Management LLC](https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671) ([md](https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671.md)) | 141671 | Media, PA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [RTD Financial Advisors Inc](https://advisorcensus.com/firm/rtd-financial-advisors-inc-philadelphia-pa-110744) ([md](https://advisorcensus.com/firm/rtd-financial-advisors-inc-philadelphia-pa-110744.md)) | 110744 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee |
| [Sage Financial Group Inc.](https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574) ([md](https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574.md)) | 116574 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [SEI Investments Management Corp](https://advisorcensus.com/firm/sei-investments-management-corp-oaks-pa-105146) ([md](https://advisorcensus.com/firm/sei-investments-management-corp-oaks-pa-105146.md)) | 105146 | Oaks, PA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee, Performance fee |
| [Sensenig Capital Advisors, Inc.](https://advisorcensus.com/firm/sensenig-capital-advisors-inc-collegeville-pa-142821) ([md](https://advisorcensus.com/firm/sensenig-capital-advisors-inc-collegeville-pa-142821.md)) | 142821 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Smithbridge Asset Management, Inc.](https://advisorcensus.com/firm/smithbridge-asset-management-inc-chadds-ford-pa-106261) ([md](https://advisorcensus.com/firm/smithbridge-asset-management-inc-chadds-ford-pa-106261.md)) | 106261 | Chadds Ford, PA | SEC-registered investment adviser | $500 million to $1 billion | 29 | % of assets, Hourly, Fixed fee |
| [Stanley-Laman Group Ltd.](https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112) ([md](https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112.md)) | 112112 | Berwyn, PA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Sterling Investment Advisors Ltd.](https://advisorcensus.com/firm/sterling-investment-advisors-ltd-berwyn-pa-140710) ([md](https://advisorcensus.com/firm/sterling-investment-advisors-ltd-berwyn-pa-140710.md)) | 140710 | Berwyn, PA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Stonecrop Wealth Advisors, LLC](https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486) ([md](https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486.md)) | 306486 | West Chester, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Summit Group Retirement Planners, Inc.](https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823) ([md](https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823.md)) | 169823 | Exton, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [TA Capital Management, LLC](https://advisorcensus.com/firm/ta-capital-management-llc-sewell-nj-169326) ([md](https://advisorcensus.com/firm/ta-capital-management-llc-sewell-nj-169326.md)) | 169326 | Sewell, NJ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [The Estate Planners Group](https://advisorcensus.com/firm/the-estate-planners-group-yardley-pa-124418) ([md](https://advisorcensus.com/firm/the-estate-planners-group-yardley-pa-124418.md)) | 124418 | Yardley, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Third Sigma Investment Advisors LLC](https://advisorcensus.com/firm/third-sigma-investment-advisors-llc-wilmington-de-151188) ([md](https://advisorcensus.com/firm/third-sigma-investment-advisors-llc-wilmington-de-151188.md)) | 151188 | Wilmington, DE | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets |

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## 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.

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- [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.