{ "path": "/advisors/pa/philadelphia/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/pa/philadelphia/for-high-net-worth-individuals/page/2", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Philadelphia, PA", "filters": {}, "scope_total": 390, "faq": [ { "q": "Which financial advisors in Philadelphia, PA work with high-net-worth individuals?", "a": "390 investment advisory firms with a principal office in the Philadelphia metro area report high-net-worth individuals 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": "AdvisorCensus lists 390 investment advisory firms with a principal office in the Philadelphia metro area that report high-net-worth individuals 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.", "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 high-net-worth individuals in Philadelphia, PA: 390 firms from Form ADV filings as of October 2026.", "total_firms": 390, "page": 2, "total_pages": 8, "sort": "name", "registration_types": { "sec": 277, "state": 113, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 128 }, { "code": "percentage_of_aum", "count": 380 }, { "code": "hourly", "count": 175 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 265 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 48 }, { "code": "other", "count": 36 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 112 }, { "code": "5_to_9", "count": 93 }, { "code": "10_to_19", "count": 104 }, { "code": "20_plus", "count": 81 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 39 }, { "code": "25m_100m", "count": 69 }, { "code": "100m_500m", "count": 139 }, { "code": "500m_1b", "count": 49 }, { "code": "1b_5b", "count": 55 }, { "code": "over_5b", "count": 33 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 283972, "name": "Bluesphere Advisors LLC", "name_as_filed": "BLUESPHERE ADVISORS LLC", "url": "https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972", "city": "East Norriton", "state": "PA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157841, "name": "Bluestone Capital Management, LLC", "name_as_filed": "BLUESTONE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bluestone-capital-management-llc-wayne-pa-157841", "city": "Wayne", "state": "PA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 135729, "name": "Borer Denton & Associates, Inc.", "name_as_filed": "BORER DENTON & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/borer-denton-and-associates-inc-blue-bell-pa-135729", "city": "Blue Bell", "state": "PA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108436, "name": "Bouvel Investment Partners, LLC", "name_as_filed": "BOUVEL INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436", "city": "Phoenixville", "state": "PA", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110783, "name": "Brandywine Global Investment Management, LLC", "name_as_filed": "BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brandywine-global-investment-management-llc-philadelphia-pa-110783", "city": "Philadelphia", "state": "PA", "years_registered": 40, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 297021, "name": "Brandywine Oak Private Wealth LLC", "name_as_filed": "BRANDYWINE OAK PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021", "city": "Kennett Square", "state": "PA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 107771, "name": "Brick & Kyle Associates Inc", "name_as_filed": "BRICK & KYLE ASSOCIATES INC", "url": "https://advisorcensus.com/firm/brick-and-kyle-associates-inc-newtown-pa-107771", "city": "Newtown", "state": "PA", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 293192, "name": "Bruton Chisnell Advisors, LLC", "name_as_filed": "BRUTON CHISNELL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192", "city": "Downingtown", "state": "PA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285359, "name": "Bryn Mawr Trust Advisors, LLC", "name_as_filed": "BRYN MAWR TRUST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359", "city": "Philadelphia", "state": "PA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299529, "name": "Buoyant Wealth", "name_as_filed": "BUOYANT WEALTH", "url": "https://advisorcensus.com/firm/buoyant-wealth-ambler-pa-299529", "city": "Ambler", "state": "PA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317446, "name": "Callan Family Office, LLC", "name_as_filed": "CALLAN FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446", "city": "Radnor", "state": "PA", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162200, "name": "Capital Analysts", "name_as_filed": "CAPITAL ANALYSTS", "url": "https://advisorcensus.com/firm/capital-analysts-fort-washington-pa-162200", "city": "Fort Washington", "state": "PA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134921, "name": "Capital Markets IQ, LLC", "name_as_filed": "CAPITAL MARKETS IQ, LLC", "url": "https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921", "city": "Wilmington", "state": "DE", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 330404, "name": "Capridge Advisors", "name_as_filed": "CAPRIDGE ADVISORS", "url": "https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404", "city": "Wayne", "state": "PA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165605, "name": "Carey Investment Solutions LLC", "name_as_filed": "CAREY INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/carey-investment-solutions-llc-philadelphia-pa-165605", "city": "Philadelphia", "state": "PA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290430, "name": "Carnegie Wealth Management, LLC", "name_as_filed": "CARNEGIE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430", "city": "Berwyn", "state": "PA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285502, "name": "Certior Financial Group, LLC", "name_as_filed": "CERTIOR FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/certior-financial-group-llc-king-of-prussia-pa-285502", "city": "King of Prussia", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 311273, "name": "CGI Wealth Advisors, Inc.", "name_as_filed": "CGI WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273", "city": "Frazer", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304159, "name": "Chadds Ford Wealth Partners, LLC", "name_as_filed": "CHADDS FORD WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159", "city": "Chadds Ford", "state": "PA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114359, "name": "Charles Manning & Associates, Inc.", "name_as_filed": "CHARLES MANNING & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/charles-manning-and-associates-inc-bala-cynwyd-pa-114359", "city": "Bala Cynwyd", "state": "PA", "years_registered": 30, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116517, "name": "Chartered Advisory Group", "name_as_filed": "CHARTERED ADVISORY GROUP", "url": "https://advisorcensus.com/firm/chartered-advisory-group-chadds-ford-pa-116517", "city": "Chadds Ford", "state": "PA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 170335, "name": "Chartwell Investment Partners, LLC", "name_as_filed": "CHARTWELL INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335", "city": "Berwyn", "state": "PA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118582, "name": "Chestnut Investment Advisory", "name_as_filed": "CHESTNUT INVESTMENT ADVISORY", "url": "https://advisorcensus.com/firm/chestnut-investment-advisory-glenside-pa-118582", "city": "Glenside", "state": "PA", "years_registered": 38, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121202, "name": "Christine Messmer, P.C.", "name_as_filed": "CHRISTINE MESSMER, P.C.", "url": "https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202", "city": "Collegeville", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104804, "name": "Clariti Wealth Advisors", "name_as_filed": "CLARITI WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804", "city": "Wilmington", "state": "DE", "years_registered": 43, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104796, "name": "Clark Capital Management Group Inc", "name_as_filed": "CLARK CAPITAL MANAGEMENT GROUP INC", "url": "https://advisorcensus.com/firm/clark-capital-management-group-inc-philadelphia-pa-104796", "city": "Philadelphia", "state": "PA", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172209, "name": "Clear Capital Management LP", "name_as_filed": "CLEAR CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209", "city": "Doylestown", "state": "PA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 286168, "name": "Clearview Financial Partners", "name_as_filed": "CLEARVIEW FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168", "city": "Radnor", "state": "PA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323690, "name": "Clovelly Wealth", "name_as_filed": "CLOVELLY WEALTH", "url": "https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690", "city": "Wayne", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110750, "name": "CMG Capital Management Group, Inc.", "name_as_filed": "CMG CAPITAL MANAGEMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/cmg-capital-management-group-inc-malvern-pa-110750", "city": "Malvern", "state": "PA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 289227, "name": "Co-Missions Financial Planning", "name_as_filed": "CO-MISSIONS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/co-missions-financial-planning-cherry-hill-nj-289227", "city": "Cherry Hill", "state": "NJ", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120131, "name": "Common Cents Planning", "name_as_filed": "COMMON CENTS PLANNING", "url": "https://advisorcensus.com/firm/common-cents-planning-glen-mills-pa-120131", "city": "Glen Mills", "state": "PA", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 166418, "name": "Compass Ion Advisors, LLC", "name_as_filed": "COMPASS ION ADVISORS, LLC", "url": "https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418", "city": "Conshohocken", "state": "PA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289316, "name": "Comprehensive Advisors, LLC", "name_as_filed": "COMPREHENSIVE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316", "city": "Lansdale", "state": "PA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170052, "name": "Concentus Wealth Advisors", "name_as_filed": "CONCENTUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052", "city": "Newtown Square", "state": "PA", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 111750, "name": "Conestoga Capital Advisors, LLC", "name_as_filed": "CONESTOGA CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750", "city": "Wayne", "state": "PA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111353, "name": "Conservest Capital Advisors Inc", "name_as_filed": "CONSERVEST CAPITAL ADVISORS INC", "url": "https://advisorcensus.com/firm/conservest-capital-advisors-inc-wynnewood-pa-111353", "city": "Wynnewood", "state": "PA", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113859, "name": "Cooke & Bieler, L.P.", "name_as_filed": "COOKE & BIELER, L.P.", "url": "https://advisorcensus.com/firm/cooke-and-bieler-l-p-philadelphia-pa-113859", "city": "Philadelphia", "state": "PA", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281132, "name": "Coombs Wealth Advisory, LLC", "name_as_filed": "COOMBS WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132", "city": "Blue Bell", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 123075, "name": "Cooney Financial Advisors Inc", "name_as_filed": "COONEY FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075", "city": "Marlton", "state": "NJ", "years_registered": 39, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], 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"25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 313156, "name": "Copper Beech Financial Group, LLC", "name_as_filed": "COPPER BEECH FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156", "city": "Moorestown", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 318134, "name": "Cora Capital Advisors", "name_as_filed": "CORA CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134", "city": "Marlton", "state": "NJ", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282871, "name": "Cordatus Wealth Management LLC", "name_as_filed": "CORDATUS WEALTH MANAGEMENT LLC", "url": 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