# Financial advisors for high-net-worth individuals in Philadelphia, PA

> Find financial advisors in Philadelphia, PA who work with high-net-worth individuals. AdvisorCensus lists 390 investment advisory firms with a principal office in the Philadelphia metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/for-high-net-worth-individuals/page/2

## At a glance

- Investment advisory firms: 390
- Registration: SEC-registered investment adviser: 277, State-registered investment adviser: 113
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 128 (33%); Percentage of assets 380 (97%); Hourly charges 175 (45%); Subscription fees (newsletter or periodical) 4 (1%); Fixed fees 265 (68%); Commissions 12 (3%); Performance-based fees 48 (12%); Other 36 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 39 (10%); $25 million to $100 million 69 (18%); $100 million to $500 million 139 (36%); $500 million to $1 billion 49 (13%); $1 billion to $5 billion 55 (14%); Over $5 billion 33 (8%); Not reported 6 (2%)
- Years registered: Under 5 years 112 (29%); 5 to 9 years 93 (24%); 10 to 19 years 104 (27%); 20 years or more 81 (21%)

## Firms (page 2 of 8, 51 to 100 of 390, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Bluesphere Advisors LLC](https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972) ([md](https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972.md)) | 283972 | East Norriton, PA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Bluestone Capital Management, LLC](https://advisorcensus.com/firm/bluestone-capital-management-llc-wayne-pa-157841) ([md](https://advisorcensus.com/firm/bluestone-capital-management-llc-wayne-pa-157841.md)) | 157841 | Wayne, PA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Performance fee |
| [Borer Denton & Associates, Inc.](https://advisorcensus.com/firm/borer-denton-and-associates-inc-blue-bell-pa-135729) ([md](https://advisorcensus.com/firm/borer-denton-and-associates-inc-blue-bell-pa-135729.md)) | 135729 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [Bouvel Investment Partners, LLC](https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436) ([md](https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436.md)) | 108436 | Phoenixville, PA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly |
| [Brandywine Global Investment Management, LLC](https://advisorcensus.com/firm/brandywine-global-investment-management-llc-philadelphia-pa-110783) ([md](https://advisorcensus.com/firm/brandywine-global-investment-management-llc-philadelphia-pa-110783.md)) | 110783 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Performance fee, Other |
| [Brandywine Oak Private Wealth LLC](https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021) ([md](https://advisorcensus.com/firm/brandywine-oak-private-wealth-llc-kennett-square-pa-297021.md)) | 297021 | Kennett Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee, Performance fee |
| [Brick & Kyle Associates Inc](https://advisorcensus.com/firm/brick-and-kyle-associates-inc-newtown-pa-107771) ([md](https://advisorcensus.com/firm/brick-and-kyle-associates-inc-newtown-pa-107771.md)) | 107771 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets |
| [Bruton Chisnell Advisors, LLC](https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192) ([md](https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192.md)) | 293192 | Downingtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Bryn Mawr Trust Advisors, LLC](https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359) ([md](https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359.md)) | 285359 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Buoyant Wealth](https://advisorcensus.com/firm/buoyant-wealth-ambler-pa-299529) ([md](https://advisorcensus.com/firm/buoyant-wealth-ambler-pa-299529.md)) | 299529 | Ambler, PA | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [Callan Family Office, LLC](https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446) ([md](https://advisorcensus.com/firm/callan-family-office-llc-radnor-pa-317446.md)) | 317446 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Fixed fee |
| [Capital Analysts](https://advisorcensus.com/firm/capital-analysts-fort-washington-pa-162200) ([md](https://advisorcensus.com/firm/capital-analysts-fort-washington-pa-162200.md)) | 162200 | Fort Washington, PA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Fixed fee |
| [Capital Markets IQ, LLC](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921) ([md](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921.md)) | 134921 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee, Performance fee |
| [Capridge Advisors](https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404) ([md](https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404.md)) | 330404 | Wayne, PA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Carey Investment Solutions LLC](https://advisorcensus.com/firm/carey-investment-solutions-llc-philadelphia-pa-165605) ([md](https://advisorcensus.com/firm/carey-investment-solutions-llc-philadelphia-pa-165605.md)) | 165605 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Carnegie Wealth Management, LLC](https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430) ([md](https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430.md)) | 290430 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Certior Financial Group, LLC](https://advisorcensus.com/firm/certior-financial-group-llc-king-of-prussia-pa-285502) ([md](https://advisorcensus.com/firm/certior-financial-group-llc-king-of-prussia-pa-285502.md)) | 285502 | King of Prussia, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee, Commissions |
| [CGI Wealth Advisors, Inc.](https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273) ([md](https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273.md)) | 311273 | Frazer, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Chadds Ford Wealth Partners, LLC](https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159) ([md](https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159.md)) | 304159 | Chadds Ford, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Charles Manning & Associates, Inc.](https://advisorcensus.com/firm/charles-manning-and-associates-inc-bala-cynwyd-pa-114359) ([md](https://advisorcensus.com/firm/charles-manning-and-associates-inc-bala-cynwyd-pa-114359.md)) | 114359 | Bala Cynwyd, PA | State-registered investment adviser | $25 million to $100 million | 30 | % of assets |
| [Chartered Advisory Group](https://advisorcensus.com/firm/chartered-advisory-group-chadds-ford-pa-116517) ([md](https://advisorcensus.com/firm/chartered-advisory-group-chadds-ford-pa-116517.md)) | 116517 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee, Commissions |
| [Chartwell Investment Partners, LLC](https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335) ([md](https://advisorcensus.com/firm/chartwell-investment-partners-llc-berwyn-pa-170335.md)) | 170335 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee |
| [Chestnut Investment Advisory](https://advisorcensus.com/firm/chestnut-investment-advisory-glenside-pa-118582) ([md](https://advisorcensus.com/firm/chestnut-investment-advisory-glenside-pa-118582.md)) | 118582 | Glenside, PA | State-registered investment adviser | Under $25 million | 38 | % of assets, Hourly |
| [Christine Messmer, P.C.](https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202) ([md](https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202.md)) | 121202 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | Hourly, Fixed fee |
| [Clariti Wealth Advisors](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804) ([md](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804.md)) | 104804 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly, Fixed fee |
| [Clark Capital Management Group Inc](https://advisorcensus.com/firm/clark-capital-management-group-inc-philadelphia-pa-104796) ([md](https://advisorcensus.com/firm/clark-capital-management-group-inc-philadelphia-pa-104796.md)) | 104796 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 39 | % of assets |
| [Clear Capital Management LP](https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209) ([md](https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209.md)) | 172209 | Doylestown, PA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Clearview Financial Partners](https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168) ([md](https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168.md)) | 286168 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Clovelly Wealth](https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690) ([md](https://advisorcensus.com/firm/clovelly-wealth-wayne-pa-323690.md)) | 323690 | Wayne, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [CMG Capital Management Group, Inc.](https://advisorcensus.com/firm/cmg-capital-management-group-inc-malvern-pa-110750) ([md](https://advisorcensus.com/firm/cmg-capital-management-group-inc-malvern-pa-110750.md)) | 110750 | Malvern, PA | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Subscription |
| [Co-Missions Financial Planning](https://advisorcensus.com/firm/co-missions-financial-planning-cherry-hill-nj-289227) ([md](https://advisorcensus.com/firm/co-missions-financial-planning-cherry-hill-nj-289227.md)) | 289227 | Cherry Hill, NJ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Common Cents Planning](https://advisorcensus.com/firm/common-cents-planning-glen-mills-pa-120131) ([md](https://advisorcensus.com/firm/common-cents-planning-glen-mills-pa-120131.md)) | 120131 | Glen Mills, PA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly |
| [Compass Ion Advisors, LLC](https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418) ([md](https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418.md)) | 166418 | Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Comprehensive Advisors, LLC](https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316) ([md](https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316.md)) | 289316 | Lansdale, PA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Concentus Wealth Advisors](https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052) ([md](https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052.md)) | 170052 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [Conestoga Capital Advisors, LLC](https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750) ([md](https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750.md)) | 111750 | Wayne, PA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Conservest Capital Advisors Inc](https://advisorcensus.com/firm/conservest-capital-advisors-inc-wynnewood-pa-111353) ([md](https://advisorcensus.com/firm/conservest-capital-advisors-inc-wynnewood-pa-111353.md)) | 111353 | Wynnewood, PA | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets |
| [Cooke & Bieler, L.P.](https://advisorcensus.com/firm/cooke-and-bieler-l-p-philadelphia-pa-113859) ([md](https://advisorcensus.com/firm/cooke-and-bieler-l-p-philadelphia-pa-113859.md)) | 113859 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance fee |
| [Coombs Wealth Advisory, LLC](https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132) ([md](https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132.md)) | 281132 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Cooney Financial Advisors Inc](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075) ([md](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075.md)) | 123075 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 39 | % of assets, Hourly, Fixed fee |
| [Cooper Eagle, LLC](https://advisorcensus.com/firm/cooper-eagle-llc-king-of-prussia-pa-314675) ([md](https://advisorcensus.com/firm/cooper-eagle-llc-king-of-prussia-pa-314675.md)) | 314675 | King of Prussia, PA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [Copeland Capital Management, LLC](https://advisorcensus.com/firm/copeland-capital-management-llc-conshohocken-pa-135822) ([md](https://advisorcensus.com/firm/copeland-capital-management-llc-conshohocken-pa-135822.md)) | 135822 | Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [Copper Beech Advisors, LLC](https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496) ([md](https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496.md)) | 151496 | Malvern, PA | State-registered investment adviser | $25 million to $100 million | 16 | Fixed fee |
| [Copper Beech Financial Group, LLC](https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156) ([md](https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156.md)) | 313156 | Moorestown, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Cora Capital Advisors](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134) ([md](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134.md)) | 318134 | Marlton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Cordatus Wealth Management LLC](https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871) ([md](https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871.md)) | 282871 | Yardley, PA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Corient SHC Partners (US) LP](https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784) ([md](https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784.md)) | 289784 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Performance fee |
| [Corient SHC Wealth Management (US) LP](https://advisorcensus.com/firm/corient-shc-wealth-management-us-lp-philadelphia-pa-151225) ([md](https://advisorcensus.com/firm/corient-shc-wealth-management-us-lp-philadelphia-pa-151225.md)) | 151225 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [Costello Asset Management, Inc.](https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249) ([md](https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249.md)) | 123249 | Feasterville, PA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Creative Capital Wealth Management Group](https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376) ([md](https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376.md)) | 304376 | Chester Springs, PA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Other |

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## Questions people ask

**Which financial advisors in Philadelphia, PA work with high-net-worth individuals?**
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.

**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 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 high-net-worth individuals in Philadelphia, PA: 390 firms from Form ADV filings as of October 2026.