{ "path": "/advisors/pa/philadelphia/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/pa/philadelphia/for-high-net-worth-individuals/page/3", "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": 3, "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": 317154, "name": "Cross Border Financial Planning USA LLC", "name_as_filed": "CROSS BORDER FINANCIAL PLANNING USA LLC", "url": "https://advisorcensus.com/firm/cross-border-financial-planning-usa-llc-philadelphia-pa-317154", "city": "Philadelphia", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121856, "name": "Crossgate Wealth Advisors, LLC", "name_as_filed": "CROSSGATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856", "city": "Newtown", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326625, "name": "Crossover Capital", "name_as_filed": "CROSSOVER CAPITAL", "url": "https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625", "city": "Yardley", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 151014, "name": "Cypress Financial Planning", "name_as_filed": "CYPRESS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014", "city": "Haddon Heights", "state": "NJ", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121458, "name": "De Cesare Retirement Specialists", "name_as_filed": "DE CESARE RETIREMENT SPECIALISTS", "url": "https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458", "city": "Marlton", "state": "NJ", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306818, "name": "Delaware Wealth Planners", "name_as_filed": "DELAWARE WEALTH PLANNERS", "url": "https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818", "city": "Wilmington", "state": "DE", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 108232, "name": "Dewitt Capital Management", "name_as_filed": "DEWITT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232", "city": "Collegeville", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 149332, "name": "Diccianni Financial Group, Inc.", "name_as_filed": "DICCIANNI FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/diccianni-financial-group-inc-east-norriton-pa-149332", "city": "East Norriton", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159420, "name": "Dillon Capital Management", "name_as_filed": "DILLON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dillon-capital-management-ambler-pa-159420", "city": "Ambler", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155988, "name": "Dimatteo Financial Group", "name_as_filed": "DIMATTEO FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988", "city": "Chadds Ford", "state": "PA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331709, "name": "Diversified, LLC", "name_as_filed": "DIVERSIFIED, LLC", "url": "https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709", "city": "Wilmington", "state": "DE", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 118076, "name": "Dolcini Capital Management", "name_as_filed": "DOLCINI CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/dolcini-capital-management-cherry-hill-nj-118076", "city": "Cherry Hill", "state": "NJ", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107054, "name": "Donald W. Nicholson & Associates Ltd", "name_as_filed": "DONALD W. NICHOLSON & ASSOCIATES LTD", "url": "https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054", "city": "Wilmington", "state": "DE", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151053, "name": "Drexel Morgan & Co.", "name_as_filed": "DREXEL MORGAN & CO.", "url": "https://advisorcensus.com/firm/drexel-morgan-and-co-radnor-pa-151053", "city": "Radnor", "state": "PA", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157646, "name": "DT Investment Partners, LLC", "name_as_filed": "DT INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646", "city": "Chadds Ford", "state": "PA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324659, "name": "Ducharme Wealth Advisors, LLC", "name_as_filed": "DUCHARME WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659", "city": "Jenkintown", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290184, "name": "Duke and Duke Wealth Management LLC", "name_as_filed": "DUKE AND DUKE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/duke-and-duke-wealth-management-llc-doylestown-pa-290184", "city": "Doylestown", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323814, "name": "Eagle Wealth Strategies", "name_as_filed": "EAGLE WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814", "city": "Mullica Hill", "state": "NJ", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 116186, "name": "EHB Financial Resources Managemnt, Inc.", "name_as_filed": "EHB FINANCIAL RESOURCES MANAGEMNT, INC.", "url": "https://advisorcensus.com/firm/ehb-financial-resources-managemnt-inc-exton-pa-116186", "city": "Exton", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157669, "name": "Ellis Investment Partners, LLC", "name_as_filed": "ELLIS INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669", "city": "Berwyn", "state": "PA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167225, "name": "Elm Wealth", "name_as_filed": "ELM WEALTH", "url": "https://advisorcensus.com/firm/elm-wealth-philadelphia-pa-167225", "city": "Philadelphia", "state": "PA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174694, "name": "Entrust Financial LLC", "name_as_filed": "ENTRUST FINANCIAL LLC", "url": "https://advisorcensus.com/firm/entrust-financial-llc-wayne-pa-174694", "city": "Wayne", "state": "PA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111694, "name": "Envestnet PMC", "name_as_filed": "ENVESTNET PMC", "url": "https://advisorcensus.com/firm/envestnet-pmc-berwyn-pa-111694", "city": "Berwyn", "state": "PA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 109662, "name": "Envestnet Portfolio Solutions, Inc.", "name_as_filed": "ENVESTNET PORTFOLIO SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/envestnet-portfolio-solutions-inc-berwyn-pa-109662", "city": "Berwyn", "state": "PA", "years_registered": 33, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 311940, "name": "Equilibrium Wealth LLC", "name_as_filed": "EQUILIBRIUM WEALTH LLC", "url": "https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940", "city": "Wilmington", "state": "DE", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 277031, "name": "Equita Financial Network, Inc.", "name_as_filed": "EQUITA FINANCIAL NETWORK, INC.", "url": "https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031", "city": "Fort Washington", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171412, "name": "ETF Architect", "name_as_filed": "ETF ARCHITECT", "url": "https://advisorcensus.com/firm/etf-architect-newtown-square-pa-171412", "city": "Newtown Square", "state": "PA", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313145, "name": "Ethos Capital Management, Inc.", "name_as_filed": "ETHOS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/ethos-capital-management-inc-newtown-pa-313145", "city": "Newtown", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 321748, "name": "Ethos Financial Group, LLC", "name_as_filed": "ETHOS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/ethos-financial-group-llc-king-of-prussia-pa-321748", "city": "King of Prussia", "state": "PA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 327977, "name": "Falco Wealth Management", "name_as_filed": "FALCO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/falco-wealth-management-paoli-pa-327977", "city": "Paoli", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298692, "name": "Falcon Wealth Managers", "name_as_filed": "FALCON WEALTH MANAGERS", "url": "https://advisorcensus.com/firm/falcon-wealth-managers-concordville-pa-298692", "city": "Concordville", "state": "PA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304935, "name": "Family Wealth Partners LLC", "name_as_filed": "FAMILY WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/family-wealth-partners-llc-medford-nj-304935", "city": "Medford", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114873, "name": "Fidelity Federal Planning Corp.", "name_as_filed": "FIDELITY FEDERAL PLANNING CORP.", "url": "https://advisorcensus.com/firm/fidelity-federal-planning-corp-montgomeryville-pa-114873", "city": "Montgomeryville", "state": "PA", "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170478, "name": "Financial Coach", "name_as_filed": "FINANCIAL COACH", "url": "https://advisorcensus.com/firm/financial-coach-west-chester-pa-170478", "city": "West Chester", "state": "PA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130458, "name": "Financial Integrity Advisors, LLC", "name_as_filed": "FINANCIAL INTEGRITY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458", "city": "Philadelphia", "state": "PA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147011, "name": "Financial Life Planning, LLC", "name_as_filed": "FINANCIAL LIFE PLANNING, LLC", "url": "https://advisorcensus.com/firm/financial-life-planning-llc-marlton-nj-147011", "city": "Marlton", "state": "NJ", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 120249, "name": "Five Rivers Financial Advisors, LLC", "name_as_filed": "FIVE RIVERS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/five-rivers-financial-advisors-llc-north-east-md-120249", "city": "North East", "state": 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