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

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/for-high-net-worth-individuals/page/3

## 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 3 of 8, 101 to 150 of 390, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Cross Border Financial Planning USA LLC](https://advisorcensus.com/firm/cross-border-financial-planning-usa-llc-philadelphia-pa-317154) ([md](https://advisorcensus.com/firm/cross-border-financial-planning-usa-llc-philadelphia-pa-317154.md)) | 317154 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Crossgate Wealth Advisors, LLC](https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856) ([md](https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856.md)) | 121856 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Crossover Capital](https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625) ([md](https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625.md)) | 326625 | Yardley, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee, Other |
| [Cypress Financial Planning](https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014) ([md](https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014.md)) | 151014 | Haddon Heights, NJ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [De Cesare Retirement Specialists](https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458) ([md](https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458.md)) | 121458 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Delaware Wealth Planners](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818) ([md](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818.md)) | 306818 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Dewitt Capital Management](https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232) ([md](https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232.md)) | 108232 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [Diccianni Financial Group, Inc.](https://advisorcensus.com/firm/diccianni-financial-group-inc-east-norriton-pa-149332) ([md](https://advisorcensus.com/firm/diccianni-financial-group-inc-east-norriton-pa-149332.md)) | 149332 | East Norriton, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Dillon Capital Management](https://advisorcensus.com/firm/dillon-capital-management-ambler-pa-159420) ([md](https://advisorcensus.com/firm/dillon-capital-management-ambler-pa-159420.md)) | 159420 | Ambler, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Dimatteo Financial Group](https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988) ([md](https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988.md)) | 155988 | Chadds Ford, PA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Diversified, LLC](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709) ([md](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709.md)) | 331709 | Wilmington, DE | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Other |
| [Dolcini Capital Management](https://advisorcensus.com/firm/dolcini-capital-management-cherry-hill-nj-118076) ([md](https://advisorcensus.com/firm/dolcini-capital-management-cherry-hill-nj-118076.md)) | 118076 | Cherry Hill, NJ | State-registered investment adviser | Not reported | 24 | % of assets, Hourly |
| [Donald W. Nicholson & Associates Ltd](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054) ([md](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054.md)) | 107054 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Drexel Morgan & Co.](https://advisorcensus.com/firm/drexel-morgan-and-co-radnor-pa-151053) ([md](https://advisorcensus.com/firm/drexel-morgan-and-co-radnor-pa-151053.md)) | 151053 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets |
| [DT Investment Partners, LLC](https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646) ([md](https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646.md)) | 157646 | Chadds Ford, PA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Ducharme Wealth Advisors, LLC](https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659) ([md](https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659.md)) | 324659 | Jenkintown, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Duke and Duke Wealth Management LLC](https://advisorcensus.com/firm/duke-and-duke-wealth-management-llc-doylestown-pa-290184) ([md](https://advisorcensus.com/firm/duke-and-duke-wealth-management-llc-doylestown-pa-290184.md)) | 290184 | Doylestown, PA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Eagle Wealth Strategies](https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814) ([md](https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814.md)) | 323814 | Mullica Hill, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Other |
| [EHB Financial Resources Managemnt, Inc.](https://advisorcensus.com/firm/ehb-financial-resources-managemnt-inc-exton-pa-116186) ([md](https://advisorcensus.com/firm/ehb-financial-resources-managemnt-inc-exton-pa-116186.md)) | 116186 | Exton, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [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 |
| [Envestnet Portfolio Solutions, Inc.](https://advisorcensus.com/firm/envestnet-portfolio-solutions-inc-berwyn-pa-109662) ([md](https://advisorcensus.com/firm/envestnet-portfolio-solutions-inc-berwyn-pa-109662.md)) | 109662 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Subscription, Fixed fee, Other |
| [Equilibrium Wealth LLC](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940) ([md](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940.md)) | 311940 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [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 |
| [ETF Architect](https://advisorcensus.com/firm/etf-architect-newtown-square-pa-171412) ([md](https://advisorcensus.com/firm/etf-architect-newtown-square-pa-171412.md)) | 171412 | Newtown Square, PA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee |
| [Ethos Capital Management, Inc.](https://advisorcensus.com/firm/ethos-capital-management-inc-newtown-pa-313145) ([md](https://advisorcensus.com/firm/ethos-capital-management-inc-newtown-pa-313145.md)) | 313145 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [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 |
| [Falco Wealth Management](https://advisorcensus.com/firm/falco-wealth-management-paoli-pa-327977) ([md](https://advisorcensus.com/firm/falco-wealth-management-paoli-pa-327977.md)) | 327977 | Paoli, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed 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 |
| [Family Wealth Partners LLC](https://advisorcensus.com/firm/family-wealth-partners-llc-medford-nj-304935) ([md](https://advisorcensus.com/firm/family-wealth-partners-llc-medford-nj-304935.md)) | 304935 | Medford, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Fidelity Federal Planning Corp.](https://advisorcensus.com/firm/fidelity-federal-planning-corp-montgomeryville-pa-114873) ([md](https://advisorcensus.com/firm/fidelity-federal-planning-corp-montgomeryville-pa-114873.md)) | 114873 | Montgomeryville, PA | State-registered investment adviser | Under $25 million | 30 | % of assets |
| [Financial Coach](https://advisorcensus.com/firm/financial-coach-west-chester-pa-170478) ([md](https://advisorcensus.com/firm/financial-coach-west-chester-pa-170478.md)) | 170478 | West Chester, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Financial Integrity Advisors, LLC](https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458) ([md](https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458.md)) | 130458 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Financial Life Planning, LLC](https://advisorcensus.com/firm/financial-life-planning-llc-marlton-nj-147011) ([md](https://advisorcensus.com/firm/financial-life-planning-llc-marlton-nj-147011.md)) | 147011 | Marlton, NJ | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Commissions |
| [Five Rivers Financial Advisors, LLC](https://advisorcensus.com/firm/five-rivers-financial-advisors-llc-north-east-md-120249) ([md](https://advisorcensus.com/firm/five-rivers-financial-advisors-llc-north-east-md-120249.md)) | 120249 | North East, MD | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, 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 |
| [Fortis Advisors, LLC](https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498) ([md](https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498.md)) | 164498 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 12 | % 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 |
| [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 |
| [FS Digital Infrastructure Advisor, LLC](https://advisorcensus.com/firm/fs-digital-infrastructure-advisor-llc-philadelphia-pa-338274) ([md](https://advisorcensus.com/firm/fs-digital-infrastructure-advisor-llc-philadelphia-pa-338274.md)) | 338274 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Performance fee |
| [Full Court Strategic Wealth, LLC](https://advisorcensus.com/firm/full-court-strategic-wealth-llc-mount-laurel-nj-309257) ([md](https://advisorcensus.com/firm/full-court-strategic-wealth-llc-mount-laurel-nj-309257.md)) | 309257 | Mount Laurel, NJ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee, Other |
| [Gardner Lewis Asset Management LP](https://advisorcensus.com/firm/gardner-lewis-asset-management-lp-chadds-ford-pa-105033) ([md](https://advisorcensus.com/firm/gardner-lewis-asset-management-lp-chadds-ford-pa-105033.md)) | 105033 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 36 | % of assets, Performance fee |
| [Genrise Wealth Advisors LLC](https://advisorcensus.com/firm/genrise-wealth-advisors-llc-mt-laurel-nj-317337) ([md](https://advisorcensus.com/firm/genrise-wealth-advisors-llc-mt-laurel-nj-317337.md)) | 317337 | Mt. Laurel, NJ | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly |
| [Gibraltar Wealth Management, LLC](https://advisorcensus.com/firm/gibraltar-wealth-management-llc-abington-pa-124128) ([md](https://advisorcensus.com/firm/gibraltar-wealth-management-llc-abington-pa-124128.md)) | 124128 | Abington, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [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 |
| [Gkfo, LLC](https://advisorcensus.com/firm/gkfo-llc-w-conshohocken-pa-151138) ([md](https://advisorcensus.com/firm/gkfo-llc-w-conshohocken-pa-151138.md)) | 151138 | W. Conshohocken, PA | SEC-registered investment adviser | $25 million to $100 million | 17 | % of assets |

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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.