{ "path": "/advisors/pa/philadelphia/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/pa/philadelphia/for-high-net-worth-individuals/page/6", "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": "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.", "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": 6, "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": 149223, "name": "Northport Investment Management, LLC", "name_as_filed": "NORTHPORT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223", "city": "Radnor", "state": "PA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328279, "name": "Northstar Asset Management Company, LLC", "name_as_filed": "NORTHSTAR ASSET MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279", "city": "Blue Bell", "state": "PA", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119396, "name": "Northstar Financial Companies, Inc.", "name_as_filed": "NORTHSTAR FINANCIAL COMPANIES, INC.", "url": "https://advisorcensus.com/firm/northstar-financial-companies-inc-conshohocken-pa-119396", "city": "Conshohocken", "state": "PA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158989, "name": "OAR Financial", "name_as_filed": "OAR FINANCIAL", "url": "https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989", "city": "Bryn Mawr", "state": "PA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110281, "name": "Obrien Greene & Co Inc", "name_as_filed": "OBRIEN GREENE & CO INC", "url": "https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281", "city": "Media", "state": "PA", "years_registered": 57, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 299034, "name": "Odyssey Capital Advisors Inc.", "name_as_filed": "ODYSSEY CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034", "city": "Bala Cynwyd", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 163125, "name": "Old Security Group", "name_as_filed": "OLD SECURITY GROUP", "url": "https://advisorcensus.com/firm/old-security-group-west-chester-pa-163125", "city": "West Chester", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 304763, "name": "Opulus", "name_as_filed": "OPULUS", "url": "https://advisorcensus.com/firm/opulus-doylestown-pa-304763", "city": "Doylestown", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 331602, "name": "Orbital Management", "name_as_filed": "ORBITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/orbital-management-ardmore-pa-331602", "city": "Ardmore", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289811, "name": "Owls Nest Partners", "name_as_filed": "OWLS NEST PARTNERS", "url": "https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811", "city": "Chadds Ford", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 333662, "name": "Paladin Retirement Advisors", "name_as_filed": "PALADIN RETIREMENT ADVISORS", "url": "https://advisorcensus.com/firm/paladin-retirement-advisors-newtown-pa-333662", "city": "Newtown", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174361, "name": "Paoli Financial Advisors, Ltd.", "name_as_filed": "PAOLI FINANCIAL ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/paoli-financial-advisors-ltd-paoli-pa-174361", "city": "Paoli", "state": "PA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107648, "name": "Pennsylvania Capital Management Inc.", "name_as_filed": "PENNSYLVANIA CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648", "city": "Huntingdon Valley", "state": "PA", "years_registered": 30, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334563, "name": "Persimmon Capital Management", "name_as_filed": "PERSIMMON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563", "city": "Blue Bell", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308142, "name": "Peteralexander", "name_as_filed": "PETERALEXANDER", "url": "https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142", "city": "West Conshohocken", "state": "PA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 277156, "name": "PF Advisors", "name_as_filed": "PF ADVISORS", "url": "https://advisorcensus.com/firm/pf-advisors-chadds-ford-pa-277156", "city": "Chadds Ford", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122733, "name": "Philadelphia Investment Partners, LLC", "name_as_filed": "PHILADELPHIA INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/philadelphia-investment-partners-llc-voorhees-nj-122733", "city": "Voorhees", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 294016, "name": "Philadelphia Partners Capital Management, LLC", "name_as_filed": "PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016", "city": "Bala Cynwyd", "state": "PA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 105942, "name": "Piermani Charles J Associates", "name_as_filed": "PIERMANI CHARLES J ASSOCIATES", "url": "https://advisorcensus.com/firm/piermani-charles-j-associates-norristown-pa-105942", "city": "Norristown", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 173995, "name": "Pine Valley Investments", "name_as_filed": "PINE VALLEY INVESTMENTS", "url": "https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995", "city": "Marlton", "state": "NJ", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155652, "name": "Pinnacle Strategic Wealth Management, LLC.", "name_as_filed": "PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/pinnacle-strategic-wealth-management-llc-king-of-prussia-pa-155652", "city": "King of Prussia", "state": "PA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333260, "name": "Pitcairn", "name_as_filed": "PITCAIRN", "url": "https://advisorcensus.com/firm/pitcairn-conshohocken-pa-333260", "city": "Conshohocken", "state": "PA", "years_registered": 1, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291571, "name": "Premier Prosperity Advisors LLC", "name_as_filed": "PREMIER PROSPERITY ADVISORS LLC", "url": "https://advisorcensus.com/firm/premier-prosperity-advisors-llc-newtown-pa-291571", "city": "Newtown", "state": "PA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309663, "name": "Prepared Retirement Institute LLC", "name_as_filed": "PREPARED RETIREMENT INSTITUTE LLC", "url": "https://advisorcensus.com/firm/prepared-retirement-institute-llc-montgomeryville-pa-309663", "city": "Montgomeryville", "state": "PA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 170636, "name": "Preservation Wealth Management", "name_as_filed": "PRESERVATION WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/preservation-wealth-management-king-of-prussia-pa-170636", "city": "King of Prussia", "state": "PA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 318345, "name": "Presilium Private Wealth, LLC", "name_as_filed": "PRESILIUM PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345", "city": "Radnor", "state": "PA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282801, "name": "Private Wealth Management, LLC", "name_as_filed": "PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/private-wealth-management-llc-exton-pa-282801", "city": "Exton", "state": "PA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 121982, "name": "Prometheus Capital Management Corp.", "name_as_filed": "PROMETHEUS CAPITAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/prometheus-capital-management-corp-yardley-pa-121982", "city": "Yardley", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329499, "name": "Proper Financial, LLC", "name_as_filed": "PROPER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/proper-financial-llc-wayne-pa-329499", "city": "Wayne", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282998, "name": "Prosperity Advisers, LLC", "name_as_filed": "PROSPERITY ADVISERS, LLC", "url": "https://advisorcensus.com/firm/prosperity-advisers-llc-horsham-pa-282998", "city": "Horsham", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281762, "name": "Prowell Financial Management, LLC", "name_as_filed": "PROWELL FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762", "city": "Exton", "state": "PA", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 16691, "name": "Prudent Management Associates", "name_as_filed": "PRUDENT MANAGEMENT ASSOCIATES", "url": "https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691", "city": "Philadelphia", "state": "PA", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308944, "name": "PTM Wealth Management, LLC", "name_as_filed": "PTM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ptm-wealth-management-llc-north-wales-pa-308944", "city": "North Wales", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119307, "name": "PTS Brokerage, LLC", "name_as_filed": "PTS BROKERAGE, LLC", "url": "https://advisorcensus.com/firm/pts-brokerage-llc-mt-laurel-nj-119307", "city": "Mt. Laurel", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 326554, "name": "Purpose Built", "name_as_filed": "PURPOSE BUILT", "url": "https://advisorcensus.com/firm/purpose-built-moorestown-nj-326554", "city": "Moorestown", "state": "NJ", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333595, "name": "PW Nova Financial Services LLC", "name_as_filed": "PW NOVA FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/pw-nova-financial-services-llc-newtown-pa-333595", "city": "Newtown", "state": "PA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305277, "name": "QRG Capital Management, Inc.", "name_as_filed": "QRG CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277", "city": "Berwyn", "state": "PA", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284546, "name": "Quaker Wealth Management LLC", "name_as_filed": "QUAKER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546", "city": "Moorestown", "state": "NJ", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 226572, "name": "Quantum Strategies Wealth Advisory", "name_as_filed": "QUANTUM STRATEGIES WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/quantum-strategies-wealth-advisory-glen-mills-pa-226572", "city": "Glen Mills", "state": "PA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159559, "name": "Radnor Capital Management, LLC", "name_as_filed": "RADNOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559", "city": "Wayne", "state": "PA", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323531, "name": "Rational Capital Advisors LLC", "name_as_filed": "RATIONAL CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/rational-capital-advisors-llc-ambler-pa-323531", "city": "Ambler", "state": "PA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134952, "name": "Realta Investment Advisors, Inc", "name_as_filed": "REALTA INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952", "city": "Wilmington", "state": "DE", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158720, "name": "Red Spruce Capital, LLC", "name_as_filed": "RED SPRUCE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/red-spruce-capital-llc-berwyn-pa-158720", "city": "Berwyn", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281741, "name": "Redwood Wealth Management Group, LLC", "name_as_filed": "REDWOOD WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/redwood-wealth-management-group-llc-medford-nj-281741", "city": "Medford", "state": "NJ", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 129512, "name": "Renaissance Advisory Group", "name_as_filed": "RENAISSANCE ADVISORY GROUP", "url": "https://advisorcensus.com/firm/renaissance-advisory-group-bryn-mawr-pa-129512", "city": "Bryn Mawr", "state": "PA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316942, "name": "Retire Ready Wealth Management", "name_as_filed": "RETIRE READY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/retire-ready-wealth-management-radnor-pa-316942", "city": "Radnor", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299706, "name": "Revisionist Wealth Advisors, LLC", "name_as_filed": "REVISIONIST WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706", "city": "Downingtown", "state": "PA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121920, "name": "Ridgewood Capital Management", "name_as_filed": "RIDGEWOOD CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/ridgewood-capital-management-westtown-pa-121920", "city": "Westtown", "state": "PA", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315107, "name": "Rittenhouse Wealth Management, LLC", "name_as_filed": "RITTENHOUSE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107", "city": "Philadelphia", "state": "PA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298390, "name": "Riversedge Advisors", "name_as_filed": "RIVERSEDGE ADVISORS", "url": "https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390", "city": "Wilmington", "state": "DE", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/pa", "label": "Financial advisors in Pennsylvania" }, "metro": { "path": "/advisors/pa/philadelphia", "label": "Financial advisors in Philadelphia, PA" }, "city_pages": [ { "path": "/advisors/pa/philadelphia/wilmington", "label": "Financial advisors in Wilmington, DE", "firm_count": 61 }, { "path": "/advisors/pa/philadelphia/wayne", "label": "Financial advisors in Wayne, PA", "firm_count": 43 }, { "path": "/advisors/pa/philadelphia/radnor", "label": "Financial advisors in Radnor, PA", "firm_count": 39 }, { "path": "/advisors/pa/philadelphia/conshohocken", "label": "Financial advisors in Conshohocken, PA", "firm_count": 27 }, { "path": "/advisors/pa/philadelphia/malvern", "label": "Financial advisors in Malvern, PA", "firm_count": 24 }, { "path": "/advisors/pa/philadelphia/newtown", "label": "Financial advisors in Newtown, PA", "firm_count": 24 }, { "path": "/advisors/pa/philadelphia/west-conshohocken", "label": "Financial advisors in West Conshohocken, PA", "firm_count": 18 }, { "path": "/advisors/pa/philadelphia/berwyn", "label": "Financial advisors in Berwyn, PA", "firm_count": 17 }, { "path": "/advisors/pa/philadelphia/west-chester", "label": "Financial advisors in West Chester, PA", "firm_count": 17 }, { "path": "/advisors/pa/philadelphia/king-of-prussia", "label": "Financial advisors in King of Prussia, PA", "firm_count": 16 }, { "path": "/advisors/pa/philadelphia/doylestown", "label": "Financial advisors in Doylestown, PA", "firm_count": 14 }, { "path": "/advisors/pa/philadelphia/marlton", "label": "Financial advisors in Marlton, NJ", "firm_count": 14 } ], "fee_pages": [ { "path": "/advisors/pa/philadelphia/fee-only", "label": "Fee-only financial advisors in Philadelphia, PA", "firm_count": 161 }, { "path": "/advisors/pa/philadelphia/flat-fee", "label": "Flat-fee financial advisors in Philadelphia, PA", "firm_count": 329 }, { "path": "/advisors/pa/philadelphia/hourly", "label": "Hourly financial advisors in Philadelphia, PA", "firm_count": 213 } ], "answer_pages": [ { "path": "/advisors/pa/philadelphia/for-retirement-plans", "firm_count": 182, "label": "Financial advisors for retirement plans in Philadelphia, PA" }, { "path": "/advisors/pa/philadelphia/for-businesses", "firm_count": 185, "label": "Financial advisors for businesses in Philadelphia, PA" }, { "path": "/advisors/pa/philadelphia/for-charities", "firm_count": 176, "label": "Financial advisors for charitable organizations in Philadelphia, PA" }, { "path": "/advisors/pa/philadelphia/no-account-minimum", "firm_count": 50, "label": "Financial advisors with no account minimum in Philadelphia, PA" } ], "niche_pages": [ { "path": "/advisors/pa/philadelphia/educators", "firm_count": 1, "label": "Financial advisors for educators in Philadelphia, PA" }, { "path": "/advisors/pa/philadelphia/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in Philadelphia, PA" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }