# 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/6

## 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 6 of 8, 251 to 300 of 390, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Northport Investment Management, LLC](https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223) ([md](https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223.md)) | 149223 | Radnor, PA | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, Fixed fee |
| [Northstar Asset Management Company, LLC](https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279) ([md](https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279.md)) | 328279 | Blue Bell, PA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [Northstar Financial Companies, Inc.](https://advisorcensus.com/firm/northstar-financial-companies-inc-conshohocken-pa-119396) ([md](https://advisorcensus.com/firm/northstar-financial-companies-inc-conshohocken-pa-119396.md)) | 119396 | Conshohocken, PA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [OAR Financial](https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989) ([md](https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989.md)) | 158989 | Bryn Mawr, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Obrien Greene & Co Inc](https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281) ([md](https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281.md)) | 110281 | Media, PA | SEC-registered investment adviser | $100 million to $500 million | 57 | % of assets, Hourly, Fixed fee, Performance fee |
| [Odyssey Capital Advisors Inc.](https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034) ([md](https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034.md)) | 299034 | Bala Cynwyd, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Old Security Group](https://advisorcensus.com/firm/old-security-group-west-chester-pa-163125) ([md](https://advisorcensus.com/firm/old-security-group-west-chester-pa-163125.md)) | 163125 | West Chester, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Opulus](https://advisorcensus.com/firm/opulus-doylestown-pa-304763) ([md](https://advisorcensus.com/firm/opulus-doylestown-pa-304763.md)) | 304763 | Doylestown, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Orbital Management](https://advisorcensus.com/firm/orbital-management-ardmore-pa-331602) ([md](https://advisorcensus.com/firm/orbital-management-ardmore-pa-331602.md)) | 331602 | Ardmore, PA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Owls Nest Partners](https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811) ([md](https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811.md)) | 289811 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Paladin Retirement Advisors](https://advisorcensus.com/firm/paladin-retirement-advisors-newtown-pa-333662) ([md](https://advisorcensus.com/firm/paladin-retirement-advisors-newtown-pa-333662.md)) | 333662 | Newtown, PA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Paoli Financial Advisors, Ltd.](https://advisorcensus.com/firm/paoli-financial-advisors-ltd-paoli-pa-174361) ([md](https://advisorcensus.com/firm/paoli-financial-advisors-ltd-paoli-pa-174361.md)) | 174361 | Paoli, PA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Pennsylvania Capital Management Inc.](https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648) ([md](https://advisorcensus.com/firm/pennsylvania-capital-management-inc-huntingdon-valley-pa-107648.md)) | 107648 | Huntingdon Valley, PA | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Hourly, Fixed fee |
| [Persimmon Capital Management](https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563) ([md](https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563.md)) | 334563 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Peteralexander](https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142) ([md](https://advisorcensus.com/firm/peteralexander-west-conshohocken-pa-308142.md)) | 308142 | West Conshohocken, PA | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee, Other |
| [PF Advisors](https://advisorcensus.com/firm/pf-advisors-chadds-ford-pa-277156) ([md](https://advisorcensus.com/firm/pf-advisors-chadds-ford-pa-277156.md)) | 277156 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Philadelphia Investment Partners, LLC](https://advisorcensus.com/firm/philadelphia-investment-partners-llc-voorhees-nj-122733) ([md](https://advisorcensus.com/firm/philadelphia-investment-partners-llc-voorhees-nj-122733.md)) | 122733 | Voorhees, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Philadelphia Partners Capital Management, LLC](https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016) ([md](https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016.md)) | 294016 | Bala Cynwyd, PA | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Other |
| [Piermani Charles J Associates](https://advisorcensus.com/firm/piermani-charles-j-associates-norristown-pa-105942) ([md](https://advisorcensus.com/firm/piermani-charles-j-associates-norristown-pa-105942.md)) | 105942 | Norristown, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Pine Valley Investments](https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995) ([md](https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995.md)) | 173995 | Marlton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets |
| [Pinnacle Strategic Wealth Management, LLC.](https://advisorcensus.com/firm/pinnacle-strategic-wealth-management-llc-king-of-prussia-pa-155652) ([md](https://advisorcensus.com/firm/pinnacle-strategic-wealth-management-llc-king-of-prussia-pa-155652.md)) | 155652 | King of Prussia, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Pitcairn](https://advisorcensus.com/firm/pitcairn-conshohocken-pa-333260) ([md](https://advisorcensus.com/firm/pitcairn-conshohocken-pa-333260.md)) | 333260 | Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Premier Prosperity Advisors LLC](https://advisorcensus.com/firm/premier-prosperity-advisors-llc-newtown-pa-291571) ([md](https://advisorcensus.com/firm/premier-prosperity-advisors-llc-newtown-pa-291571.md)) | 291571 | Newtown, PA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly |
| [Prepared Retirement Institute LLC](https://advisorcensus.com/firm/prepared-retirement-institute-llc-montgomeryville-pa-309663) ([md](https://advisorcensus.com/firm/prepared-retirement-institute-llc-montgomeryville-pa-309663.md)) | 309663 | Montgomeryville, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Preservation Wealth Management](https://advisorcensus.com/firm/preservation-wealth-management-king-of-prussia-pa-170636) ([md](https://advisorcensus.com/firm/preservation-wealth-management-king-of-prussia-pa-170636.md)) | 170636 | King of Prussia, PA | State-registered investment adviser | Under $25 million | 12 | % of assets, Other |
| [Presilium Private Wealth, LLC](https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345) ([md](https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345.md)) | 318345 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets |
| [Private Wealth Management, LLC](https://advisorcensus.com/firm/private-wealth-management-llc-exton-pa-282801) ([md](https://advisorcensus.com/firm/private-wealth-management-llc-exton-pa-282801.md)) | 282801 | Exton, PA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Prometheus Capital Management Corp.](https://advisorcensus.com/firm/prometheus-capital-management-corp-yardley-pa-121982) ([md](https://advisorcensus.com/firm/prometheus-capital-management-corp-yardley-pa-121982.md)) | 121982 | Yardley, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Proper Financial, LLC](https://advisorcensus.com/firm/proper-financial-llc-wayne-pa-329499) ([md](https://advisorcensus.com/firm/proper-financial-llc-wayne-pa-329499.md)) | 329499 | Wayne, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Prosperity Advisers, LLC](https://advisorcensus.com/firm/prosperity-advisers-llc-horsham-pa-282998) ([md](https://advisorcensus.com/firm/prosperity-advisers-llc-horsham-pa-282998.md)) | 282998 | Horsham, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Prowell Financial Management, LLC](https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762) ([md](https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762.md)) | 281762 | Exton, PA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Fixed fee |
| [Prudent Management Associates](https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691) ([md](https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691.md)) | 16691 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets, Fixed fee |
| [PTM Wealth Management, LLC](https://advisorcensus.com/firm/ptm-wealth-management-llc-north-wales-pa-308944) ([md](https://advisorcensus.com/firm/ptm-wealth-management-llc-north-wales-pa-308944.md)) | 308944 | North Wales, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [PTS Brokerage, LLC](https://advisorcensus.com/firm/pts-brokerage-llc-mt-laurel-nj-119307) ([md](https://advisorcensus.com/firm/pts-brokerage-llc-mt-laurel-nj-119307.md)) | 119307 | Mt. Laurel, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Commissions |
| [Purpose Built](https://advisorcensus.com/firm/purpose-built-moorestown-nj-326554) ([md](https://advisorcensus.com/firm/purpose-built-moorestown-nj-326554.md)) | 326554 | Moorestown, NJ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [PW Nova Financial Services LLC](https://advisorcensus.com/firm/pw-nova-financial-services-llc-newtown-pa-333595) ([md](https://advisorcensus.com/firm/pw-nova-financial-services-llc-newtown-pa-333595.md)) | 333595 | Newtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets |
| [QRG Capital Management, Inc.](https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277) ([md](https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277.md)) | 305277 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 6 | % of assets |
| [Quaker Wealth Management LLC](https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546) ([md](https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546.md)) | 284546 | Moorestown, NJ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Quantum Strategies Wealth Advisory](https://advisorcensus.com/firm/quantum-strategies-wealth-advisory-glen-mills-pa-226572) ([md](https://advisorcensus.com/firm/quantum-strategies-wealth-advisory-glen-mills-pa-226572.md)) | 226572 | Glen Mills, PA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Radnor Capital Management, LLC](https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559) ([md](https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559.md)) | 159559 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee |
| [Rational Capital Advisors LLC](https://advisorcensus.com/firm/rational-capital-advisors-llc-ambler-pa-323531) ([md](https://advisorcensus.com/firm/rational-capital-advisors-llc-ambler-pa-323531.md)) | 323531 | Ambler, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Realta Investment Advisors, Inc](https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952) ([md](https://advisorcensus.com/firm/realta-investment-advisors-inc-wilmington-de-134952.md)) | 134952 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Red Spruce Capital, LLC](https://advisorcensus.com/firm/red-spruce-capital-llc-berwyn-pa-158720) ([md](https://advisorcensus.com/firm/red-spruce-capital-llc-berwyn-pa-158720.md)) | 158720 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Redwood Wealth Management Group, LLC](https://advisorcensus.com/firm/redwood-wealth-management-group-llc-medford-nj-281741) ([md](https://advisorcensus.com/firm/redwood-wealth-management-group-llc-medford-nj-281741.md)) | 281741 | Medford, NJ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee, Commissions |
| [Renaissance Advisory Group](https://advisorcensus.com/firm/renaissance-advisory-group-bryn-mawr-pa-129512) ([md](https://advisorcensus.com/firm/renaissance-advisory-group-bryn-mawr-pa-129512.md)) | 129512 | Bryn Mawr, PA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets |
| [Retire Ready Wealth Management](https://advisorcensus.com/firm/retire-ready-wealth-management-radnor-pa-316942) ([md](https://advisorcensus.com/firm/retire-ready-wealth-management-radnor-pa-316942.md)) | 316942 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Revisionist Wealth Advisors, LLC](https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706) ([md](https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706.md)) | 299706 | Downingtown, PA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Ridgewood Capital Management](https://advisorcensus.com/firm/ridgewood-capital-management-westtown-pa-121920) ([md](https://advisorcensus.com/firm/ridgewood-capital-management-westtown-pa-121920.md)) | 121920 | Westtown, PA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets |
| [Rittenhouse Wealth Management, LLC](https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107) ([md](https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107.md)) | 315107 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Riversedge Advisors](https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390) ([md](https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390.md)) | 298390 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |

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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 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.