# 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/7

## 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 7 of 8, 301 to 350 of 390, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Rmas, Inc.](https://advisorcensus.com/firm/rmas-inc-bellmawr-nj-118242) ([md](https://advisorcensus.com/firm/rmas-inc-bellmawr-nj-118242.md)) | 118242 | Bellmawr, NJ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Rockford Financial Planning](https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048) ([md](https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048.md)) | 312048 | Wilmington, DE | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Rockwood Wealth Management, LLC](https://advisorcensus.com/firm/rockwood-wealth-management-llc-new-hope-pa-137481) ([md](https://advisorcensus.com/firm/rockwood-wealth-management-llc-new-hope-pa-137481.md)) | 137481 | New Hope, PA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Roffman Miller Associates Inc](https://advisorcensus.com/firm/roffman-miller-associates-inc-philadelphia-pa-106019) ([md](https://advisorcensus.com/firm/roffman-miller-associates-inc-philadelphia-pa-106019.md)) | 106019 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets |
| [Rolek Retirement Planning](https://advisorcensus.com/firm/rolek-retirement-planning-berwyn-pa-285351) ([md](https://advisorcensus.com/firm/rolek-retirement-planning-berwyn-pa-285351.md)) | 285351 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Rose Valley Asset Management LLC](https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671) ([md](https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671.md)) | 141671 | Media, PA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [RTD Financial Advisors Inc](https://advisorcensus.com/firm/rtd-financial-advisors-inc-philadelphia-pa-110744) ([md](https://advisorcensus.com/firm/rtd-financial-advisors-inc-philadelphia-pa-110744.md)) | 110744 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee |
| [Sage Financial Group Inc.](https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574) ([md](https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574.md)) | 116574 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [SEI Investments Management Corp](https://advisorcensus.com/firm/sei-investments-management-corp-oaks-pa-105146) ([md](https://advisorcensus.com/firm/sei-investments-management-corp-oaks-pa-105146.md)) | 105146 | Oaks, PA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee, Performance fee |
| [Sensenig Capital Advisors, Inc.](https://advisorcensus.com/firm/sensenig-capital-advisors-inc-collegeville-pa-142821) ([md](https://advisorcensus.com/firm/sensenig-capital-advisors-inc-collegeville-pa-142821.md)) | 142821 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Setarcos Wealth Advisors LLC](https://advisorcensus.com/firm/setarcos-wealth-advisors-llc-philadelphia-pa-157930) ([md](https://advisorcensus.com/firm/setarcos-wealth-advisors-llc-philadelphia-pa-157930.md)) | 157930 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Sharp Financial](https://advisorcensus.com/firm/sharp-financial-horsham-pa-289325) ([md](https://advisorcensus.com/firm/sharp-financial-horsham-pa-289325.md)) | 289325 | Horsham, PA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Smithbridge Asset Management, Inc.](https://advisorcensus.com/firm/smithbridge-asset-management-inc-chadds-ford-pa-106261) ([md](https://advisorcensus.com/firm/smithbridge-asset-management-inc-chadds-ford-pa-106261.md)) | 106261 | Chadds Ford, PA | SEC-registered investment adviser | $500 million to $1 billion | 29 | % of assets, Hourly, Fixed fee |
| [Sound Wealth LLC](https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237) ([md](https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237.md)) | 329237 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Stanley-Laman Group Ltd.](https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112) ([md](https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112.md)) | 112112 | Berwyn, PA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Sterling Investment Advisors Ltd.](https://advisorcensus.com/firm/sterling-investment-advisors-ltd-berwyn-pa-140710) ([md](https://advisorcensus.com/firm/sterling-investment-advisors-ltd-berwyn-pa-140710.md)) | 140710 | Berwyn, PA | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Steven G. Blum and Associates, LLC](https://advisorcensus.com/firm/steven-g-blum-and-associates-llc-swarthmore-pa-130807) ([md](https://advisorcensus.com/firm/steven-g-blum-and-associates-llc-swarthmore-pa-130807.md)) | 130807 | Swarthmore, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Stone Fortress Wealth Strategies](https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873) ([md](https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873.md)) | 331873 | Philadelphia, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Stone Pine Financial Partners](https://advisorcensus.com/firm/stone-pine-financial-partners-media-pa-175287) ([md](https://advisorcensus.com/firm/stone-pine-financial-partners-media-pa-175287.md)) | 175287 | Media, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Stonecrop Wealth Advisors, LLC](https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486) ([md](https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486.md)) | 306486 | West Chester, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Stoneridge Wealth Advisors, LLC](https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469) ([md](https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469.md)) | 140469 | Malvern, PA | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Strategic Financial](https://advisorcensus.com/firm/strategic-financial-mount-laurel-nj-122397) ([md](https://advisorcensus.com/firm/strategic-financial-mount-laurel-nj-122397.md)) | 122397 | Mount Laurel, NJ | State-registered investment adviser | Not reported | 38 | Hourly, Fixed fee |
| [Stratfi](https://advisorcensus.com/firm/stratfi-wilmington-de-164744) ([md](https://advisorcensus.com/firm/stratfi-wilmington-de-164744.md)) | 164744 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Summit Group Retirement Planners, Inc.](https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823) ([md](https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823.md)) | 169823 | Exton, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Summit Investment Advisory Group LLC](https://advisorcensus.com/firm/summit-investment-advisory-group-llc-huntingdon-valley-pa-306690) ([md](https://advisorcensus.com/firm/summit-investment-advisory-group-llc-huntingdon-valley-pa-306690.md)) | 306690 | Huntingdon Valley, PA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Sun Global LLC](https://advisorcensus.com/firm/sun-global-llc-king-of-prussia-pa-317484) ([md](https://advisorcensus.com/firm/sun-global-llc-king-of-prussia-pa-317484.md)) | 317484 | King of Prussia, PA | State-registered investment adviser | Under $25 million | 4 | % of assets, Performance fee |
| [TA Capital Management, LLC](https://advisorcensus.com/firm/ta-capital-management-llc-sewell-nj-169326) ([md](https://advisorcensus.com/firm/ta-capital-management-llc-sewell-nj-169326.md)) | 169326 | Sewell, NJ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Tandem Investment Partners, LLC](https://advisorcensus.com/firm/tandem-investment-partners-llc-bordentown-nj-172309) ([md](https://advisorcensus.com/firm/tandem-investment-partners-llc-bordentown-nj-172309.md)) | 172309 | Bordentown, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [TGS Financial Advisors](https://advisorcensus.com/firm/tgs-financial-advisors-radnor-pa-107289) ([md](https://advisorcensus.com/firm/tgs-financial-advisors-radnor-pa-107289.md)) | 107289 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Fixed fee |
| [The Aranda Group Advisors, LLC](https://advisorcensus.com/firm/the-aranda-group-advisors-llc-jenkintown-pa-302100) ([md](https://advisorcensus.com/firm/the-aranda-group-advisors-llc-jenkintown-pa-302100.md)) | 302100 | Jenkintown, PA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [The Estate Planners Group](https://advisorcensus.com/firm/the-estate-planners-group-yardley-pa-124418) ([md](https://advisorcensus.com/firm/the-estate-planners-group-yardley-pa-124418.md)) | 124418 | Yardley, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [The Fairman Group, LLC](https://advisorcensus.com/firm/the-fairman-group-llc-chesterbrook-pa-121492) ([md](https://advisorcensus.com/firm/the-fairman-group-llc-chesterbrook-pa-121492.md)) | 121492 | Chesterbrook, PA | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [Third Sigma Investment Advisors LLC](https://advisorcensus.com/firm/third-sigma-investment-advisors-llc-wilmington-de-151188) ([md](https://advisorcensus.com/firm/third-sigma-investment-advisors-llc-wilmington-de-151188.md)) | 151188 | Wilmington, DE | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets |
| [Thrift Financial, Inc.](https://advisorcensus.com/firm/thrift-financial-inc-newtown-pa-314917) ([md](https://advisorcensus.com/firm/thrift-financial-inc-newtown-pa-314917.md)) | 314917 | Newtown, PA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Thrive Capital Management, LLC](https://advisorcensus.com/firm/thrive-capital-management-llc-fort-washington-pa-281347) ([md](https://advisorcensus.com/firm/thrive-capital-management-llc-fort-washington-pa-281347.md)) | 281347 | Fort Washington, PA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly |
| [Thrive Wealth Management, LLC](https://advisorcensus.com/firm/thrive-wealth-management-llc-audubon-pa-168777) ([md](https://advisorcensus.com/firm/thrive-wealth-management-llc-audubon-pa-168777.md)) | 168777 | Audubon, PA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Tower Bridge Advisors](https://advisorcensus.com/firm/tower-bridge-advisors-west-conshohocken-pa-115700) ([md](https://advisorcensus.com/firm/tower-bridge-advisors-west-conshohocken-pa-115700.md)) | 115700 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Towercrest Capital Management, LLC](https://advisorcensus.com/firm/towercrest-capital-management-llc-newtown-pa-152069) ([md](https://advisorcensus.com/firm/towercrest-capital-management-llc-newtown-pa-152069.md)) | 152069 | Newtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly |
| [Transamerica Financial Advisors, LLC](https://advisorcensus.com/firm/transamerica-financial-advisors-llc-philadelphia-pa-16164) ([md](https://advisorcensus.com/firm/transamerica-financial-advisors-llc-philadelphia-pa-16164.md)) | 16164 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets |
| [Traverse Private Wealth](https://advisorcensus.com/firm/traverse-private-wealth-radnor-pa-329996) ([md](https://advisorcensus.com/firm/traverse-private-wealth-radnor-pa-329996.md)) | 329996 | Radnor, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Traynor Capital Management](https://advisorcensus.com/firm/traynor-capital-management-malvern-pa-138881) ([md](https://advisorcensus.com/firm/traynor-capital-management-malvern-pa-138881.md)) | 138881 | Malvern, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets |
| [Trident Advisors Inc](https://advisorcensus.com/firm/trident-advisors-inc-doylestown-pa-108920) ([md](https://advisorcensus.com/firm/trident-advisors-inc-doylestown-pa-108920.md)) | 108920 | Doylestown, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Trinity Wealth Management, LLC](https://advisorcensus.com/firm/trinity-wealth-management-llc-berwyn-pa-169216) ([md](https://advisorcensus.com/firm/trinity-wealth-management-llc-berwyn-pa-169216.md)) | 169216 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Tristate Wealth Advisors](https://advisorcensus.com/firm/tristate-wealth-advisors-newark-de-333345) ([md](https://advisorcensus.com/firm/tristate-wealth-advisors-newark-de-333345.md)) | 333345 | Newark, DE | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Troutman Wealth](https://advisorcensus.com/firm/troutman-wealth-malvern-pa-301107) ([md](https://advisorcensus.com/firm/troutman-wealth-malvern-pa-301107.md)) | 301107 | Malvern, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [True Horizon Wealth Advisors, LLC](https://advisorcensus.com/firm/true-horizon-wealth-advisors-llc-malvern-pa-170330) ([md](https://advisorcensus.com/firm/true-horizon-wealth-advisors-llc-malvern-pa-170330.md)) | 170330 | Malvern, PA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Truewealth Solutions](https://advisorcensus.com/firm/truewealth-solutions-radnor-pa-327036) ([md](https://advisorcensus.com/firm/truewealth-solutions-radnor-pa-327036.md)) | 327036 | Radnor, PA | State-registered investment adviser | Not reported | 1 | Fixed fee |
| [V3LIMITED LLC](https://advisorcensus.com/firm/v3limited-llc-radnor-pa-169624) ([md](https://advisorcensus.com/firm/v3limited-llc-radnor-pa-169624.md)) | 169624 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Valen Private Capital, LLC.](https://advisorcensus.com/firm/valen-private-capital-llc-paoli-pa-342364) ([md](https://advisorcensus.com/firm/valen-private-capital-llc-paoli-pa-342364.md)) | 342364 | Paoli, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Valley Financial Group](https://advisorcensus.com/firm/valley-financial-group-ambler-pa-312254) ([md](https://advisorcensus.com/firm/valley-financial-group-ambler-pa-312254.md)) | 312254 | Ambler, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % 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.