{
  "path": "/advisors/pa/philadelphia/for-retirement-plans",
  "url": "https://advisorcensus.com/advisors/pa/philadelphia/for-retirement-plans/page/2",
  "page_type": "metro_answer",
  "title": "Financial advisors for retirement plans in Philadelphia, PA",
  "filters": {},
  "scope_total": 182,
  "faq": [
    {
      "q": "Which financial advisors in Philadelphia, PA work with retirement plans?",
      "a": "182 investment advisory firms with a principal office in the Philadelphia metro area report retirement plans among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "q": "How many financial advisory firms are there in Philadelphia, PA?",
      "a": "AdvisorCensus lists 711 investment advisory firms with a principal office in the Philadelphia metro area, from Form ADV filings as of October 2026: 410 SEC-registered, 190 state-registered, and 111 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Philadelphia, PA?",
      "a": "161 of the 711 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Philadelphia, PA offer financial planning?",
      "a": "353 of the 600 firms in Philadelphia, PA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Philadelphia, PA fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 161 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 182 investment advisory firms with a principal office in the Philadelphia metro area that report retirement plans among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.",
  "about_market": "Philadelphia has 711 investment advisory firms with a principal office in the metro area as of October 2026: 410 SEC-registered, 190 state-registered, and 111 exempt reporting advisers. 161 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 157 report under $100 million in regulatory assets under management. The metro area has 2,467,761 households, 422,544 of them with income of $200,000 or more, or 594 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors for retirement plans in Philadelphia, PA: 182 firms from Form ADV filings as of October 2026.",
  "total_firms": 182,
  "page": 2,
  "total_pages": 4,
  "sort": "name",
  "registration_types": {
    "sec": 155,
    "state": 27,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 34
    },
    {
      "code": "percentage_of_aum",
      "count": 180
    },
    {
      "code": "hourly",
      "count": 79
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 131
    },
    {
      "code": "commissions",
      "count": 9
    },
    {
      "code": "performance_based",
      "count": 30
    },
    {
      "code": "other",
      "count": 20
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 33
    },
    {
      "code": "5_to_9",
      "count": 45
    },
    {
      "code": "10_to_19",
      "count": 49
    },
    {
      "code": "20_plus",
      "count": 55
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 19
    },
    {
      "code": "100m_500m",
      "count": 57
    },
    {
      "code": "500m_1b",
      "count": 30
    },
    {
      "code": "1b_5b",
      "count": 40
    },
    {
      "code": "over_5b",
      "count": 28
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "firms": [
    {
      "crd_number": 313156,
      "name": "Copper Beech Financial Group, LLC",
      "name_as_filed": "COPPER BEECH FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156",
      "city": "Moorestown",
      "state": "NJ",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318134,
      "name": "Cora Capital Advisors",
      "name_as_filed": "CORA CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134",
      "city": "Marlton",
      "state": "NJ",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151014,
      "name": "Cypress Financial Planning",
      "name_as_filed": "CYPRESS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014",
      "city": "Haddon Heights",
      "state": "NJ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306818,
      "name": "Delaware Wealth Planners",
      "name_as_filed": "DELAWARE WEALTH PLANNERS",
      "url": "https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149332,
      "name": "Diccianni Financial Group, Inc.",
      "name_as_filed": "DICCIANNI FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/diccianni-financial-group-inc-east-norriton-pa-149332",
      "city": "East Norriton",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159420,
      "name": "Dillon Capital Management",
      "name_as_filed": "DILLON CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dillon-capital-management-ambler-pa-159420",
      "city": "Ambler",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155988,
      "name": "Dimatteo Financial Group",
      "name_as_filed": "DIMATTEO FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988",
      "city": "Chadds Ford",
      "state": "PA",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167854,
      "name": "Diversified Human Solutions",
      "name_as_filed": "DIVERSIFIED HUMAN SOLUTIONS",
      "url": "https://advisorcensus.com/firm/diversified-human-solutions-philadelphia-pa-167854",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331709,
      "name": "Diversified, LLC",
      "name_as_filed": "DIVERSIFIED, LLC",
      "url": "https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157646,
      "name": "DT Investment Partners, LLC",
      "name_as_filed": "DT INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646",
      "city": "Chadds Ford",
      "state": "PA",
      "years_registered": 15,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290184,
      "name": "Duke and Duke Wealth Management LLC",
      "name_as_filed": "DUKE AND DUKE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/duke-and-duke-wealth-management-llc-doylestown-pa-290184",
      "city": "Doylestown",
      "state": "PA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107145,
      "name": "Dupont Capital Management",
      "name_as_filed": "DUPONT CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dupont-capital-management-wilmington-de-107145",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 32,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323814,
      "name": "Eagle Wealth Strategies",
      "name_as_filed": "EAGLE WEALTH STRATEGIES",
      "url": "https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814",
      "city": "Mullica Hill",
      "state": "NJ",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157669,
      "name": "Ellis Investment Partners, LLC",
      "name_as_filed": "ELLIS INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171570,
      "name": "Envestnet Retirement Solutions, LLC",
      "name_as_filed": "ENVESTNET RETIREMENT SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130458,
      "name": "Financial Integrity Advisors, LLC",
      "name_as_filed": "FINANCIAL INTEGRITY ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164498,
      "name": "Fortis Advisors, LLC",
      "name_as_filed": "FORTIS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126508,
      "name": "Franklin Park",
      "name_as_filed": "FRANKLIN PARK",
      "url": "https://advisorcensus.com/firm/franklin-park-bala-cynwyd-pa-126508",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150457,
      "name": "Friedenthal Financial, LLC",
      "name_as_filed": "FRIEDENTHAL FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457",
      "city": "Marlton",
      "state": "NJ",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 39163,
      "name": "Girard Advisory Services, LLC",
      "name_as_filed": "GIRARD ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/girard-advisory-services-llc-king-of-prussia-pa-39163",
      "city": "King of Prussia",
      "state": "PA",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159361,
      "name": "Goal Quest Advisors, LLC",
      "name_as_filed": "GOAL QUEST ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/goal-quest-advisors-llc-berwyn-pa-159361",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106410,
      "name": "Godshalk Welsh Capital Management, Inc.",
      "name_as_filed": "GODSHALK WELSH CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 35,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123913,
      "name": "Great Valley Advisor Group, LLC",
      "name_as_filed": "GREAT VALLEY ADVISOR GROUP, LLC",
      "url": "https://advisorcensus.com/firm/great-valley-advisor-group-llc-berwyn-pa-123913",
      "city": "Berwyn",
      "state": "PA",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307172,
      "name": "Grey Fox Wealth Advisors, LLC",
      "name_as_filed": "GREY FOX WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172",
      "city": "Rockland",
      "state": "DE",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131511,
      "name": "GSG Advisors LLC",
      "name_as_filed": "GSG ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/gsg-advisors-llc-mount-laurel-nj-131511",
      "city": "Mount Laurel",
      "state": "NJ",
      "years_registered": 22,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107876,
      "name": "Hamilton Lane",
      "name_as_filed": "HAMILTON LANE",
      "url": "https://advisorcensus.com/firm/hamilton-lane-conshohocken-pa-107876",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 28,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146162,
      "name": "Harvest Financial Partners",
      "name_as_filed": "HARVEST FINANCIAL PARTNERS",
      "url": "https://advisorcensus.com/firm/harvest-financial-partners-paoli-pa-146162",
      "city": "Paoli",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154425,
      "name": "Harvest Fund Advisors LLC",
      "name_as_filed": "HARVEST FUND ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/harvest-fund-advisors-llc-wayne-pa-154425",
      "city": "Wayne",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289103,
      "name": "HFM Investment Advisors, LLC",
      "name_as_filed": "HFM INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/hfm-investment-advisors-llc-glassboro-nj-289103",
      "city": "Glassboro",
      "state": "NJ",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105403,
      "name": "Hirtle & Co., LLC",
      "name_as_filed": "HIRTLE & CO., LLC",
      "url": "https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403",
      "city": "West Conshohocken",
      "state": "PA",
      "years_registered": 38,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 4031,
      "name": "Hornor, Townsend & Kent, LLC",
      "name_as_filed": "HORNOR, TOWNSEND & KENT, LLC",
      "url": "https://advisorcensus.com/firm/hornor-townsend-and-kent-llc-conshohocken-pa-4031",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 27,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307379,
      "name": "IM Wealth Partners",
      "name_as_filed": "IM WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/im-wealth-partners-blue-bell-pa-307379",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300139,
      "name": "Independence Square Holdings, LLC",
      "name_as_filed": "INDEPENDENCE SQUARE HOLDINGS, LLC",
      "url": "https://advisorcensus.com/firm/independence-square-holdings-llc-king-of-prussia-pa-300139",
      "city": "King of Prussia",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "commissions",
        "performance_based",
        "other"
      ],
      "enhanced": false
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