# Financial advisors for retirement plans in Philadelphia, PA

> Find financial advisors in Philadelphia, PA who work with retirement plans. AdvisorCensus lists 182 investment advisory firms with a principal office in the Philadelphia metro area that report retirement plans 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-retirement-plans/page/2

## At a glance

- Investment advisory firms: 182
- Registration: SEC-registered investment adviser: 155, State-registered investment adviser: 27
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 34 (19%); Percentage of assets 180 (99%); Hourly charges 79 (43%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 131 (72%); Commissions 9 (5%); Performance-based fees 30 (16%); Other 20 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 6 (3%); $25 million to $100 million 19 (10%); $100 million to $500 million 57 (31%); $500 million to $1 billion 30 (16%); $1 billion to $5 billion 40 (22%); Over $5 billion 28 (15%); Not reported 2 (1%)
- Years registered: Under 5 years 33 (18%); 5 to 9 years 45 (25%); 10 to 19 years 49 (27%); 20 years or more 55 (30%)

## Firms (page 2 of 4, 51 to 100 of 182, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Copper Beech Financial Group, LLC](https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156) ([md](https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156.md)) | 313156 | Moorestown, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Cora Capital Advisors](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134) ([md](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134.md)) | 318134 | Marlton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Cypress Financial Planning](https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014) ([md](https://advisorcensus.com/firm/cypress-financial-planning-haddon-heights-nj-151014.md)) | 151014 | Haddon Heights, NJ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Delaware Wealth Planners](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818) ([md](https://advisorcensus.com/firm/delaware-wealth-planners-wilmington-de-306818.md)) | 306818 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Diccianni Financial Group, Inc.](https://advisorcensus.com/firm/diccianni-financial-group-inc-east-norriton-pa-149332) ([md](https://advisorcensus.com/firm/diccianni-financial-group-inc-east-norriton-pa-149332.md)) | 149332 | East Norriton, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Dillon Capital Management](https://advisorcensus.com/firm/dillon-capital-management-ambler-pa-159420) ([md](https://advisorcensus.com/firm/dillon-capital-management-ambler-pa-159420.md)) | 159420 | Ambler, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Dimatteo Financial Group](https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988) ([md](https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988.md)) | 155988 | Chadds Ford, PA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Diversified Human Solutions](https://advisorcensus.com/firm/diversified-human-solutions-philadelphia-pa-167854) ([md](https://advisorcensus.com/firm/diversified-human-solutions-philadelphia-pa-167854.md)) | 167854 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 12 | % of assets, Fixed fee |
| [Diversified, LLC](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709) ([md](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709.md)) | 331709 | Wilmington, DE | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Other |
| [DT Investment Partners, LLC](https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646) ([md](https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646.md)) | 157646 | Chadds Ford, PA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Duke and Duke Wealth Management LLC](https://advisorcensus.com/firm/duke-and-duke-wealth-management-llc-doylestown-pa-290184) ([md](https://advisorcensus.com/firm/duke-and-duke-wealth-management-llc-doylestown-pa-290184.md)) | 290184 | Doylestown, PA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Dupont Capital Management](https://advisorcensus.com/firm/dupont-capital-management-wilmington-de-107145) ([md](https://advisorcensus.com/firm/dupont-capital-management-wilmington-de-107145.md)) | 107145 | Wilmington, DE | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Performance fee, Other |
| [Eagle Wealth Strategies](https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814) ([md](https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814.md)) | 323814 | Mullica Hill, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Other |
| [Ellis Investment Partners, LLC](https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669) ([md](https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669.md)) | 157669 | Berwyn, PA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [Envestnet Retirement Solutions, LLC](https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570) ([md](https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570.md)) | 171570 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee |
| [Financial Integrity Advisors, LLC](https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458) ([md](https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458.md)) | 130458 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Fortis Advisors, LLC](https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498) ([md](https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498.md)) | 164498 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Franklin Park](https://advisorcensus.com/firm/franklin-park-bala-cynwyd-pa-126508) ([md](https://advisorcensus.com/firm/franklin-park-bala-cynwyd-pa-126508.md)) | 126508 | Bala Cynwyd, PA | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Friedenthal Financial, LLC](https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457) ([md](https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457.md)) | 150457 | Marlton, NJ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly |
| [Girard Advisory Services, LLC](https://advisorcensus.com/firm/girard-advisory-services-llc-king-of-prussia-pa-39163) ([md](https://advisorcensus.com/firm/girard-advisory-services-llc-king-of-prussia-pa-39163.md)) | 39163 | King of Prussia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Fixed fee |
| [Goal Quest Advisors, LLC](https://advisorcensus.com/firm/goal-quest-advisors-llc-berwyn-pa-159361) ([md](https://advisorcensus.com/firm/goal-quest-advisors-llc-berwyn-pa-159361.md)) | 159361 | Berwyn, PA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Godshalk Welsh Capital Management, Inc.](https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410) ([md](https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410.md)) | 106410 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Great Valley Advisor Group, LLC](https://advisorcensus.com/firm/great-valley-advisor-group-llc-berwyn-pa-123913) ([md](https://advisorcensus.com/firm/great-valley-advisor-group-llc-berwyn-pa-123913.md)) | 123913 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [Grey Fox Wealth Advisors, LLC](https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172) ([md](https://advisorcensus.com/firm/grey-fox-wealth-advisors-llc-rockland-de-307172.md)) | 307172 | Rockland, DE | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [GSG Advisors LLC](https://advisorcensus.com/firm/gsg-advisors-llc-mount-laurel-nj-131511) ([md](https://advisorcensus.com/firm/gsg-advisors-llc-mount-laurel-nj-131511.md)) | 131511 | Mount Laurel, NJ | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee |
| [Hamilton Lane](https://advisorcensus.com/firm/hamilton-lane-conshohocken-pa-107876) ([md](https://advisorcensus.com/firm/hamilton-lane-conshohocken-pa-107876.md)) | 107876 | Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Fixed fee, Performance fee |
| [Harvest Financial Partners](https://advisorcensus.com/firm/harvest-financial-partners-paoli-pa-146162) ([md](https://advisorcensus.com/firm/harvest-financial-partners-paoli-pa-146162.md)) | 146162 | Paoli, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Harvest Fund Advisors LLC](https://advisorcensus.com/firm/harvest-fund-advisors-llc-wayne-pa-154425) ([md](https://advisorcensus.com/firm/harvest-fund-advisors-llc-wayne-pa-154425.md)) | 154425 | Wayne, PA | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee |
| [HFM Investment Advisors, LLC](https://advisorcensus.com/firm/hfm-investment-advisors-llc-glassboro-nj-289103) ([md](https://advisorcensus.com/firm/hfm-investment-advisors-llc-glassboro-nj-289103.md)) | 289103 | Glassboro, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Other |
| [Hirtle & Co., LLC](https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403) ([md](https://advisorcensus.com/firm/hirtle-and-co-llc-west-conshohocken-pa-105403.md)) | 105403 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Performance fee |
| [Hornor, Townsend & Kent, LLC](https://advisorcensus.com/firm/hornor-townsend-and-kent-llc-conshohocken-pa-4031) ([md](https://advisorcensus.com/firm/hornor-townsend-and-kent-llc-conshohocken-pa-4031.md)) | 4031 | Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Hourly, Fixed fee, Other |
| [IM Wealth Partners](https://advisorcensus.com/firm/im-wealth-partners-blue-bell-pa-307379) ([md](https://advisorcensus.com/firm/im-wealth-partners-blue-bell-pa-307379.md)) | 307379 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Independence Square Holdings, LLC](https://advisorcensus.com/firm/independence-square-holdings-llc-king-of-prussia-pa-300139) ([md](https://advisorcensus.com/firm/independence-square-holdings-llc-king-of-prussia-pa-300139.md)) | 300139 | King of Prussia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Performance fee, Other |
| [Innova Wealth Partners, LLC](https://advisorcensus.com/firm/innova-wealth-partners-llc-newtown-pa-168500) ([md](https://advisorcensus.com/firm/innova-wealth-partners-llc-newtown-pa-168500.md)) | 168500 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Innovative Investment Fiduciaries, LLC](https://advisorcensus.com/firm/innovative-investment-fiduciaries-llc-moorestown-nj-159814) ([md](https://advisorcensus.com/firm/innovative-investment-fiduciaries-llc-moorestown-nj-159814.md)) | 159814 | Moorestown, NJ | State-registered investment adviser | Under $25 million | 12 | % of assets, Fixed fee |
| [Insight Advisors, LLC](https://advisorcensus.com/firm/insight-advisors-llc-newtown-pa-168057) ([md](https://advisorcensus.com/firm/insight-advisors-llc-newtown-pa-168057.md)) | 168057 | Newtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Investment Management & Planning LLC](https://advisorcensus.com/firm/investment-management-and-planning-llc-greenville-de-146041) ([md](https://advisorcensus.com/firm/investment-management-and-planning-llc-greenville-de-146041.md)) | 146041 | Greenville, DE | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly |
| [Ironview Capital Management, LLC](https://advisorcensus.com/firm/ironview-capital-management-llc-conshohocken-pa-150250) ([md](https://advisorcensus.com/firm/ironview-capital-management-llc-conshohocken-pa-150250.md)) | 150250 | Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Isakov Planning Group Inc.](https://advisorcensus.com/firm/isakov-planning-group-inc-southampton-pa-153685) ([md](https://advisorcensus.com/firm/isakov-planning-group-inc-southampton-pa-153685.md)) | 153685 | Southampton, PA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Fixed fee |
| [IVC Wealth Advisors LLC](https://advisorcensus.com/firm/ivc-wealth-advisors-llc-silverdale-pa-301127) ([md](https://advisorcensus.com/firm/ivc-wealth-advisors-llc-silverdale-pa-301127.md)) | 301127 | Silverdale, PA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Janney Montgomery Scott LLC](https://advisorcensus.com/firm/janney-montgomery-scott-llc-philadelphia-pa-463) ([md](https://advisorcensus.com/firm/janney-montgomery-scott-llc-philadelphia-pa-463.md)) | 463 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 55 | % of assets, Fixed fee, Commissions, Other |
| [Jmac Enterprises LLC](https://advisorcensus.com/firm/jmac-enterprises-llc-newtown-pa-312710) ([md](https://advisorcensus.com/firm/jmac-enterprises-llc-newtown-pa-312710.md)) | 312710 | Newtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [JPL Asset Management and Planning, LLC](https://advisorcensus.com/firm/jpl-asset-management-and-planning-llc-newark-de-145213) ([md](https://advisorcensus.com/firm/jpl-asset-management-and-planning-llc-newark-de-145213.md)) | 145213 | Newark, DE | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [Kathmere Capital Management, LLC](https://advisorcensus.com/firm/kathmere-capital-management-llc-wayne-pa-305118) ([md](https://advisorcensus.com/firm/kathmere-capital-management-llc-wayne-pa-305118.md)) | 305118 | Wayne, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee, Performance fee |
| [Key Financial, Inc.](https://advisorcensus.com/firm/key-financial-inc-west-chester-pa-116240) ([md](https://advisorcensus.com/firm/key-financial-inc-west-chester-pa-116240.md)) | 116240 | West Chester, PA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Commissions, Other |
| [Kohlhepp Investment Advisors, Ltd.](https://advisorcensus.com/firm/kohlhepp-investment-advisors-ltd-doylestown-pa-113989) ([md](https://advisorcensus.com/firm/kohlhepp-investment-advisors-ltd-doylestown-pa-113989.md)) | 113989 | Doylestown, PA | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee |
| [Liberty One Wealth Advisors](https://advisorcensus.com/firm/liberty-one-wealth-advisors-philadelphia-pa-315675) ([md](https://advisorcensus.com/firm/liberty-one-wealth-advisors-philadelphia-pa-315675.md)) | 315675 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Limerick Financial Group, LLC](https://advisorcensus.com/firm/limerick-financial-group-llc-limerick-pa-141128) ([md](https://advisorcensus.com/firm/limerick-financial-group-llc-limerick-pa-141128.md)) | 141128 | Limerick, PA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Lincoln Investment](https://advisorcensus.com/firm/lincoln-investment-fort-washington-pa-519) ([md](https://advisorcensus.com/firm/lincoln-investment-fort-washington-pa-519.md)) | 519 | Fort Washington, PA | SEC-registered investment adviser | Over $5 billion | 48 | % of assets, Hourly, Fixed fee, Commissions |
| [Logan Capital Management, Inc.](https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893) ([md](https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893.md)) | 108893 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Fixed fee |

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## Questions people ask

**Which financial advisors in Philadelphia, PA work with retirement plans?**
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.

**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.

## Related pages

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- [Financial advisors in Doylestown, PA](https://advisorcensus.com/advisors/pa/philadelphia/doylestown) (https://advisorcensus.com/advisors/pa/philadelphia/doylestown.md)
- [Financial advisors in Marlton, NJ](https://advisorcensus.com/advisors/pa/philadelphia/marlton) (https://advisorcensus.com/advisors/pa/philadelphia/marlton.md)
- [Financial advisors in Pittsburgh](https://advisorcensus.com/advisors/pa/pittsburgh) (https://advisorcensus.com/advisors/pa/pittsburgh.md)
- [Financial advisors in Lancaster](https://advisorcensus.com/advisors/pa/lancaster) (https://advisorcensus.com/advisors/pa/lancaster.md)
- [Financial advisors in Allentown](https://advisorcensus.com/advisors/pa/allentown) (https://advisorcensus.com/advisors/pa/allentown.md)
- [Financial advisors in Harrisburg](https://advisorcensus.com/advisors/pa/harrisburg) (https://advisorcensus.com/advisors/pa/harrisburg.md)
- [Financial advisors in Scranton](https://advisorcensus.com/advisors/pa/scranton) (https://advisorcensus.com/advisors/pa/scranton.md)
- [Financial advisors in Reading](https://advisorcensus.com/advisors/pa/reading) (https://advisorcensus.com/advisors/pa/reading.md)
- [Financial advisors in Erie](https://advisorcensus.com/advisors/pa/erie) (https://advisorcensus.com/advisors/pa/erie.md)
- [Financial advisors in York](https://advisorcensus.com/advisors/pa/york) (https://advisorcensus.com/advisors/pa/york.md)

Cite as: AdvisorCensus. Financial advisors for retirement plans in Philadelphia, PA: 182 firms from Form ADV filings as of October 2026.