# 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/3

## 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 3 of 4, 101 to 150 of 182, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Maguire Investments LLC](https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039) ([md](https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039.md)) | 164039 | King of Prussia, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Main Street Financial Solutions, LLC](https://advisorcensus.com/firm/main-street-financial-solutions-llc-newtown-pa-305834) ([md](https://advisorcensus.com/firm/main-street-financial-solutions-llc-newtown-pa-305834.md)) | 305834 | Newtown, PA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly, Fixed fee |
| [Malvern Capital Management](https://advisorcensus.com/firm/malvern-capital-management-malvern-pa-292396) ([md](https://advisorcensus.com/firm/malvern-capital-management-malvern-pa-292396.md)) | 292396 | Malvern, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [MC2 Financial Advisers, Inc.](https://advisorcensus.com/firm/mc2-financial-advisers-inc-newtown-square-pa-116309) ([md](https://advisorcensus.com/firm/mc2-financial-advisers-inc-newtown-square-pa-116309.md)) | 116309 | Newtown Square, PA | State-registered investment adviser | $25 million to $100 million | 28 | % of assets, Fixed fee |
| [McAdam LLC](https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914) ([md](https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914.md)) | 170914 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Meridian Wealth Partners, LLC](https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768) ([md](https://advisorcensus.com/firm/meridian-wealth-partners-llc-east-norriton-pa-287768.md)) | 287768 | East Norriton, PA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Miller Investment Management, LP](https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380) ([md](https://advisorcensus.com/firm/miller-investment-management-lp-west-conshohocken-pa-108380.md)) | 108380 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Performance fee |
| [MK3 Wealth LLC](https://advisorcensus.com/firm/mk3-wealth-llc-cherry-hill-nj-305760) ([md](https://advisorcensus.com/firm/mk3-wealth-llc-cherry-hill-nj-305760.md)) | 305760 | Cherry Hill, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [MMA Asset Management LLC](https://advisorcensus.com/firm/mma-asset-management-llc-conshohocken-pa-155426) ([md](https://advisorcensus.com/firm/mma-asset-management-llc-conshohocken-pa-155426.md)) | 155426 | Conshohocken, PA | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Hourly, Fixed fee, Other |
| [Morgan Stanley AIP GP LP](https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050) ([md](https://advisorcensus.com/firm/morgan-stanley-aip-gp-lp-west-conshohocken-pa-117050.md)) | 117050 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Morningside Asset Management](https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789) ([md](https://advisorcensus.com/firm/morningside-asset-management-wilmington-de-268789.md)) | 268789 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Mount Lucas Management LP](https://advisorcensus.com/firm/mount-lucas-management-lp-newtown-pa-108255) ([md](https://advisorcensus.com/firm/mount-lucas-management-lp-newtown-pa-108255.md)) | 108255 | Newtown, PA | SEC-registered investment adviser | $1 billion to $5 billion | 39 | % of assets, Performance fee |
| [Muntz Financial, LLC](https://advisorcensus.com/firm/muntz-financial-llc-doylestown-pa-145971) ([md](https://advisorcensus.com/firm/muntz-financial-llc-doylestown-pa-145971.md)) | 145971 | Doylestown, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [N1 Advisors](https://advisorcensus.com/firm/n1-advisors-newark-de-147048) ([md](https://advisorcensus.com/firm/n1-advisors-newark-de-147048.md)) | 147048 | Newark, DE | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Fixed fee |
| [Newbridge Wealth Management](https://advisorcensus.com/firm/newbridge-wealth-management-bryn-mawr-pa-169239) ([md](https://advisorcensus.com/firm/newbridge-wealth-management-bryn-mawr-pa-169239.md)) | 169239 | Bryn Mawr, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Newsquare Capital, LLC](https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430) ([md](https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430.md)) | 152430 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [Niche Investment Advisors LLC](https://advisorcensus.com/firm/niche-investment-advisors-llc-king-of-prussia-pa-311014) ([md](https://advisorcensus.com/firm/niche-investment-advisors-llc-king-of-prussia-pa-311014.md)) | 311014 | King of Prussia, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Nomura Investment Management Business Trust](https://advisorcensus.com/firm/nomura-investment-management-business-trust-philadelphia-pa-105390) ([md](https://advisorcensus.com/firm/nomura-investment-management-business-trust-philadelphia-pa-105390.md)) | 105390 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Fixed fee, Performance fee |
| [Northeast Advisers, Inc.](https://advisorcensus.com/firm/northeast-advisers-inc-paoli-pa-108835) ([md](https://advisorcensus.com/firm/northeast-advisers-inc-paoli-pa-108835.md)) | 108835 | Paoli, PA | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Old Glory Asset Management LLC](https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013) ([md](https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013.md)) | 126013 | Malvern, PA | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [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 |
| [Penn Capital Management Company, LLC](https://advisorcensus.com/firm/penn-capital-management-company-llc-philadelphia-pa-105081) ([md](https://advisorcensus.com/firm/penn-capital-management-company-llc-philadelphia-pa-105081.md)) | 105081 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Performance fee |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |
| [Retirement and Wealth at Alliant, LLC](https://advisorcensus.com/firm/retirement-and-wealth-at-alliant-llc-wayne-pa-167970) ([md](https://advisorcensus.com/firm/retirement-and-wealth-at-alliant-llc-wayne-pa-167970.md)) | 167970 | Wayne, PA | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Fixed fee, Other |
| [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 |
| [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 |
| [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 |
| [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 |
| [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 |

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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.

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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 retirement plans in Philadelphia, PA: 182 firms from Form ADV filings as of October 2026.