# Hourly financial advisors in Philadelphia, PA

> AdvisorCensus lists 213 investment advisory firms with a principal office in the Philadelphia metro area that report hourly charges among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/hourly

## At a glance

- Investment advisory firms: 213
- Registration: SEC-registered investment adviser: 115, State-registered investment adviser: 98
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 61 (29%); Percentage of assets 193 (91%); Hourly charges 213 (100%); Subscription fees (newsletter or periodical) 2 (1%); Fixed fees 178 (84%); Commissions 8 (4%); Performance-based fees 12 (6%); Other 28 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 35 (16%); $25 million to $100 million 38 (18%); $100 million to $500 million 61 (29%); $500 million to $1 billion 27 (13%); $1 billion to $5 billion 18 (8%); Over $5 billion 8 (4%); Not reported 26 (12%)
- Years registered: Under 5 years 61 (29%); 5 to 9 years 52 (24%); 10 to 19 years 55 (26%); 20 years or more 45 (21%)

## Firms (page 1 of 5, 1 to 50 of 213, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [2nd Story Wealth Planners](https://advisorcensus.com/firm/2nd-story-wealth-planners-plymouth-meeting-pa-325409) ([md](https://advisorcensus.com/firm/2nd-story-wealth-planners-plymouth-meeting-pa-325409.md)) | 325409 | Plymouth Meeting, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Affinity Wealth Management LLC](https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735) ([md](https://advisorcensus.com/firm/affinity-wealth-management-llc-wilmington-de-290735.md)) | 290735 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Almanack Investment Partners](https://advisorcensus.com/firm/almanack-investment-partners-newtown-square-pa-282428) ([md](https://advisorcensus.com/firm/almanack-investment-partners-newtown-square-pa-282428.md)) | 282428 | Newtown Square, PA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [Amplius Wealth Advisors](https://advisorcensus.com/firm/amplius-wealth-advisors-blue-bell-pa-312463) ([md](https://advisorcensus.com/firm/amplius-wealth-advisors-blue-bell-pa-312463.md)) | 312463 | Blue Bell, PA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Anthony Petsis & Associates Inc.](https://advisorcensus.com/firm/anthony-petsis-and-associates-inc-newtown-pa-123209) ([md](https://advisorcensus.com/firm/anthony-petsis-and-associates-inc-newtown-pa-123209.md)) | 123209 | Newtown, PA | State-registered investment adviser | Not reported | 35 | Hourly |
| [Arin Risk Advisors LLC](https://advisorcensus.com/firm/arin-risk-advisors-llc-conshohocken-pa-151491) ([md](https://advisorcensus.com/firm/arin-risk-advisors-llc-conshohocken-pa-151491.md)) | 151491 | Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Hourly, Fixed fee, Performance fee |
| [Ascension Legacy Partners, Inc.](https://advisorcensus.com/firm/ascension-legacy-partners-inc-bala-cynwyd-pa-338567) ([md](https://advisorcensus.com/firm/ascension-legacy-partners-inc-bala-cynwyd-pa-338567.md)) | 338567 | Bala Cynwyd, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Auctus Wealth Management Inc.](https://advisorcensus.com/firm/auctus-wealth-management-inc-philadelphia-pa-160036) ([md](https://advisorcensus.com/firm/auctus-wealth-management-inc-philadelphia-pa-160036.md)) | 160036 | Philadelphia, PA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Aventine Financial Group](https://advisorcensus.com/firm/aventine-financial-group-doylestown-pa-292390) ([md](https://advisorcensus.com/firm/aventine-financial-group-doylestown-pa-292390.md)) | 292390 | Doylestown, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Axiom Investment Solutions LLC](https://advisorcensus.com/firm/axiom-investment-solutions-llc-doylestown-pa-192518) ([md](https://advisorcensus.com/firm/axiom-investment-solutions-llc-doylestown-pa-192518.md)) | 192518 | Doylestown, PA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly |
| [Ballast Financial Advisors, LLC](https://advisorcensus.com/firm/ballast-financial-advisors-llc-west-chester-pa-304430) ([md](https://advisorcensus.com/firm/ballast-financial-advisors-llc-west-chester-pa-304430.md)) | 304430 | West Chester, PA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Bancroft Capital, LLC](https://advisorcensus.com/firm/bancroft-capital-llc-fort-washington-pa-290665) ([md](https://advisorcensus.com/firm/bancroft-capital-llc-fort-washington-pa-290665.md)) | 290665 | Fort Washington, PA | State-registered investment adviser | Not reported | 8 | % of assets, Hourly, Fixed fee |
| [Bargeld Financial](https://advisorcensus.com/firm/bargeld-financial-media-pa-327633) ([md](https://advisorcensus.com/firm/bargeld-financial-media-pa-327633.md)) | 327633 | Media, PA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Barnstone Advisors LLC](https://advisorcensus.com/firm/barnstone-advisors-llc-phoenixville-pa-144511) ([md](https://advisorcensus.com/firm/barnstone-advisors-llc-phoenixville-pa-144511.md)) | 144511 | Phoenixville, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Barrister](https://advisorcensus.com/firm/barrister-fort-washington-pa-153598) ([md](https://advisorcensus.com/firm/barrister-fort-washington-pa-153598.md)) | 153598 | Fort Washington, PA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Benchmark Financial](https://advisorcensus.com/firm/benchmark-financial-chesterbrook-pa-127074) ([md](https://advisorcensus.com/firm/benchmark-financial-chesterbrook-pa-127074.md)) | 127074 | Chesterbrook, PA | State-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Benchmark Financial, LLC](https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443) ([md](https://advisorcensus.com/firm/benchmark-financial-llc-wilmington-de-297443.md)) | 297443 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Blue Bell Private Wealth Management, LLC](https://advisorcensus.com/firm/blue-bell-private-wealth-management-llc-blue-bell-pa-134184) ([md](https://advisorcensus.com/firm/blue-bell-private-wealth-management-llc-blue-bell-pa-134184.md)) | 134184 | Blue Bell, PA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Fixed fee |
| [Bluefin Financial](https://advisorcensus.com/firm/bluefin-financial-moorestown-nj-288375) ([md](https://advisorcensus.com/firm/bluefin-financial-moorestown-nj-288375.md)) | 288375 | Moorestown, NJ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Bluesphere Advisors LLC](https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972) ([md](https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972.md)) | 283972 | East Norriton, PA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly, Fixed fee |
| [Bouvel Investment Partners, LLC](https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436) ([md](https://advisorcensus.com/firm/bouvel-investment-partners-llc-phoenixville-pa-108436.md)) | 108436 | Phoenixville, PA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly |
| [Brinker Financial](https://advisorcensus.com/firm/brinker-financial-broomall-pa-123343) ([md](https://advisorcensus.com/firm/brinker-financial-broomall-pa-123343.md)) | 123343 | Broomall, PA | State-registered investment adviser | Not reported | 41 | Hourly, Fixed fee |
| [Bruton Chisnell Advisors, LLC](https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192) ([md](https://advisorcensus.com/firm/bruton-chisnell-advisors-llc-downingtown-pa-293192.md)) | 293192 | Downingtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Bryn Mawr Trust Advisors, LLC](https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359) ([md](https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359.md)) | 285359 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Capital Markets IQ, LLC](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921) ([md](https://advisorcensus.com/firm/capital-markets-iq-llc-wilmington-de-134921.md)) | 134921 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee, Performance fee |
| [Capital Planning Associates, Incorporated](https://advisorcensus.com/firm/capital-planning-associates-incorporated-marlton-nj-128863) ([md](https://advisorcensus.com/firm/capital-planning-associates-incorporated-marlton-nj-128863.md)) | 128863 | Marlton, NJ | State-registered investment adviser | Under $25 million | 34 | % of assets, Hourly, Fixed fee |
| [Capridge Advisors](https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404) ([md](https://advisorcensus.com/firm/capridge-advisors-wayne-pa-330404.md)) | 330404 | Wayne, PA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [CGI Plan Advisors, Inc.](https://advisorcensus.com/firm/cgi-plan-advisors-inc-frazer-pa-311275) ([md](https://advisorcensus.com/firm/cgi-plan-advisors-inc-frazer-pa-311275.md)) | 311275 | Frazer, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [CGI Wealth Advisors, Inc.](https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273) ([md](https://advisorcensus.com/firm/cgi-wealth-advisors-inc-frazer-pa-311273.md)) | 311273 | Frazer, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Chadds Ford Wealth Partners, LLC](https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159) ([md](https://advisorcensus.com/firm/chadds-ford-wealth-partners-llc-chadds-ford-pa-304159.md)) | 304159 | Chadds Ford, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Chestnut Investment Advisory](https://advisorcensus.com/firm/chestnut-investment-advisory-glenside-pa-118582) ([md](https://advisorcensus.com/firm/chestnut-investment-advisory-glenside-pa-118582.md)) | 118582 | Glenside, PA | State-registered investment adviser | Under $25 million | 38 | % of assets, Hourly |
| [Christine Messmer, P.C.](https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202) ([md](https://advisorcensus.com/firm/christine-messmer-p-c-collegeville-pa-121202.md)) | 121202 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | Hourly, Fixed fee |
| [Clariti Wealth Advisors](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804) ([md](https://advisorcensus.com/firm/clariti-wealth-advisors-wilmington-de-104804.md)) | 104804 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly, Fixed fee |
| [Clear Capital Management LP](https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209) ([md](https://advisorcensus.com/firm/clear-capital-management-lp-doylestown-pa-172209.md)) | 172209 | Doylestown, PA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Clearview Financial Partners](https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168) ([md](https://advisorcensus.com/firm/clearview-financial-partners-radnor-pa-286168.md)) | 286168 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Co-Missions Financial Planning](https://advisorcensus.com/firm/co-missions-financial-planning-cherry-hill-nj-289227) ([md](https://advisorcensus.com/firm/co-missions-financial-planning-cherry-hill-nj-289227.md)) | 289227 | Cherry Hill, NJ | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Coadjutant Financial Planning Services](https://advisorcensus.com/firm/coadjutant-financial-planning-services-cherry-hill-nj-329340) ([md](https://advisorcensus.com/firm/coadjutant-financial-planning-services-cherry-hill-nj-329340.md)) | 329340 | Cherry Hill, NJ | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Common Cents Planning](https://advisorcensus.com/firm/common-cents-planning-glen-mills-pa-120131) ([md](https://advisorcensus.com/firm/common-cents-planning-glen-mills-pa-120131.md)) | 120131 | Glen Mills, PA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly |
| [Compass Ion Advisors, LLC](https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418) ([md](https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418.md)) | 166418 | Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Comprehensive Advisors, LLC](https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316) ([md](https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316.md)) | 289316 | Lansdale, PA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Comprehensive Financial Advisers](https://advisorcensus.com/firm/comprehensive-financial-advisers-exton-pa-121488) ([md](https://advisorcensus.com/firm/comprehensive-financial-advisers-exton-pa-121488.md)) | 121488 | Exton, PA | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Concentus Wealth Advisors](https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052) ([md](https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052.md)) | 170052 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [Conestoga Wealth Management](https://advisorcensus.com/firm/conestoga-wealth-management-exton-pa-158981) ([md](https://advisorcensus.com/firm/conestoga-wealth-management-exton-pa-158981.md)) | 158981 | Exton, PA | State-registered investment adviser | Not reported | 14 | % of assets, Hourly, Other |
| [Cooney Financial Advisors Inc](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075) ([md](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075.md)) | 123075 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 39 | % of assets, Hourly, Fixed fee |
| [Cooper Eagle, LLC](https://advisorcensus.com/firm/cooper-eagle-llc-king-of-prussia-pa-314675) ([md](https://advisorcensus.com/firm/cooper-eagle-llc-king-of-prussia-pa-314675.md)) | 314675 | King of Prussia, PA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [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 |
| [CPC Financial Planning, Inc](https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150) ([md](https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150.md)) | 119150 | King of Prussia, PA | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Creative Financial Concepts, Inc.](https://advisorcensus.com/firm/creative-financial-concepts-inc-wilmington-de-144618) ([md](https://advisorcensus.com/firm/creative-financial-concepts-inc-wilmington-de-144618.md)) | 144618 | Wilmington, DE | State-registered investment adviser | Not reported | 39 | Hourly, Other |
| [Crossgate Wealth Advisors, LLC](https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856) ([md](https://advisorcensus.com/firm/crossgate-wealth-advisors-llc-newtown-pa-121856.md)) | 121856 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Darby Investment Services LLC](https://advisorcensus.com/firm/darby-investment-services-llc-woodbury-nj-312457) ([md](https://advisorcensus.com/firm/darby-investment-services-llc-woodbury-nj-312457.md)) | 312457 | Woodbury, NJ | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |

- Next page: https://advisorcensus.com/advisors/pa/philadelphia/hourly/page/2.md

## Questions people ask

**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 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. Hourly financial advisors in Philadelphia, PA: 213 firms from Form ADV filings as of October 2026.