# 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/page/3

## 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 3 of 5, 101 to 150 of 213, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Irus Advisory Corporation](https://advisorcensus.com/firm/irus-advisory-corporation-levittown-pa-119140) ([md](https://advisorcensus.com/firm/irus-advisory-corporation-levittown-pa-119140.md)) | 119140 | Levittown, PA | State-registered investment adviser | Not reported | 33 | % of assets, Hourly, Fixed fee |
| [ISQ Capital](https://advisorcensus.com/firm/isq-capital-king-of-prussia-pa-340355) ([md](https://advisorcensus.com/firm/isq-capital-king-of-prussia-pa-340355.md)) | 340355 | King of Prussia, PA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Performance fee, Other |
| [JRM Tax & Wealth Management, LLC](https://advisorcensus.com/firm/jrm-tax-and-wealth-management-llc-chester-heights-pa-318299) ([md](https://advisorcensus.com/firm/jrm-tax-and-wealth-management-llc-chester-heights-pa-318299.md)) | 318299 | Chester Heights, PA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Keitz Investment Management Ltd.](https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770) ([md](https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770.md)) | 123770 | Ambler, PA | State-registered investment adviser | Under $25 million | 31 | % of assets, Hourly |
| [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 |
| [Krown Advisory](https://advisorcensus.com/firm/krown-advisory-blue-bell-pa-342223) ([md](https://advisorcensus.com/firm/krown-advisory-blue-bell-pa-342223.md)) | 342223 | Blue Bell, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Laurel Oak Wealth Management, LLC](https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824) ([md](https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824.md)) | 336824 | Marlton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Legacy Advisors, LLC](https://advisorcensus.com/firm/legacy-advisors-llc-plymouth-meeting-pa-139830) ([md](https://advisorcensus.com/firm/legacy-advisors-llc-plymouth-meeting-pa-139830.md)) | 139830 | Plymouth Meeting, PA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Legacy Advisory Services, LLC](https://advisorcensus.com/firm/legacy-advisory-services-llc-exton-pa-147173) ([md](https://advisorcensus.com/firm/legacy-advisory-services-llc-exton-pa-147173.md)) | 147173 | Exton, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Legacy Investment Advisors, LLC](https://advisorcensus.com/firm/legacy-investment-advisors-llc-voorhees-nj-144477) ([md](https://advisorcensus.com/firm/legacy-investment-advisors-llc-voorhees-nj-144477.md)) | 144477 | Voorhees, NJ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Legacy Solutions, LLC](https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360) ([md](https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360.md)) | 323360 | Kennett Square, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [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 |
| [Linc Wealth Solutions](https://advisorcensus.com/firm/linc-wealth-solutions-norristown-pa-174470) ([md](https://advisorcensus.com/firm/linc-wealth-solutions-norristown-pa-174470.md)) | 174470 | Norristown, PA | State-registered investment adviser | Under $25 million | 11 | % 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 |
| [Livelihood LLC](https://advisorcensus.com/firm/livelihood-llc-philadelphia-pa-301645) ([md](https://advisorcensus.com/firm/livelihood-llc-philadelphia-pa-301645.md)) | 301645 | Philadelphia, PA | State-registered investment adviser | Not reported | 7 | Hourly, Fixed fee, Other |
| [M Financial Planning Services, Inc](https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207) ([md](https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207.md)) | 121207 | Marlton, NJ | State-registered investment adviser | Not reported | 33 | Hourly, Fixed fee, Other |
| [Magnolia Private Wealth, LLC](https://advisorcensus.com/firm/magnolia-private-wealth-llc-philadelphia-pa-324102) ([md](https://advisorcensus.com/firm/magnolia-private-wealth-llc-philadelphia-pa-324102.md)) | 324102 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Main Street Financial Life Advisors, LLC](https://advisorcensus.com/firm/main-street-financial-life-advisors-llc-moorestown-nj-118544) ([md](https://advisorcensus.com/firm/main-street-financial-life-advisors-llc-moorestown-nj-118544.md)) | 118544 | Moorestown, NJ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly |
| [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 |
| [Market Street Wealth Management](https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157) ([md](https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157.md)) | 155157 | West Chester, PA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee, Other |
| [Marquette Associates, Inc.](https://advisorcensus.com/firm/marquette-associates-inc-west-chester-pa-118655) ([md](https://advisorcensus.com/firm/marquette-associates-inc-west-chester-pa-118655.md)) | 118655 | West Chester, PA | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [McKenna & Sullivan Inc](https://advisorcensus.com/firm/mckenna-and-sullivan-inc-southampton-pa-120366) ([md](https://advisorcensus.com/firm/mckenna-and-sullivan-inc-southampton-pa-120366.md)) | 120366 | Southampton, PA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Megaannum Capital, LLC](https://advisorcensus.com/firm/megaannum-capital-llc-downingtown-pa-171002) ([md](https://advisorcensus.com/firm/megaannum-capital-llc-downingtown-pa-171002.md)) | 171002 | Downingtown, PA | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly |
| [MFG Investments, LLC](https://advisorcensus.com/firm/mfg-investments-llc-medford-nj-125122) ([md](https://advisorcensus.com/firm/mfg-investments-llc-medford-nj-125122.md)) | 125122 | Medford, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [MG Financial Management, LLC](https://advisorcensus.com/firm/mg-financial-management-llc-doylestown-pa-285346) ([md](https://advisorcensus.com/firm/mg-financial-management-llc-doylestown-pa-285346.md)) | 285346 | Doylestown, PA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly |
| [Millergroup Investments LLC](https://advisorcensus.com/firm/millergroup-investments-llc-villanova-pa-166210) ([md](https://advisorcensus.com/firm/millergroup-investments-llc-villanova-pa-166210.md)) | 166210 | Villanova, PA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, 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 |
| [Modern Wealth Concepts LLC](https://advisorcensus.com/firm/modern-wealth-concepts-llc-jenkintown-pa-154742) ([md](https://advisorcensus.com/firm/modern-wealth-concepts-llc-jenkintown-pa-154742.md)) | 154742 | Jenkintown, PA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [Molotsky Tax Advisory Group, LLC](https://advisorcensus.com/firm/molotsky-tax-advisory-group-llc-voorhees-nj-144292) ([md](https://advisorcensus.com/firm/molotsky-tax-advisory-group-llc-voorhees-nj-144292.md)) | 144292 | Voorhees, NJ | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [Moondance Investment Advisors, LLC](https://advisorcensus.com/firm/moondance-investment-advisors-llc-new-hope-pa-166171) ([md](https://advisorcensus.com/firm/moondance-investment-advisors-llc-new-hope-pa-166171.md)) | 166171 | New Hope, PA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [MOR Wealth Management, LLC](https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022) ([md](https://advisorcensus.com/firm/mor-wealth-management-llc-philadelphia-pa-333022.md)) | 333022 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Moyer Wealth Management](https://advisorcensus.com/firm/moyer-wealth-management-montgomeryville-pa-317908) ([md](https://advisorcensus.com/firm/moyer-wealth-management-montgomeryville-pa-317908.md)) | 317908 | Montgomeryville, PA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee, Other |
| [Mycio Wealth Partners, LLC](https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436) ([md](https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436.md)) | 134436 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Hourly, 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 |
| [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 |
| [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 |
| [Northport Investment Management, LLC](https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223) ([md](https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223.md)) | 149223 | Radnor, PA | State-registered investment adviser | $25 million to $100 million | 17 | % 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 |
| [Odyssey Capital Advisors Inc.](https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034) ([md](https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034.md)) | 299034 | Bala Cynwyd, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee, Other |
| [Old Security Group](https://advisorcensus.com/firm/old-security-group-west-chester-pa-163125) ([md](https://advisorcensus.com/firm/old-security-group-west-chester-pa-163125.md)) | 163125 | West Chester, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee, Other |
| [Omaris Financial, LLC](https://advisorcensus.com/firm/omaris-financial-llc-philadelphia-pa-342792) ([md](https://advisorcensus.com/firm/omaris-financial-llc-philadelphia-pa-342792.md)) | 342792 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Opulus](https://advisorcensus.com/firm/opulus-doylestown-pa-304763) ([md](https://advisorcensus.com/firm/opulus-doylestown-pa-304763.md)) | 304763 | Doylestown, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Penn Portfolio Partners LLC](https://advisorcensus.com/firm/penn-portfolio-partners-llc-telford-pa-333736) ([md](https://advisorcensus.com/firm/penn-portfolio-partners-llc-telford-pa-333736.md)) | 333736 | Telford, PA | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee, Other |
| [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 |

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