# 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/4

## 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 4 of 5, 151 to 200 of 213, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Piermani Charles J Associates](https://advisorcensus.com/firm/piermani-charles-j-associates-norristown-pa-105942) ([md](https://advisorcensus.com/firm/piermani-charles-j-associates-norristown-pa-105942.md)) | 105942 | Norristown, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Pine Valley Private Wealth](https://advisorcensus.com/firm/pine-valley-private-wealth-marlton-nj-289533) ([md](https://advisorcensus.com/firm/pine-valley-private-wealth-marlton-nj-289533.md)) | 289533 | Marlton, NJ | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee, Other |
| [Pinnacle Strategic Wealth Management, LLC.](https://advisorcensus.com/firm/pinnacle-strategic-wealth-management-llc-king-of-prussia-pa-155652) ([md](https://advisorcensus.com/firm/pinnacle-strategic-wealth-management-llc-king-of-prussia-pa-155652.md)) | 155652 | King of Prussia, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Plumtree Financial Planning](https://advisorcensus.com/firm/plumtree-financial-planning-malvern-pa-167853) ([md](https://advisorcensus.com/firm/plumtree-financial-planning-malvern-pa-167853.md)) | 167853 | Malvern, PA | State-registered investment adviser | Not reported | 13 | 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 |
| [Prosperity Advisers, LLC](https://advisorcensus.com/firm/prosperity-advisers-llc-horsham-pa-282998) ([md](https://advisorcensus.com/firm/prosperity-advisers-llc-horsham-pa-282998.md)) | 282998 | Horsham, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [PTM Wealth Management, LLC](https://advisorcensus.com/firm/ptm-wealth-management-llc-north-wales-pa-308944) ([md](https://advisorcensus.com/firm/ptm-wealth-management-llc-north-wales-pa-308944.md)) | 308944 | North Wales, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [PTS Brokerage, LLC](https://advisorcensus.com/firm/pts-brokerage-llc-mt-laurel-nj-119307) ([md](https://advisorcensus.com/firm/pts-brokerage-llc-mt-laurel-nj-119307.md)) | 119307 | Mt. Laurel, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Commissions |
| [Purpose Built](https://advisorcensus.com/firm/purpose-built-moorestown-nj-326554) ([md](https://advisorcensus.com/firm/purpose-built-moorestown-nj-326554.md)) | 326554 | Moorestown, NJ | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Rational Capital Advisors LLC](https://advisorcensus.com/firm/rational-capital-advisors-llc-ambler-pa-323531) ([md](https://advisorcensus.com/firm/rational-capital-advisors-llc-ambler-pa-323531.md)) | 323531 | Ambler, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, 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 |
| [Revisionist Wealth Advisors, LLC](https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706) ([md](https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706.md)) | 299706 | Downingtown, PA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Rittenhouse Wealth Management, LLC](https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107) ([md](https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107.md)) | 315107 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Rose Valley Asset Management LLC](https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671) ([md](https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671.md)) | 141671 | Media, PA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [S & a Financial Strategies & Services, LLC](https://advisorcensus.com/firm/s-and-a-financial-strategies-and-services-llc-cherry-hill-nj-140188) ([md](https://advisorcensus.com/firm/s-and-a-financial-strategies-and-services-llc-cherry-hill-nj-140188.md)) | 140188 | Cherry Hill, NJ | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed 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 |
| [Sound Wealth LLC](https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237) ([md](https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237.md)) | 329237 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [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 |
| [Stone Fortress Wealth Strategies](https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873) ([md](https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873.md)) | 331873 | Philadelphia, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Stoneridge Wealth Advisors, LLC](https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469) ([md](https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469.md)) | 140469 | Malvern, PA | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Strategic Financial](https://advisorcensus.com/firm/strategic-financial-mount-laurel-nj-122397) ([md](https://advisorcensus.com/firm/strategic-financial-mount-laurel-nj-122397.md)) | 122397 | Mount Laurel, NJ | State-registered investment adviser | Not reported | 38 | Hourly, Fixed fee |
| [Stratfi](https://advisorcensus.com/firm/stratfi-wilmington-de-164744) ([md](https://advisorcensus.com/firm/stratfi-wilmington-de-164744.md)) | 164744 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Summit Group Retirement Planners, Inc.](https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823) ([md](https://advisorcensus.com/firm/summit-group-retirement-planners-inc-exton-pa-169823.md)) | 169823 | Exton, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Swiss Alpine Wealth Management LLC](https://advisorcensus.com/firm/swiss-alpine-wealth-management-llc-wilmington-de-269906) ([md](https://advisorcensus.com/firm/swiss-alpine-wealth-management-llc-wilmington-de-269906.md)) | 269906 | Wilmington, DE | SEC-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [The Fairman Group, LLC](https://advisorcensus.com/firm/the-fairman-group-llc-chesterbrook-pa-121492) ([md](https://advisorcensus.com/firm/the-fairman-group-llc-chesterbrook-pa-121492.md)) | 121492 | Chesterbrook, PA | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [Thrift Financial, Inc.](https://advisorcensus.com/firm/thrift-financial-inc-newtown-pa-314917) ([md](https://advisorcensus.com/firm/thrift-financial-inc-newtown-pa-314917.md)) | 314917 | Newtown, PA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Thrive Capital Management, LLC](https://advisorcensus.com/firm/thrive-capital-management-llc-fort-washington-pa-281347) ([md](https://advisorcensus.com/firm/thrive-capital-management-llc-fort-washington-pa-281347.md)) | 281347 | Fort Washington, PA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly |
| [Thrive Wealth Management, LLC](https://advisorcensus.com/firm/thrive-wealth-management-llc-audubon-pa-168777) ([md](https://advisorcensus.com/firm/thrive-wealth-management-llc-audubon-pa-168777.md)) | 168777 | Audubon, PA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |
| [Towercrest Capital Management, LLC](https://advisorcensus.com/firm/towercrest-capital-management-llc-newtown-pa-152069) ([md](https://advisorcensus.com/firm/towercrest-capital-management-llc-newtown-pa-152069.md)) | 152069 | Newtown, PA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly |
| [TP Investment Advisory Services, LLC](https://advisorcensus.com/firm/tp-investment-advisory-services-llc-westechester-pa-157184) ([md](https://advisorcensus.com/firm/tp-investment-advisory-services-llc-westechester-pa-157184.md)) | 157184 | Westechester, PA | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Traverse Private Wealth](https://advisorcensus.com/firm/traverse-private-wealth-radnor-pa-329996) ([md](https://advisorcensus.com/firm/traverse-private-wealth-radnor-pa-329996.md)) | 329996 | Radnor, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Trinity Wealth Management, LLC](https://advisorcensus.com/firm/trinity-wealth-management-llc-berwyn-pa-169216) ([md](https://advisorcensus.com/firm/trinity-wealth-management-llc-berwyn-pa-169216.md)) | 169216 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Tristate Wealth Advisors](https://advisorcensus.com/firm/tristate-wealth-advisors-newark-de-333345) ([md](https://advisorcensus.com/firm/tristate-wealth-advisors-newark-de-333345.md)) | 333345 | Newark, DE | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [True Horizon Wealth Advisors, LLC](https://advisorcensus.com/firm/true-horizon-wealth-advisors-llc-malvern-pa-170330) ([md](https://advisorcensus.com/firm/true-horizon-wealth-advisors-llc-malvern-pa-170330.md)) | 170330 | Malvern, PA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Truestar Financial Partners](https://advisorcensus.com/firm/truestar-financial-partners-marlton-nj-336223) ([md](https://advisorcensus.com/firm/truestar-financial-partners-marlton-nj-336223.md)) | 336223 | Marlton, NJ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [V3LIMITED LLC](https://advisorcensus.com/firm/v3limited-llc-radnor-pa-169624) ([md](https://advisorcensus.com/firm/v3limited-llc-radnor-pa-169624.md)) | 169624 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Performance fee |
| [Valley Financial Group](https://advisorcensus.com/firm/valley-financial-group-ambler-pa-312254) ([md](https://advisorcensus.com/firm/valley-financial-group-ambler-pa-312254.md)) | 312254 | Ambler, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Valley Forge Investment Consultants, Inc.](https://advisorcensus.com/firm/valley-forge-investment-consultants-inc-audubon-pa-123898) ([md](https://advisorcensus.com/firm/valley-forge-investment-consultants-inc-audubon-pa-123898.md)) | 123898 | Audubon, PA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Veery Capital, LLC](https://advisorcensus.com/firm/veery-capital-llc-west-chester-pa-298465) ([md](https://advisorcensus.com/firm/veery-capital-llc-west-chester-pa-298465.md)) | 298465 | West Chester, PA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Ventura Wealth Management](https://advisorcensus.com/firm/ventura-wealth-management-yardley-pa-152301) ([md](https://advisorcensus.com/firm/ventura-wealth-management-yardley-pa-152301.md)) | 152301 | Yardley, PA | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Vermillion & White Wealth Management Group](https://advisorcensus.com/firm/vermillion-and-white-wealth-management-group-phoenixville-pa-168215) ([md](https://advisorcensus.com/firm/vermillion-and-white-wealth-management-group-phoenixville-pa-168215.md)) | 168215 | Phoenixville, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Vesta Financialcare](https://advisorcensus.com/firm/vesta-financialcare-philadelphia-pa-141804) ([md](https://advisorcensus.com/firm/vesta-financialcare-philadelphia-pa-141804.md)) | 141804 | Philadelphia, PA | State-registered investment adviser | $25 million to $100 million | 19 | Hourly, Fixed fee |

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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.