# Financial advisors with no account minimum in Philadelphia, PA

> AdvisorCensus lists 50 investment advisory firms with a principal office in the Philadelphia metro area whose Form ADV Part 2A brochure states that the firm has no account minimum, a sentence checked word for word in the brochure, from filings as of October 2026. Firms are listed alphabetically; each firm's page quotes the brochure.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/no-account-minimum

## At a glance

- Investment advisory firms: 50
- Registration: SEC-registered investment adviser: 50
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 11 (22%); Percentage of assets 49 (98%); Hourly charges 24 (48%); Fixed fees 40 (80%); Performance-based fees 4 (8%); Other 4 (8%)
- Regulatory assets under management (Item 5.F): Under $25 million 1 (2%); $100 million to $500 million 26 (52%); $500 million to $1 billion 14 (28%); $1 billion to $5 billion 7 (14%); Over $5 billion 2 (4%)
- Years registered: Under 5 years 19 (38%); 5 to 9 years 15 (30%); 10 to 19 years 11 (22%); 20 years or more 5 (10%)

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

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Anchored Financial Planning LLC](https://advisorcensus.com/firm/anchored-financial-planning-llc-west-deptford-nj-336537) ([md](https://advisorcensus.com/firm/anchored-financial-planning-llc-west-deptford-nj-336537.md)) | 336537 | West Deptford, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Axiom Asset Management](https://advisorcensus.com/firm/axiom-asset-management-wayne-pa-145186) ([md](https://advisorcensus.com/firm/axiom-asset-management-wayne-pa-145186.md)) | 145186 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [BC Advisors, LLC](https://advisorcensus.com/firm/bc-advisors-llc-mt-laurel-nj-142982) ([md](https://advisorcensus.com/firm/bc-advisors-llc-mt-laurel-nj-142982.md)) | 142982 | Mt. Laurel, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Fixed fee |
| [Beacon Bridge Wealth Partners, LLC](https://advisorcensus.com/firm/beacon-bridge-wealth-partners-llc-lower-gwynedd-pa-321705) ([md](https://advisorcensus.com/firm/beacon-bridge-wealth-partners-llc-lower-gwynedd-pa-321705.md)) | 321705 | Lower Gwynedd, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, 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 |
| [Carnegie Wealth Management, LLC](https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430) ([md](https://advisorcensus.com/firm/carnegie-wealth-management-llc-berwyn-pa-290430.md)) | 290430 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, 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 |
| [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 |
| [Coombs Wealth Advisory, LLC](https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132) ([md](https://advisorcensus.com/firm/coombs-wealth-advisory-llc-blue-bell-pa-281132.md)) | 281132 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Corient SHC Wealth Management (US) LP](https://advisorcensus.com/firm/corient-shc-wealth-management-us-lp-philadelphia-pa-151225) ([md](https://advisorcensus.com/firm/corient-shc-wealth-management-us-lp-philadelphia-pa-151225.md)) | 151225 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee, Performance fee |
| [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 |
| [Crossover Capital](https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625) ([md](https://advisorcensus.com/firm/crossover-capital-yardley-pa-326625.md)) | 326625 | Yardley, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee, Other |
| [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 |
| [Equita Financial Network, Inc.](https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031) ([md](https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031.md)) | 277031 | Fort Washington, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Foundation Wealth Management, LLC](https://advisorcensus.com/firm/foundation-wealth-management-llc-media-pa-168270) ([md](https://advisorcensus.com/firm/foundation-wealth-management-llc-media-pa-168270.md)) | 168270 | Media, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [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 |
| [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 |
| [Kennedy Investment Group](https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605) ([md](https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605.md)) | 322605 | West Deptford, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Kitching Partners, LLC](https://advisorcensus.com/firm/kitching-partners-llc-conshohocken-pa-325042) ([md](https://advisorcensus.com/firm/kitching-partners-llc-conshohocken-pa-325042.md)) | 325042 | Conshohocken, PA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Lansing Street Advisors](https://advisorcensus.com/firm/lansing-street-advisors-ambler-pa-306882) ([md](https://advisorcensus.com/firm/lansing-street-advisors-ambler-pa-306882.md)) | 306882 | Ambler, PA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, 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 |
| [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 |
| [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 |
| [Marvin & Palmer Associates](https://advisorcensus.com/firm/marvin-and-palmer-associates-wilmington-de-105399) ([md](https://advisorcensus.com/firm/marvin-and-palmer-associates-wilmington-de-105399.md)) | 105399 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets, Performance 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 |
| [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 |
| [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 |
| [Northstar Asset Management Company, LLC](https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279) ([md](https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279.md)) | 328279 | Blue Bell, PA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets |
| [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 |
| [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 |
| [Prowell Financial Management, LLC](https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762) ([md](https://advisorcensus.com/firm/prowell-financial-management-llc-exton-pa-281762.md)) | 281762 | Exton, PA | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, 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 |
| [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 |
| [Radnor Capital Management, LLC](https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559) ([md](https://advisorcensus.com/firm/radnor-capital-management-llc-wayne-pa-159559.md)) | 159559 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee |
| [Red Spruce Capital, LLC](https://advisorcensus.com/firm/red-spruce-capital-llc-berwyn-pa-158720) ([md](https://advisorcensus.com/firm/red-spruce-capital-llc-berwyn-pa-158720.md)) | 158720 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Renovus Associates, LLC](https://advisorcensus.com/firm/renovus-associates-llc-wayne-pa-314528) ([md](https://advisorcensus.com/firm/renovus-associates-llc-wayne-pa-314528.md)) | 314528 | Wayne, PA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Rolek Retirement Planning](https://advisorcensus.com/firm/rolek-retirement-planning-berwyn-pa-285351) ([md](https://advisorcensus.com/firm/rolek-retirement-planning-berwyn-pa-285351.md)) | 285351 | Berwyn, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, 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 |
| [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 |
| [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 |
| [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 |
| [Traynor Capital Management](https://advisorcensus.com/firm/traynor-capital-management-malvern-pa-138881) ([md](https://advisorcensus.com/firm/traynor-capital-management-malvern-pa-138881.md)) | 138881 | Malvern, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets |
| [Westover Capital Advisors, LLC](https://advisorcensus.com/firm/westover-capital-advisors-llc-wilmington-de-126520) ([md](https://advisorcensus.com/firm/westover-capital-advisors-llc-wilmington-de-126520.md)) | 126520 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Wharton Wealth Management, LLC](https://advisorcensus.com/firm/wharton-wealth-management-llc-malvern-pa-281348) ([md](https://advisorcensus.com/firm/wharton-wealth-management-llc-malvern-pa-281348.md)) | 281348 | Malvern, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Wick Capital Partners, LLC](https://advisorcensus.com/firm/wick-capital-partners-llc-wayne-pa-299194) ([md](https://advisorcensus.com/firm/wick-capital-partners-llc-wayne-pa-299194.md)) | 299194 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Fixed fee |

## Questions people ask

**Which financial advisors in Philadelphia, PA have no account minimum?**
50 investment advisory firms with a principal office in the Philadelphia metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states 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

- [Financial advisors in Pennsylvania](https://advisorcensus.com/advisors/pa) (https://advisorcensus.com/advisors/pa.md)
- [Financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia) (https://advisorcensus.com/advisors/pa/philadelphia.md)
- [Fee-only financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/fee-only) (https://advisorcensus.com/advisors/pa/philadelphia/fee-only.md)
- [Flat-fee financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/flat-fee) (https://advisorcensus.com/advisors/pa/philadelphia/flat-fee.md)
- [Hourly financial advisors in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/hourly) (https://advisorcensus.com/advisors/pa/philadelphia/hourly.md)
- [Financial advisors for educators in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/educators) (https://advisorcensus.com/advisors/pa/philadelphia/educators.md)
- [Financial advisors for pre-retirees in Philadelphia, PA](https://advisorcensus.com/advisors/pa/philadelphia/pre-retirees) (https://advisorcensus.com/advisors/pa/philadelphia/pre-retirees.md)
- [Financial advisors in Wilmington, DE](https://advisorcensus.com/advisors/pa/philadelphia/wilmington) (https://advisorcensus.com/advisors/pa/philadelphia/wilmington.md)
- [Financial advisors in Wayne, PA](https://advisorcensus.com/advisors/pa/philadelphia/wayne) (https://advisorcensus.com/advisors/pa/philadelphia/wayne.md)
- [Financial advisors in Radnor, PA](https://advisorcensus.com/advisors/pa/philadelphia/radnor) (https://advisorcensus.com/advisors/pa/philadelphia/radnor.md)
- [Financial advisors in Conshohocken, PA](https://advisorcensus.com/advisors/pa/philadelphia/conshohocken) (https://advisorcensus.com/advisors/pa/philadelphia/conshohocken.md)
- [Financial advisors in Malvern, PA](https://advisorcensus.com/advisors/pa/philadelphia/malvern) (https://advisorcensus.com/advisors/pa/philadelphia/malvern.md)
- [Financial advisors in Newtown, PA](https://advisorcensus.com/advisors/pa/philadelphia/newtown) (https://advisorcensus.com/advisors/pa/philadelphia/newtown.md)
- [Financial advisors in West Conshohocken, PA](https://advisorcensus.com/advisors/pa/philadelphia/west-conshohocken) (https://advisorcensus.com/advisors/pa/philadelphia/west-conshohocken.md)
- [Financial advisors in Berwyn, PA](https://advisorcensus.com/advisors/pa/philadelphia/berwyn) (https://advisorcensus.com/advisors/pa/philadelphia/berwyn.md)
- [Financial advisors in West Chester, PA](https://advisorcensus.com/advisors/pa/philadelphia/west-chester) (https://advisorcensus.com/advisors/pa/philadelphia/west-chester.md)
- [Financial advisors in King of Prussia, PA](https://advisorcensus.com/advisors/pa/philadelphia/king-of-prussia) (https://advisorcensus.com/advisors/pa/philadelphia/king-of-prussia.md)
- [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 with no account minimum in Philadelphia, PA: 50 firms from Form ADV filings as of October 2026.