{
  "path": "/advisors/pa/philadelphia",
  "url": "https://advisorcensus.com/advisors/pa/philadelphia/page/10",
  "page_type": "metro",
  "title": "Financial advisors in Philadelphia, PA",
  "filters": {},
  "scope_total": 711,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Philadelphia, PA?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in Philadelphia, PA?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in Philadelphia, PA offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in Philadelphia, PA fiduciaries?",
      "a": "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."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "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."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "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."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "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."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in Philadelphia, PA. AdvisorCensus lists 711 investment advisory firms with a principal office in the Philadelphia metro area as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "Philadelphia has 711 investment advisory firms with a principal office in the metro area as of October 2026: 410 SEC-registered, 190 state-registered, and 111 exempt reporting advisers. 161 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 157 report under $100 million in regulatory assets under management. The metro area has 2,467,761 households, 422,544 of them with income of $200,000 or more, or 594 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in Philadelphia, PA: 711 firms from Form ADV filings as of October 2026.",
  "total_firms": 711,
  "page": 10,
  "total_pages": 15,
  "sort": "name",
  "registration_types": {
    "sec": 410,
    "state": 190,
    "exempt": 111
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 161
    },
    {
      "code": "percentage_of_aum",
      "count": 549
    },
    {
      "code": "hourly",
      "count": 213
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 329
    },
    {
      "code": "commissions",
      "count": 14
    },
    {
      "code": "performance_based",
      "count": 132
    },
    {
      "code": "other",
      "count": 99
    },
    {
      "code": "not_reported",
      "count": 111
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 260
    },
    {
      "code": "5_to_9",
      "count": 157
    },
    {
      "code": "10_to_19",
      "count": 167
    },
    {
      "code": "20_plus",
      "count": 123
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 79
    },
    {
      "code": "25m_100m",
      "count": 78
    },
    {
      "code": "100m_500m",
      "count": 177
    },
    {
      "code": "500m_1b",
      "count": 61
    },
    {
      "code": "1b_5b",
      "count": 89
    },
    {
      "code": "over_5b",
      "count": 63
    },
    {
      "code": "not_reported",
      "count": 164
    }
  ],
  "firms": [
    {
      "crd_number": 330680,
      "name": "MVP Management Company",
      "name_as_filed": "MVP MANAGEMENT COMPANY",
      "url": "https://advisorcensus.com/firm/mvp-management-company-radnor-pa-330680",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 134436,
      "name": "Mycio Wealth Partners, LLC",
      "name_as_filed": "MYCIO WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/mycio-wealth-partners-llc-philadelphia-pa-134436",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 21,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147048,
      "name": "N1 Advisors",
      "name_as_filed": "N1 ADVISORS",
      "url": "https://advisorcensus.com/firm/n1-advisors-newark-de-147048",
      "city": "Newark",
      "state": "DE",
      "years_registered": 18,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340559,
      "name": "Nearingpoint Venture Partners Inc.",
      "name_as_filed": "NEARINGPOINT VENTURE PARTNERS INC.",
      "url": "https://advisorcensus.com/firm/nearingpoint-venture-partners-inc-wilmington-de-340559",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 286024,
      "name": "Nest EGG",
      "name_as_filed": "NEST EGG",
      "url": "https://advisorcensus.com/firm/nest-egg-conshohocken-pa-286024",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300842,
      "name": "New Rhein Healthcare Investors LLC",
      "name_as_filed": "NEW RHEIN HEALTHCARE INVESTORS LLC",
      "url": "https://advisorcensus.com/firm/new-rhein-healthcare-investors-llc-philadelphia-pa-300842",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169239,
      "name": "Newbridge Wealth Management",
      "name_as_filed": "NEWBRIDGE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/newbridge-wealth-management-bryn-mawr-pa-169239",
      "city": "Bryn Mawr",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308098,
      "name": "Newmarket Investment Management, LP",
      "name_as_filed": "NEWMARKET INVESTMENT MANAGEMENT, LP",
      "url": "https://advisorcensus.com/firm/newmarket-investment-management-lp-philadelphia-pa-308098",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160608,
      "name": "Newspring Capital",
      "name_as_filed": "NEWSPRING CAPITAL",
      "url": "https://advisorcensus.com/firm/newspring-capital-radnor-pa-160608",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152430,
      "name": "Newsquare Capital, LLC",
      "name_as_filed": "NEWSQUARE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430",
      "city": "Newtown Square",
      "state": "PA",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310514,
      "name": "NFDG",
      "name_as_filed": "NFDG",
      "url": "https://advisorcensus.com/firm/nfdg-wilmington-de-310514",
      "city": "Wilmington",
      "state": "DE",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 311014,
      "name": "Niche Investment Advisors LLC",
      "name_as_filed": "NICHE INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/niche-investment-advisors-llc-king-of-prussia-pa-311014",
      "city": "King of Prussia",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310625,
      "name": "NJM Vencap LLC",
      "name_as_filed": "NJM VENCAP LLC",
      "url": "https://advisorcensus.com/firm/njm-vencap-llc-newark-de-310625",
      "city": "Newark",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 105390,
      "name": "Nomura Investment Management Business Trust",
      "name_as_filed": "NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST",
      "url": "https://advisorcensus.com/firm/nomura-investment-management-business-trust-philadelphia-pa-105390",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 38,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322936,
      "name": "Nordwand Advisors",
      "name_as_filed": "NORDWAND ADVISORS",
      "url": "https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323829,
      "name": "Nordwand Investments, LLC",
      "name_as_filed": "NORDWAND INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/nordwand-investments-llc-radnor-pa-323829",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108835,
      "name": "Northeast Advisers, Inc.",
      "name_as_filed": "NORTHEAST ADVISERS, INC.",
      "url": "https://advisorcensus.com/firm/northeast-advisers-inc-paoli-pa-108835",
      "city": "Paoli",
      "state": "PA",
      "years_registered": 26,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 149223,
      "name": "Northport Investment Management, LLC",
      "name_as_filed": "NORTHPORT INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/northport-investment-management-llc-radnor-pa-149223",
      "city": "Radnor",
      "state": "PA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328279,
      "name": "Northstar Asset Management Company, LLC",
      "name_as_filed": "NORTHSTAR ASSET MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279",
      "city": "Blue Bell",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119396,
      "name": "Northstar Financial Companies, Inc.",
      "name_as_filed": "NORTHSTAR FINANCIAL COMPANIES, INC.",
      "url": "https://advisorcensus.com/firm/northstar-financial-companies-inc-conshohocken-pa-119396",
      "city": "Conshohocken",
      "state": "PA",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333578,
      "name": "NXY Capital, LLC",
      "name_as_filed": "NXY CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/nxy-capital-llc-bear-de-333578",
      "city": "Bear",
      "state": "DE",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 158989,
      "name": "OAR Financial",
      "name_as_filed": "OAR FINANCIAL",
      "url": "https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989",
      "city": "Bryn Mawr",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110281,
      "name": "Obrien Greene & Co Inc",
      "name_as_filed": "OBRIEN GREENE & CO INC",
      "url": "https://advisorcensus.com/firm/obrien-greene-and-co-inc-media-pa-110281",
      "city": "Media",
      "state": "PA",
      "years_registered": 57,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299034,
      "name": "Odyssey Capital Advisors Inc.",
      "name_as_filed": "ODYSSEY CAPITAL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/odyssey-capital-advisors-inc-bala-cynwyd-pa-299034",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126013,
      "name": "Old Glory Asset Management LLC",
      "name_as_filed": "OLD GLORY ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013",
      "city": "Malvern",
      "state": "PA",
      "years_registered": 23,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163125,
      "name": "Old Security Group",
      "name_as_filed": "OLD SECURITY GROUP",
      "url": "https://advisorcensus.com/firm/old-security-group-west-chester-pa-163125",
      "city": "West Chester",
      "state": "PA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342792,
      "name": "Omaris Financial, LLC",
      "name_as_filed": "OMARIS FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/omaris-financial-llc-philadelphia-pa-342792",
      "city": "Philadelphia",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304763,
      "name": "Opulus",
      "name_as_filed": "OPULUS",
      "url": "https://advisorcensus.com/firm/opulus-doylestown-pa-304763",
      "city": "Doylestown",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331602,
      "name": "Orbital Management",
      "name_as_filed": "ORBITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/orbital-management-ardmore-pa-331602",
      "city": "Ardmore",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162871,
      "name": "Orchestra Medical Ventures, LLC",
      "name_as_filed": "ORCHESTRA MEDICAL VENTURES, LLC",
      "url": "https://advisorcensus.com/firm/orchestra-medical-ventures-llc-new-hope-pa-162871",
      "city": "New Hope",
      "state": "PA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 328757,
      "name": "Orion Financial Advisors",
      "name_as_filed": "ORION FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/orion-financial-advisors-voorhees-nj-328757",
      "city": "Voorhees",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312857,
      "name": "OUP Management Co., LLC",
      "name_as_filed": "OUP MANAGEMENT CO., LLC",
      "url": "https://advisorcensus.com/firm/oup-management-co-llc-bala-cynwyd-pa-312857",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 312970,
      "name": "OVP Management Co., LLC",
      "name_as_filed": "OVP MANAGEMENT CO., LLC",
      "url": "https://advisorcensus.com/firm/ovp-management-co-llc-bala-cynwyd-pa-312970",
      "city": "Bala Cynwyd",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 289811,
      "name": "Owls Nest Partners",
      "name_as_filed": "OWLS NEST PARTNERS",
      "url": "https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811",
      "city": "Chadds Ford",
      "state": "PA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137381,
      "name": "Pacer Advisors, Inc.",
      "name_as_filed": "PACER ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/pacer-advisors-inc-malvern-pa-137381",
      "city": "Malvern",
      "state": "PA",
      "years_registered": 12,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333662,
      "name": "Paladin Retirement Advisors",
      "name_as_filed": "PALADIN RETIREMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/paladin-retirement-advisors-newtown-pa-333662",
      "city": "Newtown",
      "state": "PA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
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      "years_registered": 7,
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    {
      "crd_number": 107648,
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    {
      "crd_number": 334563,
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      "name_as_filed": "PERSIMMON CAPITAL MANAGEMENT",
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      "city": "Blue Bell",
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    },
    {
      "crd_number": 277156,
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      "name_as_filed": "PF ADVISORS",
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      "city": "Chadds Ford",
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  ],
  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
      "path": "/advisors/pa",
      "label": "Financial advisors in Pennsylvania"
    },
    "metro": {
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      "label": "Financial advisors in Philadelphia, PA"
    },
    "city_pages": [
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      },
      {
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      },
      {
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        "label": "Flat-fee financial advisors in Philadelphia, PA",
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      },
      {
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      }
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    "answer_pages": [
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      },
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        "label": "Financial advisors for retirement plans in Philadelphia, PA"
      },
      {
        "path": "/advisors/pa/philadelphia/for-businesses",
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        "label": "Financial advisors for businesses in Philadelphia, PA"
      },
      {
        "path": "/advisors/pa/philadelphia/for-charities",
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        "label": "Financial advisors for charitable organizations in Philadelphia, PA"
      },
      {
        "path": "/advisors/pa/philadelphia/no-account-minimum",
        "firm_count": 50,
        "label": "Financial advisors with no account minimum in Philadelphia, PA"
      }
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    "niche_pages": [
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        "label": "Financial advisors for educators in Philadelphia, PA"
      },
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        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in Philadelphia, PA"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/pa/philadelphia.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}