# Financial advisors in Philadelphia, PA

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/page/10

## At a glance

- Investment advisory firms: 711
- Registration: SEC-registered investment adviser: 410, State-registered investment adviser: 190, Exempt reporting adviser: 111
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 161 (27%); Percentage of assets 549 (92%); Hourly charges 213 (36%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 329 (55%); Commissions 14 (2%); Performance-based fees 132 (22%); Other 99 (17%); No compensation arrangements reported 111
- Regulatory assets under management (Item 5.F): Under $25 million 79 (11%); $25 million to $100 million 78 (11%); $100 million to $500 million 177 (25%); $500 million to $1 billion 61 (9%); $1 billion to $5 billion 89 (13%); Over $5 billion 63 (9%); Not reported 164 (23%)
- Years registered: Under 5 years 260 (37%); 5 to 9 years 157 (22%); 10 to 19 years 167 (23%); 20 years or more 123 (17%); Not reported 4 (1%)

## Firms (page 10 of 15, 451 to 500 of 711, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [MVP Management Company](https://advisorcensus.com/firm/mvp-management-company-radnor-pa-330680) ([md](https://advisorcensus.com/firm/mvp-management-company-radnor-pa-330680.md)) | 330680 | Radnor, PA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [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 |
| [N1 Advisors](https://advisorcensus.com/firm/n1-advisors-newark-de-147048) ([md](https://advisorcensus.com/firm/n1-advisors-newark-de-147048.md)) | 147048 | Newark, DE | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Fixed fee |
| [Nearingpoint Venture Partners Inc.](https://advisorcensus.com/firm/nearingpoint-venture-partners-inc-wilmington-de-340559) ([md](https://advisorcensus.com/firm/nearingpoint-venture-partners-inc-wilmington-de-340559.md)) | 340559 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nest EGG](https://advisorcensus.com/firm/nest-egg-conshohocken-pa-286024) ([md](https://advisorcensus.com/firm/nest-egg-conshohocken-pa-286024.md)) | 286024 | Conshohocken, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [New Rhein Healthcare Investors LLC](https://advisorcensus.com/firm/new-rhein-healthcare-investors-llc-philadelphia-pa-300842) ([md](https://advisorcensus.com/firm/new-rhein-healthcare-investors-llc-philadelphia-pa-300842.md)) | 300842 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance 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 |
| [Newmarket Investment Management, LP](https://advisorcensus.com/firm/newmarket-investment-management-lp-philadelphia-pa-308098) ([md](https://advisorcensus.com/firm/newmarket-investment-management-lp-philadelphia-pa-308098.md)) | 308098 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Newspring Capital](https://advisorcensus.com/firm/newspring-capital-radnor-pa-160608) ([md](https://advisorcensus.com/firm/newspring-capital-radnor-pa-160608.md)) | 160608 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Newsquare Capital, LLC](https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430) ([md](https://advisorcensus.com/firm/newsquare-capital-llc-newtown-square-pa-152430.md)) | 152430 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [NFDG](https://advisorcensus.com/firm/nfdg-wilmington-de-310514) ([md](https://advisorcensus.com/firm/nfdg-wilmington-de-310514.md)) | 310514 | Wilmington, DE | Exempt reporting adviser | Not reported | 6 | Not reported |
| [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 |
| [NJM Vencap LLC](https://advisorcensus.com/firm/njm-vencap-llc-newark-de-310625) ([md](https://advisorcensus.com/firm/njm-vencap-llc-newark-de-310625.md)) | 310625 | Newark, DE | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Nomura Investment Management Business Trust](https://advisorcensus.com/firm/nomura-investment-management-business-trust-philadelphia-pa-105390) ([md](https://advisorcensus.com/firm/nomura-investment-management-business-trust-philadelphia-pa-105390.md)) | 105390 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 38 | % of assets, Fixed fee, Performance fee |
| [Nordwand Advisors](https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936) ([md](https://advisorcensus.com/firm/nordwand-advisors-radnor-pa-322936.md)) | 322936 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee |
| [Nordwand Investments, LLC](https://advisorcensus.com/firm/nordwand-investments-llc-radnor-pa-323829) ([md](https://advisorcensus.com/firm/nordwand-investments-llc-radnor-pa-323829.md)) | 323829 | Radnor, PA | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Performance fee |
| [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 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 |
| [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 |
| [NXY Capital, LLC](https://advisorcensus.com/firm/nxy-capital-llc-bear-de-333578) ([md](https://advisorcensus.com/firm/nxy-capital-llc-bear-de-333578.md)) | 333578 | Bear, DE | Exempt reporting adviser | Not reported | 0 | Not reported |
| [OAR Financial](https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989) ([md](https://advisorcensus.com/firm/oar-financial-bryn-mawr-pa-158989.md)) | 158989 | Bryn Mawr, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [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 Glory Asset Management LLC](https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013) ([md](https://advisorcensus.com/firm/old-glory-asset-management-llc-malvern-pa-126013.md)) | 126013 | Malvern, PA | SEC-registered investment adviser | $500 million to $1 billion | 23 | % of assets |
| [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 |
| [Orbital Management](https://advisorcensus.com/firm/orbital-management-ardmore-pa-331602) ([md](https://advisorcensus.com/firm/orbital-management-ardmore-pa-331602.md)) | 331602 | Ardmore, PA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Orchestra Medical Ventures, LLC](https://advisorcensus.com/firm/orchestra-medical-ventures-llc-new-hope-pa-162871) ([md](https://advisorcensus.com/firm/orchestra-medical-ventures-llc-new-hope-pa-162871.md)) | 162871 | New Hope, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Orion Financial Advisors](https://advisorcensus.com/firm/orion-financial-advisors-voorhees-nj-328757) ([md](https://advisorcensus.com/firm/orion-financial-advisors-voorhees-nj-328757.md)) | 328757 | Voorhees, NJ | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [OUP Management Co., LLC](https://advisorcensus.com/firm/oup-management-co-llc-bala-cynwyd-pa-312857) ([md](https://advisorcensus.com/firm/oup-management-co-llc-bala-cynwyd-pa-312857.md)) | 312857 | Bala Cynwyd, PA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [OVP Management Co., LLC](https://advisorcensus.com/firm/ovp-management-co-llc-bala-cynwyd-pa-312970) ([md](https://advisorcensus.com/firm/ovp-management-co-llc-bala-cynwyd-pa-312970.md)) | 312970 | Bala Cynwyd, PA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Owls Nest Partners](https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811) ([md](https://advisorcensus.com/firm/owls-nest-partners-chadds-ford-pa-289811.md)) | 289811 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Pacer Advisors, Inc.](https://advisorcensus.com/firm/pacer-advisors-inc-malvern-pa-137381) ([md](https://advisorcensus.com/firm/pacer-advisors-inc-malvern-pa-137381.md)) | 137381 | Malvern, PA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets |
| [Paladin Retirement Advisors](https://advisorcensus.com/firm/paladin-retirement-advisors-newtown-pa-333662) ([md](https://advisorcensus.com/firm/paladin-retirement-advisors-newtown-pa-333662.md)) | 333662 | Newtown, PA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Palliser Capital (US) LLC](https://advisorcensus.com/firm/palliser-capital-us-llc-wilmington-de-336396) ([md](https://advisorcensus.com/firm/palliser-capital-us-llc-wilmington-de-336396.md)) | 336396 | Wilmington, DE | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Paoli Financial Advisors, Ltd.](https://advisorcensus.com/firm/paoli-financial-advisors-ltd-paoli-pa-174361) ([md](https://advisorcensus.com/firm/paoli-financial-advisors-ltd-paoli-pa-174361.md)) | 174361 | Paoli, PA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Paradigm Money Management, LLC](https://advisorcensus.com/firm/paradigm-money-management-llc-wayne-pa-304097) ([md](https://advisorcensus.com/firm/paradigm-money-management-llc-wayne-pa-304097.md)) | 304097 | Wayne, PA | State-registered investment adviser | Not reported | 7 | Fixed fee, Other |
| [Patriot Financial Manager, L.P.](https://advisorcensus.com/firm/patriot-financial-manager-l-p-radnor-pa-159818) ([md](https://advisorcensus.com/firm/patriot-financial-manager-l-p-radnor-pa-159818.md)) | 159818 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee, Other |
| [Peakequity Partners Management Co., L.L.C.](https://advisorcensus.com/firm/peakequity-partners-management-co-l-l-c-villanova-pa-281131) ([md](https://advisorcensus.com/firm/peakequity-partners-management-co-l-l-c-villanova-pa-281131.md)) | 281131 | Villanova, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Penn Capital Management Company, LLC](https://advisorcensus.com/firm/penn-capital-management-company-llc-philadelphia-pa-105081) ([md](https://advisorcensus.com/firm/penn-capital-management-company-llc-philadelphia-pa-105081.md)) | 105081 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Performance fee |
| [Penn Mutual Asset Management, LLC](https://advisorcensus.com/firm/penn-mutual-asset-management-llc-conshohocken-pa-107518) ([md](https://advisorcensus.com/firm/penn-mutual-asset-management-llc-conshohocken-pa-107518.md)) | 107518 | Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 36 | % of assets |
| [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 |
| [Permit Capital, LLC](https://advisorcensus.com/firm/permit-capital-llc-west-conshohocken-pa-138436) ([md](https://advisorcensus.com/firm/permit-capital-llc-west-conshohocken-pa-138436.md)) | 138436 | West Conshohocken, PA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Performance fee |
| [Peroni Portfolio Advisors, Inc.](https://advisorcensus.com/firm/peroni-portfolio-advisors-inc-radnor-pa-281573) ([md](https://advisorcensus.com/firm/peroni-portfolio-advisors-inc-radnor-pa-281573.md)) | 281573 | Radnor, PA | State-registered investment adviser | Not reported | 10 | Other |
| [Persimmon Capital Management](https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563) ([md](https://advisorcensus.com/firm/persimmon-capital-management-blue-bell-pa-334563.md)) | 334563 | Blue Bell, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [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 |
| [PF Advisors](https://advisorcensus.com/firm/pf-advisors-chadds-ford-pa-277156) ([md](https://advisorcensus.com/firm/pf-advisors-chadds-ford-pa-277156.md)) | 277156 | Chadds Ford, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |

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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.

## Related pages

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- [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)

Every firm in this list as CSV: https://advisorcensus.com/advisors/pa/philadelphia.csv

Cite as: AdvisorCensus. Financial advisors in Philadelphia, PA: 711 firms from Form ADV filings as of October 2026.