# Financial advisors in Philadelphia, PA

> AdvisorCensus lists 711 investment advisory firms with a principal office in the Philadelphia metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/pa/philadelphia/page/11

## 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 11 of 15, 501 to 550 of 711, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [PFH Capital, LLC](https://advisorcensus.com/firm/pfh-capital-llc-blue-bell-pa-299722) ([md](https://advisorcensus.com/firm/pfh-capital-llc-blue-bell-pa-299722.md)) | 299722 | Blue Bell, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [PFHCL Partners LLC](https://advisorcensus.com/firm/pfhcl-partners-llc-blue-bell-pa-343786) ([md](https://advisorcensus.com/firm/pfhcl-partners-llc-blue-bell-pa-343786.md)) | 343786 | Blue Bell, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Philadelphia Investment Partners, LLC](https://advisorcensus.com/firm/philadelphia-investment-partners-llc-voorhees-nj-122733) ([md](https://advisorcensus.com/firm/philadelphia-investment-partners-llc-voorhees-nj-122733.md)) | 122733 | Voorhees, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Philadelphia Partners Capital Management, LLC](https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016) ([md](https://advisorcensus.com/firm/philadelphia-partners-capital-management-llc-bala-cynwyd-pa-294016.md)) | 294016 | Bala Cynwyd, PA | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Other |
| [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 Investments](https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995) ([md](https://advisorcensus.com/firm/pine-valley-investments-marlton-nj-173995.md)) | 173995 | Marlton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets |
| [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 |
| [Platform Advisor, LLC](https://advisorcensus.com/firm/platform-advisor-llc-wilmington-de-167700) ([md](https://advisorcensus.com/firm/platform-advisor-llc-wilmington-de-167700.md)) | 167700 | Wilmington, DE | Exempt reporting adviser | Not reported | 13 | Not reported |
| [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 |
| [Pollen & Secouler, LLP](https://advisorcensus.com/firm/pollen-and-secouler-llp-huntingdon-valley-pa-197520) ([md](https://advisorcensus.com/firm/pollen-and-secouler-llp-huntingdon-valley-pa-197520.md)) | 197520 | Huntingdon Valley, PA | State-registered investment adviser | Not reported | 11 | Other |
| [Powers Capital Management](https://advisorcensus.com/firm/powers-capital-management-conshohocken-pa-301914) ([md](https://advisorcensus.com/firm/powers-capital-management-conshohocken-pa-301914.md)) | 301914 | Conshohocken, PA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee |
| [Powerset](https://advisorcensus.com/firm/powerset-claymont-de-334727) ([md](https://advisorcensus.com/firm/powerset-claymont-de-334727.md)) | 334727 | Claymont, DE | Exempt reporting adviser | Not reported | 1 | Not reported |
| [PPB Advisors, LLC](https://advisorcensus.com/firm/ppb-advisors-llc-west-conshohocken-pa-152303) ([md](https://advisorcensus.com/firm/ppb-advisors-llc-west-conshohocken-pa-152303.md)) | 152303 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Other |
| [PPR Opportunity Manager, LLC](https://advisorcensus.com/firm/ppr-opportunity-manager-llc-wayne-pa-331744) ([md](https://advisorcensus.com/firm/ppr-opportunity-manager-llc-wayne-pa-331744.md)) | 331744 | Wayne, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Precidian Funds LLC](https://advisorcensus.com/firm/precidian-funds-llc-newtown-pa-156974) ([md](https://advisorcensus.com/firm/precidian-funds-llc-newtown-pa-156974.md)) | 156974 | Newtown, PA | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [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 |
| [Preservation Wealth Management](https://advisorcensus.com/firm/preservation-wealth-management-king-of-prussia-pa-170636) ([md](https://advisorcensus.com/firm/preservation-wealth-management-king-of-prussia-pa-170636.md)) | 170636 | King of Prussia, PA | State-registered investment adviser | Under $25 million | 12 | % of assets, Other |
| [Presidio Partners Management, LLC](https://advisorcensus.com/firm/presidio-partners-management-llc-wilmington-de-172667) ([md](https://advisorcensus.com/firm/presidio-partners-management-llc-wilmington-de-172667.md)) | 172667 | Wilmington, DE | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Presilium Private Wealth, LLC](https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345) ([md](https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345.md)) | 318345 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets |
| [Private Wealth Management, LLC](https://advisorcensus.com/firm/private-wealth-management-llc-exton-pa-282801) ([md](https://advisorcensus.com/firm/private-wealth-management-llc-exton-pa-282801.md)) | 282801 | Exton, PA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Prmim](https://advisorcensus.com/firm/prmim-mount-laurel-nj-313210) ([md](https://advisorcensus.com/firm/prmim-mount-laurel-nj-313210.md)) | 313210 | Mount Laurel, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 5 | Performance fee, Other |
| [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 |
| [Proper Financial, LLC](https://advisorcensus.com/firm/proper-financial-llc-wayne-pa-329499) ([md](https://advisorcensus.com/firm/proper-financial-llc-wayne-pa-329499.md)) | 329499 | Wayne, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, 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 |
| [Protea Asset Management LLC](https://advisorcensus.com/firm/protea-asset-management-llc-philadelphia-pa-170790) ([md](https://advisorcensus.com/firm/protea-asset-management-llc-philadelphia-pa-170790.md)) | 170790 | Philadelphia, PA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [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 |
| [Prudent Management Associates](https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691) ([md](https://advisorcensus.com/firm/prudent-management-associates-philadelphia-pa-16691.md)) | 16691 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 42 | % of assets, Fixed fee |
| [PSC Manager LLC](https://advisorcensus.com/firm/psc-manager-llc-yardley-pa-311756) ([md](https://advisorcensus.com/firm/psc-manager-llc-yardley-pa-311756.md)) | 311756 | Yardley, PA | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [PST Advisors, LLC](https://advisorcensus.com/firm/pst-advisors-llc-bala-cynwyd-pa-155266) ([md](https://advisorcensus.com/firm/pst-advisors-llc-bala-cynwyd-pa-155266.md)) | 155266 | Bala Cynwyd, PA | State-registered investment adviser | Not reported | 15 | Other |
| [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 |
| [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 |
| [QRG Capital Management, Inc.](https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277) ([md](https://advisorcensus.com/firm/qrg-capital-management-inc-berwyn-pa-305277.md)) | 305277 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 6 | % of assets |
| [Quaker Wealth Management LLC](https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546) ([md](https://advisorcensus.com/firm/quaker-wealth-management-llc-moorestown-nj-284546.md)) | 284546 | Moorestown, NJ | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [Quantum Strategies Wealth Advisory](https://advisorcensus.com/firm/quantum-strategies-wealth-advisory-glen-mills-pa-226572) ([md](https://advisorcensus.com/firm/quantum-strategies-wealth-advisory-glen-mills-pa-226572.md)) | 226572 | Glen Mills, PA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Radcliffe Capital Management, L.P.](https://advisorcensus.com/firm/radcliffe-capital-management-l-p-bala-cynwyd-pa-136028) ([md](https://advisorcensus.com/firm/radcliffe-capital-management-l-p-bala-cynwyd-pa-136028.md)) | 136028 | Bala Cynwyd, PA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee |
| [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 |
| [RAI Energy Fund Manager LLC](https://advisorcensus.com/firm/rai-energy-fund-manager-llc-atglen-pa-332060) ([md](https://advisorcensus.com/firm/rai-energy-fund-manager-llc-atglen-pa-332060.md)) | 332060 | Atglen, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [RAI Natural GAS Manager, LLC](https://advisorcensus.com/firm/rai-natural-gas-manager-llc-atglen-pa-332059) ([md](https://advisorcensus.com/firm/rai-natural-gas-manager-llc-atglen-pa-332059.md)) | 332059 | Atglen, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [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 |
| [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 |
| [Renaissance Advisory Group](https://advisorcensus.com/firm/renaissance-advisory-group-bryn-mawr-pa-129512) ([md](https://advisorcensus.com/firm/renaissance-advisory-group-bryn-mawr-pa-129512.md)) | 129512 | Bryn Mawr, PA | State-registered investment adviser | $25 million to $100 million | 22 | % 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 |
| [Retire Ready Wealth Management](https://advisorcensus.com/firm/retire-ready-wealth-management-radnor-pa-316942) ([md](https://advisorcensus.com/firm/retire-ready-wealth-management-radnor-pa-316942.md)) | 316942 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % 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.

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- [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)

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.