# 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/12

## 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 12 of 15, 551 to 600 of 711, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Retirement and Wealth at Alliant, LLC](https://advisorcensus.com/firm/retirement-and-wealth-at-alliant-llc-wayne-pa-167970) ([md](https://advisorcensus.com/firm/retirement-and-wealth-at-alliant-llc-wayne-pa-167970.md)) | 167970 | Wayne, PA | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Fixed fee, Other |
| [Revisionist Wealth Advisors, LLC](https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706) ([md](https://advisorcensus.com/firm/revisionist-wealth-advisors-llc-downingtown-pa-299706.md)) | 299706 | Downingtown, PA | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [RF Impact Advisers, Inc.](https://advisorcensus.com/firm/rf-impact-advisers-inc-philadelphia-pa-289968) ([md](https://advisorcensus.com/firm/rf-impact-advisers-inc-philadelphia-pa-289968.md)) | 289968 | Philadelphia, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [RH Tailwind Management, LLC](https://advisorcensus.com/firm/rh-tailwind-management-llc-west-conshohocken-pa-336543) ([md](https://advisorcensus.com/firm/rh-tailwind-management-llc-west-conshohocken-pa-336543.md)) | 336543 | West Conshohocken, PA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Rhino Investment Partners, Inc.](https://advisorcensus.com/firm/rhino-investment-partners-inc-west-conshohocken-pa-283692) ([md](https://advisorcensus.com/firm/rhino-investment-partners-inc-west-conshohocken-pa-283692.md)) | 283692 | West Conshohocken, PA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [Ridgewood Capital Management](https://advisorcensus.com/firm/ridgewood-capital-management-westtown-pa-121920) ([md](https://advisorcensus.com/firm/ridgewood-capital-management-westtown-pa-121920.md)) | 121920 | Westtown, PA | State-registered investment adviser | $25 million to $100 million | 26 | % of assets |
| [Rittenhouse Wealth Management, LLC](https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107) ([md](https://advisorcensus.com/firm/rittenhouse-wealth-management-llc-philadelphia-pa-315107.md)) | 315107 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Riversedge Advisors](https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390) ([md](https://advisorcensus.com/firm/riversedge-advisors-wilmington-de-298390.md)) | 298390 | Wilmington, DE | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Rmas, Inc.](https://advisorcensus.com/firm/rmas-inc-bellmawr-nj-118242) ([md](https://advisorcensus.com/firm/rmas-inc-bellmawr-nj-118242.md)) | 118242 | Bellmawr, NJ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Rockford Financial Planning](https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048) ([md](https://advisorcensus.com/firm/rockford-financial-planning-wilmington-de-312048.md)) | 312048 | Wilmington, DE | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Rockwood Wealth Management, LLC](https://advisorcensus.com/firm/rockwood-wealth-management-llc-new-hope-pa-137481) ([md](https://advisorcensus.com/firm/rockwood-wealth-management-llc-new-hope-pa-137481.md)) | 137481 | New Hope, PA | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Fixed fee |
| [Roffman Miller Associates Inc](https://advisorcensus.com/firm/roffman-miller-associates-inc-philadelphia-pa-106019) ([md](https://advisorcensus.com/firm/roffman-miller-associates-inc-philadelphia-pa-106019.md)) | 106019 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets |
| [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 |
| [Rose Valley Asset Management LLC](https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671) ([md](https://advisorcensus.com/firm/rose-valley-asset-management-llc-media-pa-141671.md)) | 141671 | Media, PA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee |
| [Row Your OWN Boat](https://advisorcensus.com/firm/row-your-own-boat-malvern-pa-291886) ([md](https://advisorcensus.com/firm/row-your-own-boat-malvern-pa-291886.md)) | 291886 | Malvern, PA | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [RTD Financial Advisors Inc](https://advisorcensus.com/firm/rtd-financial-advisors-inc-philadelphia-pa-110744) ([md](https://advisorcensus.com/firm/rtd-financial-advisors-inc-philadelphia-pa-110744.md)) | 110744 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Fixed fee |
| [Rubenstein Partners](https://advisorcensus.com/firm/rubenstein-partners-philadelphia-pa-156988) ([md](https://advisorcensus.com/firm/rubenstein-partners-philadelphia-pa-156988.md)) | 156988 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee, Other |
| [S & a Financial Strategies & Services, LLC](https://advisorcensus.com/firm/s-and-a-financial-strategies-and-services-llc-cherry-hill-nj-140188) ([md](https://advisorcensus.com/firm/s-and-a-financial-strategies-and-services-llc-cherry-hill-nj-140188.md)) | 140188 | Cherry Hill, NJ | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |
| [Sage Financial Group Inc.](https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574) ([md](https://advisorcensus.com/firm/sage-financial-group-inc-west-conshohocken-pa-116574.md)) | 116574 | West Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Sagona Capital, Inc.](https://advisorcensus.com/firm/sagona-capital-inc-philadelphia-pa-291790) ([md](https://advisorcensus.com/firm/sagona-capital-inc-philadelphia-pa-291790.md)) | 291790 | Philadelphia, PA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Saothair Capital Partners](https://advisorcensus.com/firm/saothair-capital-partners-wayne-pa-328192) ([md](https://advisorcensus.com/firm/saothair-capital-partners-wayne-pa-328192.md)) | 328192 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Performance fee |
| [SCP Vitalife Management Company, LLC](https://advisorcensus.com/firm/scp-vitalife-management-company-llc-malvern-pa-161969) ([md](https://advisorcensus.com/firm/scp-vitalife-management-company-llc-malvern-pa-161969.md)) | 161969 | Malvern, PA | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Second Curve Capital, LLC](https://advisorcensus.com/firm/second-curve-capital-llc-wayne-pa-161774) ([md](https://advisorcensus.com/firm/second-curve-capital-llc-wayne-pa-161774.md)) | 161774 | Wayne, PA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [SEI Investments Management Corp](https://advisorcensus.com/firm/sei-investments-management-corp-oaks-pa-105146) ([md](https://advisorcensus.com/firm/sei-investments-management-corp-oaks-pa-105146.md)) | 105146 | Oaks, PA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Fixed fee, Performance fee |
| [Seminal Beauty and Wellness Investments, LLC](https://advisorcensus.com/firm/seminal-beauty-and-wellness-investments-llc-radnor-pa-343766) ([md](https://advisorcensus.com/firm/seminal-beauty-and-wellness-investments-llc-radnor-pa-343766.md)) | 343766 | Radnor, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Seminal Capital Investments, LLC](https://advisorcensus.com/firm/seminal-capital-investments-llc-wayne-pa-314884) ([md](https://advisorcensus.com/firm/seminal-capital-investments-llc-wayne-pa-314884.md)) | 314884 | Wayne, PA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Seminal Educational Investments, LLC](https://advisorcensus.com/firm/seminal-educational-investments-llc-wayne-pa-312854) ([md](https://advisorcensus.com/firm/seminal-educational-investments-llc-wayne-pa-312854.md)) | 312854 | Wayne, PA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Seminal Food and Nutrition Investments, LLC](https://advisorcensus.com/firm/seminal-food-and-nutrition-investments-llc-wayne-pa-317836) ([md](https://advisorcensus.com/firm/seminal-food-and-nutrition-investments-llc-wayne-pa-317836.md)) | 317836 | Wayne, PA | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Seminal Technology Investments, LLC](https://advisorcensus.com/firm/seminal-technology-investments-llc-wayne-pa-334924) ([md](https://advisorcensus.com/firm/seminal-technology-investments-llc-wayne-pa-334924.md)) | 334924 | Wayne, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sensenig Capital Advisors, Inc.](https://advisorcensus.com/firm/sensenig-capital-advisors-inc-collegeville-pa-142821) ([md](https://advisorcensus.com/firm/sensenig-capital-advisors-inc-collegeville-pa-142821.md)) | 142821 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Setarcos Wealth Advisors LLC](https://advisorcensus.com/firm/setarcos-wealth-advisors-llc-philadelphia-pa-157930) ([md](https://advisorcensus.com/firm/setarcos-wealth-advisors-llc-philadelphia-pa-157930.md)) | 157930 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Seventysix Capital](https://advisorcensus.com/firm/seventysix-capital-king-of-prussia-pa-336448) ([md](https://advisorcensus.com/firm/seventysix-capital-king-of-prussia-pa-336448.md)) | 336448 | King of Prussia, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Sharp Financial](https://advisorcensus.com/firm/sharp-financial-horsham-pa-289325) ([md](https://advisorcensus.com/firm/sharp-financial-horsham-pa-289325.md)) | 289325 | Horsham, PA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Sitman, Freed & Co. LLP](https://advisorcensus.com/firm/sitman-freed-and-co-llp-feasterville-pa-139541) ([md](https://advisorcensus.com/firm/sitman-freed-and-co-llp-feasterville-pa-139541.md)) | 139541 | Feasterville, PA | State-registered investment adviser | Not reported | 20 | Other |
| [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 |
| [Sora Investors](https://advisorcensus.com/firm/sora-investors-bryn-mawr-pa-317257) ([md](https://advisorcensus.com/firm/sora-investors-bryn-mawr-pa-317257.md)) | 317257 | Bryn Mawr, PA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee, Other |
| [Sound Wealth LLC](https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237) ([md](https://advisorcensus.com/firm/sound-wealth-llc-marlton-nj-329237.md)) | 329237 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Spearhead Administrative Services, LLC](https://advisorcensus.com/firm/spearhead-administrative-services-llc-greenville-de-319289) ([md](https://advisorcensus.com/firm/spearhead-administrative-services-llc-greenville-de-319289.md)) | 319289 | Greenville, DE | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Performance fee |
| [SRN Advisors, LLC](https://advisorcensus.com/firm/srn-advisors-llc-huntingdon-valley-pa-307155) ([md](https://advisorcensus.com/firm/srn-advisors-llc-huntingdon-valley-pa-307155.md)) | 307155 | Huntingdon Valley, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [ST. Joseph Investment Management, LLC](https://advisorcensus.com/firm/st-joseph-investment-management-llc-king-of-prussia-pa-313219) ([md](https://advisorcensus.com/firm/st-joseph-investment-management-llc-king-of-prussia-pa-313219.md)) | 313219 | King of Prussia, PA | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Stanley-Laman Group Ltd.](https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112) ([md](https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112.md)) | 112112 | Berwyn, PA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Star Asia Management](https://advisorcensus.com/firm/star-asia-management-mount-laurel-nj-162365) ([md](https://advisorcensus.com/firm/star-asia-management-mount-laurel-nj-162365.md)) | 162365 | Mount Laurel, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance 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 |
| [Steven G. Blum and Associates, LLC](https://advisorcensus.com/firm/steven-g-blum-and-associates-llc-swarthmore-pa-130807) ([md](https://advisorcensus.com/firm/steven-g-blum-and-associates-llc-swarthmore-pa-130807.md)) | 130807 | Swarthmore, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Stevens Capital Management LP](https://advisorcensus.com/firm/stevens-capital-management-lp-radnor-pa-161202) ([md](https://advisorcensus.com/firm/stevens-capital-management-lp-radnor-pa-161202.md)) | 161202 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Stone Fortress Wealth Strategies](https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873) ([md](https://advisorcensus.com/firm/stone-fortress-wealth-strategies-philadelphia-pa-331873.md)) | 331873 | Philadelphia, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Stone Pine Financial Partners](https://advisorcensus.com/firm/stone-pine-financial-partners-media-pa-175287) ([md](https://advisorcensus.com/firm/stone-pine-financial-partners-media-pa-175287.md)) | 175287 | Media, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Stonecrop Wealth Advisors, LLC](https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486) ([md](https://advisorcensus.com/firm/stonecrop-wealth-advisors-llc-west-chester-pa-306486.md)) | 306486 | West Chester, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Stoneridge PMG Advisors, LLC](https://advisorcensus.com/firm/stoneridge-pmg-advisors-llc-radnor-pa-107662) ([md](https://advisorcensus.com/firm/stoneridge-pmg-advisors-llc-radnor-pa-107662.md)) | 107662 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets |
| [Stoneridge Wealth Advisors, LLC](https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469) ([md](https://advisorcensus.com/firm/stoneridge-wealth-advisors-llc-malvern-pa-140469.md)) | 140469 | Malvern, PA | State-registered investment adviser | Under $25 million | 20 | % of assets, Hourly, Fixed fee |

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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 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)

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.