# 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/4

## 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 4 of 15, 151 to 200 of 711, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Compass Ion Advisors, LLC](https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418) ([md](https://advisorcensus.com/firm/compass-ion-advisors-llc-conshohocken-pa-166418.md)) | 166418 | Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Comprehensive Advisors, LLC](https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316) ([md](https://advisorcensus.com/firm/comprehensive-advisors-llc-lansdale-pa-289316.md)) | 289316 | Lansdale, PA | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Comprehensive Financial Advisers](https://advisorcensus.com/firm/comprehensive-financial-advisers-exton-pa-121488) ([md](https://advisorcensus.com/firm/comprehensive-financial-advisers-exton-pa-121488.md)) | 121488 | Exton, PA | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [Concentus Wealth Advisors](https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052) ([md](https://advisorcensus.com/firm/concentus-wealth-advisors-newtown-square-pa-170052.md)) | 170052 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [Conestoga Capital Advisors, LLC](https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750) ([md](https://advisorcensus.com/firm/conestoga-capital-advisors-llc-wayne-pa-111750.md)) | 111750 | Wayne, PA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee |
| [Conestoga Wealth Management](https://advisorcensus.com/firm/conestoga-wealth-management-exton-pa-158981) ([md](https://advisorcensus.com/firm/conestoga-wealth-management-exton-pa-158981.md)) | 158981 | Exton, PA | State-registered investment adviser | Not reported | 14 | % of assets, Hourly, Other |
| [Conservest Capital Advisors Inc](https://advisorcensus.com/firm/conservest-capital-advisors-inc-wynnewood-pa-111353) ([md](https://advisorcensus.com/firm/conservest-capital-advisors-inc-wynnewood-pa-111353.md)) | 111353 | Wynnewood, PA | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets |
| [Cooke & Bieler, L.P.](https://advisorcensus.com/firm/cooke-and-bieler-l-p-philadelphia-pa-113859) ([md](https://advisorcensus.com/firm/cooke-and-bieler-l-p-philadelphia-pa-113859.md)) | 113859 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance 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 |
| [Cooney Financial Advisors Inc](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075) ([md](https://advisorcensus.com/firm/cooney-financial-advisors-inc-marlton-nj-123075.md)) | 123075 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 39 | % of assets, Hourly, Fixed fee |
| [Cooper Eagle, LLC](https://advisorcensus.com/firm/cooper-eagle-llc-king-of-prussia-pa-314675) ([md](https://advisorcensus.com/firm/cooper-eagle-llc-king-of-prussia-pa-314675.md)) | 314675 | King of Prussia, PA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [Copeland Capital Management, LLC](https://advisorcensus.com/firm/copeland-capital-management-llc-conshohocken-pa-135822) ([md](https://advisorcensus.com/firm/copeland-capital-management-llc-conshohocken-pa-135822.md)) | 135822 | Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [Copper Beech Advisors, LLC](https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496) ([md](https://advisorcensus.com/firm/copper-beech-advisors-llc-malvern-pa-151496.md)) | 151496 | Malvern, PA | State-registered investment adviser | $25 million to $100 million | 16 | Fixed fee |
| [Copper Beech Financial Group, LLC](https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156) ([md](https://advisorcensus.com/firm/copper-beech-financial-group-llc-moorestown-nj-313156.md)) | 313156 | Moorestown, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee, Commissions |
| [Cora Capital Advisors](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134) ([md](https://advisorcensus.com/firm/cora-capital-advisors-marlton-nj-318134.md)) | 318134 | Marlton, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Cordatus Wealth Management LLC](https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871) ([md](https://advisorcensus.com/firm/cordatus-wealth-management-llc-yardley-pa-282871.md)) | 282871 | Yardley, PA | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Corient SHC Partners (US) LP](https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784) ([md](https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784.md)) | 289784 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Performance 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 |
| [Corten Real Estate Management LLC](https://advisorcensus.com/firm/corten-real-estate-management-llc-philadelphia-pa-321897) ([md](https://advisorcensus.com/firm/corten-real-estate-management-llc-philadelphia-pa-321897.md)) | 321897 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Costello Asset Management, Inc.](https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249) ([md](https://advisorcensus.com/firm/costello-asset-management-inc-feasterville-pa-123249.md)) | 123249 | Feasterville, PA | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Fixed fee |
| [COX Capital General Partner, L.L.C.](https://advisorcensus.com/firm/cox-capital-general-partner-l-l-c-philadelphia-pa-316237) ([md](https://advisorcensus.com/firm/cox-capital-general-partner-l-l-c-philadelphia-pa-316237.md)) | 316237 | Philadelphia, PA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [CPC Financial Planning, Inc](https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150) ([md](https://advisorcensus.com/firm/cpc-financial-planning-inc-king-of-prussia-pa-119150.md)) | 119150 | King of Prussia, PA | State-registered investment adviser | Not reported | 28 | Hourly, Fixed fee |
| [CR Ventures Management, LLC](https://advisorcensus.com/firm/cr-ventures-management-llc-havertown-pa-319360) ([md](https://advisorcensus.com/firm/cr-ventures-management-llc-havertown-pa-319360.md)) | 319360 | Havertown, PA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Creative Capital Wealth Management Group](https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376) ([md](https://advisorcensus.com/firm/creative-capital-wealth-management-group-chester-springs-pa-304376.md)) | 304376 | Chester Springs, PA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee, Other |
| [Creative Financial Concepts, Inc.](https://advisorcensus.com/firm/creative-financial-concepts-inc-wilmington-de-144618) ([md](https://advisorcensus.com/firm/creative-financial-concepts-inc-wilmington-de-144618.md)) | 144618 | Wilmington, DE | State-registered investment adviser | Not reported | 39 | Hourly, Other |
| [Cresap, Inc.](https://advisorcensus.com/firm/cresap-inc-radnor-pa-25899) ([md](https://advisorcensus.com/firm/cresap-inc-radnor-pa-25899.md)) | 25899 | Radnor, PA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Other |
| [Cross Border Financial Planning USA LLC](https://advisorcensus.com/firm/cross-border-financial-planning-usa-llc-philadelphia-pa-317154) ([md](https://advisorcensus.com/firm/cross-border-financial-planning-usa-llc-philadelphia-pa-317154.md)) | 317154 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [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 |
| [Crucible Capital Management, LLC](https://advisorcensus.com/firm/crucible-capital-management-llc-wilmington-de-333178) ([md](https://advisorcensus.com/firm/crucible-capital-management-llc-wilmington-de-333178.md)) | 333178 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported |
| [CS Investment Management LLC](https://advisorcensus.com/firm/cs-investment-management-llc-wilmington-de-298508) ([md](https://advisorcensus.com/firm/cs-investment-management-llc-wilmington-de-298508.md)) | 298508 | Wilmington, DE | Exempt reporting adviser | Not reported | 6 | Not reported |
| [CSP Advisor LP](https://advisorcensus.com/firm/csp-advisor-lp-wilmington-de-321729) ([md](https://advisorcensus.com/firm/csp-advisor-lp-wilmington-de-321729.md)) | 321729 | Wilmington, DE | Exempt reporting adviser | Not reported | 4 | Not reported |
| [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 |
| [Dakota Investments, LLC](https://advisorcensus.com/firm/dakota-investments-llc-bryn-mawr-pa-290284) ([md](https://advisorcensus.com/firm/dakota-investments-llc-bryn-mawr-pa-290284.md)) | 290284 | Bryn Mawr, PA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Darby Investment Services LLC](https://advisorcensus.com/firm/darby-investment-services-llc-woodbury-nj-312457) ([md](https://advisorcensus.com/firm/darby-investment-services-llc-woodbury-nj-312457.md)) | 312457 | Woodbury, NJ | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Dark Horse Capital Management LLC](https://advisorcensus.com/firm/dark-horse-capital-management-llc-chadds-ford-pa-321156) ([md](https://advisorcensus.com/firm/dark-horse-capital-management-llc-chadds-ford-pa-321156.md)) | 321156 | Chadds Ford, PA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [De Cesare Retirement Specialists](https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458) ([md](https://advisorcensus.com/firm/de-cesare-retirement-specialists-marlton-nj-121458.md)) | 121458 | Marlton, NJ | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [Dedicated Investment Advisers LLC](https://advisorcensus.com/firm/dedicated-investment-advisers-llc-havertown-pa-128626) ([md](https://advisorcensus.com/firm/dedicated-investment-advisers-llc-havertown-pa-128626.md)) | 128626 | Havertown, PA | State-registered investment adviser | Under $25 million | 22 | % of assets |
| [DEL VAL Retirement and Investment Services Inc](https://advisorcensus.com/firm/del-val-retirement-and-investment-services-inc-doylestown-pa-332602) ([md](https://advisorcensus.com/firm/del-val-retirement-and-investment-services-inc-doylestown-pa-332602.md)) | 332602 | Doylestown, PA | State-registered investment adviser | Under $25 million | 2 | % of assets |
| [Delaware Advisory Group, Inc.](https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933) ([md](https://advisorcensus.com/firm/delaware-advisory-group-inc-wilmington-de-326933.md)) | 326933 | Wilmington, DE | State-registered investment adviser | Not reported | 1 | Hourly, 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 |
| [Deluca Financial Planning](https://advisorcensus.com/firm/deluca-financial-planning-paoli-pa-340286) ([md](https://advisorcensus.com/firm/deluca-financial-planning-paoli-pa-340286.md)) | 340286 | Paoli, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Dewitt Capital Management](https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232) ([md](https://advisorcensus.com/firm/dewitt-capital-management-collegeville-pa-108232.md)) | 108232 | Collegeville, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Other |
| [Diccianni Financial Group, Inc.](https://advisorcensus.com/firm/diccianni-financial-group-inc-east-norriton-pa-149332) ([md](https://advisorcensus.com/firm/diccianni-financial-group-inc-east-norriton-pa-149332.md)) | 149332 | East Norriton, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [DIF US](https://advisorcensus.com/firm/dif-us-wilmington-de-316891) ([md](https://advisorcensus.com/firm/dif-us-wilmington-de-316891.md)) | 316891 | Wilmington, DE | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Dillon Capital Management](https://advisorcensus.com/firm/dillon-capital-management-ambler-pa-159420) ([md](https://advisorcensus.com/firm/dillon-capital-management-ambler-pa-159420.md)) | 159420 | Ambler, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Dimatteo Financial Group](https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988) ([md](https://advisorcensus.com/firm/dimatteo-financial-group-chadds-ford-pa-155988.md)) | 155988 | Chadds Ford, PA | State-registered investment adviser | $25 million to $100 million | 15 | % of assets |
| [Diversified Human Solutions](https://advisorcensus.com/firm/diversified-human-solutions-philadelphia-pa-167854) ([md](https://advisorcensus.com/firm/diversified-human-solutions-philadelphia-pa-167854.md)) | 167854 | Philadelphia, PA | State-registered investment adviser | Under $25 million | 12 | % of assets, Fixed fee |
| [Diversified, LLC](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709) ([md](https://advisorcensus.com/firm/diversified-llc-wilmington-de-331709.md)) | 331709 | Wilmington, DE | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Fixed fee, Other |
| [Dolcini Capital Management](https://advisorcensus.com/firm/dolcini-capital-management-cherry-hill-nj-118076) ([md](https://advisorcensus.com/firm/dolcini-capital-management-cherry-hill-nj-118076.md)) | 118076 | Cherry Hill, NJ | State-registered investment adviser | Not reported | 24 | % of assets, Hourly |

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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 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)

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.