# 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/5

## 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 5 of 15, 201 to 250 of 711, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Donald W. Nicholson & Associates Ltd](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054) ([md](https://advisorcensus.com/firm/donald-w-nicholson-and-associates-ltd-wilmington-de-107054.md)) | 107054 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee |
| [Drexel Morgan & Co.](https://advisorcensus.com/firm/drexel-morgan-and-co-radnor-pa-151053) ([md](https://advisorcensus.com/firm/drexel-morgan-and-co-radnor-pa-151053.md)) | 151053 | Radnor, PA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets |
| [DS Financial Strategies, LLC](https://advisorcensus.com/firm/ds-financial-strategies-llc-king-of-prussia-pa-340885) ([md](https://advisorcensus.com/firm/ds-financial-strategies-llc-king-of-prussia-pa-340885.md)) | 340885 | King of Prussia, PA | State-registered investment adviser | Not reported | 0 | Hourly, Fixed fee, Other |
| [DSC Financial Advisors, Ltd.](https://advisorcensus.com/firm/dsc-financial-advisors-ltd-richboro-pa-121548) ([md](https://advisorcensus.com/firm/dsc-financial-advisors-ltd-richboro-pa-121548.md)) | 121548 | Richboro, PA | State-registered investment adviser | Not reported | 26 | Other |
| [DST Sherpa](https://advisorcensus.com/firm/dst-sherpa-ardmore-pa-334922) ([md](https://advisorcensus.com/firm/dst-sherpa-ardmore-pa-334922.md)) | 334922 | Ardmore, PA | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [DT Investment Partners, LLC](https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646) ([md](https://advisorcensus.com/firm/dt-investment-partners-llc-chadds-ford-pa-157646.md)) | 157646 | Chadds Ford, PA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Ducharme Wealth Advisors, LLC](https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659) ([md](https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659.md)) | 324659 | Jenkintown, PA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Duke and Duke Wealth Management LLC](https://advisorcensus.com/firm/duke-and-duke-wealth-management-llc-doylestown-pa-290184) ([md](https://advisorcensus.com/firm/duke-and-duke-wealth-management-llc-doylestown-pa-290184.md)) | 290184 | Doylestown, PA | State-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Dupont Capital Management](https://advisorcensus.com/firm/dupont-capital-management-wilmington-de-107145) ([md](https://advisorcensus.com/firm/dupont-capital-management-wilmington-de-107145.md)) | 107145 | Wilmington, DE | SEC-registered investment adviser | Over $5 billion | 32 | % of assets, Performance fee, Other |
| [Dynamic Investment Strategies, Inc.](https://advisorcensus.com/firm/dynamic-investment-strategies-inc-southeastern-pa-127301) ([md](https://advisorcensus.com/firm/dynamic-investment-strategies-inc-southeastern-pa-127301.md)) | 127301 | Southeastern, PA | State-registered investment adviser | Under $25 million | 23 | % of assets, Performance fee |
| [EAB Investment Group, LLC](https://advisorcensus.com/firm/eab-investment-group-llc-bala-cynwyd-pa-165865) ([md](https://advisorcensus.com/firm/eab-investment-group-llc-bala-cynwyd-pa-165865.md)) | 165865 | Bala Cynwyd, PA | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Fixed fee |
| [Eagle Investment Advisors](https://advisorcensus.com/firm/eagle-investment-advisors-downingtown-pa-144094) ([md](https://advisorcensus.com/firm/eagle-investment-advisors-downingtown-pa-144094.md)) | 144094 | Downingtown, PA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Eagle Wealth Strategies](https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814) ([md](https://advisorcensus.com/firm/eagle-wealth-strategies-mullica-hill-nj-323814.md)) | 323814 | Mullica Hill, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Other |
| [Echo Finance](https://advisorcensus.com/firm/echo-finance-philadelphia-pa-317145) ([md](https://advisorcensus.com/firm/echo-finance-philadelphia-pa-317145.md)) | 317145 | Philadelphia, PA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Econalpha Advisors](https://advisorcensus.com/firm/econalpha-advisors-wilmington-de-342843) ([md](https://advisorcensus.com/firm/econalpha-advisors-wilmington-de-342843.md)) | 342843 | Wilmington, DE | State-registered investment adviser | Not reported | 0 | Other |
| [Edyn](https://advisorcensus.com/firm/edyn-philadelphia-pa-342781) ([md](https://advisorcensus.com/firm/edyn-philadelphia-pa-342781.md)) | 342781 | Philadelphia, PA | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [EHB Financial Resources Managemnt, Inc.](https://advisorcensus.com/firm/ehb-financial-resources-managemnt-inc-exton-pa-116186) ([md](https://advisorcensus.com/firm/ehb-financial-resources-managemnt-inc-exton-pa-116186.md)) | 116186 | Exton, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Electra Capital](https://advisorcensus.com/firm/electra-capital-conshohocken-pa-318664) ([md](https://advisorcensus.com/firm/electra-capital-conshohocken-pa-318664.md)) | 318664 | Conshohocken, PA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Elevation Wealth LLC](https://advisorcensus.com/firm/elevation-wealth-llc-media-pa-309256) ([md](https://advisorcensus.com/firm/elevation-wealth-llc-media-pa-309256.md)) | 309256 | Media, PA | State-registered investment adviser | Not reported | 6 | % of assets, Hourly, Fixed fee |
| [Ellis Investment Partners, LLC](https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669) ([md](https://advisorcensus.com/firm/ellis-investment-partners-llc-berwyn-pa-157669.md)) | 157669 | Berwyn, PA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [Elm Wealth](https://advisorcensus.com/firm/elm-wealth-philadelphia-pa-167225) ([md](https://advisorcensus.com/firm/elm-wealth-philadelphia-pa-167225.md)) | 167225 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee |
| [Eminent Strategic Partners, LLC](https://advisorcensus.com/firm/eminent-strategic-partners-llc-wayne-pa-326640) ([md](https://advisorcensus.com/firm/eminent-strategic-partners-llc-wayne-pa-326640.md)) | 326640 | Wayne, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Emko Industrial GP I LLC](https://advisorcensus.com/firm/emko-industrial-gp-i-llc-narbeth-pa-334508) ([md](https://advisorcensus.com/firm/emko-industrial-gp-i-llc-narbeth-pa-334508.md)) | 334508 | Narbeth, PA | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Empactful Capital LLC](https://advisorcensus.com/firm/empactful-capital-llc-doylestown-pa-325002) ([md](https://advisorcensus.com/firm/empactful-capital-llc-doylestown-pa-325002.md)) | 325002 | Doylestown, PA | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Enertech Capital](https://advisorcensus.com/firm/enertech-capital-ambler-pa-161807) ([md](https://advisorcensus.com/firm/enertech-capital-ambler-pa-161807.md)) | 161807 | Ambler, PA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Entrust Financial LLC](https://advisorcensus.com/firm/entrust-financial-llc-wayne-pa-174694) ([md](https://advisorcensus.com/firm/entrust-financial-llc-wayne-pa-174694.md)) | 174694 | Wayne, PA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Envestnet PMC](https://advisorcensus.com/firm/envestnet-pmc-berwyn-pa-111694) ([md](https://advisorcensus.com/firm/envestnet-pmc-berwyn-pa-111694.md)) | 111694 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Subscription, Fixed fee, Other |
| [Envestnet Portfolio Solutions, Inc.](https://advisorcensus.com/firm/envestnet-portfolio-solutions-inc-berwyn-pa-109662) ([md](https://advisorcensus.com/firm/envestnet-portfolio-solutions-inc-berwyn-pa-109662.md)) | 109662 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 33 | % of assets, Subscription, Fixed fee, Other |
| [Envestnet Retirement Solutions, LLC](https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570) ([md](https://advisorcensus.com/firm/envestnet-retirement-solutions-llc-berwyn-pa-171570.md)) | 171570 | Berwyn, PA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee |
| [Equilibrium Wealth LLC](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940) ([md](https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940.md)) | 311940 | Wilmington, DE | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Equita Financial Network, Inc.](https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031) ([md](https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031.md)) | 277031 | Fort Washington, PA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Equus Capital Partners, Ltd.](https://advisorcensus.com/firm/equus-capital-partners-ltd-newtown-square-pa-158719) ([md](https://advisorcensus.com/firm/equus-capital-partners-ltd-newtown-square-pa-158719.md)) | 158719 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Performance fee |
| [ETF Architect](https://advisorcensus.com/firm/etf-architect-newtown-square-pa-171412) ([md](https://advisorcensus.com/firm/etf-architect-newtown-square-pa-171412.md)) | 171412 | Newtown Square, PA | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Fixed fee |
| [Ethos Capital Management, Inc.](https://advisorcensus.com/firm/ethos-capital-management-inc-newtown-pa-313145) ([md](https://advisorcensus.com/firm/ethos-capital-management-inc-newtown-pa-313145.md)) | 313145 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Ethos Financial Group, LLC](https://advisorcensus.com/firm/ethos-financial-group-llc-king-of-prussia-pa-321748) ([md](https://advisorcensus.com/firm/ethos-financial-group-llc-king-of-prussia-pa-321748.md)) | 321748 | King of Prussia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Eureka Equity Partners](https://advisorcensus.com/firm/eureka-equity-partners-philadelphia-pa-159236) ([md](https://advisorcensus.com/firm/eureka-equity-partners-philadelphia-pa-159236.md)) | 159236 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee, Other |
| [Excorde Capital LLC](https://advisorcensus.com/firm/excorde-capital-llc-conshohocken-pa-337589) ([md](https://advisorcensus.com/firm/excorde-capital-llc-conshohocken-pa-337589.md)) | 337589 | Conshohocken, PA | SEC-registered investment adviser | Not reported | 0 | % of assets, Performance fee |
| [Exeter Property Group, LLC](https://advisorcensus.com/firm/exeter-property-group-llc-radnor-pa-161935) ([md](https://advisorcensus.com/firm/exeter-property-group-llc-radnor-pa-161935.md)) | 161935 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Fairmount Funds Management LLC](https://advisorcensus.com/firm/fairmount-funds-management-llc-west-conshohocken-pa-284844) ([md](https://advisorcensus.com/firm/fairmount-funds-management-llc-west-conshohocken-pa-284844.md)) | 284844 | West Conshohocken, PA | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Performance fee |
| [Falco Wealth Management](https://advisorcensus.com/firm/falco-wealth-management-paoli-pa-327977) ([md](https://advisorcensus.com/firm/falco-wealth-management-paoli-pa-327977.md)) | 327977 | Paoli, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Falcon Wealth Managers](https://advisorcensus.com/firm/falcon-wealth-managers-concordville-pa-298692) ([md](https://advisorcensus.com/firm/falcon-wealth-managers-concordville-pa-298692.md)) | 298692 | Concordville, PA | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Family Wealth Partners LLC](https://advisorcensus.com/firm/family-wealth-partners-llc-medford-nj-304935) ([md](https://advisorcensus.com/firm/family-wealth-partners-llc-medford-nj-304935.md)) | 304935 | Medford, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [FAT CAT Financial Advisor](https://advisorcensus.com/firm/fat-cat-financial-advisor-eagleville-pa-342773) ([md](https://advisorcensus.com/firm/fat-cat-financial-advisor-eagleville-pa-342773.md)) | 342773 | Eagleville, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [FDX Advisors, Inc.](https://advisorcensus.com/firm/fdx-advisors-inc-berwyn-pa-104601) ([md](https://advisorcensus.com/firm/fdx-advisors-inc-berwyn-pa-104601.md)) | 104601 | Berwyn, PA | SEC-registered investment adviser | $500 million to $1 billion | 39 | % of assets, Hourly, Fixed fee |
| [Fidelity Federal Planning Corp.](https://advisorcensus.com/firm/fidelity-federal-planning-corp-montgomeryville-pa-114873) ([md](https://advisorcensus.com/firm/fidelity-federal-planning-corp-montgomeryville-pa-114873.md)) | 114873 | Montgomeryville, PA | State-registered investment adviser | Under $25 million | 30 | % of assets |
| [Financial Coach](https://advisorcensus.com/firm/financial-coach-west-chester-pa-170478) ([md](https://advisorcensus.com/firm/financial-coach-west-chester-pa-170478.md)) | 170478 | West Chester, PA | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Financial Integrity Advisors, LLC](https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458) ([md](https://advisorcensus.com/firm/financial-integrity-advisors-llc-philadelphia-pa-130458.md)) | 130458 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee |
| [Financial Life Planning, LLC](https://advisorcensus.com/firm/financial-life-planning-llc-marlton-nj-147011) ([md](https://advisorcensus.com/firm/financial-life-planning-llc-marlton-nj-147011.md)) | 147011 | Marlton, NJ | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee, Commissions |
| [Financial Planning Services](https://advisorcensus.com/firm/financial-planning-services-merchantville-nj-129129) ([md](https://advisorcensus.com/firm/financial-planning-services-merchantville-nj-129129.md)) | 129129 | Merchantville, NJ | State-registered investment adviser | $25 million to $100 million | 33 | % of assets, Hourly |
| [Financial Spectrum Inc.](https://advisorcensus.com/firm/financial-spectrum-inc-jenkintown-pa-123169) ([md](https://advisorcensus.com/firm/financial-spectrum-inc-jenkintown-pa-123169.md)) | 123169 | Jenkintown, PA | State-registered investment adviser | Under $25 million | 27 | % 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.

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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.