{ "path": "/advisors/pa/philadelphia", "url": "https://advisorcensus.com/advisors/pa/philadelphia/page/6", "page_type": "metro", "title": "Financial advisors in Philadelphia, PA", "filters": {}, "scope_total": 711, "faq": [ { "q": "How many financial advisory firms are there in Philadelphia, PA?", "a": "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." }, { "q": "How many fee-only financial advisors are in Philadelphia, PA?", "a": "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." }, { "q": "How many financial advisors in Philadelphia, PA offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Philadelphia, PA fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "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.", "about_market": "Philadelphia has 711 investment advisory firms with a principal office in the metro area as of October 2026: 410 SEC-registered, 190 state-registered, and 111 exempt reporting advisers. 161 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 157 report under $100 million in regulatory assets under management. The metro area has 2,467,761 households, 422,544 of them with income of $200,000 or more, or 594 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Philadelphia, PA: 711 firms from Form ADV filings as of October 2026.", "total_firms": 711, "page": 6, "total_pages": 15, "sort": "name", "registration_types": { "sec": 410, "state": 190, "exempt": 111 }, "fee_model_mix": [ { "code": "fee-only", "count": 161 }, { "code": "percentage_of_aum", "count": 549 }, { "code": "hourly", "count": 213 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 329 }, { "code": "commissions", "count": 14 }, { "code": "performance_based", "count": 132 }, { "code": "other", "count": 99 }, { "code": "not_reported", "count": 111 } ], "years_registered_distribution": [ { "code": "under_5", "count": 260 }, { "code": "5_to_9", "count": 157 }, { "code": "10_to_19", "count": 167 }, { "code": "20_plus", "count": 123 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 79 }, { "code": "25m_100m", "count": 78 }, { "code": "100m_500m", "count": 177 }, { "code": "500m_1b", "count": 61 }, { "code": "1b_5b", "count": 89 }, { "code": "over_5b", "count": 63 }, { "code": "not_reported", "count": 164 } ], "firms": [ { "crd_number": 131620, "name": "Firstrust Financial Advisors", "name_as_filed": "FIRSTRUST FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/firstrust-financial-advisors-conshohocken-pa-131620", "city": "Conshohocken", "state": "PA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120249, "name": "Five Rivers Financial Advisors, LLC", "name_as_filed": "FIVE RIVERS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/five-rivers-financial-advisors-llc-north-east-md-120249", "city": "North East", "state": "MD", "years_registered": 26, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108354, "name": "Flagship Capital Management Inc", "name_as_filed": "FLAGSHIP CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/flagship-capital-management-inc-media-pa-108354", "city": "Media", "state": "PA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343507, "name": "FOF DAF Advisors LLC", "name_as_filed": "FOF DAF ADVISORS LLC", "url": "https://advisorcensus.com/firm/fof-daf-advisors-llc-newark-de-343507", "city": "Newark", "state": "DE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 153016, "name": "Forefront Analytics, LLC", "name_as_filed": "FOREFRONT ANALYTICS, LLC", "url": "https://advisorcensus.com/firm/forefront-analytics-llc-w-conshohocken-pa-153016", "city": "W. Conshohocken", "state": "PA", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 164498, "name": "Fortis Advisors, LLC", "name_as_filed": "FORTIS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/fortis-advisors-llc-wayne-pa-164498", "city": "Wayne", "state": "PA", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 142659, "name": "Foundation Capital Management, LLC", "name_as_filed": "FOUNDATION CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/foundation-capital-management-llc-east-norriton-pa-142659", "city": "East Norriton", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168270, "name": "Foundation Wealth Management, LLC", "name_as_filed": "FOUNDATION WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/foundation-wealth-management-llc-media-pa-168270", "city": "Media", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340927, "name": "Fournorth Capital LLC", "name_as_filed": "FOURNORTH CAPITAL LLC", "url": "https://advisorcensus.com/firm/fournorth-capital-llc-west-conshohocken-pa-340927", "city": "West Conshohocken", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 160848, "name": "FR Capital Holdings, LP", "name_as_filed": "FR CAPITAL HOLDINGS, LP", "url": "https://advisorcensus.com/firm/fr-capital-holdings-lp-philadelphia-pa-160848", "city": "Philadelphia", "state": "PA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 126508, "name": "Franklin Park", "name_as_filed": "FRANKLIN PARK", "url": "https://advisorcensus.com/firm/franklin-park-bala-cynwyd-pa-126508", "city": "Bala Cynwyd", "state": "PA", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 141788, "name": "Franklin Retirement Solutions, Inc.", "name_as_filed": "FRANKLIN RETIREMENT SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/franklin-retirement-solutions-inc-horsham-pa-141788", "city": "Horsham", "state": "PA", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 150457, "name": "Friedenthal Financial, LLC", "name_as_filed": "FRIEDENTHAL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/friedenthal-financial-llc-marlton-nj-150457", "city": "Marlton", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 289579, "name": "FS Credit Income Advisor, LLC", "name_as_filed": "FS CREDIT INCOME ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-credit-income-advisor-llc-philadelphia-pa-289579", "city": "Philadelphia", "state": "PA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338274, "name": "FS Digital Infrastructure Advisor, LLC", "name_as_filed": "FS DIGITAL INFRASTRUCTURE ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-digital-infrastructure-advisor-llc-philadelphia-pa-338274", "city": "Philadelphia", "state": "PA", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 286673, "name": "FS Fund Advisor, LLC", "name_as_filed": "FS FUND ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-fund-advisor-llc-philadelphia-pa-286673", "city": "Philadelphia", "state": "PA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167620, "name": "FS Global Advisor, LLC", "name_as_filed": "FS GLOBAL ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-global-advisor-llc-philadelphia-pa-167620", "city": "Philadelphia", "state": "PA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306352, "name": "FS Reit Advisor, LLC", "name_as_filed": "FS REIT ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-reit-advisor-llc-philadelphia-pa-306352", "city": "Philadelphia", "state": "PA", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 293054, "name": "FS Specialty Lending Advisor, LLC", "name_as_filed": "FS SPECIALTY LENDING ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-specialty-lending-advisor-llc-philadelphia-pa-293054", "city": "Philadelphia", "state": "PA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301285, "name": "FS Structured Products Advisor, LLC", "name_as_filed": "FS STRUCTURED PRODUCTS ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-structured-products-advisor-llc-philadelphia-pa-301285", "city": "Philadelphia", "state": "PA", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300214, "name": "FS Tactical Advisor, LLC", "name_as_filed": "FS TACTICAL ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-tactical-advisor-llc-philadelphia-pa-300214", "city": "Philadelphia", "state": "PA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 292803, "name": "FS/KKR Advisor, LLC", "name_as_filed": "FS/KKR ADVISOR, LLC", "url": "https://advisorcensus.com/firm/fs-kkr-advisor-llc-philadelphia-pa-292803", "city": "Philadelphia", "state": "PA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 309257, "name": "Full Court Strategic Wealth, LLC", "name_as_filed": "FULL COURT STRATEGIC WEALTH, LLC", "url": "https://advisorcensus.com/firm/full-court-strategic-wealth-llc-mount-laurel-nj-309257", "city": "Mount Laurel", "state": "NJ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330137, "name": "Funding Impact", "name_as_filed": "FUNDING IMPACT", "url": "https://advisorcensus.com/firm/funding-impact-wilmington-de-330137", "city": "Wilmington", "state": "DE", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291195, "name": "Gadsden", "name_as_filed": "GADSDEN", "url": "https://advisorcensus.com/firm/gadsden-newtown-square-pa-291195", "city": "Newtown Square", "state": "PA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166651, "name": "Gage Wealth Management Group", "name_as_filed": "GAGE WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/gage-wealth-management-group-newtown-pa-166651", "city": "Newtown", "state": "PA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105033, "name": "Gardner Lewis Asset Management LP", "name_as_filed": "GARDNER LEWIS ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/gardner-lewis-asset-management-lp-chadds-ford-pa-105033", "city": "Chadds Ford", "state": "PA", "years_registered": 36, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318454, "name": "General Global Capital LLC", "name_as_filed": "GENERAL GLOBAL CAPITAL LLC", "url": "https://advisorcensus.com/firm/general-global-capital-llc-wilmington-de-318454", "city": "Wilmington", "state": "DE", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317337, "name": "Genrise Wealth Advisors LLC", "name_as_filed": "GENRISE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/genrise-wealth-advisors-llc-mt-laurel-nj-317337", "city": "Mt. Laurel", "state": "NJ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 124128, "name": "Gibraltar Wealth Management, LLC", "name_as_filed": "GIBRALTAR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gibraltar-wealth-management-llc-abington-pa-124128", "city": "Abington", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 39163, "name": "Girard Advisory Services, LLC", "name_as_filed": "GIRARD ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/girard-advisory-services-llc-king-of-prussia-pa-39163", "city": "King of Prussia", "state": "PA", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151138, "name": "Gkfo, LLC", "name_as_filed": "GKFO, LLC", "url": "https://advisorcensus.com/firm/gkfo-llc-w-conshohocken-pa-151138", "city": "W. Conshohocken", "state": "PA", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336345, "name": "Glasstx Capital LLC", "name_as_filed": "GLASSTX CAPITAL LLC", "url": "https://advisorcensus.com/firm/glasstx-capital-llc-philadelphia-pa-336345", "city": "Philadelphia", "state": "PA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108165, "name": "Glenmede Investment Management, LP", "name_as_filed": "GLENMEDE INVESTMENT MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/glenmede-investment-management-lp-philadelphia-pa-108165", "city": "Philadelphia", "state": "PA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 175181, "name": "Global Advisers, LLC", "name_as_filed": "GLOBAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/global-advisers-llc-philadelphia-pa-175181", "city": "Philadelphia", "state": "PA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298176, "name": "Global Beta Advisors", "name_as_filed": "GLOBAL BETA ADVISORS", "url": "https://advisorcensus.com/firm/global-beta-advisors-west-chester-pa-298176", "city": "West Chester", "state": "PA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 323842, "name": "Global Opportunity Pennsylvania Management, LLC", "name_as_filed": "GLOBAL OPPORTUNITY PENNSYLVANIA MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/global-opportunity-pennsylvania-management-llc-philadelphia-pa-323842", "city": "Philadelphia", "state": "PA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326765, "name": "Global Opportunity Philadelphia Management, LLC", "name_as_filed": "GLOBAL OPPORTUNITY PHILADELPHIA MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/global-opportunity-philadelphia-management-llc-philadelphia-pa-326765", "city": "Philadelphia", "state": "PA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330349, "name": "Global Wealth Management, LLC", "name_as_filed": "GLOBAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/global-wealth-management-llc-lansdale-pa-330349", "city": "Lansdale", "state": "PA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332451, "name": "GMK Capital LLC", "name_as_filed": "GMK CAPITAL LLC", "url": "https://advisorcensus.com/firm/gmk-capital-llc-middletown-de-332451", "city": "Middletown", "state": "DE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159361, "name": "Goal Quest Advisors, LLC", "name_as_filed": "GOAL QUEST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/goal-quest-advisors-llc-berwyn-pa-159361", "city": "Berwyn", "state": "PA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341905, "name": "Goalpost Wealth Management, LLC", "name_as_filed": "GOALPOST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/goalpost-wealth-management-llc-radnor-pa-341905", "city": "Radnor", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106410, "name": "Godshalk Welsh Capital Management, Inc.", "name_as_filed": "GODSHALK WELSH CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/godshalk-welsh-capital-management-inc-radnor-pa-106410", "city": "Radnor", "state": "PA", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333255, "name": "Goingvc Partners LLC", "name_as_filed": "GOINGVC PARTNERS LLC", "url": "https://advisorcensus.com/firm/goingvc-partners-llc-wilmington-de-333255", "city": "Wilmington", "state": "DE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342561, "name": "Golden Ratio Wealth Management LLC", "name_as_filed": "GOLDEN RATIO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/golden-ratio-wealth-management-llc-radnor-pa-342561", "city": "Radnor", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157049, "name": "Graham Partners, LLC", "name_as_filed": "GRAHAM PARTNERS, LLC", "url": "https://advisorcensus.com/firm/graham-partners-llc-newtown-square-pa-157049", "city": "Newtown Square", "state": "PA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 123913, "name": "Great Valley Advisor Group, LLC", "name_as_filed": "GREAT VALLEY ADVISOR GROUP, LLC", "url": "https://advisorcensus.com/firm/great-valley-advisor-group-llc-berwyn-pa-123913", "city": "Berwyn", "state": "PA", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156156, "name": "Green Drake Advisors LLC", "name_as_filed": "GREEN DRAKE ADVISORS LLC", "url": "https://advisorcensus.com/firm/green-drake-advisors-llc-bryn-mawr-pa-156156", "city": "Bryn Mawr", "state": "PA", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ 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