{ "path": "/advisors/pa/philadelphia", "url": "https://advisorcensus.com/advisors/pa/philadelphia/page/8", "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": "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.", "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": 8, "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": 323480, "name": "Journey 1 Advisors, LLC", "name_as_filed": "JOURNEY 1 ADVISORS, LLC", "url": "https://advisorcensus.com/firm/journey-1-advisors-llc-media-pa-323480", "city": "Media", "state": "PA", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145213, "name": "JPL Asset Management and Planning, LLC", "name_as_filed": "JPL ASSET MANAGEMENT AND PLANNING, LLC", "url": "https://advisorcensus.com/firm/jpl-asset-management-and-planning-llc-newark-de-145213", "city": "Newark", "state": "DE", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318299, "name": "JRM Tax & Wealth Management, LLC", "name_as_filed": "JRM TAX & WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jrm-tax-and-wealth-management-llc-chester-heights-pa-318299", "city": "Chester Heights", "state": "PA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311005, "name": "JSL Health Capital Management, LLC", "name_as_filed": "JSL HEALTH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jsl-health-capital-management-llc-claymont-de-311005", "city": "Claymont", "state": "DE", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154614, "name": "Jura Investments, LLC", "name_as_filed": "JURA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/jura-investments-llc-king-of-prussia-pa-154614", "city": "King of Prussia", "state": "PA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154321, "name": "Kagan Cocozza Asset Management", "name_as_filed": "KAGAN COCOZZA ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/kagan-cocozza-asset-management-mullica-hill-nj-154321", "city": "Mullica Hill", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305118, "name": "Kathmere Capital Management, LLC", "name_as_filed": "KATHMERE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kathmere-capital-management-llc-wayne-pa-305118", "city": "Wayne", "state": "PA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 123770, "name": "Keitz Investment Management Ltd.", "name_as_filed": "KEITZ INVESTMENT MANAGEMENT LTD.", "url": "https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770", "city": "Ambler", "state": "PA", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121573, "name": "Kellner Capital Management, Inc.", "name_as_filed": "KELLNER CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kellner-capital-management-inc-philadelphia-pa-121573", "city": "Philadelphia", "state": "PA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322605, "name": "Kennedy Investment Group", "name_as_filed": "KENNEDY INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605", "city": "West Deptford", "state": "NJ", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116240, "name": "Key Financial, Inc.", "name_as_filed": "KEY FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/key-financial-inc-west-chester-pa-116240", "city": "West Chester", "state": "PA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 150831, "name": "Keystone Capital Advisors", "name_as_filed": "KEYSTONE CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/keystone-capital-advisors-west-chester-pa-150831", "city": "West Chester", "state": "PA", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 262789, "name": "Keystone Wealth Management Services Inc", "name_as_filed": "KEYSTONE WEALTH MANAGEMENT SERVICES INC", "url": "https://advisorcensus.com/firm/keystone-wealth-management-services-inc-glen-mills-pa-262789", "city": "Glen Mills", "state": "PA", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 308069, "name": "Kingbird Investment Management", "name_as_filed": "KINGBIRD INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/kingbird-investment-management-newtown-pa-308069", "city": "Newtown", "state": "PA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325042, "name": "Kitching Partners, LLC", "name_as_filed": "KITCHING PARTNERS, LLC", "url": "https://advisorcensus.com/firm/kitching-partners-llc-conshohocken-pa-325042", "city": "Conshohocken", "state": "PA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174882, "name": "Kohfounders", "name_as_filed": "KOHFOUNDERS", "url": "https://advisorcensus.com/firm/kohfounders-willow-grove-pa-174882", "city": "Willow Grove", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 113989, "name": "Kohlhepp Investment Advisors, Ltd.", "name_as_filed": "KOHLHEPP INVESTMENT ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/kohlhepp-investment-advisors-ltd-doylestown-pa-113989", "city": "Doylestown", "state": "PA", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342223, "name": "Krown Advisory", "name_as_filed": "KROWN ADVISORY", "url": "https://advisorcensus.com/firm/krown-advisory-blue-bell-pa-342223", "city": "Blue Bell", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322085, "name": "L2 Management Company", "name_as_filed": "L2 MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/l2-management-company-radnor-pa-322085", "city": "Radnor", "state": "PA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306882, "name": "Lansing Street Advisors", "name_as_filed": "LANSING STREET ADVISORS", "url": "https://advisorcensus.com/firm/lansing-street-advisors-ambler-pa-306882", "city": "Ambler", "state": "PA", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167321, "name": "Larsen Maccoll Partners", "name_as_filed": "LARSEN MACCOLL PARTNERS", "url": "https://advisorcensus.com/firm/larsen-maccoll-partners-wayne-pa-167321", "city": "Wayne", "state": "PA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336824, "name": "Laurel Oak Wealth Management, LLC", "name_as_filed": "LAUREL OAK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824", "city": "Marlton", "state": "NJ", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157628, "name": "LBC Credit Partners", "name_as_filed": "LBC CREDIT PARTNERS", "url": "https://advisorcensus.com/firm/lbc-credit-partners-radnor-pa-157628", "city": "Radnor", "state": "PA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 139830, "name": "Legacy Advisors, LLC", "name_as_filed": "LEGACY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-advisors-llc-plymouth-meeting-pa-139830", "city": "Plymouth Meeting", "state": "PA", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147173, "name": "Legacy Advisory Services, LLC", "name_as_filed": "LEGACY ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/legacy-advisory-services-llc-exton-pa-147173", "city": "Exton", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144477, "name": "Legacy Investment Advisors, LLC", "name_as_filed": "LEGACY INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/legacy-investment-advisors-llc-voorhees-nj-144477", "city": "Voorhees", "state": "NJ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323360, "name": "Legacy Solutions, LLC", "name_as_filed": "LEGACY SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360", "city": "Kennett Square", "state": "PA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159817, "name": "LEM Capital, L.P.", "name_as_filed": "LEM CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/lem-capital-l-p-philadelphia-pa-159817", "city": "Philadelphia", "state": "PA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339485, "name": "Liberty Asset Partners", "name_as_filed": "LIBERTY ASSET PARTNERS", "url": "https://advisorcensus.com/firm/liberty-asset-partners-wilmington-de-339485", "city": "Wilmington", "state": "DE", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315675, "name": "Liberty One Wealth Advisors", "name_as_filed": "LIBERTY ONE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/liberty-one-wealth-advisors-philadelphia-pa-315675", "city": "Philadelphia", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311893, "name": "Lighthouse Point Venture Management LLC", "name_as_filed": "LIGHTHOUSE POINT VENTURE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lighthouse-point-venture-management-llc-philadelphia-pa-311893", "city": "Philadelphia", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340807, "name": "Limeral Research", "name_as_filed": "LIMERAL RESEARCH", "url": "https://advisorcensus.com/firm/limeral-research-malvern-pa-340807", "city": "Malvern", "state": "PA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 141128, "name": "Limerick Financial Group, LLC", "name_as_filed": "LIMERICK FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/limerick-financial-group-llc-limerick-pa-141128", "city": "Limerick", "state": "PA", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332885, "name": "Limitless Asset Management Inc.", "name_as_filed": "LIMITLESS ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/limitless-asset-management-inc-wilmington-de-332885", "city": "Wilmington", "state": "DE", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 174470, "name": "Linc Wealth Solutions", "name_as_filed": "LINC WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/linc-wealth-solutions-norristown-pa-174470", "city": "Norristown", "state": "PA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108881, "name": "Lincoln Financial Investments Corporation", "name_as_filed": "LINCOLN FINANCIAL INVESTMENTS CORPORATION", "url": "https://advisorcensus.com/firm/lincoln-financial-investments-corporation-radnor-pa-108881", "city": "Radnor", "state": "PA", "years_registered": 41, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 519, "name": "Lincoln Investment", "name_as_filed": "LINCOLN INVESTMENT", "url": "https://advisorcensus.com/firm/lincoln-investment-fort-washington-pa-519", "city": "Fort Washington", "state": "PA", "years_registered": 48, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 301645, "name": "Livelihood LLC", "name_as_filed": "LIVELIHOOD LLC", "url": "https://advisorcensus.com/firm/livelihood-llc-philadelphia-pa-301645", "city": "Philadelphia", "state": "PA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 161552, "name": "LL Funds", "name_as_filed": "LL FUNDS", "url": "https://advisorcensus.com/firm/ll-funds-philadelphia-pa-161552", "city": "Philadelphia", "state": "PA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323438, "name": "LLR Management Holdco, L.P.", "name_as_filed": "LLR MANAGEMENT HOLDCO, L.P.", "url": "https://advisorcensus.com/firm/llr-management-holdco-l-p-philadelphia-pa-323438", "city": "Philadelphia", "state": "PA", "years_registered": 3, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 108893, "name": "Logan Capital Management, Inc.", "name_as_filed": "LOGAN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893", "city": "Newtown Square", "state": "PA", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156494, "name": "Lovell Minnick", "name_as_filed": "LOVELL MINNICK", "url": "https://advisorcensus.com/firm/lovell-minnick-radnor-pa-156494", "city": "Radnor", "state": "PA", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 344089, "name": "LR3 Partners", "name_as_filed": "LR3 PARTNERS", "url": "https://advisorcensus.com/firm/lr3-partners-conshohocken-pa-344089", "city": "Conshohocken", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 155201, "name": "Lubert-Adler Management Company, L.P.", "name_as_filed": "LUBERT-ADLER MANAGEMENT COMPANY, L.P.", "url": "https://advisorcensus.com/firm/lubert-adler-management-company-l-p-philadelphia-pa-155201", "city": "Philadelphia", "state": "PA", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 340048, "name": "Lulu Cheng Meservey Management, LLC", "name_as_filed": "LULU CHENG MESERVEY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lulu-cheng-meservey-management-llc-philadelphia-pa-340048", "city": "Philadelphia", "state": "PA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159938, "name": "Lynch Asset Management, Inc.", "name_as_filed": "LYNCH ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/lynch-asset-management-inc-newtown-pa-159938", "city": "Newtown", "state": "PA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115956, "name": "Lynch Investment Planning, LLC", "name_as_filed": "LYNCH INVESTMENT PLANNING, LLC", "url": "https://advisorcensus.com/firm/lynch-investment-planning-llc-newtown-square-pa-115956", "city": "Newtown Square", "state": "PA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121207, "name": "M Financial Planning Services, Inc", "name_as_filed": "M FINANCIAL PLANNING SERVICES, INC", "url": "https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207", "city": "Marlton", "state": "NJ", "years_registered": 33, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 324102, "name": "Magnolia Private Wealth, LLC", "name_as_filed": "MAGNOLIA PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/magnolia-private-wealth-llc-philadelphia-pa-324102", "city": "Philadelphia", "state": "PA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164039, "name": "Maguire Investments LLC", "name_as_filed": "MAGUIRE INVESTMENTS LLC", "url": 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