# 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/8

## 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 8 of 15, 351 to 400 of 711, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Journey 1 Advisors, LLC](https://advisorcensus.com/firm/journey-1-advisors-llc-media-pa-323480) ([md](https://advisorcensus.com/firm/journey-1-advisors-llc-media-pa-323480.md)) | 323480 | Media, PA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [JPL Asset Management and Planning, LLC](https://advisorcensus.com/firm/jpl-asset-management-and-planning-llc-newark-de-145213) ([md](https://advisorcensus.com/firm/jpl-asset-management-and-planning-llc-newark-de-145213.md)) | 145213 | Newark, DE | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [JRM Tax & Wealth Management, LLC](https://advisorcensus.com/firm/jrm-tax-and-wealth-management-llc-chester-heights-pa-318299) ([md](https://advisorcensus.com/firm/jrm-tax-and-wealth-management-llc-chester-heights-pa-318299.md)) | 318299 | Chester Heights, PA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [JSL Health Capital Management, LLC](https://advisorcensus.com/firm/jsl-health-capital-management-llc-claymont-de-311005) ([md](https://advisorcensus.com/firm/jsl-health-capital-management-llc-claymont-de-311005.md)) | 311005 | Claymont, DE | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Jura Investments, LLC](https://advisorcensus.com/firm/jura-investments-llc-king-of-prussia-pa-154614) ([md](https://advisorcensus.com/firm/jura-investments-llc-king-of-prussia-pa-154614.md)) | 154614 | King of Prussia, PA | State-registered investment adviser | Under $25 million | 16 | % of assets |
| [Kagan Cocozza Asset Management](https://advisorcensus.com/firm/kagan-cocozza-asset-management-mullica-hill-nj-154321) ([md](https://advisorcensus.com/firm/kagan-cocozza-asset-management-mullica-hill-nj-154321.md)) | 154321 | Mullica Hill, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Kathmere Capital Management, LLC](https://advisorcensus.com/firm/kathmere-capital-management-llc-wayne-pa-305118) ([md](https://advisorcensus.com/firm/kathmere-capital-management-llc-wayne-pa-305118.md)) | 305118 | Wayne, PA | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Fixed fee, Performance fee |
| [Keitz Investment Management Ltd.](https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770) ([md](https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770.md)) | 123770 | Ambler, PA | State-registered investment adviser | Under $25 million | 31 | % of assets, Hourly |
| [Kellner Capital Management, Inc.](https://advisorcensus.com/firm/kellner-capital-management-inc-philadelphia-pa-121573) ([md](https://advisorcensus.com/firm/kellner-capital-management-inc-philadelphia-pa-121573.md)) | 121573 | Philadelphia, PA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [Kennedy Investment Group](https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605) ([md](https://advisorcensus.com/firm/kennedy-investment-group-west-deptford-nj-322605.md)) | 322605 | West Deptford, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Key Financial, Inc.](https://advisorcensus.com/firm/key-financial-inc-west-chester-pa-116240) ([md](https://advisorcensus.com/firm/key-financial-inc-west-chester-pa-116240.md)) | 116240 | West Chester, PA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Commissions, Other |
| [Keystone Capital Advisors](https://advisorcensus.com/firm/keystone-capital-advisors-west-chester-pa-150831) ([md](https://advisorcensus.com/firm/keystone-capital-advisors-west-chester-pa-150831.md)) | 150831 | West Chester, PA | State-registered investment adviser | Not reported | 16 | Other |
| [Keystone Wealth Management Services Inc](https://advisorcensus.com/firm/keystone-wealth-management-services-inc-glen-mills-pa-262789) ([md](https://advisorcensus.com/firm/keystone-wealth-management-services-inc-glen-mills-pa-262789.md)) | 262789 | Glen Mills, PA | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Performance fee |
| [Kingbird Investment Management](https://advisorcensus.com/firm/kingbird-investment-management-newtown-pa-308069) ([md](https://advisorcensus.com/firm/kingbird-investment-management-newtown-pa-308069.md)) | 308069 | Newtown, PA | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Kitching Partners, LLC](https://advisorcensus.com/firm/kitching-partners-llc-conshohocken-pa-325042) ([md](https://advisorcensus.com/firm/kitching-partners-llc-conshohocken-pa-325042.md)) | 325042 | Conshohocken, PA | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee |
| [Kohfounders](https://advisorcensus.com/firm/kohfounders-willow-grove-pa-174882) ([md](https://advisorcensus.com/firm/kohfounders-willow-grove-pa-174882.md)) | 174882 | Willow Grove, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Kohlhepp Investment Advisors, Ltd.](https://advisorcensus.com/firm/kohlhepp-investment-advisors-ltd-doylestown-pa-113989) ([md](https://advisorcensus.com/firm/kohlhepp-investment-advisors-ltd-doylestown-pa-113989.md)) | 113989 | Doylestown, PA | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Hourly, Fixed fee |
| [Krown Advisory](https://advisorcensus.com/firm/krown-advisory-blue-bell-pa-342223) ([md](https://advisorcensus.com/firm/krown-advisory-blue-bell-pa-342223.md)) | 342223 | Blue Bell, PA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [L2 Management Company](https://advisorcensus.com/firm/l2-management-company-radnor-pa-322085) ([md](https://advisorcensus.com/firm/l2-management-company-radnor-pa-322085.md)) | 322085 | Radnor, PA | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Lansing Street Advisors](https://advisorcensus.com/firm/lansing-street-advisors-ambler-pa-306882) ([md](https://advisorcensus.com/firm/lansing-street-advisors-ambler-pa-306882.md)) | 306882 | Ambler, PA | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [Larsen Maccoll Partners](https://advisorcensus.com/firm/larsen-maccoll-partners-wayne-pa-167321) ([md](https://advisorcensus.com/firm/larsen-maccoll-partners-wayne-pa-167321.md)) | 167321 | Wayne, PA | Exempt reporting adviser | Not reported | 13 | Not reported |
| [Laurel Oak Wealth Management, LLC](https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824) ([md](https://advisorcensus.com/firm/laurel-oak-wealth-management-llc-marlton-nj-336824.md)) | 336824 | Marlton, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [LBC Credit Partners](https://advisorcensus.com/firm/lbc-credit-partners-radnor-pa-157628) ([md](https://advisorcensus.com/firm/lbc-credit-partners-radnor-pa-157628.md)) | 157628 | Radnor, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Legacy Advisors, LLC](https://advisorcensus.com/firm/legacy-advisors-llc-plymouth-meeting-pa-139830) ([md](https://advisorcensus.com/firm/legacy-advisors-llc-plymouth-meeting-pa-139830.md)) | 139830 | Plymouth Meeting, PA | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Legacy Advisory Services, LLC](https://advisorcensus.com/firm/legacy-advisory-services-llc-exton-pa-147173) ([md](https://advisorcensus.com/firm/legacy-advisory-services-llc-exton-pa-147173.md)) | 147173 | Exton, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Legacy Investment Advisors, LLC](https://advisorcensus.com/firm/legacy-investment-advisors-llc-voorhees-nj-144477) ([md](https://advisorcensus.com/firm/legacy-investment-advisors-llc-voorhees-nj-144477.md)) | 144477 | Voorhees, NJ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Legacy Solutions, LLC](https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360) ([md](https://advisorcensus.com/firm/legacy-solutions-llc-kennett-square-pa-323360.md)) | 323360 | Kennett Square, PA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [LEM Capital, L.P.](https://advisorcensus.com/firm/lem-capital-l-p-philadelphia-pa-159817) ([md](https://advisorcensus.com/firm/lem-capital-l-p-philadelphia-pa-159817.md)) | 159817 | Philadelphia, PA | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Liberty Asset Partners](https://advisorcensus.com/firm/liberty-asset-partners-wilmington-de-339485) ([md](https://advisorcensus.com/firm/liberty-asset-partners-wilmington-de-339485.md)) | 339485 | Wilmington, DE | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Liberty One Wealth Advisors](https://advisorcensus.com/firm/liberty-one-wealth-advisors-philadelphia-pa-315675) ([md](https://advisorcensus.com/firm/liberty-one-wealth-advisors-philadelphia-pa-315675.md)) | 315675 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Lighthouse Point Venture Management LLC](https://advisorcensus.com/firm/lighthouse-point-venture-management-llc-philadelphia-pa-311893) ([md](https://advisorcensus.com/firm/lighthouse-point-venture-management-llc-philadelphia-pa-311893.md)) | 311893 | Philadelphia, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Limeral Research](https://advisorcensus.com/firm/limeral-research-malvern-pa-340807) ([md](https://advisorcensus.com/firm/limeral-research-malvern-pa-340807.md)) | 340807 | Malvern, PA | State-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [Limerick Financial Group, LLC](https://advisorcensus.com/firm/limerick-financial-group-llc-limerick-pa-141128) ([md](https://advisorcensus.com/firm/limerick-financial-group-llc-limerick-pa-141128.md)) | 141128 | Limerick, PA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee |
| [Limitless Asset Management Inc.](https://advisorcensus.com/firm/limitless-asset-management-inc-wilmington-de-332885) ([md](https://advisorcensus.com/firm/limitless-asset-management-inc-wilmington-de-332885.md)) | 332885 | Wilmington, DE | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Linc Wealth Solutions](https://advisorcensus.com/firm/linc-wealth-solutions-norristown-pa-174470) ([md](https://advisorcensus.com/firm/linc-wealth-solutions-norristown-pa-174470.md)) | 174470 | Norristown, PA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Lincoln Financial Investments Corporation](https://advisorcensus.com/firm/lincoln-financial-investments-corporation-radnor-pa-108881) ([md](https://advisorcensus.com/firm/lincoln-financial-investments-corporation-radnor-pa-108881.md)) | 108881 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 41 | % of assets |
| [Lincoln Investment](https://advisorcensus.com/firm/lincoln-investment-fort-washington-pa-519) ([md](https://advisorcensus.com/firm/lincoln-investment-fort-washington-pa-519.md)) | 519 | Fort Washington, PA | SEC-registered investment adviser | Over $5 billion | 48 | % of assets, Hourly, Fixed fee, Commissions |
| [Livelihood LLC](https://advisorcensus.com/firm/livelihood-llc-philadelphia-pa-301645) ([md](https://advisorcensus.com/firm/livelihood-llc-philadelphia-pa-301645.md)) | 301645 | Philadelphia, PA | State-registered investment adviser | Not reported | 7 | Hourly, Fixed fee, Other |
| [LL Funds](https://advisorcensus.com/firm/ll-funds-philadelphia-pa-161552) ([md](https://advisorcensus.com/firm/ll-funds-philadelphia-pa-161552.md)) | 161552 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [LLR Management Holdco, L.P.](https://advisorcensus.com/firm/llr-management-holdco-l-p-philadelphia-pa-323438) ([md](https://advisorcensus.com/firm/llr-management-holdco-l-p-philadelphia-pa-323438.md)) | 323438 | Philadelphia, PA | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Performance fee, Other |
| [Logan Capital Management, Inc.](https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893) ([md](https://advisorcensus.com/firm/logan-capital-management-inc-newtown-square-pa-108893.md)) | 108893 | Newtown Square, PA | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Fixed fee |
| [Lovell Minnick](https://advisorcensus.com/firm/lovell-minnick-radnor-pa-156494) ([md](https://advisorcensus.com/firm/lovell-minnick-radnor-pa-156494.md)) | 156494 | Radnor, PA | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [LR3 Partners](https://advisorcensus.com/firm/lr3-partners-conshohocken-pa-344089) ([md](https://advisorcensus.com/firm/lr3-partners-conshohocken-pa-344089.md)) | 344089 | Conshohocken, PA | SEC-registered investment adviser | Not reported | 0 | % of assets, Other |
| [Lubert-Adler Management Company, L.P.](https://advisorcensus.com/firm/lubert-adler-management-company-l-p-philadelphia-pa-155201) ([md](https://advisorcensus.com/firm/lubert-adler-management-company-l-p-philadelphia-pa-155201.md)) | 155201 | Philadelphia, PA | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Performance fee, Other |
| [Lulu Cheng Meservey Management, LLC](https://advisorcensus.com/firm/lulu-cheng-meservey-management-llc-philadelphia-pa-340048) ([md](https://advisorcensus.com/firm/lulu-cheng-meservey-management-llc-philadelphia-pa-340048.md)) | 340048 | Philadelphia, PA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Lynch Asset Management, Inc.](https://advisorcensus.com/firm/lynch-asset-management-inc-newtown-pa-159938) ([md](https://advisorcensus.com/firm/lynch-asset-management-inc-newtown-pa-159938.md)) | 159938 | Newtown, PA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Lynch Investment Planning, LLC](https://advisorcensus.com/firm/lynch-investment-planning-llc-newtown-square-pa-115956) ([md](https://advisorcensus.com/firm/lynch-investment-planning-llc-newtown-square-pa-115956.md)) | 115956 | Newtown Square, PA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [M Financial Planning Services, Inc](https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207) ([md](https://advisorcensus.com/firm/m-financial-planning-services-inc-marlton-nj-121207.md)) | 121207 | Marlton, NJ | State-registered investment adviser | Not reported | 33 | Hourly, Fixed fee, Other |
| [Magnolia Private Wealth, LLC](https://advisorcensus.com/firm/magnolia-private-wealth-llc-philadelphia-pa-324102) ([md](https://advisorcensus.com/firm/magnolia-private-wealth-llc-philadelphia-pa-324102.md)) | 324102 | Philadelphia, PA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Maguire Investments LLC](https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039) ([md](https://advisorcensus.com/firm/maguire-investments-llc-king-of-prussia-pa-164039.md)) | 164039 | King of Prussia, PA | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, 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 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.