AdvisorGrade

Financial advisers in Philadelphia, PA

54 registered investment adviser firms in Philadelphia managing $546.3B in assets, based on public SEC Form ADV filings.

Nomura Investment Management Business Trust

Philadelphia, PA · Est. 1988

NationalInternational
Fee-based
AUM
$144.0B
Per adviser
$658M
Advisers
219

Janney Montgomery Scott LLC

Philadelphia, PA · Est. 1971

NationalInternational
Fee-based
AUM
$110.1B
Per adviser
$68M
Advisers
1,614

Brandywine Global Investment Management, LLC

Philadelphia, PA · Est. 1986

NationalInternational
Fee-only
AUM
$65.4B
Per adviser
$1.2B
Advisers
56

No reported disclosures

Abrdn INC.

Philadelphia, PA · Est. 1995

RegionalInternational
Fee-based
AUM
$41.5B
Per adviser
$754M
Advisers
55

No reported disclosures

Clark Capital Management Group INC

Philadelphia, PA · Est. 1986

Regional
Fee-only
AUM
$35.7B
Per adviser
$1.8B
Advisers
20

No reported disclosures

Xponance LLC

Philadelphia, PA · Est. 1996

Regional
Fee-based
AUM
$24.3B
Per adviser
$1.6B
Advisers
15

No reported disclosures

Fs/Kkr Advisor, LLC

Philadelphia, PA · Est. 2018

Regional
Fee-only
AUM
$16.1B
Per adviser
$84M
Advisers
192

No reported disclosures

Mycio Wealth Partners, LLC

Philadelphia, PA · Est. 2005

RegionalInternational
Fee-based
AUM
$15.8B
Per adviser
$343M
Advisers
46

No reported disclosures

Cooke & Bieler, L.P.

Philadelphia, PA · Est. 2001

RegionalInternational
Fee-only
AUM
$10.6B
Per adviser
$754M
Advisers
14

No reported disclosures

Fs Reit Advisor, LLC

Philadelphia, PA · Est. 2019

Regional
Fee-only
AUM
$9.1B
Per adviser
$3.0B
Advisers
3

No reported disclosures

Llr Management Holdco, L.P.

Philadelphia, PA · Est. 2022

Regional
Fee-only
AUM
$7.6B
Per adviser
$148M
Advisers
51

No reported disclosures

Glenmede Investment Management, LP

Philadelphia, PA · Est. 2000

RegionalInternational
Fee-only
AUM
$6.2B
Per adviser
$295M
Advisers
21

No reported disclosures

Wescott Financial Advisory Group LLC

Philadelphia, PA · Est. 1987

RegionalInternational
Fee-based
AUM
$4.2B
Per adviser
$154M
Advisers
27

No reported disclosures

Financial Integrity Advisors, LLC

Philadelphia, PA · Est. 2023

Regional
Fee-based
AUM
$4.0B
Per adviser
$4.0B
Advisers
1

No reported disclosures

Bryn Mawr Trust Advisors, LLC

Philadelphia, PA · Est. 2016

RegionalInternational
Fee-based
AUM
$3.5B
Per adviser
$64M
Advisers
55

No reported disclosures

Fs Digital Infrastructure Advisor, LLC

Philadelphia, PA · Est. 2026

RegionalInternational
Fee-only
AUM
$3.2B
Per adviser
$321M
Advisers
10

No reported disclosures

Roffman Miller Associates INC

Philadelphia, PA · Est. 1991

Regional
Fee-only
AUM
$3.2B
Per adviser
$228M
Advisers
14

No reported disclosures

Elm Wealth

Philadelphia, PA · Est. 2013

RegionalInternational
Fee-based
AUM
$3.0B
Per adviser
$431M
Advisers
7

Fs Global Advisor, LLC

Philadelphia, PA · Est. 2013

Regional
Fee-only
AUM
$3.0B
Per adviser
$120M
Advisers
25

No reported disclosures

Newmarket Investment Management, LP

Philadelphia, PA · Est. 2020

RegionalInternational
Fee-only
AUM
$2.8B
Per adviser
$176M
Advisers
16

No reported disclosures

Lubert-Adler Management Company, L.P.

Philadelphia, PA · Est. 2010

Regional
Fee-only
AUM
$2.8B
Per adviser
$281M
Advisers
10

No reported disclosures

Rtd Financial Advisors INC

Philadelphia, PA · Est. 1983

RegionalInternational
Fee-based
AUM
$2.7B
Per adviser
$124M
Advisers
22

No reported disclosures

Ll Funds

Philadelphia, PA · Est. 2012

Regional
Fee-only
AUM
$2.6B
Per adviser
$163M
Advisers
16

No reported disclosures

Fft Wealth Management

Philadelphia, PA · Est. 2009

Regional
Fee-based
AUM
$2.3B
Per adviser
$107M
Advisers
22

No reported disclosures

Fs Structured Products Advisor, LLC

Philadelphia, PA · Est. 2020

Regional
Fee-only
AUM
$2.2B
Per adviser
$73M
Advisers
30

No reported disclosures

Transamerica Financial Advisors, LLC

Philadelphia, PA · Est. 1991

National
Fee-only
AUM
$2.1B
Per adviser
$2M
Advisers
991

Penn Capital Management Company, LLC

Philadelphia, PA · Est. 1988

LocalInternational
Fee-only
AUM
$1.9B
Per adviser
$162M
Advisers
12

No reported disclosures

Fs Specialty Lending Advisor, LLC

Philadelphia, PA · Est. 2018

Local
Fee-only
AUM
$1.9B
Per adviser
$64M
Advisers
30

No reported disclosures

Mitchell Sinkler & Starr

Philadelphia, PA · Est. 1972

LocalInternational
Fee-only
AUM
$1.8B
Per adviser
$358M
Advisers
5

No reported disclosures

Lgl Partners, LLC

Philadelphia, PA · Est. 2017

Regional
Fee-based
AUM
$1.7B
Per adviser
$78M
Advisers
22

No reported disclosures

Fs Fund Advisor, LLC

Philadelphia, PA · Est. 2017

Local
Fee-only
AUM
$1.6B
Per adviser
$542M
Advisers
3

No reported disclosures

1315 Capital

Philadelphia, PA · Est. 2020

Local
Fee-only
AUM
$1.4B
Per adviser
$113M
Advisers
12

No reported disclosures

Prudent Management Associates

Philadelphia, PA · Est. 1983

LocalInternational
Fee-based
AUM
$1.2B
Per adviser
$205M
Advisers
6

No reported disclosures

Arden Fund Management, LLC

Philadelphia, PA · Est. 2014

Local
Fee-only
AUM
$1.1B
Per adviser
$74M
Advisers
15

No reported disclosures

Fs Credit Income Advisor, LLC

Philadelphia, PA · Est. 2017

Local
Fee-only
AUM
$726M
Per adviser
$23M
Advisers
31

No reported disclosures

Lem Capital, L.P.

Philadelphia, PA · Est. 2012

Local
Fee-only
AUM
$661M
Per adviser
$39M
Advisers
17

No reported disclosures

Corten Real Estate Management LLC

Philadelphia, PA · Est. 2022

Regional
Fee-only
AUM
$457M
Per adviser
$38M
Advisers
12

No reported disclosures

Mor Wealth Management, LLC

Philadelphia, PA · Est. 2025

Local
Fee-based
AUM
$396M
Per adviser
$132M
Advisers
3

No reported disclosures

Attinger, LLC

Philadelphia, PA · Est. 2020

Local
Fee-based
AUM
$395M
Per adviser
$197M
Advisers
2

No reported disclosures

Rubenstein Partners

Philadelphia, PA · Est. 2012

LocalInternational
Fee-only
AUM
$379M
Per adviser
$25M
Advisers
15

No reported disclosures

Ca Adviser, LLC

Philadelphia, PA · Est. 2019

Local
Fee-only
AUM
$358M
Per adviser
$72M
Advisers
5

No reported disclosures

New Rhein Healthcare Investors LLC

Philadelphia, PA · Est. 2022

LocalInternational
Fee-only
AUM
$291M
Per adviser
$58M
Advisers
5

No reported disclosures

Eureka Equity Partners

Philadelphia, PA · Est. 2012

Local
Fee-only
AUM
$279M
Per adviser
$40M
Advisers
7

No reported disclosures

Fs Tactical Advisor, LLC

Philadelphia, PA · Est. 2019

Local
Fee-only
AUM
$279M
Per adviser
$11M
Advisers
25

No reported disclosures

Magnolia Private Wealth, LLC

Philadelphia, PA · Est. 2023

LocalInternational
Fee-based
AUM
$272M
Per adviser
$68M
Advisers
4

No reported disclosures

Versa Capital

Philadelphia, PA · Est. 2012

LocalInternational
Fee-only
AUM
$180M
Per adviser
$90M
Advisers
2

No reported disclosures

Versa Capital

Philadelphia, PA · Est. 2022

LocalInternational
Fee-only
AUM
$180M
Per adviser
$90M
Advisers
2

No reported disclosures

Liberty One Wealth Advisors

Philadelphia, PA · Est. 2024

LocalInternational
Fee-only
AUM
$178M
Per adviser
$36M
Advisers
5

No reported disclosures

Zenith Wealth Partners

Philadelphia, PA · Est. 2024

Local
Fee-based
AUM
$151M
Per adviser
$17M
Advisers
9

No reported disclosures

Cross Border Financial Planning USA LLC

Philadelphia, PA · Est. 2025

LocalInternational
Fee-only
AUM
$147M
Per adviser
$49M
Advisers
3

No reported disclosures

Setarcos Wealth Advisors LLC

Philadelphia, PA · Est. 2026

Regional
Fee-based
AUM
$112M
Per adviser
$56M
Advisers
2

No reported disclosures

Xalts

Philadelphia, PA · Est. 2021

Local
Fee-only
AUM
$92M
Per adviser
$31M
Advisers
3

No reported disclosures

Wealth More Enterprise, INC.

Philadelphia, PA · Est. 2024

Regional
Fee-based
AUM
$99,736
Per adviser
$16,622.667
Advisers
6

No reported disclosures

Fidem Credit Advisors

Philadelphia, PA · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
5

No reported disclosures