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
- AUM
- $144.0B
- Per adviser
- $658M
- Advisers
- 219
Janney Montgomery Scott LLC
Philadelphia, PA · Est. 1971
- AUM
- $110.1B
- Per adviser
- $68M
- Advisers
- 1,614
Brandywine Global Investment Management, LLC
Philadelphia, PA · Est. 1986
- AUM
- $65.4B
- Per adviser
- $1.2B
- Advisers
- 56
No reported disclosures
Abrdn INC.
Philadelphia, PA · Est. 1995
- AUM
- $41.5B
- Per adviser
- $754M
- Advisers
- 55
No reported disclosures
Clark Capital Management Group INC
Philadelphia, PA · Est. 1986
- AUM
- $35.7B
- Per adviser
- $1.8B
- Advisers
- 20
No reported disclosures
Xponance LLC
Philadelphia, PA · Est. 1996
- AUM
- $24.3B
- Per adviser
- $1.6B
- Advisers
- 15
No reported disclosures
Fs/Kkr Advisor, LLC
Philadelphia, PA · Est. 2018
- AUM
- $16.1B
- Per adviser
- $84M
- Advisers
- 192
No reported disclosures
Mycio Wealth Partners, LLC
Philadelphia, PA · Est. 2005
- AUM
- $15.8B
- Per adviser
- $343M
- Advisers
- 46
No reported disclosures
Cooke & Bieler, L.P.
Philadelphia, PA · Est. 2001
- AUM
- $10.6B
- Per adviser
- $754M
- Advisers
- 14
No reported disclosures
Fs Reit Advisor, LLC
Philadelphia, PA · Est. 2019
- AUM
- $9.1B
- Per adviser
- $3.0B
- Advisers
- 3
No reported disclosures
Llr Management Holdco, L.P.
Philadelphia, PA · Est. 2022
- AUM
- $7.6B
- Per adviser
- $148M
- Advisers
- 51
No reported disclosures
Glenmede Investment Management, LP
Philadelphia, PA · Est. 2000
- AUM
- $6.2B
- Per adviser
- $295M
- Advisers
- 21
No reported disclosures
Wescott Financial Advisory Group LLC
Philadelphia, PA · Est. 1987
- AUM
- $4.2B
- Per adviser
- $154M
- Advisers
- 27
No reported disclosures
Financial Integrity Advisors, LLC
Philadelphia, PA · Est. 2023
- AUM
- $4.0B
- Per adviser
- $4.0B
- Advisers
- 1
No reported disclosures
Bryn Mawr Trust Advisors, LLC
Philadelphia, PA · Est. 2016
- AUM
- $3.5B
- Per adviser
- $64M
- Advisers
- 55
No reported disclosures
Fs Digital Infrastructure Advisor, LLC
Philadelphia, PA · Est. 2026
- AUM
- $3.2B
- Per adviser
- $321M
- Advisers
- 10
No reported disclosures
Roffman Miller Associates INC
Philadelphia, PA · Est. 1991
- AUM
- $3.2B
- Per adviser
- $228M
- Advisers
- 14
No reported disclosures
Elm Wealth
Philadelphia, PA · Est. 2013
- AUM
- $3.0B
- Per adviser
- $431M
- Advisers
- 7
Fs Global Advisor, LLC
Philadelphia, PA · Est. 2013
- AUM
- $3.0B
- Per adviser
- $120M
- Advisers
- 25
No reported disclosures
Newmarket Investment Management, LP
Philadelphia, PA · Est. 2020
- AUM
- $2.8B
- Per adviser
- $176M
- Advisers
- 16
No reported disclosures
Lubert-Adler Management Company, L.P.
Philadelphia, PA · Est. 2010
- AUM
- $2.8B
- Per adviser
- $281M
- Advisers
- 10
No reported disclosures
Rtd Financial Advisors INC
Philadelphia, PA · Est. 1983
- AUM
- $2.7B
- Per adviser
- $124M
- Advisers
- 22
No reported disclosures
Ll Funds
Philadelphia, PA · Est. 2012
- AUM
- $2.6B
- Per adviser
- $163M
- Advisers
- 16
No reported disclosures
Fft Wealth Management
Philadelphia, PA · Est. 2009
- AUM
- $2.3B
- Per adviser
- $107M
- Advisers
- 22
No reported disclosures
Fs Structured Products Advisor, LLC
Philadelphia, PA · Est. 2020
- AUM
- $2.2B
- Per adviser
- $73M
- Advisers
- 30
No reported disclosures
Transamerica Financial Advisors, LLC
Philadelphia, PA · Est. 1991
- AUM
- $2.1B
- Per adviser
- $2M
- Advisers
- 991
Penn Capital Management Company, LLC
Philadelphia, PA · Est. 1988
- AUM
- $1.9B
- Per adviser
- $162M
- Advisers
- 12
No reported disclosures
Fs Specialty Lending Advisor, LLC
Philadelphia, PA · Est. 2018
- AUM
- $1.9B
- Per adviser
- $64M
- Advisers
- 30
No reported disclosures
Mitchell Sinkler & Starr
Philadelphia, PA · Est. 1972
- AUM
- $1.8B
- Per adviser
- $358M
- Advisers
- 5
No reported disclosures
Lgl Partners, LLC
Philadelphia, PA · Est. 2017
- AUM
- $1.7B
- Per adviser
- $78M
- Advisers
- 22
No reported disclosures
Fs Fund Advisor, LLC
Philadelphia, PA · Est. 2017
- AUM
- $1.6B
- Per adviser
- $542M
- Advisers
- 3
No reported disclosures
1315 Capital
Philadelphia, PA · Est. 2020
- AUM
- $1.4B
- Per adviser
- $113M
- Advisers
- 12
No reported disclosures
Prudent Management Associates
Philadelphia, PA · Est. 1983
- AUM
- $1.2B
- Per adviser
- $205M
- Advisers
- 6
No reported disclosures
Arden Fund Management, LLC
Philadelphia, PA · Est. 2014
- AUM
- $1.1B
- Per adviser
- $74M
- Advisers
- 15
No reported disclosures
Fs Credit Income Advisor, LLC
Philadelphia, PA · Est. 2017
- AUM
- $726M
- Per adviser
- $23M
- Advisers
- 31
No reported disclosures
Lem Capital, L.P.
Philadelphia, PA · Est. 2012
- AUM
- $661M
- Per adviser
- $39M
- Advisers
- 17
No reported disclosures
Corten Real Estate Management LLC
Philadelphia, PA · Est. 2022
- AUM
- $457M
- Per adviser
- $38M
- Advisers
- 12
No reported disclosures
Mor Wealth Management, LLC
Philadelphia, PA · Est. 2025
- AUM
- $396M
- Per adviser
- $132M
- Advisers
- 3
No reported disclosures
Attinger, LLC
Philadelphia, PA · Est. 2020
- AUM
- $395M
- Per adviser
- $197M
- Advisers
- 2
No reported disclosures
Rubenstein Partners
Philadelphia, PA · Est. 2012
- AUM
- $379M
- Per adviser
- $25M
- Advisers
- 15
No reported disclosures
Ca Adviser, LLC
Philadelphia, PA · Est. 2019
- AUM
- $358M
- Per adviser
- $72M
- Advisers
- 5
No reported disclosures
New Rhein Healthcare Investors LLC
Philadelphia, PA · Est. 2022
- AUM
- $291M
- Per adviser
- $58M
- Advisers
- 5
No reported disclosures
Eureka Equity Partners
Philadelphia, PA · Est. 2012
- AUM
- $279M
- Per adviser
- $40M
- Advisers
- 7
No reported disclosures
Fs Tactical Advisor, LLC
Philadelphia, PA · Est. 2019
- AUM
- $279M
- Per adviser
- $11M
- Advisers
- 25
No reported disclosures
Magnolia Private Wealth, LLC
Philadelphia, PA · Est. 2023
- AUM
- $272M
- Per adviser
- $68M
- Advisers
- 4
No reported disclosures
Versa Capital
Philadelphia, PA · Est. 2012
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Versa Capital
Philadelphia, PA · Est. 2022
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Liberty One Wealth Advisors
Philadelphia, PA · Est. 2024
- AUM
- $178M
- Per adviser
- $36M
- Advisers
- 5
No reported disclosures
Zenith Wealth Partners
Philadelphia, PA · Est. 2024
- AUM
- $151M
- Per adviser
- $17M
- Advisers
- 9
No reported disclosures
Cross Border Financial Planning USA LLC
Philadelphia, PA · Est. 2025
- AUM
- $147M
- Per adviser
- $49M
- Advisers
- 3
No reported disclosures
Setarcos Wealth Advisors LLC
Philadelphia, PA · Est. 2026
- AUM
- $112M
- Per adviser
- $56M
- Advisers
- 2
No reported disclosures
Xalts
Philadelphia, PA · Est. 2021
- AUM
- $92M
- Per adviser
- $31M
- Advisers
- 3
No reported disclosures
Wealth More Enterprise, INC.
Philadelphia, PA · Est. 2024
- AUM
- $99,736
- Per adviser
- $16,622.667
- Advisers
- 6
No reported disclosures
Fidem Credit Advisors
Philadelphia, PA · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures