AdvisorRanked

Best Financial Advisors in PHILADELPHIA, Pennsylvania

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

54
Registered Firms
0.95%
Median Fee
of assets/year
$1.9B
Median AUM
54
Firms Listed
in our database

Top-Ranked Advisors in PHILADELPHIA

#1
100

PRUDENT MANAGEMENT ASSOCIATES

PHILADELPHIA, PA · Since 1983

$1.2B AUM6 clientsFee: 0%
FiduciaryFee-Only
#2
100

CLARK CAPITAL MANAGEMENT GROUP INC

PHILADELPHIA, PA · Since 1986

$35.7B AUM20 clientsFee: 0%
FiduciaryFee-Only
#3
100

PENN CAPITAL MANAGEMENT COMPANY, LLC

PHILADELPHIA, PA · Since 1988

$1.9B AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
100

RTD FINANCIAL ADVISORS INC

PHILADELPHIA, PA · Since 1983

$2.7B AUM22 clientsFee: 0%
FiduciaryFee-Only
#5
100

XPONANCE LLC

PHILADELPHIA, PA · Since 1996

$24.3B AUM15 clientsFee: 0%
FiduciaryFee-Only
#6
100

COOKE & BIELER, L.P.

PHILADELPHIA, PA · Since 2001

$10.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#7
100

FINANCIAL INTEGRITY ADVISORS, LLC

PHILADELPHIA, PA · Since 2023

$4.0B AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
100

LL FUNDS

PHILADELPHIA, PA · Since 2012

$2.6B AUM16 clientsFee: 0%
FiduciaryFee-Only
#9
100

FS GLOBAL ADVISOR, LLC

PHILADELPHIA, PA · Since 2013

$3.0B AUM25 clientsFee: 0%
FiduciaryFee-Only
#10
100

FS FUND ADVISOR, LLC

PHILADELPHIA, PA · Since 2017

$1.6B AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
100

FS CREDIT INCOME ADVISOR, LLC

PHILADELPHIA, PA · Since 2017

$726M AUM31 clientsFee: 0%
FiduciaryFee-Only
#12
100

FS/KKR ADVISOR, LLC

PHILADELPHIA, PA · Since 2018

$16.1B AUM192 clientsFee: 0%
FiduciaryFee-Only
#13
100

FS SPECIALTY LENDING ADVISOR, LLC

PHILADELPHIA, PA · Since 2018

$1.9B AUM30 clientsFee: 0%
FiduciaryFee-Only
#14
100

NEW RHEIN HEALTHCARE INVESTORS LLC

PHILADELPHIA, PA · Since 2022

$291M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15
100

FS STRUCTURED PRODUCTS ADVISOR, LLC

PHILADELPHIA, PA · Since 2020

$2.2B AUM30 clientsFee: 0%
FiduciaryFee-Only
#16
100

FS REIT ADVISOR, LLC

PHILADELPHIA, PA · Since 2019

$9.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
100

NEWMARKET INVESTMENT MANAGEMENT, LP

PHILADELPHIA, PA · Since 2020

$2.8B AUM16 clientsFee: 0%
FiduciaryFee-Only
#18
100

ATTINGER, LLC

PHILADELPHIA, PA · Since 2020

$395M AUM2 clientsFee: 0%
FiduciaryFee-Only
#19
100

LIBERTY ONE WEALTH ADVISORS

PHILADELPHIA, PA · Since 2024

$178M AUM5 clientsFee: 0%
FiduciaryFee-Only
#20
100

CROSS BORDER FINANCIAL PLANNING USA LLC

PHILADELPHIA, PA · Since 2025

$147M AUM3 clientsFee: 0%
FiduciaryFee-Only
#21
100

WEALTH MORE ENTERPRISE, INC.

PHILADELPHIA, PA · Since 2024

$100K AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
100

FS DIGITAL INFRASTRUCTURE ADVISOR, LLC

PHILADELPHIA, PA · Since 2026

$3.2B AUM10 clientsFee: 0%
FiduciaryFee-Only
#23
95

WESCOTT FINANCIAL ADVISORY GROUP LLC

PHILADELPHIA, PA · Since 1987

$4.2B AUM27 clientsFee: 0%
FiduciaryFee-Only
#24
95

ROFFMAN MILLER ASSOCIATES INC

PHILADELPHIA, PA · Since 1991

$3.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#25
95

MITCHELL SINKLER & STARR

PHILADELPHIA, PA · Since 1972

$1.8B AUM5 clientsFee: 0%
FiduciaryFee-Only
#26
95

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC

PHILADELPHIA, PA · Since 1986

$65.4B AUM56 clientsFee: 0%
FiduciaryFee-Only
#27
95

ABRDN INC.

PHILADELPHIA, PA · Since 1995

$41.5B AUM55 clientsFee: 0%
FiduciaryFee-Only
#28
95

MYCIO WEALTH PARTNERS, LLC

PHILADELPHIA, PA · Since 2005

$15.8B AUM46 clientsFee: 0%
FiduciaryFee-Only
#29
95

FFT WEALTH MANAGEMENT

PHILADELPHIA, PA · Since 2009

$2.3B AUM24 clientsFee: 0%
FiduciaryFee-Only
#30
95

LUBERT-ADLER MANAGEMENT COMPANY, L.P.

PHILADELPHIA, PA · Since 2010

$2.8B AUM10 clientsFee: 0%
FiduciaryFee-Only
#31
95

RUBENSTEIN PARTNERS

PHILADELPHIA, PA · Since 2012

$379M AUM15 clientsFee: 0%
FiduciaryFee-Only
#32
95

VERSA CAPITAL

PHILADELPHIA, PA · Since 2012

$180M AUM2 clientsFee: 0%
FiduciaryFee-Only
#33
95

SETARCOS WEALTH ADVISORS LLC

PHILADELPHIA, PA · Since 2026

$112M AUM2 clientsFee: 0%
FiduciaryFee-Only
#34
95

EUREKA EQUITY PARTNERS

PHILADELPHIA, PA · Since 2012

$279M AUM7 clientsFee: 0%
FiduciaryFee-Only
#35
95

LEM CAPITAL, L.P.

PHILADELPHIA, PA · Since 2012

$661M AUM17 clientsFee: 0%
FiduciaryFee-Only
#36
95

ARDEN FUND MANAGEMENT, LLC

PHILADELPHIA, PA · Since 2014

$1.1B AUM15 clientsFee: 0%
FiduciaryFee-Only
#37
95

ELM WEALTH

PHILADELPHIA, PA · Since 2013

$3.0B AUM7 clientsFee: 0%
FiduciaryFee-Only
#38
95

1315 CAPITAL

PHILADELPHIA, PA · Since 2020

$1.4B AUM12 clientsFee: 0%
FiduciaryFee-Only
#39
95

BRYN MAWR TRUST ADVISORS, LLC

PHILADELPHIA, PA · Since 2016

$3.5B AUM55 clientsFee: 0%
FiduciaryFee-Only
#40
95

LGL PARTNERS, LLC

PHILADELPHIA, PA · Since 2017

$1.7B AUM24 clientsFee: 0%
FiduciaryFee-Only
#41
95

CA ADVISER, LLC

PHILADELPHIA, PA · Since 2019

$358M AUM5 clientsFee: 0%
FiduciaryFee-Only
#42
95

FS TACTICAL ADVISOR, LLC

PHILADELPHIA, PA · Since 2019

$279M AUM25 clientsFee: 0%
FiduciaryFee-Only
#43
95

ZENITH WEALTH PARTNERS

PHILADELPHIA, PA · Since 2024

$151M AUM9 clientsFee: 0%
FiduciaryFee-Only
#44
95

XALTS

PHILADELPHIA, PA · Since 2021

$92M AUM3 clientsFee: 0%
FiduciaryFee-Only
#45
95

CORTEN REAL ESTATE MANAGEMENT LLC

PHILADELPHIA, PA · Since 2022

$457M AUM12 clientsFee: 0%
FiduciaryFee-Only
#46
95

VERSA CAPITAL

PHILADELPHIA, PA · Since 2022

$180M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
95

LLR MANAGEMENT HOLDCO, L.P.

PHILADELPHIA, PA · Since 2022

$7.6B AUM51 clientsFee: 0%
FiduciaryFee-Only
#48
95

MAGNOLIA PRIVATE WEALTH, LLC

PHILADELPHIA, PA · Since 2023

$272M AUM4 clientsFee: 0%
FiduciaryFee-Only
#49
95

MOR WEALTH MANAGEMENT, LLC

PHILADELPHIA, PA · Since 2025

$396M AUM3 clientsFee: 0%
FiduciaryFee-Only
#50
95

FIDEM CREDIT ADVISORS

PHILADELPHIA, PA · Since 2026

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#51
92

GLENMEDE INVESTMENT MANAGEMENT, LP

PHILADELPHIA, PA · Since 2000

$6.2B AUM21 clientsFee: 0%
FiduciaryFee-Only1 complaint
#52
90

NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST

PHILADELPHIA, PA · Since 1988

$164.3B AUM157 clientsFee: 0%
FiduciaryFee-Only
#53
65

TRANSAMERICA FINANCIAL ADVISORS, LLC

PHILADELPHIA, PA · Since 1991

$2.1B AUM991 clientsFee: 0%
Broker-Dealer4 complaints
#54
60

JANNEY MONTGOMERY SCOTT LLC

PHILADELPHIA, PA · Since 1971

$110.1B AUM1614 clientsFee: 0%
Broker-Dealer19 complaints

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in PHILADELPHIA?

The median advisory fee in PHILADELPHIA, PA is 0.95% of assets under management per year, based on Form ADV filings from 54 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.