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Find Best Financial Advisors in Philadelphia, Pennsylvania

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Philadelphia is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Philadelphia & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Philadelphia?

Looking for a qualified financial advisor in Philadelphia? We can help you by narrowing down your options & listing the best financial advisors in Philadelphia as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Philadelphia near you with the list of certified and vetted Philadelphia financial advisors.

List of Qualified Financial Advisors in Philadelphia, Pennsylvania

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Steve DeCesare

DeCesare Retirement Specialists

1515 Market Street
Suite 1200

Philadelphia, PA 19102

856-235-3830

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Bobby Cremins

Metanoia Financial

2400 Market Street
Suite 200

Philadelphia, PA 19103

267-858-6847

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

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Tower Bridge Advisors

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

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Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002

856-452-6072

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Paul C. Koenig Jr.

Integrated Financial Partners

1300 Route 73 Suite 314

Mount Laurel, NJ 08054

856-291-0142

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Al Osgood

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

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James Graves

Joppa Mill Advisors Ltd.

2048 Remington Dr.

Chester Springs, PA 19425

302-367-6856

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David Levy

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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Nicholas Vali

Diamond State Financial Group

121 Continental Drive, Suite 110

Newark, DE 19713

302-366-0366

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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732-248-5777

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Personal Capital

Personal Capital

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Prince, NY 10012

650-556-1310

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
JANNEY MONTGOMERY SCOTT LLC
1717 Arch Street, Philadelphia, PA 19103
463 $81,346,579,088 203125 A percentage of AUM
Fixed fees
Commision Based
Other (FEE PLUS COMMISSION)
XPONANCE, INC.
1845 Walnut Street, Suite 800 Philadelphia, PA 19103
111126 $14,863,352,766 103 A percentage of AUM
Fixed fees
Performance Based
FORBES FAMILY TRUST
2 Liberty Place, Floor 34 Philadelphia, PA 19102
151225 $3,654,702,946 257 A percentage of AUM
Fixed fees
ROFFMAN MILLER ASSOCIATES INC
1835 Market Street, Suite 500 Philadelphia, PA 19103
106019 $2,327,854,959 1343 A percentage of AUM
MITCHELL SINKLER & STARR
Two Penn Center Plaza, Suite 1320 Philadelphia, PA 19102
106460 $1,647,182,829 494 A percentage of AUM
THE SWARTHMORE GROUP, INC.
1650 Arch Street, Suite 2100 Philadelphia, PA 19103-2029
107056 $1,485,177,604 45 A percentage of AUM
PRUDENT MANAGEMENT ASSOCIATES
2001 Market Street, Suite 3910 Philadelphia, PA 19103
16691 $1,221,909,235 616 A percentage of AUM
ARDEN FUND MANAGEMENT, LLC
1600 Market Street, Suite 2600 Philadelphia, PA 19103
164662 $1,216,801,249 9 A percentage of AUM
Performance Based
Other (CARRIED INTEREST)
LGL PARTNERS, LLC
2 Liberty Place, Floor 34 Philadelphia, PA 19102
289784 $1,118,093,127 509 A percentage of AUM
Fixed fees
LEM CAPITAL, L.P.
2400 Market Street, Suite 303 Philadelphia, PA 19103-3031
159817 $977,902,218 3 A percentage of AUM
Performance Based
WEST CAPITAL MANAGEMENT
1818 Market Street, 22nd Floor Philadelphia, PA 19103
285359 $959,319,816 1504 A percentage of AUM
Fixed fees
LEVY WEALTH MANAGEMENT GROUP
1818 Market Street, Suite 3232 Philadelphia, PA 19103
305766 $766,292,488 975 A percentage of AUM
FIDUCIARY ADVISORS, LLC
1700 Market Street, Suite 2341 Philadelphia, PA 19103
104189 $406,882,886 10 A percentage of AUM
Hourly charges
Fixed fees
Other (% OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT)
XPONANCE ALTS SOLUTIONS, LLC
1845 Walnut Street, Suite 800 Philadelphia, PA 19103
314283 $79,363,000 1 A percentage of AUM
Performance Based
BALA CAPITAL GROUP, LLC
2 Liberty Place, Floor 34 Philadelphia, PA 19102
290347 $12,182,566 3 A percentage of AUM
Performance Based

Additional Financial Advisors in Pennsylvania

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Barry R Shatzman
Inquire with Barry
1650 Market St, 42nd Fl Philadelphia, PA 19103 215-854-6263
Bob Manning
Inquire with Bob
1650 Market St, 42nd Fl Philadelphia, PA 19103 215-963-3892
Albert A Kreider
Inquire with Albert
1650 Market St, 42nd Fl Philadelphia, PA 19103 215-854-1186
Arthur Douglas Stevens
Inquire with Arthur
1650 Market St, 42nd Fl Philadelphia, PA 19103 215-854-6058
Brian Bernhardt
Inquire with Brian
1650 Market St, 42nd Fl Philadelphia, PA 19103 610-260-7571
Bruce Chmara
Inquire with Bruce
1650 Market St, 42nd Fl Philadelphia, PA 19103 215-854-6028
David Sacker
Inquire with David
100 N 18th St, Ste 750 Philadelphia, PA 19103 215-789-4963
Terry Jue
Inquire with Terry
100 N 18th St, Ste 750 Philadelphia, PA 19103 215-789-4961
Christy H Neill
Inquire with Christy
254 E Girard Ave, Ste 1 Philadelphia, PA 19125 215-982-2260
Morgan Stanley Financial Advisors
Inquire with Morgan
1650 Market St, 42nd Fl Philadelphia, PA 19103 215-854-6000

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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