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Find The Best Financial Advisors in Philadelphia, Pennsylvania

Philadelphia, Pennsylvania, home to the famous Liberty Bell, is the 6th most populous city in the United States. If you’re searching for a top financial advisor in Philadelphia, luckily, you won't need to look far. With over 1,500 financial experts in the Philadelphia area, it would be wise to connect with 1-3 professionals familiar with your financial situation and city laws. Creating a solid financial plan with a financial advisor in your area would be beneficial in this high-cost city. FinancialAdvisor.net helps simplify the financial advisor search process so that you can connect with a professional advisor in the Philadelphia area based on your specific needs.

How To Find The Best Financial Advisors in Philadelphia, Pennsylvania

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Philadelphia, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and non-vetted financial advisors in Philadelphia, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Philadelphia, Pennsylvania have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Philadelphia, Pennsylvania

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Rohi Batra

Edelman Financial Engines, LLC

856-452-6062

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William F. Davis

Vericrest Private Wealth LLC

215-500-2359

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Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

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Chip Holston

LPL Financial

609-320-5144

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Ketul Mody

Diamond State Financial Group

302-438-0409

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Nicholas Vali

Diamond State Financial Group

302-366-0366

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Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

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Jim Bernstein

QEX Asset Management

609-848-8408

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Jennifer Keiling

Edelman Financial Engines, LLC

732-578-2343

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Frank Lepore

Bleakley Financial Group

973-244-4237

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Mark W. Cassidy

Prosperiant Wealth Management, LLC

973-789-6818

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Walter Varian

Edelman Financial Engines, LLC

646-779-2102

Top Financial Advisor Firms in Philadelphia, Pennsylvania (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
610 Market Street,
Philadelphia, PA, 19106
105390 $191,883,504,410 407 A Percentage of AUM, Fixed Fees, Performance Based
JANNEY MONTGOMERY SCOTT LLC
1717 Arch Street,
Philadelphia, PA, 19103
463 $73,000,611,319 216397 A Percentage of AUM, Fixed Fees, Commission Based, Other (FEE PLUS COMMISSION)
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
1735 Market Street, Suite 1800
Philadelphia, PA, 19103
110783 $54,376,358,142 1176 A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
ABRDN INC.
1900 Market Street, Suite 200
Philadelphia, PA, 19103
111069 $52,096,926,901 135 A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
CLARK CAPITAL MANAGEMENT GROUP INC
One Liberty Place, 53rd Floor, 1650 Market Street
Philadelphia, PA, 19103
104796 $21,934,965,431 27604 A Percentage of AUM
FS/KKR ADVISOR, LLC
201 Rouse Boulevard,
Philadelphia, PA, 19112
292803 $18,557,470,952 2 A Percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
XPONANCE, INC.
1845 Walnut Street, Suite 800
Philadelphia, PA, 19103
111126 $13,509,668,653 118 A Percentage of AUM, Fixed Fees, Performance Based
FINANCIAL INTEGRITY ADVISORS, LLC
1800 Jfk Boulevard, Suite 300
Philadelphia, PA, 19103
130458 $12,437,255,654 47 A Percentage of AUM, Hourly charges, Fixed Fees
MYCIO WEALTH PARTNERS, LLC
2929 Walnut Street, Suite 1200,
Philadelphia, PA, 19104-5172
134436 $12,007,381,046 7342 A Percentage of AUM, Hourly charges, Fixed Fees
GLENMEDE INVESTMENT MANAGEMENT, LP
1650 Market Street, One Liberty Place, Suite 1200
Philadelphia, PA, 19103
108165 $11,284,959,819 3016 A Percentage of AUM, Other (ASSET BASED FEES FROM MODEL ONLY RECIPIENTS)
COOKE & BIELER, L.P.
Two Commerce Square, 2001 Market Street, Suite 4000
Philadelphia, PA, 19103
113859 $10,678,093,006 260 A Percentage of AUM, Fixed Fees, Performance Based
FS REIT ADVISOR, LLC
201 Rouse Blvd.,
Philadelphia, PA, 19112
306352 $8,050,915,000 1 A Percentage of AUM, Performance Based, Other (ORIGINATION FEES PAID BY BORROWER $567,524.36)
LLR MANAGEMENT HOLDCO, L.P.
2929 Walnut Street, Suite 1530
Philadelphia, PA, 19104
323438 $4,593,470,835 14 A Percentage of AUM, Performance Based, Other (VALUE CREATION FEES)
WESCOTT FINANCIAL ADVISORY GROUP LLC
30 South 17th Street,
Philadelphia, PA, 19103-4196
105989 $3,386,326,881 3306 A Percentage of AUM, Hourly charges, Fixed Fees
LUBERT-ADLER MANAGEMENT COMPANY, L.P.
2400 Market Street, Suite 301
Philadelphia, PA, 19103-3033
155201 $3,098,569,561 20 A Percentage of AUM, Performance Based, Other (ASSET, ACQUISITION, DEVELOPMENT, DISPOSITION & ORIGINATION FEES)

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