Fee-OnlyFinder

Advisers in Philadelphia, PA

36 advisers in Philadelphia — 36 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (23)Hourly fees (11)Flat / fixed fees (21)% of assets managed (35)Retirement plan consulting (8)

All advisers

Attinger, LLC1325 N Beach St, Unit 203 · Philadelphia, PA 19125 · (215) 600-1296 · Flat / fixed feesCRD 311772 · % of assets, Fixed fees, Performance-based fees · $394.5 million AUMSEC registeredNo commissions reportedAuctus Wealth Management INC.1706 Delancey Place · Philadelphia, PA 19103 · (800) 655-7162 · Financial planningCRD 160036 · % of assets, Hourly charges, Fixed fees · $45.4 million AUMState registeredNo commissions reportedBishop & Associates INC1900 Market Street, FL 8 · Philadelphia, PA 19103 · (215) 568-5450 · % of assets managedCRD 105257 · % of assets, Performance-based fees · $32.0 million AUMState registeredNo commissions reportedBrandywine Global Investment Management, LLC1735 Market Street, Suite 1800 · Philadelphia, PA 19103 · (215) 609-3500 · % of assets managedCRD 110783 · % of assets, Performance-based fees, Other · $65.4 billion AUMSEC registeredNo commissions reportedBryn Mawr Trust Advisors, LLC1818 Market Street, 22nd Floor · Philadelphia, PA 19103 · (215) 731-1820 · Financial planningCRD 285359 · % of assets, Hourly charges, Fixed fees · $3.5 billion AUMSEC registeredNo commissions reportedCarey Investment Solutions LLC100 East Penn Square, Mindspace Suite 402 · Philadelphia, PA 19107 · (610) 909-2501 · Financial planningCRD 165605 · % of assets · $24.5 million AUMState registeredNo commissions reportedClark Capital Management Group INCOne Liberty Place, 53rd Floor, 1650 Market Street · Philadelphia, PA 19103 · (215) 569-2224 · % of assets managedCRD 104796 · % of assets · $35.7 billion AUMSEC registeredNo commissions reportedCooke & Bieler, L.P.Two Commerce Square, 2001 Market Street, Suite 4000 · Philadelphia, PA 19103 · (215) 246-2030 · % of assets managedCRD 113859 · % of assets, Performance-based fees · $10.6 billion AUMSEC registeredNo commissions reportedCorient Shc Partners (US) LPTwo Liberty Place, 50 S. 16th Street, Floor 34 · Philadelphia, PA 19102 · (610) 545-6100 · Financial planningCRD 289784 · % of assets, Fixed fees, Performance-based fees · $1.7 billion AUMSEC registeredNo commissions reportedCorient Shc Wealth Management (US) LPTwo Liberty Place, Floor 34 · Philadelphia, PA 19102 · (610) 545-6100 · Financial planningCRD 151225 · % of assets, Fixed fees, Performance-based fees · $2.3 billion AUMSEC registeredNo commissions reported
Cross Border Financial Planning USA LLC2001 Market St., Suite 2500 · Philadelphia, PA 19103 · (267) 946-1099 · % of assets managedCRD 317154 · % of assets · $147.2 million AUMSEC registeredNo commissions reportedElm Wealth50 S 16th St., FL 18 Ste C · Philadelphia, PA 19102 · (888) 676-3148 · Financial planningCRD 167225 · % of assets, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedFinancial Integrity Advisors, LLC1800 Jfk Boulevard, Suite 300 · Philadelphia, PA 19103 · (215) 557-7622 · Financial planningCRD 130458 · % of assets, Hourly charges, Fixed fees · $4.0 billion AUMSEC registeredNo commissions reportedFs Digital Infrastructure Advisor, LLC3025 Jfk Boulevard, Ofc 500 · Philadelphia, PA 19104 · (215) 220-6651 · % of assets managedCRD 338274 · % of assets, Performance-based fees · $3.2 billion AUMSEC registeredNo commissions reportedGlenmede Investment Management, LP1650 Market Street, One Liberty Place, Suite 4000 · Philadelphia, PA 19103 · (215) 419-6000 · % of assets managedCRD 108165 · % of assets, Other · $6.2 billion AUMSEC registeredNo commissions reportedGlobal Advisers, LLC1650 Market Street, Suite 3600 · Philadelphia, PA 19103 · (800) 832-8514 · Financial planningCRD 175181 · % of assets, Hourly charges, Fixed fees · $11.1 million AUMState registeredNo commissions reportedKellner Capital Management, INC.1528 Walnut Street, Suite 801 · Philadelphia, PA 19102 · (215) 546-3505 · % of assets managedCRD 121573 · % of assets · $56.3 million AUMState registeredNo commissions reportedLiberty One Wealth Advisors2001 Market St., Suite 2500 · Philadelphia, PA 19103 · (215) 776-4918 · Financial planningCRD 315675 · % of assets · $178.4 million AUMSEC registeredNo commissions reportedMagnolia Private Wealth, LLC1845 Walnut Street, Suite 1601 · Philadelphia, PA 19103 · (571) 477-1375 · Financial planningCRD 324102 · % of assets, Hourly charges, Fixed fees · $272.1 million AUMSEC registeredNo commissions reportedMitchell Sinkler & StarrTwo Penn Center Plaza, Suite 1320 · Philadelphia, PA 19102 · (215) 665-1450 · Financial planningCRD 106460 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedMor Wealth Management, LLC100 E Penn Square, Suite 400 · Philadelphia, PA 19107 · (267) 930-8300 · Financial planningCRD 333022 · % of assets, Hourly charges, Fixed fees · $395.6 million AUMSEC registeredNo commissions reportedMycio Wealth Partners, LLC3025 Jfk Blvd, Suite 710 · Philadelphia, PA 19104 · (267) 295-2280 · Financial planningCRD 134436 · % of assets, Hourly charges, Fixed fees · $15.8 billion AUMSEC registeredNo commissions reportedNomura Investment Management Business Trust610 Market Street · Philadelphia, PA 19106 · (215) 531-6700 · Flat / fixed feesCRD 105390 · % of assets, Fixed fees, Performance-based fees · $144.0 billion AUMSEC registeredNo commissions reportedPenn Capital Management Company, LLC3025 John F. Kennedy Blvd, Suite 270 · Philadelphia, PA 19104 · (215) 302-1500 · % of assets managedCRD 105081 · % of assets, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reportedPrudent Management Associates2001 Market Street, Suite 3910 · Philadelphia, PA 19103 · (215) 994-1062 · Financial planningCRD 16691 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedRittenhouse Wealth Management, LLC1617 Jfk Boulevard, 20th Floor · Philadelphia, PA 19103 · (215) 779-5634 · Financial planningCRD 315107 · % of assets, Hourly charges, Fixed fees · $3.4 million AUMState registeredNo commissions reportedRoffman Miller Associates INC1835 Market Street, Suite 500 · Philadelphia, PA 19103 · (215) 981-1030 · Financial planningCRD 106019 · % of assets · $3.2 billion AUMSEC registeredNo commissions reportedRtd Financial Advisors INC30 S. 17th Street, Ste 1620 · Philadelphia, PA 19103 · (215) 557-3800 · Financial planningCRD 110744 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedSetarcos Wealth Advisors LLC325 Chestnut Street, Suite 800 · Philadelphia, PA 19106 · (267) 504-4905 · Financial planningCRD 157930 · % of assets, Fixed fees · $111.7 million AUMSEC registeredNo commissions reportedTransamerica Financial Advisors, LLCTwo Liberty Place, 50 South 16th Street, Suite 3700 · Philadelphia, PA 19102 · (770) 248-3271 · % of assets managedCRD 16164 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedVesta Financialcare1735 Market Street, Suite A-419 · Philadelphia, PA 19103 · (215) 291-0909 · Financial planningCRD 141804 · Hourly charges, Fixed fees · $34.2 million AUMState registeredNo commissions reportedWealth More Enterprise, INC.1900 Market Street · Philadelphia, PA 19103 · (888) 303-6361 · Financial planningCRD 324763 · % of assets, Fixed fees · $99,736 AUMSEC registeredNo commissions reportedWescott Financial Advisory Group LLC30 South 17th Street · Philadelphia, PA 19103 · (215) 979-1619 · Financial planningCRD 105989 · % of assets, Hourly charges, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reportedWissahickon Wealth Management LLC2929 Arch Street, Suite 1700 · Philadelphia, PA 19104 · (215) 948-8189 · Financial planningCRD 289008 · % of assets · $61.0 million AUMState registeredNo commissions reportedXponance LLC1845 Walnut Street, Suite 800 · Philadelphia, PA 19103 · (215) 567-1100 · Flat / fixed feesCRD 111126 · % of assets, Fixed fees, Performance-based fees · $24.3 billion AUMSEC registeredNo commissions reportedZenith Wealth Partners2400 Market St., Suite 216 · Philadelphia, PA 19103 · (484) 278-1559 · Financial planningCRD 304732 · % of assets, Hourly charges, Fixed fees · $151.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Philadelphia? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.