Top 10 advisors in Philadelphia
We’ve curated a list of the best financial advisors in Philadelphia, take a look at it below
Find an advisor in Philadelphia1. Brandywine Global Investment Management, LLC
Assets under management
$53,057,098,257
Fee structure
A percentage of assets under your management
Performance-based fees
ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Model-only Portfolios
2. Abrdn Inc.
Assets under management
$50,869,295,917
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REIMBURSEMENT OF EXPENSES (PER PART 2A)
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Clark Capital Management Group Inc
Assets under management
$21,934,965,431
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Xponance, Inc.
Assets under management
$13,295,891,835
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
5. Glenmede Investment Management, Lp
Assets under management
$11,009,524,975
Fee structure
A percentage of assets under your management
ASSET BASED FEES FROM MODEL ONLY RECIPIENTS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provide Model Portfolio For Overlay Accounts
6. Cooke & Bieler, L.p.
Assets under management
$9,156,746,191
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Llr Management Holdco, L.p.
Assets under management
$4,593,470,835
Fee structure
A percentage of assets under your management
Performance-based fees
VALUE CREATION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
8. Llr Walnut, L.p.
Assets under management
$4,443,726,112
Fee structure
A percentage of assets under your management
Performance-based fees
VALUE CREATION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Lubert-adler Management Company, L.p.
Assets under management
$2,950,593,083
Fee structure
A percentage of assets under your management
Performance-based fees
ASSET, ACQUISITION, DEVELOPMENT, DISPOSITION & ORIGINATION FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Bryn Mawr Capital Management, LLC
Assets under management
$2,599,649,607
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Sub-advisory Services
How we came up with this list
To generate our top financial advisors list in Philadelphia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Philadelphia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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