Top 10 financial advisors in Philadelphia, PA
We've curated a list of the best financial advisors in Philadelphia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $53,057,098,257 Number of advisors 121 advisors | |||
| 2 | Assets under management $50,869,295,917 Number of advisors 266 advisors | |||
| 3 | Assets under management $21,934,965,431 Number of advisors 129 advisors | |||
| 4 | Assets under management $13,295,891,835 Number of advisors 37 advisors | |||
| 5 | Assets under management $11,009,524,975 Number of advisors 42 advisors | |||
| 6 | Assets under management $9,156,746,191 Number of advisors 30 advisors | |||
| 7 | Assets under management $2,599,649,607 Number of advisors 46 advisors | |||
| 8 | Assets under management $2,067,486,423 Number of advisors 11 advisors | |||
| 9 | Assets under management $1,884,715,201 Number of advisors 39 advisors | |||
| 10 | Assets under management $1,559,858,599 Number of advisors 23 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Philadelphia, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Brandywine Global Investment Management, LLC
Brandywine Global Investment Management, LLC is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $53,057,098,257 of assets under management and employs about 121 people. Brandywine Global Investment Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and asset-based fee from model-only recipients.
$53,057,098,257 under management
121 advisors
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
Abrdn Inc.
Abrdn Inc. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $50,869,295,917 of assets under management and employs about 266 people. Abrdn Inc. uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and reimbursement of expenses (per part 2a).
$50,869,295,917 under management
266 advisors
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)
Clark Capital Management Group Inc
Clark Capital Management Group Inc is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $21,934,965,431 of assets under management and employs about 129 people. Clark Capital Management Group Inc uses a fee structure of and a percentage of assets under your management.
$21,934,965,431 under management
129 advisors
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)
Xponance, Inc.
Xponance, Inc. is an investment adviser registered with the SEC, established on April 1, 2020, succeeding FIS Group, Inc. and Piedmont Investment Advisors, Inc. Xponance offers equity and fixed income investment strategies on a discretionary and non-discretionary basis, including separately managed accounts and commingled fund options. The firm specializes in constructing multi-manager portfolios primarily comprised of emerging managers, aiming to generate above-benchmark returns. Xponance provides investment sub-advisor services for fixed income portfolios managed by T. Rowe Price Associates. The firm manages the FIS Group Collective Investment Trust and the S&P 500 Index CIT for Comerica Bank & Trust. Xponance operates on a fee-only basis, charging fees based on a percentage of assets under management, with tiered fee structures. The firm has a minimum account size requirement for various asset classes and investment strategies. Clients have the option to participate in wrap fee programs and may request performance-based fee structures. Xponance does not engage in soft dollar arrangements and does not receive compensation from sources other than clients. The firm does not have custody of client assets and provides proxy voting services for client securities based on client preferences. Xponance does not have any disciplinary information to disclose.
$13,295,891,835 under management
37 advisors
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
Glenmede Investment Management, Lp
Glenmede Investment Management LP, established in Philadelphia, offers equity, fixed income, and liquid alternatives portfolios primarily in U.S. markets. As of December 31, 2022, the firm managed over $11 billion in assets on a discretionary basis for institutional investors, high-net-worth individuals, and sub-advised clients of The Glenmede Trust Company. GIM provides services to wrap platform sponsors and overlay sponsors, offering various strategies with minimum investments ranging from $5 million to $25 million. The firm charges management fees based on a percentage of assets under management, with fees subject to negotiation based on factors like account size and historic relationships. GIM does not charge performance-based fees and acts as a fiduciary, providing investment discretion to clients. The firm's investment strategies include fundamental equity, quantitative equity, and fixed income approaches, integrating ESG factors into its analysis. GIM's Code of Ethics emphasizes confidentiality, insider trading prevention, and personal securities trading procedures. The firm reviews client accounts regularly, provides performance reports, and votes client securities unless directed otherwise. GIM's privacy policy ensures the confidentiality of clients' non-public personal information, with strict security measures in place.
$11,009,524,975 under management
42 advisors
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
Cooke & Bieler, L.p.
Cooke & Bieler, L.P. is an institutional and private asset manager founded in 1949, managing approximately $11.37 billion in assets as of December 31, 2024. The firm specializes in domestic equity value management, offering strategies such as Large Cap Value, Mid Cap Value, All Cap Value, Small Cap Value, SMID Cap Value, Concentrated Value, and Balanced. Clients can have discretionary or non-discretionary accounts, with the firm providing tailored portfolios for high net worth individuals. Cooke & Bieler charges fees based on a tiered structure, with discounts for charitable clients. The firm may accept performance-based fees under certain conditions. Investment discretion varies based on client preferences, with the firm typically having discretion over accounts. Cooke & Bieler follows a traditional, conservative value investment strategy, focusing on long-term investments. The firm discloses its brokerage practices, including soft dollar arrangements and order aggregation policies. Clients receive regular account reviews and detailed quarterly reports. Cooke & Bieler emphasizes client privacy and data security, with strict policies in place to protect personal information.
$9,156,746,191 under management
30 advisors
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)
Bryn Mawr Capital Management, LLC
Bryn Mawr Capital Management, LLC (BMCM) is an SEC registered investment adviser established in 2016, offering financial planning and investment management services. BMCM is a wholly-owned subsidiary of WSFS Financial Corporation, a publicly-held bank holding company. The firm manages regulatory assets under management of $3,011,732,671, with both discretionary and non-discretionary accounts. BMCM provides tailored wealth plans customized to clients' goals and objectives. The firm offers investment management services on a fee basis, typically based on a percentage of assets under management. BMCM may recommend private placement securities to accredited investors and utilizes Independent Managers
$2,599,649,607 under management
46 advisors
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
Roffman Miller Associates Inc
Roffman Miller Associates Inc. is a Registered Investment Adviser established in 1990 and headquartered in Philadelphia, PA. The firm specializes in providing discretionary investment management and financial planning services. Their investment strategy focuses on meeting long-term goals, reducing volatility, and customizing portfolios based on client objectives and risk factors. They primarily utilize individual stocks and bonds, occasionally incorporating mutual funds and ETFs. Clients have the option to hold legacy positions or self-directed securities. The firm's minimum account size is $500,000, catering to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Roffman Miller manages over $2 billion in assets as of December 31, 2022, with a fee structure based on a percentage of assets under management. They do not charge performance-based fees and act as fiduciaries when recommending retirement rollovers. The Investment Committee, led by experienced professionals like Robert Hofmann, Paulette Greenwell, and Mark Frombach, conducts thorough portfolio reviews and provides ongoing client communication. The firm's investment philosophy emphasizes quality companies, diversification, and risk management across various asset classes. Roffman Miller Associates Inc. does not have any disciplinary events and operates with high ethical standards, as evidenced by the qualifications and certifications of their team members. Clients can expect personalized service, transparent fee structures, and a commitment to acting in their best interests. For more information, visit www.roffmanmiller.com.
$2,067,486,423 under management
11 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Rtd Financial Advisors Inc
RTD Financial is an investment adviser registered with the SEC since June 13, 1983. The firm specializes in Personal Wealth Management, Employer Retirement Plans, and Trusts and Non-Profits. They offer life-centered financial planning and investment management services tailored to individual client needs. RTD manages assets on a discretionary basis totaling $2,381,633,715 as of December 31, 2024. Clients have the option to impose restrictions on their accounts, and the firm does not sponsor wrap programs. The firm's fee structure varies based on the type of service provided. For Personal Wealth Management, fees range from $6,000 to $120,000 annually, depending on the total wealth under advisement and the complexity of the client's financial situation. Employer Retirement Plan fees are based on the plan assets under management. RTD does not charge performance-based fees and acts as a fiduciary for its clients, putting their best interests first. RTD's team comprises experienced professionals with various certifications such as CFP®, CFA, CPA, AIF®, and more. The Chief Compliance Officer oversees compliance and personal investment activities, ensuring adherence to regulatory standards. The Chief Executive Officer supervises the compliance officer. There is no reported disciplinary history for any of the individuals listed. No additional compensation is received, and there are no investment-related outside business activities.
$1,884,715,201 under management
39 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Penn Capital Management Company, LLC
Penn Capital Management Company, LLC is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $1,559,858,599 of assets under management and employs about 23 people. Penn Capital Management Company, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,559,858,599 under management
23 advisors
Fee structure
A percentage of assets under your management
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)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Philadelphia, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Pennsylvania
AllentownAmblerAudubonBala CynwydBeaverBerwynBethlehemBlue BellBristolCamp HillCanonsburgCenter ValleyChadds FordCollegevilleConshohockenCranberry TownshipDillsburgDowningtownDoylestownEastonErieFort WashingtonGreensburgHarrisburgHorshamKennett SquareKing Of PrussiaLancasterLansdaleLeolaMechanicsburgMonroevilleNewtownNewtown SquarePhoenixvillePittsburghPittstonPlymouth MeetingRadnorScrantonSewickleyState CollegeWashingtonWayneW. ConshohockenWest ChesterWest ConshohockenWilkes-barreWilliamsportWyomissingYardleyYorkYoungwoodIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.