Find a Financial Advisor in Philadelphia County, PA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Philadelphia County, PA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Philadelphia County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Philadelphia County, PA


  • Financial Advisor Close to Philadelphia County, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Philadelphia County, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Philadelphia County, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Philadelphia County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Philadelphia County, PA?

  • Population: 1579,075
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $176,600
  • Average Monthly Housing Cost: $994
  • Average Household Income: $68,379
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Philadelphia County, PA

 

FIDUCIARY ADVISORS, LLC

Website

(267) 534-2490

1801 Market Street
Suite 1000
Philadelphia, PA 19103

SEC#: 801-72971
Years in Business: 9 years

THE SWARTHMORE GROUP, INC.

Website

(215) 557-9300

1650 Arch Street
Suite 2100
Philadelphia, PA 19103

SEC#: 801-58069
Years in Business: 20 years

XPONANCE, INC.

Website

(215) 567-1100

1845 Walnut Street
Suite 800
Philadelphia, PA 19103

SEC#: 801-51407
Years in Business: 25 years

EFFICIENT ADVISORS

Website

(267) 613-6250

1801 Market Street
Suite 1010
Philadelphia, PA 19103

SEC#: 801-70110
Years in Business: 12 years

LEM CAPITAL, L.P.

Website

(215) 557-9600

2400 Market Street
Suite 303
Philadelphia, PA 19103

SEC#: 801-73703
Years in Business: 9 years

ARDEN FUND MANAGEMENT, LLC

Website

(215) 735-1313

1600 Market Street
Suite 2600
Philadelphia, PA 19103

SEC#: 801-80193
Years in Business: 7 years

WICK CAPITAL PARTNERS, LLC

Website

(215) 302-3535

123 South Broad Street
Suite 1330
Philadelphia, PA 19109

SEC#: 801-114337
Years in Business: 2 years

FS MULTI-ALTERNATIVE ADVISOR, LLC

Website

(215) 220-6651

201 Rouse Boulevard

Philadelphia, PA 19112

SEC#: 801-113895
Years in Business: 3 years

PRUDENT MANAGEMENT ASSOCIATES

Website

(215) 994-1062

1735 Market Street
Suite 3902
Philadelphia, PA 19103

SEC#: 801-20018
Years in Business: 37 years

 


Philadelphia County, PA Financial Advisor FAQs

Most people benefit from the expert knowledge of a trusted advisor who understands the markets better than any one does. A fiduciary professional will be glad to answer questions about risk tolerance, retirement portfolios and desired returns.
Financial advisors are the people to consult with in taking steps to secure the financial future and well being of clients. They are able to provide the much-needed assistance when it comes to wise and safe investing.
Check with friends or mentors about their experience with understanding how different advisors work. Ask if they would recommend them or use them themselves if they were in a similar situation.
There are a few ways, but generally they get commissions from the sale of investments on which they have been compensated.