Philadelphia, PA Financial Advisors and Resources



Financial Advisor Firms in Philadelphia, 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


How Retirement-Friendly is Philadelphia, 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.)


Philadelphia, PA Financial Advisor FAQs

Most people find financial advisors through referrals from friends and family, or by searching online directories of registered investment advisors. These directories typically organize financial planners by the type of service they offer, such as retirement planning, taxes, wealth management, etc.
First, start by asking friends and family for referrals. Consider the following questions: Do they have a positive reputation in their field? Have they been recognized as an expert within the community? If the answer is yes to both questions, then you have good information. Next, find out how long they've been in business and if their company lives up to its promises to clients. Check with regulatory agencies such as FINRA or SEC so you know any limitations of working with them.
The range of charges is quite wide. It will depend on the size of your portfolio, your risk tolerance and other factors that are unique to you.
Financial advisors charge their clients an hourly fee, a management fee or commission.