Falists

Pennsylvania · 86 advisers

Financial Advisors in Philadelphia, Pennsylvania

Looking for a financial advisor in Philadelphia, Pennsylvania? Falists indexes 86 SEC-registered and state-registered investment advisers in Philadelphia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 77 firms list a website you can visit directly. Firms in this directory manage up to $164.32B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

86

With website

77

Largest AUM

$164.32B

Financial planning

29

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth63Planning29Trusts34Retirement17Institutional35

Top advisors in Philadelphia

Ranked by AUM · Fees, team & specialties at a glance

View all 86 →

ABRDN INC.

Philadelphia, PA

AUM

$41.48B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

55 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

215-405-5700

Full profileVisit site →

XPONANCE LLC

Philadelphia, PA

AUM

$24.27B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

15 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

215-567-1100

Full profileVisit site →
View all 86 advisors in Philadelphia

More cities in Pennsylvania

Pittsburgh (88)Wayne (39)Radnor (36)Lancaster (26)Conshohocken (25)Malvern (22)Newtown (21)West Conshohocken (19)Wexford (19)West Chester (16)King Of Prussia (15)Allentown (13)

Common questions

How many financial advisors are in Philadelphia, Pennsylvania?
86 registered investment advisers are listed in our Philadelphia directory, sourced from public SEC filings.
What types of advisors are in Philadelphia?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Philadelphia?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.