SEC-registered financial advisors in Philadelphia, PA
Common fee types
- 100%Percentage of assets
- 62%Fixed or flat fee
Showing 24 of 29
- Attinger, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Brandywine Global Investment Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Bryn Mawr Trust Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Clark Capital Management Group Inc$1B or moreSEC recordPercentage of assets
- Cooke & Bieler, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Corient SHC Partners (US) LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Corient SHC Wealth Management (US) LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cross Border Financial Planning USA LLC$100M to $500MSEC recordPercentage of assets
- Elm Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Financial Integrity Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- FS Digital Infrastructure Advisor, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Glenmede Investment Management, LP$1B or moreSEC recordPercentage of assetsOther
- Janney Montgomery Scott LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsOther
- Liberty One Wealth Advisors$100M to $500MSEC recordPercentage of assets
- Magnolia Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mitchell Sinkler & Starr$1B or moreSEC recordPercentage of assets
- Mor Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mycio Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Nomura Investment Management Business Trust$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Penn Capital Management Company, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Prudent Management Associates$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Roffman Miller Associates Inc$1B or moreSEC recordPercentage of assets
- RTD Financial Advisors Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Setarcos Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Transamerica Financial Advisors, LLC$1B or moreSEC recordPercentage of assets
- Wealth More Enterprise, Inc.Under $25MSEC recordPercentage of assetsFixed or flat fee
- Wescott Financial Advisory Group LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Xponance LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Zenith Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.