Top Financial Advisors in Philadelphia, Pennsylvania
Finding the right financial advisor in Philadelphia is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Philadelphia, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Philadelphia, PA.
Find the Best Financial Advisor Firms in Philadelphia:
JANNEY MONTGOMERY SCOTT LLC
CRD#: 463
Address: 1717 Arch Street, Philadelphia, PA 19103
Clients: 144,885
In Business for: 27 Years
Average Clients per Advisor: 120
AUM: $ 73.0B
Disclosures: 118
FINANCIAL INTEGRITY ADVISORS, LLC
CRD#: 130458
Address: 1800 Jfk Boulevard Suite 300, Philadelphia, PA 19103
Clients: 28
Average Clients per Advisor: 9
AUM: $ 12.4B
MYCIO WEALTH PARTNERS, LLC
CRD#: 134436
Address: 2929 Walnut Street, Suite 1200, Philadelphia, PA 19104-5172
AUM: $ 12.0B
WESCOTT FINANCIAL ADVISORY GROUP LLC
CRD#: 105989
Address: 30 South 17th Street, Philadelphia, PA 19103-4196
Clients: 221
Average Clients per Advisor: 8
AUM: $ 3.4B
ROFFMAN MILLER ASSOCIATES INC
CRD#: 106019
Address: 1835 Market Street Suite 500, Philadelphia, PA 19103
Clients: 466
Average Clients per Advisor: 33
AUM: $ 3.2B
FORBES FAMILY TRUST
CRD#: 151225
Address: 2 Liberty Place Floor 34, Philadelphia, PA 19102
AUM: $ 2.5B
How We Chose the Top Financial Advisors in Philadelphia, Pennsylvania
To create this list of top financial advisor firms in Philadelphia, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Philadelphia has to offer.
Search Financial Advisors in Philadelphia, Pennsylvania
Patricia Clark Brennan
Registered Affiliation(s):KEY FINANCIAL, INC.
Mitchell A Welsch
Registered Affiliation(s):MORGAN STANLEY
Brett Jordan Rhode
Registered Affiliation(s):MORGAN STANLEY
John Varley Iarussi
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Glenn Eric Fels
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Edward Charles Dippold
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Jeffrey Thorne Sloan
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Philip E Zimmerman
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Gregory Charles Sarian
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Danielle R. Page
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Christopher A Lewis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Edmund John Dracup
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Robert Lankin
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Kenneth Richard Blackmon
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul L Bechly
Registered Affiliation(s):MORGAN STANLEY
Thomas Merrick Graybill
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Theodore James Zak
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mary-claire Macdonald
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Andrew Gordon Yorgey
Registered Affiliation(s):VANGUARD ADVISERS, INC.
Steven Lane Wegner
Registered Affiliation(s):LPL FINANCIAL LLC
Gerald Jay Klatz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Rachel R Cohen
Registered Affiliation(s):MORGAN STANLEY
Rocco Anthony Vernisi
Registered Affiliation(s):MORGAN STANLEY
Deborah Marie Tustin
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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