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
David John Shantz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Benjamin Lee Johnson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Newcomb Mckenzie
Registered Affiliation(s):MORGAN STANLEY
James Gregory Nocito
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Salvatore Alfano
Registered Affiliation(s):EDWARD JONES
Nancy Mae Findlay
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
William Dean Karrash
Registered Affiliation(s):BLB & B ADVISORS, LLC
John J Shimp
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
James S Boyd
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Karen Anne Robbins
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Emilio Macatangay Macatanagay Valdes
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Diann June Slavinski
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Paul Rearden
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Albert Paul Brocious JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul Bijan Kalani
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark Anthony Rioboli
Registered Affiliation(s):MODERA WEALTH MANAGEMENT, LLC
Donald Robert Scholz
Registered Affiliation(s):THE MARSHALL FINANCIAL GROUP, INC
Thomas Tobias Kreider
Registered Affiliation(s):EDWARD JONES
David Scott Workman
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Jeremy Daniel Heller
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Donald Charles Dewees
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Laura Lee Fontana
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jill M Angstadt-truesdell
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael A Odorisio JR
Registered Affiliation(s):MORGAN STANLEY
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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