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Independent RIAs in Philadelphia, Pennsylvania

As of October 2, 2026, 46 independent wealth management RIAs with their main office in Philadelphia, Pennsylvania reported $37.8 billion in regulatory assets under management; the largest by assets was Mycio Wealth Partners, LLC, with $15.8 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
46
Regulatory assets under management
$37.8 billion
Average per firm
$821.6 million
SEC-registered, of those listed
18 of 46 (39.1%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Mycio Wealth Partners, LLC SEC $15.8 billion 8,391
2 Wescott Financial Advisory Group LLC SEC $4.2 billion 3,365
3 Roffman Miller Associates Inc SEC $3.2 billion 1,599
4 Elm Wealth SEC $3.0 billion 905
5 RTD Financial Advisors Inc SEC $2.7 billion 3,093
6 Corient SHC Wealth Management (US) LP SEC $2.3 billion 130
7 Mitchell Sinkler & Starr SEC $1.8 billion 607
8 Corient SHC Partners (US) LP SEC $1.7 billion 68
9 Prudent Management Associates SEC $1.2 billion 601
10 Mor Wealth Management, LLC SEC $395.6 million 813
11 Magnolia Private Wealth, LLC SEC $272.1 million 684
12 Liberty One Wealth Advisors SEC $178.4 million 832
13 Zenith Wealth Partners SEC $151.0 million 789
14 Cross Border Financial Planning USA LLC SEC $147.2 million 407
15 Webster Street Investment Advisors LLC SEC $113.7 million 149
16 Setarcos Wealth Advisors LLC SEC $111.7 million 229
17 Financial Compass LLC State $83.7 million 148
18 Cuthbert Capital Management LLC State $75.9 million 36
19 Wissahickon Wealth Management LLC State $61.0 million 110
20 Kellner Capital Management, Inc. State $56.3 million 78
21 Auctus Wealth Management Inc. State $45.4 million 113
22 Vesta Financialcare State $34.2 million 26
23 Bishop & Associates Inc State $32.0 million 53
24 Carey Investment Solutions LLC State $24.5 million 28
25 Sustainable Financial Planning State $15.2 million 42
26 Global Advisers, LLC State $11.1 million 84
27 Oracle Financial Group State $10.5 million 39
28 10th Street Capital State $8.1 million 25
29 Pocket Project State $6.8 million 101
30 PLC Investment Solutions, LLC State $5.9 million 77
31 Rittenhouse Wealth Management, LLC State $3.4 million 8
32 Falcon Royal Investment Management State $2.2 million 13
33 Wealth More Enterprise, Inc. SEC $99,736 89
34 Bird Financial Group LLC State $88,270 2
35 Aes Triplex State $0 0
36 Edyn SEC $0 0
37 Frost Financial Advisory Group LLC State $0 0
38 Livelihood LLC State $0 0
39 Menzel Asset Management LLC State $0 0
40 Michael Leslie Investments LLC State $0 0
41 North Manor Capital State $0 0
42 Parenti Wealth Management State $0 0
43 Savageadvisory State $0 0
44 The Seb Group, Inc. State $0 0
45 Veritable Financials LLC State $0 0
46 Wilson Insight State $0 0

Independent RIAs in Pennsylvania, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.