City
Wealth management firms in Philadelphia, Pennsylvania
As of October 2, 2026, 49 wealth management firms, including broker-dealer firms, with their main office in Philadelphia, Pennsylvania reported $153.5 billion in regulatory assets under management; the largest by assets was Janney Montgomery Scott LLC, with $110.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 49
- Regulatory assets under management
- $153.5 billion
- Average per firm
- $3.1 billion
- SEC-registered, of those listed
- 21 of 49 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $110.1 billion | 243,808 |
| 2 | Mycio Wealth Partners, LLC | SEC | $15.8 billion | 8,391 |
| 3 | Wescott Financial Advisory Group LLC | SEC | $4.2 billion | 3,365 |
| 4 | Bryn Mawr Trust Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $3.5 billion | 3,849 |
| 5 | Roffman Miller Associates Inc | SEC | $3.2 billion | 1,599 |
| 6 | Elm Wealth | SEC | $3.0 billion | 905 |
| 7 | RTD Financial Advisors Inc | SEC | $2.7 billion | 3,093 |
| 8 | Corient SHC Wealth Management (US) LP | SEC | $2.3 billion | 130 |
| 9 | Transamerica Financial Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.1 billion | 42,735 |
| 10 | Mitchell Sinkler & Starr | SEC | $1.8 billion | 607 |
| 11 | Corient SHC Partners (US) LP | SEC | $1.7 billion | 68 |
| 12 | Prudent Management Associates | SEC | $1.2 billion | 601 |
| 13 | Mor Wealth Management, LLC | SEC | $395.6 million | 813 |
| 14 | Magnolia Private Wealth, LLC | SEC | $272.1 million | 684 |
| 15 | Liberty One Wealth Advisors | SEC | $178.4 million | 832 |
| 16 | Zenith Wealth Partners | SEC | $151.0 million | 789 |
| 17 | Cross Border Financial Planning USA LLC | SEC | $147.2 million | 407 |
| 18 | Webster Street Investment Advisors LLC | SEC | $113.7 million | 149 |
| 19 | Setarcos Wealth Advisors LLC | SEC | $111.7 million | 229 |
| 20 | Financial Compass LLC | State | $83.7 million | 148 |
| 21 | Cuthbert Capital Management LLC | State | $75.9 million | 36 |
| 22 | Wissahickon Wealth Management LLC | State | $61.0 million | 110 |
| 23 | Kellner Capital Management, Inc. | State | $56.3 million | 78 |
| 24 | Auctus Wealth Management Inc. | State | $45.4 million | 113 |
| 25 | Vesta Financialcare | State | $34.2 million | 26 |
| 26 | Bishop & Associates Inc | State | $32.0 million | 53 |
| 27 | Carey Investment Solutions LLC | State | $24.5 million | 28 |
| 28 | Sustainable Financial Planning | State | $15.2 million | 42 |
| 29 | Global Advisers, LLC | State | $11.1 million | 84 |
| 30 | Oracle Financial Group | State | $10.5 million | 39 |
| 31 | 10th Street Capital | State | $8.1 million | 25 |
| 32 | Pocket Project | State | $6.8 million | 101 |
| 33 | PLC Investment Solutions, LLC | State | $5.9 million | 77 |
| 34 | Rittenhouse Wealth Management, LLC | State | $3.4 million | 8 |
| 35 | Falcon Royal Investment Management | State | $2.2 million | 13 |
| 36 | Wealth More Enterprise, Inc. | SEC | $99,736 | 89 |
| 37 | Bird Financial Group LLC | State | $88,270 | 2 |
| 38 | Aes Triplex | State | $0 | 0 |
| 39 | Edyn | SEC | $0 | 0 |
| 40 | Frost Financial Advisory Group LLC | State | $0 | 0 |
| 41 | Livelihood LLC | State | $0 | 0 |
| 42 | Menzel Asset Management LLC | State | $0 | 0 |
| 43 | Michael Leslie Investments LLC | State | $0 | 0 |
| 44 | North Manor Capital | State | $0 | 0 |
| 45 | Parenti Wealth Management | State | $0 | 0 |
| 46 | Savageadvisory | State | $0 | 0 |
| 47 | The Seb Group, Inc. | State | $0 | 0 |
| 48 | Veritable Financials LLC | State | $0 | 0 |
| 49 | Wilson Insight | State | $0 | 0 |
Wealth management firms 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.