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Find Top Financial Advisors in Philadelphia, Pennsylvania

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Philadelphia, Pennsylvania, the 6th most populous city in the United States, is home to the Liberty Bell and cheesesteak. If you're looking for a financial advisor in Philadelphia, you're sifting through over 1200 advisors residing in the Philadelphia area. As the cost of living is 17% higher than the national average, you may want to find a financial advisor you trust to make the best investment strategies that would suit your needs. We at WiserAdvisor understand the dilemmas that go into deciding who you choose to achieve your financial goals and are here to help. Connecting people to vetted financial advisors is our mission.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Philadelphia, Pennsylvania.

Finding the Top Financial Advisor in Philadelphia, Pennsylvania
Last Updated - 24-Jan-2023

Philadelphia has 14 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 141 non-vetted advisors in your local area. These financial advisors in Philadelphia, Pennsylvania have an average of 19 years of experience.

NOTE: The list of financial advisors in Philadelphia, Pennsylvania mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Philadelphia, Pennsylvania.

Qualified Financial Advisors in Philadelphia, Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
Bobby Cremins
CFP®, CKA®, CFA®
METANOIA FINANCIAL
2400 Market Street,
Suite 200,
Philadelphia, PA 19103
21 Not Specified $1,000,000 Fee-Only
Tower Bridge Advisors
CFP®, CFA®
TOWER BRIDGE ADVISORS
101 West Elm Street, Suite 355,
Conshohocken, PA 19428
Not Disclosed $1,800,000,000 $1,000,000 Fee-Only
Nathan Spohn
CFP®
SPOHN PARTNERS
923 Haddonfield Road,
Suite 300,
Cherry Hill, NJ 08002
19 $90,000,000 $50,000 Fee-Only
Adam Amorn
PREMIER PROSPERITY ADVISORS
12 Penns Trail, Suite 501,
Newtown, PA 18940
11 Not Specified Not Specified Fee-Only
Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
INTEGRATED FINANCIAL PARTNERS
1300 Route 73 Suite 314,
Mount Laurel, NJ 08054
13 $120,000,000 Not Specified Fee-Based
Al Osgood
CFP®
FINANCIAL FREEDOM LLC
5 Great Valley Parkway,
Suite 210,
Malvern, PA 19355
35 $325,000,000 $1,000,000 Fee-Only
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
James Graves
CFP®
JOPPA MILL ADVISORS LTD.
2048 Remington Dr.,
Chester Springs, PA 19425
40 $15,000,000 $250,000 Fee-Only
David Levy
CFP®
DIVERSIFIED, LLC
2200 Concord Pike,
Suite 104,
Wilmington, DE 19803
14 Over $1B $100,000 Fee-Based
Andrew Rosen
CFP®
DIVERSIFIED, LLC
2200 Concord Pike,
Suite 104,
Wilmington, DE 19803
22 $250000 Not Specified Fee-Based
Nicholas Vali
ChFC®
DIAMOND STATE FINANCIAL GROUP
121 Continental Drive, Suite 110,
Newark, DE 19713
Not Disclosed Not Specified Not Specified Fee-Based
Peter Gellman
PALMERSTON GROUP ADVISORS, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904
12 Not Specified $400,000 Fee-Based
Frank Lepore
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
18 Not Specified Not Specified Fee-Based
Personal Capital
PERSONAL CAPITAL
---,
Prince, NY 10012
11 $22,400,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Philadelphia

Qualifications CRD# 4685581
Firm CRD# 152366

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 2400 Market Street,
Suite 200,
Philadelphia,
PA
19103
Phone Number 267-858-6847

-I am a Christian, a husband, and a father, and these are the three titles I hold most dear

-I am the founder of Metanoia Financial and a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER, and Certified Kingdom Advisor®

-I love people and numbers so I became a financial planner

-I am really into healthy eating and I try not to eat processed foods and added sugars (but I do cheat)

-I used to play "real" sports, but now that I'm older, I play pickleball :)

About Metanoia Financial

You've worked hard over the years. Now, you should be rewarded for it, not stressed over every financial decision. At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life. We act as your personal CFO so you don't have to worry whether you're making the right choices with your finances. With us on your team, you can spend less time stressing about money and more time with those you love.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications Firm CRD# 115700

Compensation/Fee Fee-Only


Office Location 101 West Elm Street, Suite 355,
Conshohocken,
PA
19428
Phone Number 610-260-2222

About Tower Bridge Advisors

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client's unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 4622595
Firm CRD# 6413
Series 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 923 Haddonfield Road,
Suite 300,
Cherry Hill,
NJ
08002
Phone Number 856-324-5894

Nate has dedicated his career to helping individuals and their families with planning their financial future. A graduate of the University of Delaware, Nate holds his Certified Financial Planner® designation and his series 66 license held with LPL Financial. The Series 66 is also known as the North American Securities Administrators Association (NASAA) Uniform Combined State Law Examination and is administered by FINRA. As Managing Director of Spohn Partners, Nate is passionate about helping his clients and their family members work towards addressing their goals with strategic financial planning and discipline. Nate works with clients in New Jersey and Virginia Originally from Pennsylvania, Nate currently resides in Haddonfield, NJ with his wife, Bridget, and daughter, Emma. In his spare time, Nate enjoys golfing, watching his daughter play sports, and spending time with his extended family including 10 nieces and nephews.

About Spohn Partners

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 5798021
Firm CRD# 291571
Series 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 12 Penns Trail, Suite 501,
Newtown,
PA
18940
Phone Number 267-429-4508

Adam Amorn, the sole initiator of Premier Prosperity Advisors LLC, has had years of experience working at Merrill Lynch. After leaving Merrill Lynch in 2017, Adam was inspired to start his own business where he could have more flexibility and put the clients first. What sets our company apart is how we deal with our customers. Our level of service, attention to detail and experience in financial planning are elements which set us apart from other firms. We are not constrained to one specific type of investment and can plan/advise according to our clients needs and goals. Whether you require us to secure a future financial plan for you, a retirement plan or manage your wealth, we are here to offer our services.

About Premier Prosperity Advisors

Premier Prosperity Advisors is on a mission to help you secure a brighter future for yourself and your family. Our investment management company offers financial services to small businesses, professionals and families. We listen to your needs to understand your financial situation thoroughly. Once we have a clear picture of your needs and goals, we put together a tailored financial plan for you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 5253413
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ
08054
Phone Number 856-291-0142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.


Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee


Office Location 5 Great Valley Parkway,
Suite 210,
Malvern,
PA
19355
Phone Number 610-296-9500

Al Sr. is a Certified Financial Planner practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals


Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor Services

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


Qualifications CRD# 1497037
Firm CRD# 1497037
Series 7, 24

Compensation/Fee Fee-Only, Based on Assets


Office Location 2048 Remington Dr.,
Chester Springs,
PA
19425
Phone Number 302-367-6856

James began his career at Bankers Trust Company as a commercial lending officer before transitioning to BTCo.s trading desk where he was an institutional bond salesman and subsequently underwrote and traded Federal Agency bonds such as Federal Farm Credit Bank, FNMA and Federal Home Loan Bank bonds. Decamping from New York, James held senior positions with Wilmington Trust Company, T. Rowe Price, Acadian Asset Management, Zurich Capital Markets and Morgan Stanley before joining Merrill Lynch. In addition to holding the preeminent industry designation as a Certified Financial Planner®, James holds degrees from Trinity College in Hartford CT (B.A. English/Political Science) and New York University Stern School of Business (M.B.A.). Originally from Wilmington, DE, he has two grown children, two grandchildren and lives with his wife in Chester Springs, PA.

About Joppa Mill Advisors Ltd.

Joppa Mill Advisors Ltd. represents the culmination of James' experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number 302-765-3500

David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind. David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER® designation. David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction. Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing very average golf.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it. Lifelong Wealth® is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes: 1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth. At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets


Office Location 2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number 302-765-3500

In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrew's number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.

About Diversified, LLC

Wealth is a good thing. Lifelong wealth is even better.
At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6139848
Firm CRD# 15296
Series 7, 66

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 121 Continental Drive, Suite 110,
Newark,
DE
19713
Phone Number 302-366-0366

Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. Nick graduated from The University of Delaware’s Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics.  He currently holds his Series 7, Series 66 registrations, as well as his Life and Health Insurance licenses.

Nick appreciates the contributions of small business owners, medical professionals, and (pre)retirees to the community, and specializes in creating innovative strategies to help overcome the unique challenges these individuals face.  These specialties include:

  • Retirement Income Strategies
  • Tax Distribution Strategies*
  • Wealth Management
  • Income Protection Strategies
  • Employee Benefits
  • College Funding Strategies
  • Asset Protection Strategies*
  • Legacy Maximization/Estate Planning

Nick is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. Having a passion for solving the puzzle presented by each client, Nick firmly believes that a comprehensive approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence.  Through his strategic approach to wealth management, (pre) retirees and business owners are accustomed to hands-on support, extensive resources and a team of committed financial experts throughout the experience.

Nick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Nick resides in Middletown, Delaware, with his wife Melissa and daughter Gianna.  In his spare time, he enjoys golf, the company of friends and family, and revels in travelling abroad.

*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

About Diamond State Financial Group

We believe in the power of personal relationships and focus on one thing - the needs of our clients. Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals. It is because of you, each of our associates have been carefully selected based on their knowledge, experience, and desire to deliver an exceptional client experience. Our team adheres to a vigorous, continuing educational program to provide clients with current and relevant financial perspectives. We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with objective advice. We are focused on recommending products and services based solely on the needs of our clients. Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals.
Diamond State Financial Group is also located at 200 E. State Street, Suite 303, Media, PA 19063.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 4716523
Firm CRD# 128733
Series 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ
08904
Phone Number 732-248-5777

Peter Gellman is the Managing Member of Palmerston Group Advisors, L.L.C. Founded in 1997, Palmerston Group provides independent, unbiased financial and investment advisory services based on fundamental analysis and margin of safety principles.
Peter Gellman has worked as a teacher, analyst, and advisor. Before starting Palmerston, he taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer in the Woodrow Wilson School of Public and International Affairs. He holds a law degree as well as a Ph.D. in international relations.

About Palmerston Group Advisors, LLC

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.


Qualifications CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Prince,
NY
10012
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

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WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

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Top Financial Advisor Firms in Philadelphia, Pennsylvania (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
JANNEY MONTGOMERY SCOTT LLC
1717 Arch Street,
Philadelphia, PA 19103
$81,346,579,088 203125 A percentage of AUM
Fixed fees
Commision Based
Other (FEE PLUS COMMISSION)
XPONANCE, INC.
1845 Walnut Street , Suite 800,
Philadelphia, PA 19103
$14,863,352,766 103 A percentage of AUM
Fixed fees
Performance Based
FORBES FAMILY TRUST
2 Liberty Place , Floor 34,
Philadelphia, PA 19102
$3,654,702,946 257 A percentage of AUM
Fixed fees
ROFFMAN MILLER ASSOCIATES INC
1835 Market Street , Suite 500,
Philadelphia, PA 19103
$2,327,854,959 1343 A percentage of AUM
MITCHELL SINKLER & STARR
Two Penn Center Plaza , Suite 1320,
Philadelphia, PA 19102
$1,647,182,829 494 A percentage of AUM
THE SWARTHMORE GROUP, INC.
1650 Arch Street , Suite 2100,
Philadelphia, PA 19103-2029
$1,485,177,604 45 A percentage of AUM
PRUDENT MANAGEMENT ASSOCIATES
2001 Market Street , Suite 3910,
Philadelphia, PA 19103
$1,221,909,235 616 A percentage of AUM
ARDEN FUND MANAGEMENT, LLC
1600 Market Street , Suite 2600,
Philadelphia, PA 19103
$1,216,801,249 9 A percentage of AUM
Performance Based
Other (CARRIED INTEREST)
LGL PARTNERS, LLC
2 Liberty Place , Floor 34,
Philadelphia, PA 19102
$1,118,093,127 509 A percentage of AUM
Fixed fees
LEM CAPITAL, L.P.
2400 Market Street , Suite 303,
Philadelphia, PA 19103-3031
$977,902,218 3 A percentage of AUM
Performance Based
WEST CAPITAL MANAGEMENT
1818 Market Street , 22nd Floor,
Philadelphia, PA 19103
$959,319,816 1504 A percentage of AUM
Fixed fees
LEVY WEALTH MANAGEMENT GROUP
1818 Market Street , Suite 3232,
Philadelphia, PA 19103
$766,292,488 975 A percentage of AUM
FIDUCIARY ADVISORS, LLC
1700 Market Street , Suite 2341,
Philadelphia, PA 19103
$406,882,886 10 A percentage of AUM
Hourly charges
Fixed fees
Other (% OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT)
XPONANCE ALTS SOLUTIONS, LLC
1845 Walnut Street , Suite 800,
Philadelphia, PA 19103
$79,363,000 1 A percentage of AUM
Performance Based
BALA CAPITAL GROUP, LLC
2 Liberty Place , Floor 34,
Philadelphia, PA 19102
$12,182,566 3 A percentage of AUM
Performance Based

    List of Additional Advisors in Philadelphia, Pennsylvania*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barry R Shatzman
    Inquire with Barry
    1650 Market St, 42nd Fl, Philadelphia, PA  19103 215-854-6263
    Bob Manning
    Inquire with Bob
    1650 Market St, 42nd Fl, Philadelphia, PA  19103 215-963-3892
    Albert A Kreider
    Inquire with Albert
    1650 Market St, 42nd Fl, Philadelphia, PA  19103 215-854-1186
    Arthur Douglas Stevens
    Inquire with Arthur
    1650 Market St, 42nd Fl, Philadelphia, PA  19103 215-854-6058
    Brian Bernhardt
    Inquire with Brian
    1650 Market St, 42nd Fl, Philadelphia, PA  19103 610-260-7571
    Bruce Chmara
    Inquire with Bruce
    1650 Market St, 42nd Fl, Philadelphia, PA  19103 215-854-6028
    David Sacker
    Inquire with David
    100 N 18th St, Ste 750, Philadelphia, PA  19103 215-789-4963
    Terry Jue
    Inquire with Terry
    100 N 18th St, Ste 750, Philadelphia, PA  19103 215-789-4961
    Christy H Neill
    Inquire with Christy
    254 E Girard Ave, Ste 1, Philadelphia, PA  19125 215-982-2260
    Morgan Stanley Financial Advisors
    Inquire with Morgan
    1650 Market St, 42nd Fl, Philadelphia, PA  19103 215-854-6000
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