Top 10 financial advisors in Philadelphia, PA
We’ve curated a list of the best financial advisors in Philadelphia, take a look at it below
Find an advisor in Philadelphia| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $53,057,098,257 | 121 advisors | ||
| 2 | $50,869,295,917 | 266 advisors | ||
| 3 | $21,934,965,431 | 129 advisors | ||
| 4 | $13,295,891,835 | 37 advisors | ||
| 5 | $11,009,524,975 | 42 advisors | ||
| 6 | $9,156,746,191 | 30 advisors | ||
| 7 | $4,593,470,835 | 113 advisors | ||
| 8 | $4,443,726,112 | 97 advisors | ||
| 9 | $2,950,593,083 | 35 advisors | ||
| 10 | $2,599,649,607 | 46 advisors |
How we came up with this list
To generate our top financial advisors list in Philadelphia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Philadelphia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Brandywine Global Investment Management, LLC
Brandywine Global Investment Management, LLC is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $53,057,098,257 of assets under management and employs about 121 people. Brandywine Global Investment Management, LLC uses a fee structure of a percentage of assets under your management, performance-based fees and asset-based fee from model-only recipients.
Assets under management
$53,057,098,257
Headcount
121 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS
SEC number
801-27797
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Model-only Portfolios
Abrdn Inc.
Abrdn Inc. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $50,869,295,917 of assets under management and employs about 266 people. Abrdn Inc. uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and reimbursement of expenses (per part 2a).
Assets under management
$50,869,295,917
Headcount
266 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
REIMBURSEMENT OF EXPENSES (PER PART 2A)
SEC number
801-49966
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Clark Capital Management Group Inc
Clark Capital Management Group Inc is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $21,934,965,431 of assets under management and employs about 129 people. Clark Capital Management Group Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$21,934,965,431
Headcount
129 advisors
Fee structure
A percentage of assets under your management
SEC number
801-28445
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profileMeet the advisor
One Liberty Place, 53rd Floor,
1650 Market Street,
Philadelphia,
Pennsylvania,
19103Xponance, Inc.
Xponance, Inc. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $13,295,891,835 of assets under management and employs about 37 people. Xponance, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$13,295,891,835
Headcount
37 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-51407
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Glenmede Investment Management, Lp
Glenmede Investment Management, Lp is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $11,009,524,975 of assets under management and employs about 42 people. Glenmede Investment Management, Lp uses a fee structure of a percentage of assets under your management and asset based fees from model only recipients.
Assets under management
$11,009,524,975
Headcount
42 advisors
Fee structure
A percentage of assets under your management
ASSET BASED FEES FROM MODEL ONLY RECIPIENTS
SEC number
801-57826
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Provide Model Portfolio For Overlay Accounts
See full profileMeet the advisor
1650 Market Street, One Liberty Place,
Suite 1200,
Philadelphia,
Pennsylvania,
19103Cooke & Bieler, L.p.
Cooke & Bieler, L.p. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $9,156,746,191 of assets under management and employs about 30 people. Cooke & Bieler, L.p. uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$9,156,746,191
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-60411
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profileMeet the advisor
Two Commerce Square,
2001 Market Street, Suite 4000,
Philadelphia,
Pennsylvania,
19103- Not sure which one to choose?Use our smart matching tool
Llr Management Holdco, L.p.
Llr Management Holdco, L.p. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $4,593,470,835 of assets under management and employs about 113 people. Llr Management Holdco, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and value creation fees.
Assets under management
$4,593,470,835
Headcount
113 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
VALUE CREATION FEES
SEC number
801-126821
Services offered
Portfolio Management For Pooled Investment Vehicles
Llr Walnut, L.p.
Llr Walnut, L.p. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $4,443,726,112 of assets under management and employs about 97 people. Llr Walnut, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and value creation fees.
Assets under management
$4,443,726,112
Headcount
97 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
VALUE CREATION FEES
SEC number
801-114765
Services offered
Portfolio Management For Pooled Investment Vehicles
Lubert-adler Management Company, L.p.
Lubert-adler Management Company, L.p. is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $2,950,593,083 of assets under management and employs about 35 people. Lubert-adler Management Company, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and asset, acquisition, development, disposition & origination fees.
Assets under management
$2,950,593,083
Headcount
35 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
ASSET, ACQUISITION, DEVELOPMENT, DISPOSITION & ORIGINATION FEES
SEC number
801-71911
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Bryn Mawr Capital Management, LLC
Bryn Mawr Capital Management, LLC is a financial advisory firm based in Philadelphia, Pennsylvania. It currently has approximately $2,599,649,607 of assets under management and employs about 46 people. Bryn Mawr Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,599,649,607
Headcount
46 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-108434
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Sub-advisory Services
Your first meeting is free.