Top Financial Advisors in Philadelphia, PA

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myCIO Wealth Partners is a fee-only firm that requires an account minimum asset level of $1 million. It almost exclusively serves high-net-worth individuals. Institutional clients also include charities and businesses.

The advisory team holds multiple certifications, including certified financial planners (CFPs) and chartered financial analysts (CFAs), among other designations.

myCIO's primary investment strategies are long-term purchases, defined as securities held at least a year, and short-term purchases, defined as securities sold within a year. The firm primarily allocates its clients' assets among stocks, bonds, fixed-income securities, mutual funds, exchange-traded funds, private investment funds, non-traded/non-public REITs, subadvisors and independent managers.

As part of its specialization in alternative investment consulting, myCIO reviews and recommends a range of alternative investments, with a focus on long and short equity.

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Financial Integrity Advisors is a fee-based firm whose staff holds several financial certifications, including accredited investment fiduciary (AIF), life underwriter training council fellow (LUTCF) and registered financial consultant (RFC), among others.

The firm generally requires a minimum of $250,000 to open an account, though this minimum may be lowered or waived in certain circumstances. For institutional clients, the minimum account size is $10 million.

Financial Integrity Advisors tailors its investment advisory and financial planning services to each client’s unique goals, financial situation, time horizon, risk tolerance, and liquidity needs. The firm offers both discretionary and non-discretionary asset management, financial planning, ERISA plan advisory services, and institutional asset management.

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FFT Wealth Management is a fee-only firm that works with high-net-worth individuals and charitable organizations.

The firm generally charges new clients an annual fee that is based on a percentage of assets under management. This rate can range between 0.25% and 1.50%. It does not impose a minimum account balance to engage in services.

FFT Wealth Management recommends financial investments based on the risk tolerance, time horizon and investment needs of clients.

The firm provides a variety of services, including investment management, financial planning and consulting services.

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LGL Partners is a fee-only firm that serves high-net-worth individuals, pooled investment vehicles and charitable organizations.

The firm does not impose a minimum account balance to engage in services. However, it will generally charge new clients an annual fee that is based on a percentage of assets under management, which generally ranges between 0.25% and 1.50%.

As with other firms, LGL Partners says that it makes financial recommendations based on a client’s risk tolerance, time horizon and other factors that impact a clients’ investment needs.

The firm provides investment management, financial planning and consulting services.

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To become a client of Roffman Miller Associates you’ll need at least $500,000 in investable assets. However, under certain circumstances, the firm may be willing to accept less from a new client.

Roffman Miller Associates holds multiple certifications, including Certified Financial Planners™ (CFPs®) and chartered financial analysts (CFAs). This is a fee-only firm, which means that it does not receive commissions from selling you insurance or other financial products.

Roffman Miller primarily focuses on investment management, though it also offers financial planning services. 

The firm's investment strategy rests on the belief that long-term investing is the most effective way to grow wealth. The firm aims to meet long-term goals and to reduce the volatility of returns. At Roffman Miller, each client portfolio is tailored to individual client needs. Typically, portfolios include individual stocks, bonds, mutual funds and exchange-traded funds (ETFs).

Roffman Miller has an in-house investment committee that conducts research to identify potential investment opportunities. The firm typically sticks to a value-oriented investment selection process, and it uses a variety of asset classes.

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Bryn Mawr Capital Management is a fee-only firm that works with both non-high-net-worth and high-net-worth individuals, as well as banks or thrift institutions, retirement plans, charitable organizations, other investment advisors and businesses.

The firm generally imposes a minimum portfolio size that ranges between $500,000 and $1 million.

Bryn Mawr Capital Management makes financial recommendations based on risk tolerance, time horizon and investment needs.

The firm offers a variety of investment advisory services, including financial planning and investment management.

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Wescott Financial Advisory Group primarily works with both non-high-net-worth and high-net-worth individuals, as well as retirement plans, charities and businesses.

The account minimum at Wescott varies by account. You'll need at least $500,000 for its Entrada Management Program, which the fee-only firm developed to provide investment management services to clients with less than $2 million in investable assets.

For its Wealth Management Program, you'll need at least $2 million. The firm's family office services require at least a $50,000 annual fee.

Wescott Financial multiple certifications, including Certified Financial Planners™ (CFPs®) and chartered life underwriters (CLUs), among other designations.

The firm offers a wealth management program and financial planning, which encompasses personal planning, cash flow and tax planning, investments, insurance, retirement, death and disability and estate planning.

Wescott Financial Advisory Group customizes portfolios based on clients liquidity needs, risk tolerance and goals.

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Founded in 1983, RTD Financial Advisors has an advisory team with multiple certifications, including Certified Financial Planners™ (CFPs®), among other designations.

RTD Financial Advisors’ client base is comprised of non-high-net-worth and high-net-worth individuals, as well as retirement plans, charities, government entities and businesses. 

The firm does not have a set account minimum, but it does have minimum fees that vary depending on the service. This is a fee-only firm, which means all of its compensation comes from its clients.

RTD offers investment management and comprehensive financial planning services. These include income tax planning, investment planning, retirement planning, education planning, estate planning, cash flow planning and more. 

The firm works with clients to build a robust investment plan for their future. Furthermore, RTD advises people as they approach retirement, as well as during retirement. Part of this process is crafting a personalized investment strategy that aligns with a client's long-term goals and values. The firm's investment approach focuses on efficiency. It aims to minimize costs and maximize after-tax returns and opts for low-cost investment options.

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Mitchell Sinkler & Starr serves high-net-worth individuals and their families, as well as investment companies and charities.

The firm requires a $2 million minimum account size, though it’s willing to waive this under certain circumstances.

As a fee-only firm, Mitchell Sinkler & Starr does not receive any third-party sales commissions for financial products sold to clients. A fee-based firm, on the other hand, would.

The firm’s services are significantly focused on investment management. However, it also has financial planning offerings like tax planning, retirement planning, estate planning and more.

Mitchell Sinkler & Starr invests client assets according to each of their individual goals and situations. This means the firm will do a deep dive into your long- and short-term financial objectives, risk tolerance, time horizon and income needs for the future.

The firm tends to prefer long-term investing strategies. It may use both bottom-up and top-down approaches when analyzing investments for you and other clients’ portfolios.

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Prudent Management Associates works primarily with individual clients. Of these individuals, about 80% are individuals with a high net worth. The client base doesn't stop there, also consisting of pensions, profit-sharing plans, charitable organizations and businesses. If you're interested in working with Prudent, you'll also need at least $1 million in investable assets, though the firm may be willing to adjust that requirement.

Prudent is a fee-only firm that does not receive third-party commissions. The firm only collects advisory fees directly from clients, and is therefore not subject to a potential conflict of interest like a fee-based firm would be.

This firm provides broad-based financial planning and portfolio management to clients on a discretionary basis. Prudent, through providing holistic wealth management services, looks to tailor its investment strategies to the risk tolerance of each client on an individual basis. Investment strategies may not vary significantly between clients, as the firm uses a variety of investment portfolios, each designed to take a certain amount of risk. These risk portfolios fall into the following categories: small, moderate, substantial and all-equity.

Advisors at Prudent invest using only low-cost, low-turnover and no-load mutual funds. They rely heavily on modern portfolio theory and thoroughly evaluate portfolio managers before selecting them.