RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN PHILADELPHIA
Finding the Best Philadelphia Financial Advisors for Wealth Management for our 2021-2022 Ranking
The city of Philadelphia is home to many early American historical sites, it’s also home to several top-rated Philadelphia financial planners and wealth management firms.
When people are planning for retirement, saving for a child’s education, or trying to maintain and grow wealth, the expertise of a Philadelphia financial planner can help them chart the right course.
Whether you’re a young professional or are looking ahead to generational wealth transfer, you could gain a lot of confidence and peace of mind working with a top-rated firm providing wealth management in Philadelphia.
But locating the perfect financial partner for your needs can be daunting. How do you choose from so many options?
AdvisoryHQ has done the first part of the legwork for you by reviewing multiple Philadelphia wealth management firms to come up with a list of the best.
Our list of the 9 best financial advisors in Philadelphia contains firms that have consistently proven themselves to be at the top of their field. Each of the Philadelphia financial planners on our list makes a strong client commitment and upholds high standards.
If you’re interested in finding a financial planner in Philadelphia that you can trust and that can help you with a strategic financial life plan, read on for some excellent options!
Award Emblem: Top 9 Best Financial Advisors in Philadelphia, PA
Top 9 Best Philadelphia Financial Planners | AdvisoryHQ Rating
|Top Financial Advisor in Philadelphia||2021-2022 Ratings|
|Abacus Wealth Partners||5|
|Blue Bell Private Wealth Management||5|
|Hoover Financial Advisors, PC||5|
|myCIO Wealth Partners LLC||5|
|TGS Financial Advisors||5|
|Wescott Financial Advisory Group, LLC||5|
Table: Top 9 Best Philadelphia Wealth Management Firms | Above list is sorted alphabetically
Comparing a Fee-Only vs Fee-Based Financial Advisor in Philadelphia
When you’re researching a good financial advisor in Philadelphia, it’s important to understand the difference between the two main fee structures. One is called “fee-only” and the other is “fee-based.”
Fee-Based Philadelphia Financial Advisors
A “fee-based” financial advisor in Philadelphia, PA is paid both by client fees and they can also accept commissions and incentives from selling 3rd party financial products.
This can create a conflict of interest and cause investors to question why their Philadelphia financial advisor is recommending a certain financial product. This is why many fee-based firms are also fiduciaries, which can counteract any potential conflicts of interest.
Fee-Only Philadelphia Financial Advisors
A “fee-only” Philadelphia financial planner only accepts client fees as compensation and does not accept any commissions from companies that sell financial products.
This is often considered the “gold standard” among financial advisory firms because it mitigates potential conflicts of interest.
Best Philadelphia Wealth Management Firms
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2021-2022 AdvisoryHQ’s Selection Methodology
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Detailed Review – Best Financial Advisors in Philadelphia
Below, please find the detailed review of each firm on our list of 2021-2022 best Philadelphia financial advisors. We have highlighted some of the factors that allowed these wealth management firms in Philadelphia to score so high in our selection ranking.
Click on any of the names below to go directly to the review section for that Philadelphia financial advisor.
- Abacus Wealth Partners
- Addis Hill
- Blue Bell Private Wealth Management
- Hoover Financial Advisors, PC
- McAdam Financial
- myCIO Wealth Partners LLC
- RTD Financial
- TGS Financial Advisors
- Wescott Financial Advisory Group, LLC
Click below for previous years’ rankings:
- 2019 Review: 9 Best Financial Advisors & Wealth Management Firms in Philadelphia, PA
- 2018 Review: 8 Best Financial Advisors & Wealth Management Firms in Philadelphia, PA
- 2017 Review: Top 7 Best Financial Advisors in Philadelphia
- 2016 Review: Top 8 Best Financial Advisors in Philadelphia
Abacus Wealth Partners Review
Abacus Wealth Partners is a top-rated Philadelphia wealth management firm with a mission of helping clients expand what’s possible with money. The firm was founded in 1988 and is a fee-only firm that is also a fiduciary.
This financial planner in Philadelphia serves clients in 42 states from seven locations. One location is in Philadelphia and the other six are in California. The advisors at Abacus have a commitment to serving others and helping clients enjoy life.
Key Factors That Enabled Abacus Wealth Partners to Rank as a Top Wealth Management Firm in Philadelphia
Comprehensive Financial Planning
These top Philadelphia financial advisors assist clients with a comprehensive financial plan that is resilient enough to weather all types of financial events.
No matter what life brings – a move to another state, career transition, buying a house – the friendly and experienced advisors at Abacus will be there to ensure your finances are in good shape.
Your Philadelphia financial advisor will draft a comprehensive plan that covers six key areas of financial planning:
- Impact: Your financial advisor will help you plan philanthropic initiatives that align with your values
- Goals: Your Philadelphia financial advisor will uncover the financial goals that are important to you
- Money: This involves determining how much you need to save to reach objectives, strategic portfolio allocation, and more
- Safety: Protecting you from risk and any unexpected life events
- Taxes: Your advisor will ensure that your financial strategies are tax-efficient
- Death: This Philadelphia wealth management firm will help you through sensitive areas and create an estate plan that minimizes the tax burden
Abacus Wealth Partners | Best Financial Advisors in Philadelphia
As one of the top Philadelphia wealth management firms, Abacus is guided by a set of clearly defined principles and core values that sets it apart from other Philadelphia financial planners.
These values and principles include:
- Serve Others: Put the needs of clients, the team, and the community above the needs of the firm.
- Bring Genius: These Philadelphia financial advisors spend time doing what they are best at, and what they love the most.
- Listen Deeply and Speak with Care: Always tell the truth and approach each financial conversation with an open mind.
- Enjoy: Provide a financial planning experience that clients truly enjoy.
To manifest these values into action, Abacus participates in sustainable investing initiatives, offers pro bono financial planning services for qualified individuals and families, maintains a charitable grant, and supports women in the financial industry through Abacus Sisterhood.
Abacus Wealth Partners uses both emotionally intelligent insights and smart financial analysis to help clients get where they need to be financially. This top financial advisor in Philadelphia offers a wide range of services as well as convenience.
Impactful financial planning and wealth management doesn’t have to be complicated, and the team at this experienced Philadelphia financial planner manages to balance both.
With a goal to empower its clients and support its community, Abacus Wealth Partners is one of the best financial advisors in Philadelphia to consider. We’ve scored the firm with 5-stars.
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Addis Hill Review
Purposeful engagement and collaboration are two of the hallmarks of this top financial planner in Philadelphia. These advisors work to offer steadfast guidance in the midst of transitions and other live events.
Key Factors That Enabled Addis Hill to Rank as One of the Best Philadelphia Wealth Management Firms
Comprehensive Wealth Management
There is a welcoming atmosphere at Addis Hill. The firm asks clients to come “lean on our fence,” which is its way of letting them know the door is always open for sage financial advice.
If you’re looking for expert wealth management in Philadelphia, you’ll find it here, along with a non-judgmental and supportive attitude.
Addis Hill offers comprehensive wealth management in Philadelphia that simplifies clients’ financial lives and helps them make the best decisions.
Beyond investments, these professional Philadelphia financial planners can assist you with guidance on:
- Real Estate
- Education Planning
Wide Range of Financial Services
For many clients, it’s a benefit to work with wealth management firms in Philadelphia that have the ability to provide expertise and value over time with multiple financial needs.
Financial goals and objectives are subject to fluctuate from one year to the next, and firms that offer a broad range of financial services give clients a better ability to adjust their objectives accordingly over time.
This top-rated Philadelphia wealth management firm can address a wide array of financial challenges, including:
- Spending & Cash Flow Management
- Investment Planning
- Real Estate & Debt
- Pensions & Social Security Planning
- Education Planning
- Tax Mitigation
- Wealth Transfer
- Charitable Planning
Addis Hill helps clients optimize their savings and simplify their financial life while meeting future goals and objectives. This Philadelphia financial planner has an open-door policy and is always there when you need them.
From keeping finances from being overwhelming to a fee-only fiduciary commitment, this is one of the Philadelphia wealth management firms that is truly client-focused.
Blue Bell Private Wealth Management Review
The firm’s team has over 115 years of combined experience and works in coordination to bring the best financial guidance to their clients. As a fiduciary, this financial planner in Philadelphia is committed to always putting its clients’ best interest first and keeping fees low.
Key Factors That Enabled Blue Bell Private Wealth Management to Rank as a Top Financial Advisor in Philadelphia
Diversified Investment Opportunities
Investing involves many choices, and the wrong ones can cost you dearly. Navigating the market ups and downs involves some risk, which is easier to manage with help from knowledgeable Philadelphia financial advisors.
This team that provides expert wealth management in Philadelphia helps clients diversify their investment portfolios and make strategic, calculated choices. Potential investment options include:
- Closed-end funds
- Structured investments
- Exchange-traded funds
- Options strategies
Blue Bell provides detailed information on these options on its website for those who enjoy learning all they can about potential investments.
Blue Bell Private Wealth Management | Top Philadelphia Financial Planners
Comprehensive Educational Resources
Offering additional value to those looking to understand their finances a little better, Blue Bell has a page with comprehensive financial education resources. Its Insights page includes both newsletters and blog articles that are full of valuable financial material.
These resources come in handy for those wishing to increase their financial literacy and gain a better understanding of financial management in several areas. Blue Bell’s Insights page includes information that is pertinent to just about everyone.
This Philadelphia financial advisor provides articles on a wide range of topics, such as:
- Charitable Giving Under the CARES Act
- 7 Steps to Get Your Retirement Back on Track
- 5 Estate Planning Mistakes
- Tax-Savvy Withdrawals in Retirement
- Market Updates
The team at Blue Bell Private Wealth Management is small enough to be able to offer personalized service to each client, yet large enough to access the types of investments usually only in reach to institutional or high-net-worth investors.
With a specialty in retirement and social security planning, these top Philadelphia financial planners help clients reach their retirement goals, no matter their current stage in life.
With an experienced team and a client-centered focus, Blue Bell Private Wealth Management solidifies its 5-star rating and is a top financial advisor in Philadelphia to consider for your financial management needs.
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Hoover Financial Advisors, PC Review
With a mission to give security and safety to families planning their financial journeys, Hoover Financial Advisors, PC is a top fee-based Philadelphia wealth management firm. The firm makes a fiduciary commitment to put each client’s best interest ahead of its own.
These experienced Philadelphia financial advisors combine sophisticated industry tools and a dedication to helping clients succeed. It also is an active supporter of the Chester County, PA community.
Key Factors That Enabled Hoover Financial Advisors, PC to Rank as One of the Best Financial Advisors in Philadelphia
Transparent, Client-Centric Approach
As top-rated Philadelphia financial planners, Hoover Financial Advisors believes that objectivity and honesty are cornerstones of the firm’s financial advisory services and client relationships.
Because the firm is independent, Hoover Financial Advisors is not pressured to sell proprietary products and does not have any conflicting corporate responsibilities. This allows this Philadelphia wealth management firm to put its clients’ objectives first always.
Additionally, although the firm uses a fee-based approach, each Philadelphia financial advisor at Hoover is also a fiduciary, which counteracts potential conflicts of interest associated with fee-based firms.
This financial advisor in Philadelphia is committed to independence, a fiduciary responsibility, and giving unbiased advice.
Wide Range of Expert Services
The team of expert advisors at Hoover has over 300 years of combined experience in the financial advisory industry. Clients benefit from this collective brain trust when it comes to the guidance they receive in a number of financial areas.
If you prefer working with one firm for multiple financial areas in your life, then these Philadelphia financial advisors will not disappoint.
You’ll find a broad range of financial planning services at Hoover, including:
- Financial Planning
- Estate Planning
- Finances After Loss
- Education Planning
- Income Tax Strategies
- Group Benefits
- Investment Management
- Insurance Solutions
- Retirement Planning
- Debt/Credit Protection
- Cash Flow Management
Hoover Financial is all about offering safety and security to its clients through customized, goal-oriented financial solutions. These top Philadelphia financial planners take a lifecycle approach to financial planning and are there every step of the way.
Clients will find a large, comprehensive range of financial services that they can take advantage of and know that each will be integrated into a holistic financial strategy.
With a strong client-first commitment and history of success, Blue Bell Private Wealth Management earns a 5-star rating. This is one of the best financial advisors in Philadelphia to consider.
McAdam Financial Review
McAdam Financial was founded in 2008 and is a pioneer in reinventing the concept of financial advice and its advisors go above and beyond what you may be used to from other Philadelphia wealth management firms.
One thing that makes this top financial advisor in Philadelphia stand out is that it uses an RIA Hybrid fee structure. This is a completely unique fee structure for financial planning and wealth management and means that the firm provides a combination of fee-only financial planning and fee-based investment management services to clients.
Key Factors That Enabled McAdam Financial to Rank as Top Philadelphia Financial Advisors
Advanced Advisory Model™
McAdam’s financial approach is centered on its Advanced Advisory Model™, which integrates three key areas of financial planning: Financial, Personal, and Professional.
The experienced Philadelphia financial advisors at McAdam understand that those three areas should be properly integrated in order to create a successful portfolio strategy. One that can withstand life’s unexpected changes and capitalize on opportunities as they arise.
McAdam Financial | Top Philadelphia Wealth Management Firms
This Advanced Advisory Model™ includes the following financial management areas:
- Special Needs
- Career Landscape
- Benefits Landscape
- Risk Landscape
- Investment Landscape
Broad Range of Comprehensive Services
As one of the top Philadelphia financial planners, McAdam provides clients a broad range of services designed to integrate and improve their financial health.
These services are incorporated into the areas of financial planning, wealth management, advanced tax and insurance strategies, and business owner services. They include (but are not limited to):
- 401(k) Strategies
- Retirement, Education, and Estate Planning
- Investment Income Strategies
- Investment Advisory Services
- Tax-Sensitive Investment Management
- Advanced Insurance Architecture
- Actuarial Plan Design
- Business Continuity Planning
- Qualified Retirement Plans
- Key Employee Retention Plans
The award-winning team at McAdam Financial brings together each client’s entire financial picture in order to create truly personalized and sophisticated financial strategies.
While the hybrid model may be confusing to some clients, if you have any questions about the fee-only or fee-based guidance you’re receiving, the firm’s advisors should be happy to answer those for you.
With an experienced team and a goal-oriented planning focus, McAdam Financial is one of the best financial advisors in Philadelphia to consider working with and earns a 5-star rating.
myCIO Wealth Partners LLC Review
As one of the largest completely independent wealth management firms in the U.S., myCIO Wealth Partners manages over $8.85 billion in investment assets for individuals, families, endowments, benefits plans, and more.
This is a fee-only top-rated Philadelphia financial planner that offers corporate executive wealth management services. Its client base includes Fortune 500 companies, privately held companies, hospitals, and institutions.
Key Factors That Enabled myCIO to Rank as One of the Best Financial Advisors in Philadelphia
When clients are working with the team at myCIO, they can feel secure in the knowledge that they’re receiving financial guidance from a well-seasoned team of professionals that have been serving clients for over two decades.
When researching team biographies for this top-rated financial advisor in Philadelphia, you’ll find that myCIO advisors hold an impressive array of credentials and designations in the financial services industry.
Advisor credentials include:
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Certified Financial Planner™ (CFP®)
- Chartered Alternative Investment Analyst (CAIA®)
- Certified Investment Management Analyst (CIMA)
- Accredited Investment Fiduciary (AIF®)
The firm’s team also makes a commitment to provide both independent and objective advice to clients that is completely unbiased.
Flexible Family Office Services
One factor that makes myCIO stand out from other top Philadelphia financial advisors is that it offers flexible Family Office services.
The firm’s advisors have the expertise and understanding required to help families with complex financial needs and help to simplify wealth management.
Standard Family Office Services
Advisors at this top Philadelphia wealth management firm have considerable experience working with wealthy and ultra-wealthy families. This includes acting as a coordinator of their financial affairs and helping them with everything from investment advisory to risk management and asset protection.
Support Your Existing Family Office
If you’re already working with another Family Office provider, myCIO can work in coordination with your existing provider and act as additional support, bringing its wide range of financial expertise to the table.
Mini-Family Office Services
If you need private client services or personal CFO services, the Philadelphia financial planners at myCIO can help with that too. The firm’s Mini-Family Office services provide a similar support structure to individuals, which includes all the same services such as investment advisory services, wealth transfer planning, wealth administration, and more.
The firm offers flexible Family Office services as well as private investment advisory and wealth management to individuals, specializing in corporate executives.
With a personalized touch and customizable solutions, myCIO Wealth Partners is one of the best financial advisors in Philadelphia to consider. We’ve awarded the firm a 5-star rating.
RTD Financial Review
RTD Financial was founded in 1983 and combines traditional values and proven practices to offer strategic financial guidance. This fee-only fiduciary financial planner in Philadelphia upholds personal attention as its trademark.
When you’re looking for wealth management in Philadelphia, you want a firm that actually listens to what you have to say. This is an advisory firm that puts a premium on being good listeners.
Key Factors That Enabled RTD Financial to Rank as Top Philadelphia Financial Advisors
Flat Retainer Fee Structure
RTD offers all the features that clients look for in top Philadelphia financial planners. This includes the firm’s independent structure, the fact that they adhere to a fiduciary commitment, and operating under a transparent payment structure. The firm is also certified by the Centre for Fiduciary Excellence (CEFEX).
Its flat-rate fee structure makes RTD unique. This top-rated Philadelphia wealth management firm charges a flat retainer fee that is adjusted every three years, rather than fees based on a percentage of assets under management.
This type of fee arrangement gives its clients four key advantages:
- It reduces conflicts of interest
- It emphasizes holistic financial planning
- It pays advisors for what they can control
- It de-emphasizes risky asset allocation
Personalized Financial Plans
Clients working with RTD will get a completely custom-tailored financial plan based upon their distinct financial situation and future objectives. The Philadelphia financial advisors here employ a three-step process to financial planning, which includes:
This stage involves your financial advisor getting to know you. They learn who you are, what your plans and goals are for your wealth, your goals for family, your business, and more.
In this phase, your financial advisor in Philadelphia creates your financial roadmap. Every possible consideration is included during the plan’s creation, all with the objective of turning your financial goals into a reality.
Once you and your advisor agree on the specifics of your strategy, your plan is finalized and implemented. You then get to experience life to its fullest, with peace of mind that you have a plan working to preserve your wealth and help you reach your objectives.
RTD Financial offers a wide range of financial planning and wealth management services that are all customized to meet each client’s distinct needs. The firm takes a comprehensive approach from discovery to ensuring clients can enjoy their life with their finances in order.
To offer such detailed, custom solutions, these Philadelphia financial planners make listening to clients a main objective during the discovery process.
With a talented and experienced team and a strategic approach to holistic wealth management, RTD Financial earns a 5-star rating. This is one of the best financial advisors in Philadelphia to consider for your financial management needs.
Top Philadelphia Wealth Management Firms
TGS Financial Advisors Review
The firm was founded in 1990 and is based just outside Philadelphia, in Radnor, PA. This team of expert Philadelphia financial advisors focuses on the long-term to help you make thoughtful strategic decisions, rather than those based on emotions.
Key Factors That Enabled TGS Financial Advisors to Rank as One of the Best Financial Advisors in Philadelphia
Broad Range of Client Services
TGS Financial Advisors serves high achievers in over 250 households across 25 states. The team at this financial advisor in Philadelphia have expertise working with a wide range of client backgrounds, professions, and financial needs.
A highlight of the firm is its financial planning and wealth management services for individuals and families, which include:
- Developing effective spending, saving, and gifting strategies
- Managing risk by reviewing insurance coverage and making recommendations for asset protection strategies
- Coordinating with other professionals, such as CPAs, estate attorneys, and insurance agents
- Acting as a trusted guide through important life transitions
- Assisting with multi-generational wealth planning
- Managing investments with a focus on global diversification, undervalued assets, and cost control
Along with individuals and families, these Philadelphia financial planners also specialize in helping physicians and retirees protect and grow their wealth, providing a boutique focus that offers value for each of these groups.
Dynamic Contrarian Portfolio Strategy
A unique aspect of working with TGS is that you gain the benefit of the firm’s proprietary Dynamic Contrarian Portfolio Strategy.
Ultimately, the DYCOPS™ Strategy is designed to flow funds into underpriced asset classes during times of significant price differentiation, offering a systematic framework for your advisors to make timely portfolio management decisions.
This investment strategy incorporates five steps to asset allocation and portfolio management:
- Diversification: Asset classes are systematically diversified, and portfolios reflect individual tolerance levels for each client
- Value Tilt: Rather than following the volatile growth and decline of the market, TGS focuses on value for the best returns
- Contrarian Asset Allocation: Historical price and yield data is used to determine the relative value of asset classes
- Focus on Costs: Index funds, ETFs, and institutional-class shares are employed to keep portfolios cost-effective
- Discretionary Management: All portfolios are managed on a discretionary basis to ensure timely and consistent implementation
This top-rated Philadelphia wealth management firm believes in building long-term relationships with its clients based on trust and mutual respect. Advisors encourage proactive communication and work closely with clients to ensure their portfolio is always in sync with their lives.
The firm’s dynamic approach to wealth management ensures that clients get a thoughtful, strategic, and risk-aware plan that reflects their needs and goals.
With a supportive and straight-forward approach and an experienced team, TGS Financial Advisors scores a 5-star rating as one of the best Philadelphia wealth management firms to consider.
Wescott Financial Advisory Group, LLC Review
Wescott Financial Advisory Group, LLC is one of the top fee-only Philadelphia financial advisors that uniquely integrates financial expertise and life expertise to provide a full 360-degree financial advisory service.
This fiduciary financial advisor in Philadelphia has additional offices in Fort Washington, PA, and Miami, FL as well as satellite offices nationwide. Wescott works with high-net-worth individuals, families, and institutions.
Key Factors That Enabled Wescott Financial Advisory Group, LLC to Rank as a Top Philadelphia Financial Planner
Taking an original approach to wealth management, these top-rated Philadelphia financial advisors use their Life-Minded Wealth® approach which is designed to identify the emotional component of your financial decision-making.
There are two components that drive every financial decision, according to these experienced advisors. Those components are:
- Your Financial Assets: Structural data that represents your tangible wealth
- Your Financial Mindset: Unstructured emotions that represent your feelings and perceptions about wealth
By considering both of these components, Wescott advisors are able to integrate both financial expertise and life expertise into a single successful advisory service that is holistic and has a much better chance of success. Clients come out feeling more confident about their financial decision-making and feel empowered.
Wescott Trust Services
For individuals, families, and businesses, Wescott Trust Services offers complete trust management, including the administration of revocable, irrevocable, special needs trusts, and estates.
Clients working with this financial planner in Philadelphia can feel secure in the knowledge that they are building a strong foundation with a well-respected and experienced team. Trust services by Wescott include the following benefits:
- Expertise: Wescott Trust Services and investment knowledge are integrated to provide a comprehensive trust management experience
- Cost-effective services: Trust services are provided in a transparent and cost-efficient way
- Flexibility: To achieve trust objectives and needs of the beneficiaries, clients can opt to work with co-trustees to share administrative responsibilities
- Local support: This financial advisor in Philadelphia combines face-to-face meetings with national coverage, ensuring that clients can receive local support and consistent trust management no matter where they are.
Wescott Financial Advisory Group | Top Financial Advisor in Philadelphia
Not only is Wescott Financial Advisory Group a top-rated Philadelphia wealth management firm, but it is also a Certified B Corporation. That means that the firm has met high standards of verified public transparency, social and environmental performance.
The firm offers a wide range of comprehensive financial advisory services. The way that advisors balance financial assets and financial mindset is a plus for clients who end up feeling more empowered.
With an experienced and proactive team and a unique approach, Wescott Financial Advisory Group earns a 5-star rating and is one of the best financial advisors in Philadelphia to consider for affluent individuals and families.
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Conclusion – 2021-2022 Top 9 Philadelphia Financial Advisors
When you’re looking for the best Philadelphia financial planners to work with, it’s important to find those that are fiduciaries. This means they adhere to a legal obligation to put their clients’ best interests first.
You also want to find Philadelphia financial advisors that offer the range of services you need and that you feel good about working with.
Many top firms offering wealth management in Philadelphia will offer a free initial consultation where you can ask questions and get to know the firm’s advisors. This is a great way to evaluate several top advisors on this list before you choose one.
Whichever Philadelphia financial advisor you end up working with, you can feel empowered once you take that first step towards achieving your financial goals.
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