Near You · Norristown
Financial Advisors Near You in Norristown, PA
Find financial advisors close to you in Norristown. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 18 financial advisors in Norristown, PA by verified customer ratings and review volume. The highest-rated is Goldstein Financial with a 5.0-star rating from 69 verified reviews. Also in the top tier: Blue Bell Private Wealth Management, LLC and Menninger & Associates - Certified Financial Planner. The average rating across all listed financial advisors in Norristown is 4.8 stars from 14 reviews per business on average.
Financial advisors in Norristown typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
14
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Goldstein Financial
215 W Church Rd # 107, King of Prussia, PA 19406, USA
Blue Bell Private Wealth Management, LLC
470 Norristown Rd #305, Blue Bell, PA 19422, USA
Menninger & Associates - Certified Financial Planner
820 Adams Ave #100, Trooper, PA 19403, USA
Financial Advisors Rankings in Norristown, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Goldstein Financial215 W Church Rd # 107, King of Prussia, PA 19406, USA | 5.0★ | 69 |
| #2 | Blue Bell Private Wealth Management, LLC470 Norristown Rd #305, Blue Bell, PA 19422, USA | 5.0★ | 48 |
| #3 | Menninger & Associates - Certified Financial Planner820 Adams Ave #100, Trooper, PA 19403, USA | 5.0★ | 44 |
| #4 | Ashford Wealth Advisors - Ameriprise Financial Services, LLC5 E Germantown Pike, Plymouth Meeting, PA 19462, USA | 5.0★ | 6 |
| #5 | Thrive Wealth Management, LLC1000 Madison Ave Suite 208, Audubon, PA 19403, USA | 5.0★ | 4 |
| #6 | Bluesphere Advisors LLC2108 Dekalb Pike, East Norriton Township, PA 19401, USA | 5.0★ | 3 |
| #7 | Lord and Kees Financial Systems Inc.24 Evergreen Rd, Norristown, PA 19403, USA | 5.0★ | 2 |
| #8 | 2nd Story Wealth Planners, LLC600 W Germantown Pike, Plymouth Meeting, PA 19462, USA | 5.0★ | 2 |
| #9 | TruSpire Wealth Advisors - Ameriprise Financial Services, LLC1000 Germantown Pike a1, Plymouth Meeting, PA 19462, USA | 5.0★ | 1 |
| #10 | Foundation Capital Management LLC2100 Swede Rd, Norristown, PA 19401, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Norristown
Ashford Wealth Advisors - Ameriprise Financial Services, LLC
5 E Germantown Pike, Plymouth Meeting, PA 19462, USA
Thrive Wealth Management, LLC
1000 Madison Ave Suite 208, Audubon, PA 19403, USA
Bluesphere Advisors LLC
2108 Dekalb Pike, East Norriton Township, PA 19401, USA
Lord and Kees Financial Systems Inc.
24 Evergreen Rd, Norristown, PA 19403, USA
2nd Story Wealth Planners, LLC
600 W Germantown Pike, Plymouth Meeting, PA 19462, USA
TruSpire Wealth Advisors - Ameriprise Financial Services, LLC
1000 Germantown Pike a1, Plymouth Meeting, PA 19462, USA
Foundation Capital Management LLC
2100 Swede Rd, Norristown, PA 19401, USA
Northstar Financial Companies Inc
1201 E Hector St, Conshohocken, PA 19428, USA
Financial Independence Planning
1495 Alan Wood Rd, Conshohocken, PA 19428, USA
Wealth Enhancement Group
300 Barr Harbor Dr Suite 175, Conshohocken, PA 19428, USA
Multi-Line Financial Services
243 W Germantown Pike, Norristown, PA 19401, USA
Kimberly St Pierre - Private Wealth Advisor, Ameriprise Financial Services, LLC
1000 Germantown Pike STE A1, Plymouth Meeting, PA 19462, USA
Tritium Private Wealth Strategies, LLC
2200 Renaissance Blvd Suite 340, King of Prussia, PA 19406, USA
Gwynedd Wealth Partners, LLC
600 W Germantown Pike #400, Plymouth Meeting, PA 19462, USA
Osaic Wealth,Inc.
1409 Astor St, Norristown, PA 19401, USA
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Frequently Asked Questions — Financial Advisors in Norristown
What is a fiduciary financial advisor and why does it matter in Norristown?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Norristown, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Norristown?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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