Near You · Philadelphia
Financial Advisors Near You in Philadelphia, PA
Find financial advisors close to you in Philadelphia. All results are sorted by proximity and rated by real local customers.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Philadelphia, PA by verified customer ratings and review volume. The highest-rated is Liberty One Wealth Advisors with a 5.0-star rating from 91 verified reviews. Also in the top tier: Tristate Financial Advisors and Zenith Wealth Partners. The average rating across all listed financial advisors in Philadelphia is 4.9 stars from 17 reviews per business on average.
Financial advisors in Philadelphia 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
19
Businesses listed
4.9★
Avg rating
17
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Liberty One Wealth Advisors
2001 Market St #2500, Philadelphia, PA 19103, USA
Tristate Financial Advisors
1717 Arch St Suite 330, Philadelphia, PA 19103, USA
Zenith Wealth Partners
2400 Market St #216, Philadelphia, PA 19103, USA
Financial Advisors Rankings in Philadelphia, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Liberty One Wealth Advisors2001 Market St #2500, Philadelphia, PA 19103, USA | 5.0★ | 91 |
| #2 | Tristate Financial Advisors1717 Arch St Suite 330, Philadelphia, PA 19103, USA | 4.9★ | 58 |
| #3 | Zenith Wealth Partners2400 Market St #216, Philadelphia, PA 19103, USA | 5.0★ | 48 |
| #4 | Beacon Pointe AdvisorsTwo Bala Plaza Suite 806, Bala Cynwyd, PA 19004, USA | 5.0★ | 4 |
| #5 | Professional Planning Associates190 N Independence Mall W Suite 602, Philadelphia, PA 19106, USA | 5.0★ | 7 |
| #6 | Activate Wealth2400 Market St No. 200, Philadelphia, PA 19103, USA | 5.0★ | 19 |
| #7 | RTD Financial30 S 17th St Suite 1620, Philadelphia, PA 19103, USA | 5.0★ | 10 |
| #8 | Rassler Financial230 S Broad St 17th floor, Philadelphia, PA 19102, USA | 5.0★ | 10 |
| #9 | Wealth Enhancement Group1818 Market St #3232, Philadelphia, PA 19103, USA | 5.0★ | 1 |
| #10 | Morgan Stanley Financial Advisors1650 Market St 42nd Fl, Philadelphia, PA 19103, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Philadelphia
Beacon Pointe Advisors
Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004, USA
Professional Planning Associates
190 N Independence Mall W Suite 602, Philadelphia, PA 19106, USA
Activate Wealth
2400 Market St No. 200, Philadelphia, PA 19103, USA
RTD Financial
30 S 17th St Suite 1620, Philadelphia, PA 19103, USA
Rassler Financial
230 S Broad St 17th floor, Philadelphia, PA 19102, USA
Wealth Enhancement Group
1818 Market St #3232, Philadelphia, PA 19103, USA
Morgan Stanley Financial Advisors
1650 Market St 42nd Fl, Philadelphia, PA 19103, USA
The Financial Group of Philadelphia
910 Floral Vale Blvd, Yardley, PA 19067, USA
Roffman Miller Associates Inc
1835 Market Street, 1835 Market St # 500, Philadelphia, PA 19103, USA
Wealth Financial Services
1500 John F Kennedy Blvd Suite 1510, Philadelphia, PA 19102, USA
Stanton Financial Management
400 Green St, Philadelphia, PA 19123, USA
Edward Jones - Financial Advisor: Holly A Revelas, CFP®
943 Kings Hwy Ste 503, West Deptford, NJ 08066, USA
Bernstein Private Wealth Management
BNY Mellon Center, 1735 Market St #3800, Philadelphia, PA 19103, USA
Wescott Financial Advisory Group LLC
30 S 17th St 4th Floor, Philadelphia, PA 19103, USA
Indyfin
1722 Routh St Suite 900, Dallas, TX 75201, USA
Merrill Lynch Wealth Management
Four Penn Center, 1600 John F Kennedy Blvd, Philadelphia, PA 19103, USA
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Frequently Asked Questions — Financial Advisors in Philadelphia
What is a fiduciary financial advisor and why does it matter in Philadelphia?
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 Philadelphia, 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 Philadelphia?
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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