Best Financial Advisors in Philadelphia, PA
8 financial advisors in Philadelphia ranked by client ratings and review volume. Average rating: 4.7/5 across 63 reviews.
Advisors Listed
8
Total Client Reviews
63
Neighborhoods
4
Top-Rated Financial Advisors in Philadelphia
1
Kevin Chou, CPA
4.4(42 reviews)
Rittenhouse Square|CPATax planningFinancial advising
Verified via Yelp
2
Weisz Accounting Services
4.5(8 reviews)
East Passyunk Crossing|AccountingFinancial advising
Verified via Yelp
3
Charles Schwab
4.8(6 reviews)
Penn Center|Investment managementFinancial advising
Verified via Yelp
4
James V Cipriotti - Retire Ready Financial Group
5(4 reviews)
Retirement planning
Verified via Yelp
5
Parker Financial Services
5(3 reviews)
Germantown|Financial planning
Verified via Yelp
Expert-Ranked Advisors
These financial advisors appear in professional directories or expert rankings but do not have sufficient public reviews for a star rating.
Wealth Financial Services
Wealth managementFinancial planning
Verified via Google
Peak Wealth Partners
Wealth management
Verified via Google
Presilium Private Wealth
Wealth managementPrivate advisory
Verified via Google
Neighborhoods with Financial Advisors in Philadelphia
Rittenhouse Square1 advisor
Penn Center1 advisor
East Passyunk Crossing1 advisor
Germantown1 advisor
Frequently Asked Questions
How many financial advisors are listed in Philadelphia?
We currently list 8 financial advisors in Philadelphia, Pennsylvania, sourced from Google, Yelp, and professional directories. These listings have a combined 63 client reviews.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times. Non-fiduciary advisors only need to recommend "suitable" investments, which may include products that pay them higher commissions. Always ask if your advisor is a fiduciary.
What does CFP stand for and why does it matter?
CFP stands for Certified Financial Planner. CFPs have completed rigorous education, passed a comprehensive exam, and commit to ethical standards. They must act as fiduciaries when providing financial planning. A CFP designation is one of the strongest credentials in financial planning.
What is a fee-only financial advisor?
Fee-only advisors are compensated solely by the fees their clients pay — not by commissions on products they sell. This structure minimizes conflicts of interest. Fee-only advisors may charge a percentage of assets under management (AUM), flat fees, or hourly rates.
Which Philadelphia neighborhoods have financial advisors?
Financial advisors in our directory are located in Rittenhouse Square, Penn Center, East Passyunk Crossing, Germantown. Many advisors also offer virtual consultations regardless of location.
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