Licensed · Norristown
Licensed & Insured Financial Advisors in Norristown, PA
Every financial advisors listed here carries proper licensing and insurance in PA. Protect yourself — always verify credentials before work begins.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Norristown, PA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Goldstein Financial with a 5.0-star rating from 69 Google reviews and an RNM Score of 81/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
TruSpire Wealth Advisors - Ameriprise Financial Services, LLC
TruSpire Wealth Advisors is consistently top-ranked for its comprehensive financial planning and strong client satisfaction.
Most Reviewed
TruSpire Wealth Advisors - Ameriprise Financial Services, LLC
A high number of reviews indicates broad client experience and trust, helping you gauge service reliability.
When choosing a financial advisor in Norristown, verify their fiduciary status and fee structure, and consider scheduling initial consultations with at least two firms to find the best fit for your needs.
Local Market Snapshot
18
Businesses listed
4.8★
Avg rating
14
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 69 Google reviews for Norristown financial advising.
215 W Church Rd # 107, King of Prussia, PA 19406, USARated 5.0 stars from 48 reviews, this Norristown financial advisor is highly trusted.
470 Norristown Rd #305, Blue Bell, PA 19422, USARated 5.0 stars from 44 reviews, this Norristown financial advisor is highly trusted.
820 Adams Ave #100, Trooper, PA 19403, USAFinancial 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 | Financial Independence Planning1495 Alan Wood Rd, Conshohocken, PA 19428, USA | 4.8★ | 21 |
| #5 | 2nd Story Wealth Planners, LLC600 W Germantown Pike, Plymouth Meeting, PA 19462, USA | 5.0★ | 2 |
| #6 | Wealth Enhancement Group300 Barr Harbor Dr Suite 175, Conshohocken, PA 19428, USA | 4.4★ | 7 |
| #7 | Multi-Line Financial Services243 W Germantown Pike, Norristown, PA 19401, USA | 2.7★ | 7 |
| #8 | Bluesphere Advisors LLC2108 Dekalb Pike, East Norriton Township, PA 19401, USA | 5.0★ | 3 |
| #9 | Lord and Kees Financial Systems Inc.24 Evergreen Rd, Norristown, PA 19403, USA | 5.0★ | 2 |
| #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 July 2026
All Financial Advisors in Norristown
Rated 4.8 stars from 21 Google reviews by clients in Norristown.
1495 Alan Wood Rd, Conshohocken, PA 19428, USA
Exceptional 5.0-star rating from a small number of Google reviews.
600 W Germantown Pike, Plymouth Meeting, PA 19462, USA
Serving Norristown with a solid 4.4-star rating based on 7 client reviews.
300 Barr Harbor Dr Suite 175, Conshohocken, PA 19428, USA
Mixed 2.7-star rating based on 7 online reviews.
243 W Germantown Pike, Norristown, PA 19401, USA
Rated 5.0 stars from 3 Google reviews, this Norristown financial advisor is highly regarded.
2108 Dekalb Pike, East Norriton Township, PA 19401, USA
A 5.0-star rating from 2 Google reviews highlights exceptional local client satisfaction.
24 Evergreen Rd, Norristown, PA 19403, USA
Exceptional 5.0-star rating from a small number of Google reviews.
2100 Swede Rd, Norristown, PA 19401, USA
Rated 5.0 stars from 1 review, providing personalized financial guidance in Norristown.
1000 Germantown Pike STE A1, Plymouth Meeting, PA 19462, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
1000 Germantown Pike a1, Plymouth Meeting, PA 19462, USA
Earns a perfect 5.0-star rating from its first few Google reviews in Norristown.
2200 Renaissance Blvd Suite 340, King of Prussia, PA 19406, USA
A top-rated Norristown financial advisor with a spotless 5.0-star record.
1201 E Hector St, Conshohocken, PA 19428, USA
No reviews yet for this Norristown financial advisor.
600 W Germantown Pike #400, Plymouth Meeting, PA 19462, USA
No Google reviews yet for this Norristown financial advisor.
1409 Astor St, Norristown, PA 19401, USA
Exceptional 5.0-star rating from 6 Google reviews for Norristown financial advice.
5 E Germantown Pike, Plymouth Meeting, PA 19462, USA
Exceptional 5.0-star rating from four Google reviews for Norristown financial advice.
1000 Madison Ave Suite 208, Audubon, PA 19403, USA
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Financial Advisors in Norristown, PA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Goldstein Financial | 81/100 | 5.0 ★ | 69 |
| 2 | Blue Bell Private Wealth Management, LLC | 79/100 | 5.0 ★ | 48 |
| 3 | Menninger & Associates - Certified Financial Planner | 79/100 | 5.0 ★ | 44 |
| 4 | Financial Independence Planning | 72/100 | 4.8 ★ | 21 |
| 5 | 2nd Story Wealth Planners, LLC | 64/100 | 5.0 ★ | 2 |
| 6 | Wealth Enhancement Group | 59/100 | 4.4 ★ | 7 |
| 7 | Multi-Line Financial Services | 34/100 | 2.7 ★ | 7 |
| 8 | Bluesphere Advisors LLC | 66/100 | 5.0 ★ | 3 |
| 9 | Lord and Kees Financial Systems Inc. | 64/100 | 5.0 ★ | 2 |
| 10 | Foundation Capital Management LLC | 64/100 | 5.0 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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