Top Picks · Philadelphia
Best Financial Advisors in Philadelphia, PA
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As of July 2026, RatingsNearMe ranks 19 financial advisors in Philadelphia, PA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Liberty One Wealth Advisors with a 5.0-star rating from 91 Google reviews and an RNM Score of 83/100. 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 July 4, 2026 · RNM Score = 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
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from over 90 Google reviews in Philadelphia.
2001 Market St #2500, Philadelphia, PA 19103, USATrusted Philadelphia financial advisor with a 4.9★ rating from 58 reviews.
1717 Arch St Suite 330, Philadelphia, PA 19103, USAEarned a perfect 5.0-star rating from 48 Google reviews in Philadelphia.
2400 Market St #216, Philadelphia, PA 19103, USAFinancial 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 | RTD Financial30 S 17th St Suite 1620, Philadelphia, PA 19103, USA | 5.0★ | 10 |
| #5 | Rassler Financial230 S Broad St 17th floor, Philadelphia, PA 19102, USA | 5.0★ | 10 |
| #6 | Wealth Enhancement Group1818 Market St #3232, Philadelphia, PA 19103, USA | 5.0★ | 1 |
| #7 | Stanton Financial Management400 Green St, Philadelphia, PA 19123, USA | 4.8★ | 20 |
| #8 | Wealth Financial Services1500 John F Kennedy Blvd Suite 1510, Philadelphia, PA 19102, USA | 5.0★ | 6 |
| #9 | The Financial Group of Philadelphia910 Floral Vale Blvd, Yardley, PA 19067, USA | 5.0★ | 6 |
| #10 | Indyfin1722 Routh St Suite 900, Dallas, TX 75201, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Philadelphia
Rated 5.0 stars from 10 Google reviews, this Philadelphia financial advisor is highly recommended.
30 S 17th St Suite 1620, Philadelphia, PA 19103, USA
Boasts a perfect 5.0-star rating from 10 Google reviews in Philadelphia.
230 S Broad St 17th floor, Philadelphia, PA 19102, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1818 Market St #3232, Philadelphia, PA 19103, USA
4.8 stars from 20 reviews, reflecting consistently high client satisfaction.
400 Green St, Philadelphia, PA 19123, USA
Exceptional 5.0-star rating from six Google reviews for Philadelphia financial advising.
1500 John F Kennedy Blvd Suite 1510, Philadelphia, PA 19102, USA
Earned a perfect 5.0-star rating from 6 Google reviews in Philadelphia.
910 Floral Vale Blvd, Yardley, PA 19067, USA
Consistently earns perfect 5.0-star ratings from its clients.
1722 Routh St Suite 900, Dallas, TX 75201, USA
A financial advisor in Philadelphia with a 3.0-star rating based on 2 reviews.
Four Penn Center, 1600 John F Kennedy Blvd, Philadelphia, PA 19103, USA
Rated 5.0 stars from 2 Google reviews for financial advising in Philadelphia.
1835 Market Street, 1835 Market St # 500, Philadelphia, PA 19103, USA
Earns a perfect 5.0-star rating from a handful of Google reviews.
943 Kings Hwy Ste 503, West Deptford, NJ 08066, USA
Philadelphia financial advisor with no Google reviews yet.
BNY Mellon Center, 1735 Market St #3800, Philadelphia, PA 19103, USA
5.0★ from 19 Google reviews, reflecting consistently exceptional client satisfaction.
2400 Market St No. 200, Philadelphia, PA 19103, USA
Earns a perfect 5.0-star rating from four Google reviews.
Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004, USA
Holds a perfect 5.0-star rating from its first Google review.
1650 Market St 42nd Fl, Philadelphia, PA 19103, USA
Ranked 5.0 stars from 7 reviews for trusted financial guidance in Philadelphia.
190 N Independence Mall W Suite 602, Philadelphia, PA 19106, USA
This Philadelphia financial advisor has no customer reviews yet on Google.
30 S 17th St 4th Floor, Philadelphia, PA 19103, USA
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Financial Advisors in Philadelphia, PA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Liberty One Wealth Advisors | 83/100 | 5.0 ★ | 91 |
| 2 | Tristate Financial Advisors | 79/100 | 4.9 ★ | 58 |
| 3 | Zenith Wealth Partners | 79/100 | 5.0 ★ | 48 |
| 4 | RTD Financial | 71/100 | 5.0 ★ | 10 |
| 5 | Rassler Financial | 71/100 | 5.0 ★ | 10 |
| 6 | Wealth Enhancement Group | 62/100 | 5.0 ★ | 1 |
| 7 | Stanton Financial Management | 71/100 | 4.8 ★ | 20 |
| 8 | Wealth Financial Services | 69/100 | 5.0 ★ | 6 |
| 9 | The Financial Group of Philadelphia | 69/100 | 5.0 ★ | 6 |
| 10 | Indyfin | 66/100 | 5.0 ★ | 3 |
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 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: July 4, 2026.
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