Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Philadelphia, United States

Name: Asset and wealth management consulting firms based in Philadelphia, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 47 companies tracked

RevenueBase identified 47 asset and wealth management consulting firms headquartered in Philadelphia, United States as of September 2026 and tracks 4,577 professional contacts across them, including 2,262 with verified work emails. New York is the largest hub.

This list covers asset and wealth management consulting firms headquartered in Philadelphia, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 21, 2026 86% judged on-target in blind review

47Companies

4,577Contacts tracked

2,262Verified emails

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The 25 largest asset and wealth management consulting firms based in Philadelphia, United States

Ranked by team size

Top 25 of 47 asset and wealth management consulting firms based in Philadelphia, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to asset and wealth management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Janney Montgomery Scott LLC	Strong evidence	Philadelphia, United StatesHQ checked Sep 21, 2026	1,001-5,000	2,611 contacts →
	Strong evidence “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: RevenueBase Database · checked Sep 21, 2026
2	Glenmede	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	201-500	518 contacts →
	Indirect evidence “We believe every client is a universe of one.” Source: RevenueBase Database · checked Sep 21, 2026
3	Tristate Financial Advisors	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	201-500	306 contacts →
	Indirect evidence “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Source: RevenueBase Database · checked Sep 21, 2026
4	Mcadam Financial	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	201-500	239 contacts →
	Strong evidence “McAdam Financial is a nationally recognized wealth management firm serving clients nationwide with offices in Boston, MA, Chicago, IL, Philadelphia, PA, and Tysons Corner, VA.” Source: RevenueBase Database · checked Sep 21, 2026
5	Clark Capital Management Group	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	51-200	176 contacts →
	Strong evidence “Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Source: RevenueBase Database · checked Sep 21, 2026
6	Mycio Wealth Partners	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	51-200	84 contacts →
	Strong evidence “myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $14.4 billion dollar of investment assets of…” Source: RevenueBase Database · checked Sep 21, 2026
7	Axcelus Financial	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	51-200	76 contacts →
	Indirect evidence “A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Source: RevenueBase Database · checked Sep 21, 2026
8	RTD Financial	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	11-50	68 contacts →
	Indirect evidence “Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.” Source: RevenueBase Database · checked Sep 21, 2026
9	Efficient Advisors	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	11-50	14 contacts →
	Indirect evidence “At Efficient Advisors, our guiding principle is to build lasting relationships with financial advisors and their clients by focusing on the client's needs.” Source: RevenueBase Database · checked Sep 21, 2026
10	Wedmont Private Capital	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	11-50	13 contacts →
	Indirect evidence “Founded by Credit Suisse and Vanguard alums, Wedmont was built on the belief that successful investors deserve better from their financial advisors.” Source: RevenueBase Database · checked Sep 21, 2026
11	Gemharvest Executive Recruiting	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	13 contacts →
	Strong evidence “We Deliver Outstanding Talent* As trusted Executive Search Consultants in the Private Wealth and Investment Management Industry, our mission is to source the best talent…” Source: RevenueBase Database · checked Sep 21, 2026
12	Wealthmore	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	11 contacts →
	Partial evidence “WealthMore \| Your Advisor.” Source: RevenueBase Database · checked Sep 21, 2026
13	Mitchell Sinkler & Starr	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	9 contacts →
	Indirect evidence “Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than…” Source: RevenueBase Database · checked Sep 21, 2026
14	Liberty ONE Wealth Advisors	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	8 contacts →
	Indirect evidence “At Liberty One, we measure our success through our ability to help individuals and families achieve a secure financial future, while focusing on the personal goals and aspirations…” Source: RevenueBase Database · checked Sep 21, 2026
15	Murray Devine Valuation Advisors	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	11-50	6 contacts →
	Indirect evidence “Since 1989, Murray Devine has remained true to its original founding principal of valuation and valuation only.” Source: RevenueBase Database · checked Sep 21, 2026
16	MOR Wealth Management	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	6 contacts →
	Strong evidence “MOR Wealth Management specializes in wealth planning for high net-worth households.” Source: RevenueBase Database · checked Sep 21, 2026
17	Higher Ground Financial Services	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial evidence “Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 21, 2026
18	Barilotti Wealth Strategies And Insurance Solutions, LLC	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	4 contacts →
	Partial evidence “At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.” Source: RevenueBase Database · checked Sep 21, 2026
19	Cross Border Financial Planning USA	Strong evidence	Philadelphia, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Strong evidence “Cross Border Financial Planning USA LLC (CBFP USA) specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including…” Source: RevenueBase Database · checked Sep 21, 2026
20	Wissahickon Wealth Management	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Strong evidence “Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.” Source: RevenueBase Database · checked Sep 21, 2026
21	Magnolia Private Wealth	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Strong evidence “Providing comprehensive wealth management services to a select group of individuals, families, business owners, and institutions.” Source: RevenueBase Database · checked Sep 21, 2026
22	W Financial Advisors	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures.” Source: RevenueBase Database · checked Sep 21, 2026
23	Concordia Financial Group	Indirect evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	3 contacts →
	Indirect evidence “The firm was founded in 1989 to provide sophisticated financial advisory and transaction services.” Source: RevenueBase Database · checked Sep 21, 2026
24	Brennan Strategy, LLC	Partial evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	2 contacts →
	Partial evidence “Brennan Strategy, LLC provides consulting services exclusively to law firms in the areas of partner buy-outs, mergers/acquisitions, expert witness testimony and more.” Source: RevenueBase Database · checked Sep 21, 2026
25	Auctus Wealth Management	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 21, 2026	1-10	1 contacts →
	Strong evidence “Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm dedicated to growing and preserving the wealth of its clients through…” Source: RevenueBase Database · checked Sep 21, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset and wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset and wealth management consulting firms.
Partial evidence: Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset and wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 47 asset and wealth management consulting firms based in Philadelphia, United States

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Asset and wealth management consulting firms based in Philadelphia, United States at a glance

As of Sep 21, 2026

49.4%Verified-email coverage

97.4Average contacts per company

1-10Median size (employees)

1523.4%Largest-city concentration · New York

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Philadelphia, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 47 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset and wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Philadelphia, United States whose own description of what they do matches “asset and wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset and wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Philadelphia are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 2,262 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset and wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset and wealth management consulting firms are there based in Philadelphia, United States?

RevenueBase identified 47 asset and wealth management consulting firms headquartered in Philadelphia, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Janney Montgomery Scott LLC, headquartered in Philadelphia, tops this list with the largest team on record.

Which city has the most asset and wealth management consulting firms?

New York leads with 716 headquartered companies, followed by Atlanta (249) and Chicago (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,262 verified decision-maker contacts tracked across these 47 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.