Company lists · Data refreshed September 2026

Top 16 Association financial advisory firms based in Philadelphia, United States

RevenueBase identified 39 association financial advisory firms headquartered in Philadelphia, United States as of September 2026 and tracks 2,910 professional contacts across them, including 286 with verified work emails. New York is the largest hub.

This list covers association financial advisory 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 19, 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 19, 2026 86% judged on-target in blind review
39Companies
2,910Contacts tracked
286Verified emails
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The 16 largest association financial advisory firms based in Philadelphia, United States

Ranked by team size
Top 16 of 39 association financial advisory firms based in Philadelphia, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261,001-5,000729 contacts →

Partial evidence

“Lincoln Financial Network (LFN) is a community of independent financial professionals who believe that by being part of something bigger, we can have a greater, collective impact…”

Source: RevenueBase Database · checked Sep 19, 2026
2Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 2026201-500306 contacts →

Strong evidence

“At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.”

Source: RevenueBase Database · checked Sep 19, 2026
3Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202651-20084 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 19, 2026
4Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202611-5068 contacts →

Strong evidence

“Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.”

Source: RevenueBase Database · checked Sep 19, 2026
5Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202611-5013 contacts →

Strong 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 19, 2026
6Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“Founded in 1982, Prudent Management Associates is a SEC registered, fee-only investment advisory firm.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial 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 19, 2026
8Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 202611-504 contacts →

Partial evidence

“We work to make a positive difference in the lives of people who want a secure financial future.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Emeritus Wealth Management was established by Michael Ma and Kevin Millard, who have a goal and a vision: to provide holistic financial planning for those in the academic and…”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect 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 19, 2026
12Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.”

Source: RevenueBase Database · checked Sep 19, 2026
13Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“FA Digital works exclusively with Financial Advisors and delivers marketing, lead generation, and web design solutions that drive real AUM Growth.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong 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 19, 2026
15Indirect evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Our team includes a talented group of experienced professionals consisting of; Licensed Tax Practitioners, Licensed Enrolled Agents, Certified Public Accountants, Tax Attorneys &…”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidencePhiladelphia, PA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial 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 19, 2026

Showing 16 of 39 association financial advisory firms based in Philadelphia, United States

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Association financial advisory firms based in Philadelphia, United States at a glance

As of Sep 19, 2026
9.8%Verified-email coverage
74.6Average contacts per company
1-10Median size (employees)
787.2%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
27
11-50
6
51-200
2
201-500
1
1,001-5,000
3

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 39 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 association financial advisory 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 “association financial advisory 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 association financial advisory 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 association financial advisory 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, 286 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 19, 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.

Association financial advisory 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 association financial advisory 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 association financial advisory firms are there based in Philadelphia, United States?

RevenueBase identified 39 association financial advisory 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?

Lincoln Financial Network, headquartered in Philadelphia, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 286 verified decision-maker contacts tracked across these 39 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 19, 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.