Company lists · Data refreshed September 2026

Top 25 Investment firms based in Philadelphia, United States

Name: Investment 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 4, 2026 49 companies tracked

RevenueBase identified 49 investment firms headquartered in Philadelphia, United States as of September 2026 and tracks 9,204 professional contacts across them, including 2,009 with verified work emails. New York is the largest hub.

This list covers investment 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

49Companies

9,204Contacts tracked

2,009Verified emails

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The 25 largest investment firms based in Philadelphia, United States

Ranked by team size

Top 25 of 49 investment firms based in Philadelphia, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Janney Montgomery Scott LLCIndirect evidence	Philadelphia, United StatesHQ checked Sep 4, 2026	1,001-5,000	2,617
	“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: company website · checked Sep 4, 2026
2	Mcadam FinancialIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	201-500	237
	“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: company website · checked Sep 4, 2026
3	Brandywine Global Investment ManagementIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	51-200	178
	“We believe in the power of value investing.” Source: company website · checked Sep 4, 2026
4	Clark Capital Management GroupStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	51-200	171
	“Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Source: company website · checked Sep 4, 2026
5	Mycio Wealth PartnersStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	51-200	82
	“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: company website · checked Sep 4, 2026
6	RTD FinancialIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	11-50	65
	“Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.” Source: company website · checked Sep 4, 2026
7	Cooke & Bieler, L.PIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	11-50	30
	“Founded in 1949 and located in Philadelphia, Cooke & Bieler, L.P.” Source: company website · checked Sep 4, 2026
8	LL FundsStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	11-50	17
	“Founded in 2009, LL Funds makes opportunistic investments in asset-backed securities (ABS) and the companies that originate them.” Source: company website · checked Sep 4, 2026
9	Mufson Howe HunterStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	11-50	15
	“Mufson Howe Hunter is an independent investment banking firm focusing on M&A and private placements of debt and equity.” Source: company website · checked Sep 4, 2026
10	Prudent Management AssociatesStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	11-50	11
	“Founded in 1982, Prudent Management Associates is a SEC registered, fee-only investment advisory firm.” Source: company website · checked Sep 4, 2026
11	WealthmoreIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	10
	“WealthMore \| Your Advisor.” Source: company website · checked Sep 4, 2026
12	Mitchell Sinkler & StarrStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	9
	“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: company website · checked Sep 4, 2026
13	Canon Capital Wealth ManagementIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	9
	“Feeling uncertain about your financial future can hinder your ability to enjoy your successes.” Source: company website · checked Sep 4, 2026
14	Liberty ONE Wealth AdvisorsIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	7
	“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: company website · checked Sep 4, 2026
15	Midmarket Capital Advisors, LLCIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	6
	“MidMarket is a Corporate Financing and Ownership Liquidity advisory firm that provides highly personal, unbiased, qualified advice on mergers and acquisitions and corporate…” Source: company website · checked Sep 4, 2026
16	Higher Ground Financial ServicesIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	4
	“Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.” Source: company website · checked Sep 4, 2026
17	Wissahickon Wealth ManagementIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	3
	“Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.” Source: company website · checked Sep 4, 2026
18	Barilotti Wealth Strategies And Insurance Solutions, LLCIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	3
	“At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.” Source: company website · checked Sep 4, 2026
19	W Financial AdvisorsIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	2
	“At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures.” Source: company website · checked Sep 4, 2026
20	Roland Hall PartnersStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	2
	“Roland Hall Partners is a veteran-operated small business investment fund.” Source: company website · checked Sep 4, 2026
21	215 CapitalIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	2
	“215 Capital deploys financial capital to advance strategically targeted early and growth stage companies across a range of sectors.” Source: company website · checked Sep 4, 2026
22	Orianna Capital, LLCStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	1
	“Orianna Capital is a private investment firm with one goal: to acquire and manage a terrific privately-held business.” Source: company website · checked Sep 4, 2026
23	TIG AdvisoryIndirect evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	1
	“Experience in institutional asset management, expanding and opening business in developed and developing markets, global relationship management.” Source: company website · checked Sep 4, 2026
24	Attinger LLCStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	1
	“Attinger is a boutique investment-focused firm offering portfolio solutions for asset allocation, manager due diligence, liquidity planning and a full spectrum of investments.” Source: company website · checked Sep 4, 2026
25	Third Arch InvestmentsStrong evidence	Philadelphia, PA, United StatesHQ checked Sep 4, 2026	1-10	1
	“Third Arch is a Philadelphia-based private investment firm making long-term investments in high quality small businesses.” Source: company website · checked Sep 4, 2026

Showing 25 of 49 investment firms based in Philadelphia, United States

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Investment firms based in Philadelphia, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Philadelphia, over 49 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment 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 an evidence 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, 2,009 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Philadelphia, United States?

RevenueBase identified 49 investment 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 2,009 verified decision-maker contacts tracked across these 49 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 4, 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 SmartSearch, 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.