Company lists · Data refreshed September 2026

Top 11 Personal finance advisors based in Philadelphia, United States

Name: Personal finance advisors based in Philadelphia, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 26 companies tracked

RevenueBase identified 26 company matches for personal finance advisors associated with Philadelphia, United States as of September 2026 and tracks 611 professional contacts across them, including 295 with verified work emails. Across the United States, New York is the largest hub for this category (215 companies); Philadelphia has 26.

This list covers company matches for personal finance advisors associated with Philadelphia, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 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 RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

26Companies

611Contacts tracked

295Verified emails

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The 11 largest personal finance advisors based in Philadelphia, United States

Ranked by team size

Top 11 of 26 company matches for personal finance advisors based in Philadelphia, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Tristate Financial Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	201-500	306 contacts →
	Exact match “At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Mcadam Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	201-500	239 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Liberty ONE Wealth Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Global Advisers	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “We work to make a positive difference in the lives of people who want a secure financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Cornerstone Capital Planning Group	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	51-200	4 contacts →
	Exact match “At Cornerstone Capital Planning Group we have taken the ambiguity out of financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Barilotti Wealth Strategies And Insurance Solutions, LLC	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At Barilotti Wealth Strategies and Insurance Solutions LLC, family is not a metaphor; it’s the way we do business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Wissahickon Wealth Management	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	W Financial Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “At W Financial Advisors, we are dedicated to helping our clients pursue their financial goals and secure their financial futures.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	2nd Story Wealth Planners	Exact match	Philadelphia, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At 2nd Story Wealth Planners, we are a team of CERTIFIED FINANCIAL PLANNERS™ who specialize in providing personalized financial planning services for Small Business Owners…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Fistone	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We believe that access to sophisticated financial advice shouldn't just be for the wealthy and that's why we created fiStone.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Activate Wealth	Exact match	Philadelphia, PA, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Fee-Only.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “personal finance advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 11 of 26 personal finance advisors based in Philadelphia, United States

See the full list, filter by size, metro and specialty, and access 295 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Personal finance advisors based in Philadelphia, United States at a glance

As of Sep 20, 2026

48.3%Verified-email coverage

23.5Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Philadelphia, United States whose business descriptions match “personal finance advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 295 professional contacts with verified work emails across the full matched dataset. 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 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Personal finance advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “personal finance advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal finance advisors are there based in Philadelphia, United States?

RevenueBase identified 26 company matches for personal finance advisors associated with Philadelphia, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Tristate Financial Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most personal finance advisors?

New York leads the United States with 215 company records, followed by Atlanta (148) and Houston (148). Philadelphia has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 295 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 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.