Company lists · Data refreshed September 2026
Top 25 Private equity advisors based in Philadelphia, United States
RevenueBase identified 50 private equity advisors headquartered in Philadelphia, United States as of September 2026 and tracks 3,190 professional contacts across them, including 1,673 with verified work emails. New York is the largest hub.
This list covers private equity advisors 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 5, 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.
The 25 largest private equity advisors based in Philadelphia, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,611 | ||||
“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 2 | Tristate Financial AdvisorsPartial evidence | 306 | |||
“At Tristate Financial Advisors, we have customized our services to specifically fit the financial needs of Tristate residents.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 3 | Mycio Wealth PartnersPartial evidence | 84 | |||
“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 5, 2026Thanks. The Data Team will review it. | |||||
| 4 | Revl Capital GroupStrong evidence | 15 | |||
“REVL is a boutique investment bank providing financial advisory, capital markets and private credit solutions to clients worldwide.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 5 | Wedmont Private CapitalPartial evidence | 13 | |||
“Founded by Credit Suisse and Vanguard alums, Wedmont was built on the belief that successful investors deserve better from their financial advisors.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 | ||||
“Colm Advisory was founded to bring years of Big 4 experience and capabilities at a competitive rate to clients who own and operate small and medium sized enterprises and companies…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 7 | 10 | ||||
“Eureka Equity Partners is a private equity firm targeting niche market leaders with up to $100 million in revenue.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 | ||||
“In order to sell or acquire a business successfully, every step must be carefully planned and executed, beginning with initial planning, reaching out to qualified buyers, and…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 | ||||
“Corporate Advisory Solutions, LLC (CAS) was founded in 2013 by Michael Lamm and Mark Russell.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 10 | Murray Devine Valuation AdvisorsIndirect evidence | 6 | |||
“Since 1989, Murray Devine has remained true to its original founding principal of valuation and valuation only.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 11 | Midmarket Capital Advisors, LLCPartial evidence | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 | ||||
“Forterra Investment Partners is a national private equity commercial real estate investment firm offering tailored transaction structuring, analysis and financial support to…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 | ||||
“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 5, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 | ||||
“Amarnath Capital provides corporate development and business development, strategic and operational consulting, and portfolio management services to private and public companies…” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 15 | Wissahickon Wealth ManagementPartial evidence | 3 | |||
“Wissahickon Wealth Management (WWM) is an independent, full service financial advisory firm based in Philadelphia, Pennsylvania.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 16 | W Financial AdvisorsPartial evidence | 3 | |||
“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 5, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 | ||||
“The firm was founded in 1989 to provide sophisticated financial advisory and transaction services.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 | ||||
“Entrepreneur Partners (EPX) is a Philadelphia-based lower middle market private equity firm and M&A advisory practice.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 | ||||
“CBIZ Private Equity Advisory is the premier transaction, transition, and transformation solutions partner for middle-market private equity firms and their operating companies.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 20 | Diligence Capital AdvisorsPartial evidence | 2 | |||
“Diligence Capital Advisors: Here's how it works: You want to partake in a commercial real estate transaction.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 | ||||
“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 5, 2026Thanks. The Data Team will review it. | |||||
| 22 | Harbour Capital PartnersPartial evidence | 2 | |||
“Harbour Capital Partners, based in Philadelphia, PA, and Greenwich, CT is your trusted partner for capital raising and strategic advisory for alternative investment funds.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 23 | 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 5, 2026Thanks. The Data Team will review it. | |||||
| 24 | Oakwell AssociatesStrong evidence | 1 | |||
“Oakwell Associates is a Private Equity Investment Advisory firm, providing top tier investment opportunities for your private equity investment portfolio.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
| 25 | H-11 Concepts INCStrong evidence | 1 | |||
“H-11 Concepts is a private equity and consulting firm based in Philadelphia, PA.” Source: company website · checked Sep 5, 2026Thanks. The Data Team will review it. | |||||
Showing 25 of 50 private equity advisors based in Philadelphia, United States
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Private equity advisors based in Philadelphia, United States at a glance
As of Sep 5, 2026Companies by employee count
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 50 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 private equity advisors, 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 “private equity advisors”. 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 private equity advisors, 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, 1,673 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 5, 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.
Private equity advisors by metro in the United States
- Private equity advisors in New York988
- Private equity advisors in Chicago263
- Private equity advisors in Miami202
- Private equity advisors in Dallas200
- Private equity advisors in Los Angeles198
- Private equity advisors in Atlanta193
- Private equity advisors in Houston187
- Private equity advisors in Boston164
- Private equity advisors in San Francisco133
- Private equity advisors in Austin119
- Private equity advisors in Charlotte116
- Private equity advisors in Denver115
- Private equity advisors in San Diego105
- Private equity advisors in Newport Beach85
- Private equity advisors in Scottsdale76
- Private equity advisors in Washington74
- Private equity advisors in Tampa69
- Private equity advisors in Seattle62
- Private equity advisors in Minneapolis60
- Private equity advisors in Philadelphia50
- Private equity advisors in Boca Raton47
- Private equity advisors in Birmingham46
- Private equity advisors in New York City44
- Private equity advisors in Phoenix43
- Private equity advisors in Portland43
- Private equity advisors in Cincinnati41
- Private equity advisors in Nashville41
- Private equity advisors in Irvine39
- Private equity advisors in Raleigh39
- Private equity advisors in Fort Lauderdale38
- Private equity advisors in Fort Worth38
- Private equity advisors in Las Vegas38
- Private equity advisors in Overland Park38
- Private equity advisors in Pittsburgh37
- Private equity advisors in Salt Lake City37
- Private equity advisors in Columbus36
- Private equity advisors in Richmond36
- Private equity advisors in Stamford36
- Private equity advisors in Cleveland35
- Private equity advisors in Indianapolis34
- Private equity advisors in Santa Monica34
- Private equity advisors in Bellevue33
- Private equity advisors in San Antonio33
- Private equity advisors in Beverly Hills32
- Private equity advisors in Greenville32
- Private equity advisors in Orlando32
- Private equity advisors in Wilmington31
- Private equity advisors in Greenwich30
- Private equity advisors in Columbia29
- Private equity advisors in Rochester29
- Private equity advisors in Charleston28
- Private equity advisors in Coral Gables26
- Private equity advisors in Greenwood Village25
- Private equity advisors in Omaha25
- Private equity advisors in Plano25
- Private equity advisors in Tulsa25
Frequently asked
How many private equity advisors are there based in Philadelphia, United States?
RevenueBase identified 50 private equity advisors 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 private equity advisors?
New York leads with 988 headquartered companies, followed by Chicago (263) and Miami (202).
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 1,673 verified decision-maker contacts tracked across these 50 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 5, 2026.
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Private equity advisors by geography
- Private equity advisors based in the United States
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- Private equity advisors based in Germany
- Private equity advisors based in Switzerland
- Private equity advisors based in Spain
- Private equity advisors based in the Netherlands
- Private equity advisors based in South Africa
- Private equity advisors based in Italy
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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.
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