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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review
50Companies
3,190Contacts tracked
1,673Verified emails
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The 25 largest private equity advisors based in Philadelphia, United States

Ranked by team size
Top 25 of 50 private equity advisors based in Philadelphia, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private equity advisors: 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.
#CompanyHeadquartersEmployeesContacts
1
Janney Montgomery Scott LLCIndirect evidence
Philadelphia, United StatesHQ checked Sep 5, 20261,001-5,0002,611

“Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.”

Source: company website · checked Sep 5, 2026
2Philadelphia, PA, United StatesHQ checked Sep 5, 2026201-500306

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

Source: company website · checked Sep 5, 2026
3
Mycio Wealth PartnersPartial evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 202651-20084

“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, 2026
4
Revl Capital GroupStrong evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-1015

“REVL is a boutique investment bank providing financial advisory, capital markets and private credit solutions to clients worldwide.”

Source: company website · checked Sep 5, 2026
5
Wedmont Private CapitalPartial evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 202611-5013

“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, 2026
6
Colm AdvisoryPartial evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-1012

“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, 2026
7
Eureka Equity PartnersStrong evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 202611-5010

“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, 2026
8
BMI Mergers & AcquisitionsIndirect evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 202611-509

“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, 2026
9Philadelphia, PA, United StatesHQ checked Sep 5, 20261-107

“Corporate Advisory Solutions, LLC (CAS) was founded in 2013 by Michael Lamm and Mark Russell.”

Source: company website · checked Sep 5, 2026
10Philadelphia, PA, United StatesHQ checked Sep 5, 202611-506

“Since 1989, Murray Devine has remained true to its original founding principal of valuation and valuation only.”

Source: company website · checked Sep 5, 2026
11Philadelphia, PA, United StatesHQ checked Sep 5, 20261-106

“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, 2026
12Philadelphia, PA, United StatesHQ checked Sep 5, 20261-104

“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, 2026
13Philadelphia, PA, United StatesHQ checked Sep 5, 20261-104

“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, 2026
14
Amarnath PartnersPartial evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-104

“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, 2026
15Philadelphia, PA, United StatesHQ checked Sep 5, 20261-103

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

Source: company website · checked Sep 5, 2026
16
W Financial AdvisorsPartial evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-103

“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, 2026
17
Concordia Financial GroupPartial evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-103

“The firm was founded in 1989 to provide sophisticated financial advisory and transaction services.”

Source: company website · checked Sep 5, 2026
18Philadelphia, PA, United StatesHQ checked Sep 5, 20261-103

“Entrepreneur Partners (EPX) is a Philadelphia-based lower middle market private equity firm and M&A advisory practice.”

Source: company website · checked Sep 5, 2026
19Philadelphia, PA, United StatesHQ checked Sep 5, 202651-2002

“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, 2026
20Philadelphia, PA, United StatesHQ checked Sep 5, 20261-102

“Diligence Capital Advisors: Here's how it works: You want to partake in a commercial real estate transaction.”

Source: company website · checked Sep 5, 2026
21
Attinger LLCIndirect evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-102

“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, 2026
22
Harbour Capital PartnersPartial evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-102

“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, 2026
23
215 CapitalIndirect evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-102

“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, 2026
24
Oakwell AssociatesStrong evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 202611-501

“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, 2026
25
H-11 Concepts INCStrong evidence
Philadelphia, PA, United StatesHQ checked Sep 5, 20261-101

“H-11 Concepts is a private equity and consulting firm based in Philadelphia, PA.”

Source: company website · checked Sep 5, 2026

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, 2026
1-10Median size (employees)
New YorkLargest hub · 988 HQs
Contacts with mobile numbers
Sep 5, 2026Data refreshed

Companies by employee count

1-10
38
11-50
6
51-200
3
201-500
2
1,001-5,000
1

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

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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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.