Company lists · Data refreshed November 2026

Top 19 Wealth & asset management companies based in Philadelphia, United States

Name: Wealth & asset management companies based in Philadelphia, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 3, 2026 50 companies tracked

RevenueBase identified 50 company matches for wealth & asset management companies associated with Philadelphia, United States as of November 2026 and tracks 9,143 professional contacts across them, including 4,333 with verified work emails. Across the United States, New York is the largest hub for this category (585 companies); Philadelphia has 50.

This list covers company matches for wealth & asset management companies 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 November 3, 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 Nov 3, 2026 How this list was built

50Companies

9,143Contacts tracked

4,333Verified emails

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The 19 largest wealth & asset management companies based in Philadelphia, United States

Ranked by team size

Top 19 of 50 company matches for wealth & asset management companies based in Philadelphia, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 3, 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	Janney Montgomery Scott LLC	Exact match	Philadelphia, United StatesHQ recorded Nov 3, 2026	1,001-5,000	2,674 contacts →
	Exact match “Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
2	Mcadam Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	201-500	233 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 · Nov 3, 2026 · View company records in RevenueBase
3	Clark Capital Management Group	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	51-200	189 contacts →
	Exact match “Clark Capital Management Group is a family and employee owned independent asset management firm providing institutional-quality investment solutions to individual investors…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
4	Mycio Wealth Partners	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	51-200	81 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
5	Axcelus Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	51-200	79 contacts →
	Exact match “A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
6	RTD Financial	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	11-50	78 contacts →
	Exact match “Since 1983, RTD Financial has served as a trusted advisor for individuals, business owners, and organizations.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
7	Mitchell Sinkler & Starr	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	1-10	9 contacts →
	Exact match “Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
8	Liberty ONE Wealth Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	1-10	9 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 · Nov 3, 2026 · View company records in RevenueBase
9	Canon Capital Wealth Management	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	1-10	9 contacts →
	Exact match “Feeling uncertain about your financial future can hinder your ability to enjoy your successes.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
10	Efficient Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	11-50	8 contacts →
	Exact match “At Efficient Advisors, our guiding principle is to build lasting relationships with financial advisors and their clients by focusing on the client's needs.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
11	MOR Wealth Management	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	1-10	5 contacts →
	Exact match “MOR Wealth Management specializes in wealth planning for high net-worth households.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
12	Momentum Advanced Planning	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	11-50	5 contacts →
	Exact match “Where all aspects of planning converge – tax planning, asset protection, family office structure, family governance, risk management, philanthropy and efficient wealth transfer -…” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
13	W Financial Advisors	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	1-10	4 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 · Nov 3, 2026 · View company records in RevenueBase
14	Higher Ground Financial Services	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	1-10	4 contacts →
	Exact match “Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
15	Barilotti Wealth Strategies And Insurance Solutions, LLC	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 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 · Nov 3, 2026 · View company records in RevenueBase
16	Magnolia Private Wealth	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	1-10	3 contacts →
	Exact match “Providing comprehensive wealth management services to a select group of individuals, families, business owners, and institutions.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
17	Wissahickon Wealth Management	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 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 · Nov 3, 2026 · View company records in RevenueBase
18	Bireme Capital	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 3, 2026	1-10	2 contacts →
	Exact match “At Bireme Capital, your wealth managers are professional investors, not salesmen or asset gatherers.” Recorded in the RevenueBase company graph · Nov 3, 2026 · View company records in RevenueBase
19	2nd Story Wealth Planners	Exact match	Philadelphia, United StatesHQ recorded Nov 3, 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 · Nov 3, 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 “wealth & asset management companies”. 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 19 of 50 wealth & asset management companies based in Philadelphia, United States

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Wealth & asset management companies based in Philadelphia, United States at a glance

As of Nov 3, 2026

47.4%Verified-email coverage

182.9Average contacts per company

1-10Median size (employees)

Nov 3, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 50 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 “wealth & asset management companies” 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 4,333 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 November 3, 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.

Wealth & asset management companies 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 “wealth & asset management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth & asset management companies are there based in Philadelphia, United States?

RevenueBase identified 50 company matches for wealth & asset management companies associated with Philadelphia, United States as of November 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?

Janney Montgomery Scott LLC 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 wealth & asset management companies?

New York leads the United States with 585 company records, followed by Atlanta (245) and Houston (244). Philadelphia has 50.

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 4,333 professional contacts with verified work emails tracked across these 50 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 November 3, 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.