McAdam Financial
“I never feel pressured and I leave every call feeling confident, secure and well advised.”
Best Financial Advisors in Philadelphia, PA
22 firms listed · all 22 in Philadelphia · 4 open weekends · 18 rated 4.5+ · 1 shows a license
Data verified October 25, 2026
Jumping Jack Taxes - Philadelphia Location
“Alecia and her team are amazing, good customer service, very respectful and helpful as well, I recommend to anyone.”
USA Tax Service
“Great service and looking forward to continuing working with this great company.”
Tristate Financial Advisors
“Marcus Sturdivant has been a tremendous advisor in assisting me with adjusting my financial avenues to prepare for retirement!”
AJ Moore Consulting Corp
“She helped me start my first business while getting my taxes done!”
Liberty One Wealth Advisors
“He didn't try to upsell any products to me or push me into an investing strategy I wasn't comfortable with.”
The 22 firms listed for Philadelphia, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Philadelphia, PA
All 22 firms we list here are in Philadelphia itself. We have 44 firms in Philadelphia on file; this page shows the highest-rated 22. 19 of the firms on this page have a rating, from 4.4 to 5.0 across 697 reviews; 2 have 50 or more reviews and 18 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (67%) and quality (61%). 4 are open on Saturdays. The services the firms on this page list most often on their websites are tax services (3), business services (2), business valuation (2) and services for individuals (2). 1 shows a license on its website. 15 have ten or more years of experience, the longest 46 years. 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 20 of the firms on this page; 14 publish a contact page; 15 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Philadelphia offer a free first meeting?
3 of the 22 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Zenith Wealth Partners
“They are extremely knowledgeable and took the time to help me understand the valuation of my company.”
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Activate Wealth
“Highly recommend working with Taylor if you are looking to grow your investments!”
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Mason Financial Services
“I have been doing my taxes for the last 20 years and they are the best”
Ali Financial Services
Rassler Financial
“They helped me intelligently pay off my grad school loans, navigate clever retirement savings approaches, and answer any and all burning financial questions I have had.”
Retireus
“Sitting with me 10 years ago to develop a plan based on my retirement needs and kids wedding expenses was key to my financial wellness.”
Clark Capital Management Group
Onetoone Corporate Finance Philadelphia
Levy Wealth Management Group
“Great service, very caring, professional, and dependable!”
Wouch Maloney Cpas & Advisors
“Fantastic firm with incredible full service capabilities to assist sll your needs!”
Kalish Financial Services
Mondrian Investment Partners
Stanton Financial Management
“I have been getting my federal and city business taxes done by the folks st Stanton Financial without any problems.”
Peronace Insurance
“Pretty nice staff and quick service”
Pine Street Financial Group
Irus Corporation
Why these companies made our list
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