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Financial Advisors in Broomall, PA: 2026 rankings

375 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Broomall: Retire Ready Financial Group, LLC, RFA Score 78/100; 5.0★ from 1,179 Google reviews; open 7 days a week.

  2. 32

    Most-reviewed: American Consumer Credit Counseling, Inc., 1,709 Google reviews at 5.0★, the most of 375 ranked; ranked #32.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

375 Broomall financial advisors are ranked here by RFA Score, from eight published factors. 49 open Saturdays and 13 open Sundays, based on posted hours. The median Google rating is 5.0★ across 375 rated firms.

Top 10 financial advisors in Broomall at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Broomall at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Retire Ready Financial Group, LLC785.0★ (1,179)Radnor, 4 mi awaySat · Sun · EveningsTop score
2McAdam Financial744.9★ (289)Radnor, 4 mi away——
3Presilium Private Wealth745.0★ (145)Radnor, 4 mi away——
4Blue Bell Private Wealth Management, LLC725.0★ (144)King of Prussia, 11 mi away——
5Strategic Tax & Advisory Services714.9★ (69)Springfield, 4 mi awayEvenings—
6Thrive Financial Services (HQ)714.9★ (213)Horsham, 15 mi away——
7Goldstein Financial715.0★ (72)King of Prussia, 7 mi awaySat · Evenings—
8Liberty One Wealth Advisors715.0★ (93)Philadelphia, 10 mi away——
9Rolek Retirement Planning - Kyle Rolek, CFP®, Retirement Planning Specialist715.0★ (67)West Norriton, 8 mi awaySat · Sun · Evenings—
10Benetrends Financial714.7★ (416)Lansdale, 17 mi away——

All 375 financial advisors in Broomall, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 McAdam Financial

    Based in Radnor, 4 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 289 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Suite F-200, Radnor, PA 19087
    View profile for McAdam Financial(215) 399-9350

  7. #7 Goldstein Financial

    Based in King of Prussia, 7 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 72 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 10 AM–2 PM · Sun closed
    Address
    215 W Church Rd #107, King of Prussia, PA 19406
    View profile for Goldstein Financial(610) 457-2619

  10. #10 Benetrends Financial

    Based in Lansdale, 17 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.7★ from 416 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 416 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1684 S Broad St Ste 130, Lansdale, PA 19446
    View profile for Benetrends Financial(267) 498-0059

  12. #12 Crash Proof Retirement

    Based in King of Prussia, 7 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.7★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 100 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2700 Horizon Dr #300, King of Prussia, PA 19406
    View profile for Crash Proof Retirement(800) 722-9728

  14. #14 Sherwin Forde, Financial Advisor

    Based in West Norriton, 9 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed–Thu 9 AM–8:30 PM · Fri 9 AM–5 PM · Sat 9 AM–3 PM · Sun closed
    Address
    555 Andorra Glen Ct Ste 3, Lafayette Hill, PA 19444
    View profile for Sherwin Forde, Financial Advisor(484) 684-7014

  15. #15 Zenith Wealth Partners

    Based in Philadelphia, 10 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2400 Market St #216, Philadelphia, PA 19103
    View profile for Zenith Wealth Partners(484) 278-1559

  17. #17 Peak Wealth Partners

    Based in Cherry Hill Mall, 22 mi away

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Fellowship Rd Ste 105, Mt Laurel Township, NJ 08054
    View profile for Peak Wealth Partners(856) 552-0427

  21. #21 Black Jew Wealth Coach

    Based in Philadelphia, 9 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2929 Arch St #1700, Philadelphia, PA 19104
    View profile for Black Jew Wealth Coach(610) 646-1010

  22. #22 Diamond Credit Union

    Based in Pottstown, 22 mi away

    68/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.6★ from 460 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 460 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1600 Medical Dr, Pottstown, PA 19464
    View profile for Diamond Credit Union(610) 326-5490

  23. #23 TrueWealth Solutions

    Based in Radnor, 4 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    201 King of Prussia Rd, Radnor, PA 19087
    View profile for TrueWealth Solutions(215) 267-6784

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 375 ranked financial advisors here; the rest are on their profiles.

financial advisors in Broomall, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Woodwee Financial Services685.0★ (24)8 mi
27Bankers Life684.5★ (51)9 mi
28Moneta | Lane Hipple Team685.0★ (88)22 mi
29Cooper Eagle684.9★ (27)9 mi
30Isakov Planning Group675.0★ (76)21 mi
31Bank of America (with Drive-thru ATM)673.9★ (36)In Broomall
32American Consumer Credit Counseling, Inc.675.0★ (1,709)10 mi
33Robbins Insurance & Financial Services LLC675.0★ (47)17 mi
34Leonard Financial Solutions675.0★ (68)22 mi
35Members' Wealth LLC675.0★ (11)5 mi
36Activate Wealth675.0★ (19)10 mi
37RiversEdge Advisors675.0★ (51)20 mi
38Patria Wealth Group675.0★ (32)15 mi
39Mainline Capital Investment Associates, LLC674.7★ (15)6 mi
40Financial Voyages Wealth Management675.0★ (54)21 mi
41Jones Wealth Management675.0★ (37)17 mi
42Ausperity Private Wealth675.0★ (59)22 mi
43Compass Financial Solutions, Inc675.0★ (7)2 mi
44Cook Legacy Advisors675.0★ (30)15 mi
45Longevity Income Solutions675.0★ (20)11 mi
46Sensenig Capital Advisors, Inc.675.0★ (27)14 mi
47ACT - Ardent Community Trust of Pennsylvania664.4★ (31)9 mi
48Viscounte Financial664.9★ (28)14 mi
49Stevens Capital Management LP665.0★ (8)4 mi
50Daniel O'Sullivan, CDS Wealth Management665.0★ (20)12 mi

Also serving Broomall

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Broomall
BusinessGoogle ratingDistance
AmSett Funding5.0★ (16)In Broomall
Andrew AltmanIn Broomall
Benjamin Baehr5.0★ (2)In Broomall
Brinker Financial5.0★ (1)In Broomall
Bruce Cooke,CFP5.0★ (1)In Broomall
Bruno Financial Services5.0★ (2)2 mi
Dale Morra - TD Wealth Financial AdvisorIn Broomall
Dan Gallagher CFP®️In Broomall
Edward JonesIn Broomall
Edward Jones - Financial Advisor: Kevin Conway, CFP®|CIMA®In Broomall
JECohen5.0★ (2)In Broomall
Jesse ChauIn Broomall
LPL Financial5.0★ (2)In Broomall
Michael Ghelardi - Thrivent3.0★ (2)In Broomall
Millon Financial ServicesIn Broomall
Small Business Funding OpportunityIn Broomall
The Gemstone Group, Inc.4.0★ (1)In Broomall
TheUltimateTutor5.0★ (1)In Broomall
Wealthcare Financial Group3.0★ (2)In Broomall
Wells Fargo AdvisorsIn Broomall

How we ranked Broomall financial advisors

We scored 375 Broomall financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Broomall data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Broomall: frequently asked questions

Which financial advisor has the highest RFA Score in Broomall?

By RFA Score, the highest-ranked financial advisor in Broomall, PA is Retire Ready Financial Group, LLC with an RFA Score of 78/100. It has 5.0★ from 1,179 Google reviews. It is open 7 days a week. McAdam Financial (#2) and Presilium Private Wealth (#3) follow. We ranked 375 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Broomall?

RankedFinancialAdvisors ranks 375 financial advisors serving Broomall, PA. 2 of them are based in Broomall; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Broomall work on weekends?

49 of 375 ranked financial advisors post Saturday hours and 13 post Sunday hours. The highest-ranked open Saturdays are Retire Ready Financial Group, LLC (#1), Goldstein Financial (#7) and Rolek Retirement Planning - Kyle Rolek, CFP®, Retirement Planning Specialist (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Broomall financial advisors have?

The median Google rating among 375 rated financial advisors in Broomall is 5.0★, with a median of 9 reviews. American Consumer Credit Counseling, Inc. has the most, 1,709 reviews, and ranks #32. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Broomall count in this ranking?

Yes, if they are within 25 mi of the Broomall city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Broomall ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Broomall a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Broomall

  1. November 2026: RFA Scores recalculated for 375 financial advisors serving Broomall.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Broomall pages