Skip to content

Financial Advisors in Wharton, PA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Wharton: Retire Ready Financial Group, LLC, RFA Score 76/100; 5.0★ from 1,179 Google reviews; open 7 days a week.

  2. 14

    Most-reviewed: American Consumer Credit Counseling, Inc., 1,709 Google reviews at 5.0★, the most of 366 ranked; ranked #14.

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

366 Wharton financial advisors are ranked here by RFA Score, from eight published factors. 58 open Saturdays and 12 open Sundays, based on posted hours. The median Google rating is 5.0★ across 366 rated firms.

Most of this list also appears on the Financial advisors in Philadelphia ranking. See Financial advisors in Philadelphia

Top 10 financial advisors in Wharton 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 Wharton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Retire Ready Financial Group, LLC765.0★ (1,179)Radnor, 14 mi awaySat · Sun · EveningsTop score
2Liberty One Wealth Advisors735.0★ (93)Philadelphia, 2 mi away——
3McAdam Financial724.9★ (289)Radnor, 14 mi away——
4Peak Wealth Partners725.0★ (156)Cherry Hill Mall, 11 mi away——
5Zenith Wealth Partners715.0★ (56)Philadelphia, 2 mi away——
6Tristate Financial Advisors714.9★ (60)Philadelphia, 2 mi away——
7Presilium Private Wealth715.0★ (145)Radnor, 14 mi away——
8Thrive Financial Services (HQ)714.9★ (213)Horsham, 15 mi away——
9Blue Bell Private Wealth Management, LLC715.0★ (144)King of Prussia, 15 mi away——
10Black Jew Wealth Coach705.0★ (38)Philadelphia, 3 mi away——

All 366 financial advisors in Wharton, 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.

  3. #3 McAdam Financial

    Based in Radnor, 14 mi away

    72/100RFA Score

    Ranked #3 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

  4. #4 Peak Wealth Partners

    Based in Cherry Hill Mall, 11 mi away

    72/100RFA Score

    Ranked #4 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

  5. #5 Zenith Wealth Partners

    Based in Philadelphia, 2 mi away

    71/100RFA Score

    Ranked #5 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

  7. #7 Presilium Private Wealth

    Based in Radnor, 14 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Ste F110, Radnor, PA 19087
    View profile for Presilium Private Wealth(215) 982-4140

  10. #10 Black Jew Wealth Coach

    Based in Philadelphia, 3 mi away

    70/100RFA Score

    Ranked #10 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

  15. #15 Jones Wealth Management

    Based in Camden, 6 mi away

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    535 NJ-38 Ste 350, Cherry Hill Township, NJ 08002
    View profile for Jones Wealth Management(856) 696-5540

  16. #16 Ausperity Private Wealth

    Based in Cherry Hill Mall, 11 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    224 Strawbridge Dr Suite 110, Moorestown, NJ 08057
    View profile for Ausperity Private Wealth(856) 252-0101

  17. #17 Benetrends Financial

    Based in Lansdale, 22 mi away

    69/100RFA Score

    Ranked #17 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

  18. #18 Sherwin Forde, Financial Advisor

    Based in West Norriton, 13 mi away

    69/100RFA Score

    Ranked #18 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

  20. #20 Goldstein Financial

    Based in King of Prussia, 15 mi away

    69/100RFA Score

    Ranked #20 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

  21. #21 Wrought Financial Planning

    Based in Haddonfield, 7 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    35 Kings Hwy E Ste 105B, Haddonfield, NJ 08033
    View profile for Wrought Financial Planning(856) 249-9980

  22. #22 Cook Legacy Advisors

    Based in Woodbury, 6 mi away

    69/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    55 Cooper St, Woodbury, NJ 08096
    View profile for Cook Legacy Advisors(856) 485-3114

  23. #23 Activate Wealth

    Based in Philadelphia, 2 mi away

    69/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 7 AM–8 PM · Fri 7 AM–5 PM · Sat–Sun closed
    Address
    2400 Market St No. 200, Philadelphia, PA 19103
    View profile for Activate Wealth(856) 617-0300

How we ranked Wharton financial advisors

We scored 366 Wharton 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 Wharton 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 Wharton: frequently asked questions

Which financial advisor has the highest RFA Score in Wharton?

By RFA Score, the highest-ranked financial advisor in Wharton, PA is Retire Ready Financial Group, LLC with an RFA Score of 76/100. It has 5.0★ from 1,179 Google reviews. It is open 7 days a week. Liberty One Wealth Advisors (#2) and McAdam Financial (#3) follow. We ranked 366 financial advisors on eight factors, last updated November 9, 2026.

Which financial advisors in Wharton work on weekends?

58 of 366 ranked financial advisors post Saturday hours and 12 post Sunday hours. The highest-ranked open Saturdays are Retire Ready Financial Group, LLC (#1), Committed to Capital | Small Business Loans (#12) and American Consumer Credit Counseling, Inc. (#14). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wharton financial advisors have?

The median Google rating among 366 rated financial advisors in Wharton is 5.0★, with a median of 10 reviews. American Consumer Credit Counseling, Inc. has the most, 1,709 reviews, and ranks #14. 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 Wharton count in this ranking?

Yes, if they are within 25 mi of the Wharton 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 Wharton 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 Wharton 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 Wharton

  1. November 2026: RFA Scores recalculated for 366 financial advisors serving Wharton.
  2. November 2026: 4 duplicate listings merged.

More financial advisors and Wharton pages