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Investment Advisors in Norristown, PA: 2026 rankings

105 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Norristown: Black Jew Wealth Coach, RFA Score 69/100; 5.0★ from 38 Google reviews.

  2. 2

    Most-reviewed: Retire Ready Financial Group, LLC, 1,179 Google reviews at 5.0★, the most of 105 ranked; ranked #2.

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

105 Norristown investment advisors are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 105 rated firms.

Top 10 investment advisors in Norristown 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 investment advisors in Norristown at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Black Jew Wealth Coach695.0★ (38)Philadelphia, 14 mi away—Top score
2Retire Ready Financial Group, LLC685.0★ (1,179)Radnor, 6 mi awaySat · Sun · EveningsMost reviews
3Mainline Capital Investment Associates, LLC684.7★ (15)Radnor, 7 mi away——
4AmSett Funding675.0★ (16)Broomall, 11 mi awaySat · Sun · Evenings—
5Fidelity Investments674.7★ (7)Radnor, 6 mi away——
6Arin Risk Advisors, LLC665.0★ (3)Philadelphia, 4 mi away——
7SEI Investments663.6★ (36)Phoenixville, 6 mi away——
8PPR Capital Management653.8★ (4)Wayne, 5 mi away——
9McAdam Financial654.9★ (289)Radnor, 6 mi away——
10Blue Bell Private Wealth Management, LLC645.0★ (144)King of Prussia, 4 mi away——

All 105 investment advisors in Norristown, 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.

  1. Ranked #1 in Norristown

    #1 Black Jew Wealth Coach

    Based in Philadelphia, 14 mi away

    69/100RFA Score

    Ranked #1 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

  4. #4 AmSett Funding

    Based in Broomall, 11 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat 10 AM–4:30 PM · Sun 11 AM–2:30 PM
    Address
    510 Abbott Dr, Broomall, PA 19008
    View profile for AmSett Funding(877) 220-3301

  5. #5 Fidelity Investments

    Based in Radnor, 6 mi away

    67/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.7★ from 7 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    797 E Lancaster Ave Ste 100, Villanova, PA 19085
    View profile for Fidelity Investments(800) 343-3548

  6. #6 Arin Risk Advisors, LLC

    Based in Philadelphia, 4 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1100 E Hector St #215, Conshohocken, PA 19428
    View profile for Arin Risk Advisors, LLC(610) 822-3400

  7. #7 SEI Investments

    Based in Phoenixville, 6 mi away

    66/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 3.6★ from 36 Google reviews, listed on Google as “Investment company”.

    • 3.6★ from 36 Google reviews
    Address
    1 Freedom Valley Dr, Oaks, PA 19456
    View profile for SEI Investments(800) 342-5734

  8. #8 PPR Capital Management

    Based in Wayne, 5 mi away

    65/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.8★ from 4 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    550 Swedesford Rd #210, Wayne, PA 19087
    View profile for PPR Capital Management(877) 395-1290

  9. #9 McAdam Financial

    Based in Radnor, 6 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and review volume: 4.9★ from 289 Google reviews.

    • 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

  13. #13 Future Standard

    Based in Philadelphia, 14 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 3.2★ from 25 Google reviews, listed on Google as “Investment company”.

    • 3.2★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    3025 John F Kennedy Blvd, Philadelphia, PA 19104
    View profile for Future Standard(877) 628-8575

  15. #15 STP Investment Services

    Based in West Chester, 18 mi away

    62/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    44 W Gay St Ste 300, West Chester, PA 19380
    View profile for STP Investment Services(610) 363-5684

  16. #16 Meradia

    Based in West Chester, 18 mi away

    62/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    119 N High St, West Chester, PA 19380
    View profile for Meradia(610) 738-7787

  20. #20 The Vanguard Group

    Based in Wayne, 5 mi away

    60/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 2.2★ from 49 Google reviews, listed on Google as “Investment service”.

    • 2.2★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–10 PM · Sat–Sun closed
    Address
    455 Devon Park Dr, Wayne, PA 19087
    View profile for The Vanguard Group(877) 662-7447

  22. #22 Cooper Eagle

    Based in King of Prussia, 4 mi away

    60/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    771 5th Ave, King of Prussia, PA 19406
    View profile for Cooper Eagle(484) 519-2667

  25. #25 Zenith Wealth Partners

    Based in Philadelphia, 14 mi away

    59/100RFA Score

    Ranked #25 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

Investment 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 105 ranked investment advisors here; the rest are on their profiles.

investment advisors in Norristown, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Fanny Cruz, CFP®|CIMA®|AAMS®|CKA®595.0★ (10)In Norristown
27Tristate Financial Advisors594.9★ (60)15 mi
28Viscounte Financial594.9★ (28)8 mi
29PTM Wealth584.9★ (30)11 mi
30Amanda Salyer - Edelman Financial Engines585.0★ (10)4 mi
31Myers Capital Management584.7★ (3)11 mi
32Thrive Wealth Management, LLC585.0★ (8)4 mi
33Wealth Enhancement Group584.6★ (10)4 mi
34JSO Partners585.0★ (8)4 mi
35Creative Planning575.0★ (8)5 mi
36Edelman Financial Engines574.3★ (11)4 mi
37Ashford Wealth Advisors - Ameriprise Financial Services, LLC575.0★ (6)4 mi
38Andrew Hoff Agency574.6★ (25)11 mi
39Vincent Libucki - Financial Advisor, Ameriprise Financial Services, LLC575.0★ (6)4 mi
40Janney Montgomery Scott574.0★ (4)In Norristown
41Property Merchants, LLC574.8★ (23)14 mi
42Bluesphere Advisors LLC575.0★ (3)1 mi
43Beacon Pointe Advisors575.0★ (11)10 mi
44Sharp Financial565.0★ (10)11 mi
45Vista Wealth Solutions563.8★ (13)5 mi
46Quaker Wealth Management565.0★ (43)24 mi
47Western & Southern Life563.6★ (18)5 mi
48The Maisch Financial Group LLC565.0★ (44)24 mi
49Tower Bridge Advisors564.0★ (4)4 mi
50Haverford Trust564.2★ (5)5 mi

Also serving Norristown

20 more investment 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 investment advisors serving Norristown
BusinessGoogle ratingDistance
1776 Capital Management Group of Janney Montgomery Scott5.0★ (1)In Norristown
Amplius Wealth Advisors5.0★ (9)In Norristown
Brandywine Financial Group, Inc.5.0★ (1)In Norristown
Capital Solutions, Inc.3.0★ (2)In Norristown
Compre Services Inc.5.0★ (2)In Norristown
Daniel O'Sullivan, CDS Wealth Management5.0★ (20)In Norristown
Edward Jones - Financial Advisor: Larry V Daniels3.0★ (2)In Norristown
First Command Financial Advisor - Scott Anderson5.0★ (16)In Norristown
Foundation Capital Management LLC5.0★ (2)In Norristown
IM Wealth Partners4.1★ (10)In Norristown
Kimberly St Pierre - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Norristown
Long Financial Group5.0★ (2)In Norristown
Lord and Kees Financial Systems Inc.5.0★ (2)In Norristown
Morgan Stanley Financial Advisors3.0★ (1)In Norristown
Multi-Line Financial Services2.3★ (6)In Norristown
Risler Financial Management4.2★ (5)In Norristown
Thomas S Robbins - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Norristown
TruSpire Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (1)In Norristown
Wealth Enhancement Group5.0★ (1)In Norristown
WealthHub Solutions, LLC5.0★ (1)In Norristown

How we ranked Norristown investment advisors

We scored 105 Norristown investment 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 Norristown 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Norristown: frequently asked questions

Which investment advisor has the highest RFA Score in Norristown?

By RFA Score, the highest-ranked investment advisor in Norristown, PA is Black Jew Wealth Coach with an RFA Score of 69/100. It has 5.0★ from 38 Google reviews. Retire Ready Financial Group, LLC (#2) and Mainline Capital Investment Associates, LLC (#3) follow. We ranked 105 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Norristown?

RankedFinancialAdvisors ranks 105 investment advisors serving Norristown, PA. 3 of them are based in Norristown; 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 investment advisors in Norristown work on weekends?

5 of 105 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Retire Ready Financial Group, LLC (#2) and AmSett Funding (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Norristown investment advisors have?

The median Google rating among 105 rated investment advisors in Norristown is 5.0★, with a median of 8 reviews. Retire Ready Financial Group, LLC has the most, 1,179 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Norristown count in this ranking?

Yes, if they are within 25 mi of the Norristown city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Norristown ranked?

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

How do I check an investment 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 investment advisor in Norristown 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 investment 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 Norristown

  1. November 2026: RFA Scores recalculated for 105 investment advisors serving Norristown.

More investment advisors and Norristown pages