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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Prudent Management Associates financial advisors in Philadelphia, PA

Every SEC-registered investment adviser representative at a Prudent Management Associates office in Philadelphia, A to Z.

The short answer

5 registered advisors work at Prudent Management Associates in Philadelphia, out of 5 at the firm nationwide; it ranks number 40 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Prudent Management Associates advisors in Philadelphia, A to Z

Every Prudent Management Associates advisor →

Prudent Management Associates advisors in every city and state →Prudent Management Associates: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Philadelphia

All Philadelphia advisors →

J.P. Morgan Securities LLC 117Janney Montgomery Scott LLC 95Merrill Lynch, Pierce, Fenner & Smith Incorporated 84Wells Fargo Clearing Services, LLC 66Morgan Stanley 61Florida Financial Advisors, LLC 59UBS Financial Services Inc. 55Strategic Advisers LLC 45Bryn Mawr Trust Advisors, LLC 32Mycio Wealth Partners, LLC 32RBC Capital Markets, LLC 26Tiaa-Cref Individual & Institutional Services, LLC 25

Questions

How many financial advisors does Prudent Management Associates have in Philadelphia?

5 investment adviser representatives are registered at Prudent Management Associates offices in Philadelphia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Prudent Management Associates one of the largest advisor employers in Philadelphia?

Prudent Management Associates ranks number 40 in Philadelphia by registered advisors; J.P. Morgan Securities LLC has the most, with 117.

How do I check a Prudent Management Associates advisor in Philadelphia?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Prudent Management Associates office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.