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Investment Firms in Philadelphia to Consider

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Investment Firms in Philadelphia to Consider

Finding the right investment firm that aligns with your financial goals and values can be a crucial step in building long-term wealth and security. Philadelphia offers a diverse range of investment firms that provide specialized services, from alternative asset management to comprehensive wealth planning. Below, you will find a list of investment firms in Philadelphia worth considering, each offering unique strengths and specialized expertise tailored to different client needs.

1. Abacus Wealth Partners

Abacus Wealth Partners is a fee-only, fiduciary financial advisory firm with offices in Ardmore and Philadelphia, Pennsylvania. They offer wealth management services to individuals, families, nonprofits, and foundations, both in-person and virtually. Specializing in retirement planning, socially responsible investing, tax and estate planning, Abacus focuses on aligning clients’ financial strategies with their personal values. Additionally, they contribute to their community by offering financial literacy courses and pro bono services.

2. Auctus Wealth Management

Auctus Wealth Management is an independent, full-service investment advisory and wealth management firm committed to growing and preserving clients’ wealth through customized portfolio solutions. With a personalized approach, Auctus develops comprehensive financial plans tailored to individual goals, emphasizing long-term relationships and balanced investment strategies. Celebrating over a decade in business, the firm’s name—derived from Latin meaning “growth”—reflects its dedication to financial growth and security for the future.

3. FS Investments

FS Investments is a global alternative asset manager with over 30 years of experience in private market investing. Their areas of expertise include private equity, private credit, and real estate investments. After acquiring Portfolio Advisors in 2023, FS Investments expanded its assets under management to more than $83 billion.

4. Point Acquisitions LLC

Point Acquisitions is a commercial real estate investment firm specializing in value-add property acquisitions across the U.S. Their data-driven approach allows them to simplify transactions and offer attractive investment opportunities for accredited investors, including strategies like 1031 exchanges and triple-net investments.

5. Activate Wealth

Activate Wealth LLC focuses on serving high-earning young professionals, guiding clients in their late 20s to early 40s through financial goal setting, debt management, investment strategies, and tax planning. Through their “Activate Your Wealth” process, they aim to simplify finances and help clients build sustainable wealth.

6. Be Intentional Financial

Be Intentional Financial is a remote, fee-only financial planning firm founded by River Nice. Though the firm does not manage investments in the traditional sense, it offers valuable financial education and tools, particularly to LGBTQ+ individuals and families. Grounded in anti-capitalist and anti-oppressive values, Be Intentional Financial empowers clients to align their financial decisions with their ethics and communities.

Their core offering, “Take Control of Your Money,” is a 12-week virtual course aimed at building financial literacy and autonomy. The firm also provides budget templates, workshops, and reparative pricing for Black and Indigenous queer clients, reinforcing its commitment to accessibility and equity.

7. Glenmede Trust Co.

Established in 1956 by the Pew family, Glenmede Trust Co. offers bespoke wealth management and investment services to high-net-worth individuals, families, foundations, and institutions. Managing over $41 billion in assets, Glenmede emphasizes tailored financial planning, active investment management, and sustainable investing.

8. TIAA 

TIAA (Teachers Insurance and Annuity Association of America) is a mission-driven financial organization established in 1918 by Andrew Carnegie. While its roots are in serving educators, TIAA now supports professionals in academia, medicine, research, government, and culture. The firm is structured as a nonprofit, meaning its profits are reinvested to enhance client services and outcomes.

TIAA is known for its commitment to retirement readiness and lifetime income strategies. Its offerings include retirement plans, annuities, IRAs, and broader wealth management solutions. If you’re looking for long-term financial planning with a client-focused approach, TIAA may be a firm worth considering in Philadelphia.

9. Ennovance Capital LLC

Ennovance Capital is a private family office specializing in alternative asset investments, particularly in chemicals, specialty materials, and healthcare services. With a strategic operational focus and a senior management team boasting over 130 years of collective experience, Ennovance partners with businesses to drive sustainable growth.

10. 1919 Investment Counsel

1919 Investment Counsel has provided customized wealth management services for over a century. Managing nearly $24 billion in assets, they specialize in equity and fixed-income strategies, financial planning, and family office services, placing strong emphasis on responsible investing and diversification.

Whether you are seeking guidance on alternative investments, wealth preservation strategies, or personalized financial planning, these investment firms in Philadelphia provide a broad range of services and expertise to support your financial journey. Carefully considering their unique offerings and areas of specialization can help you make an informed decision about your next financial partner.

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