For investment firms and asset managers selling into the wealth channel, Philadelphia is not a secondary market. It is a primary target. The metro is home to more than 6,000 financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota tracks financial advisors across Philadelphia and every major metro in the country, with 6,000+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the Philadelphia area.
Top 10 Financial Advisors in Philadelphia
1. The Rohr Group ML
The Rohr Group is a Merrill Lynch PBIG team headquartered at 4 Penn Center in Philadelphia, specializing in wealth management for ultra-affluent individuals and families using a family office approach focused on tax efficiency, fees, and multigenerational risk management. Managing approximately $5.4B in assets, the firm blends boutique-level personalization with the expansive resources of Merrill and Bank of America to deliver comprehensive wealth solutions.
2. The Boland Investment Group RBC
The Boland Investment Group, part of RBC Wealth Management, is headquartered at 1 Logan Square in Philadelphia and manages approximately $1.05B in assets. The firm specializes in investment management, delivering tailored investment solutions to a diverse client base across the Philadelphia metro area.
3. Jack Hafner JP Morgan
Jack Hafner is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management with 30 years of asset management experience serving ultra-high-net-worth individuals and families. A member of J.P. Morgan’s Portfolio Manager Program, he manages discretionary client portfolios using in-house strategies across equities, income, and alternatives, backed by rigorous due diligence and institutional-quality research.
4. Dean Eissen Graystone
Dean Eisen is a Family Wealth Director at Graystone Consulting, where he leads the private client advisory practice for the firm’s Metropolitan D.C. group, advising high-net-worth families on comprehensive wealth planning, portfolio construction, estate and tax structuring, and family governance. With more than 30 years in financial services, he brings deep institutional experience and holds the CIMA® designation from The Wharton School.
5. John Parker Wells Fargo
John leads the Parker Private Wealth Management Group at Wells Fargo Advisors, bringing more than 25 years of experience serving high-net-worth individuals with comprehensive wealth management, estate planning, retirement, insurance, and business succession strategies. A long-time Platinum Council Advisor and Barron’s Top 1,200 State by State Advisor, he is also deeply involved in Philadelphia-area philanthropy and healthcare initiatives.
Want to see every financial advisor in Philadelphia? Dakota Marketplace gives you instant access to 6,000+ Philadelphia area advisors with verified contact details, AUM data, and investment preference indicators.
6. Richard Corcoran Morgan Stanley
Rich Corcoran is a Private Wealth Advisor at The Corcoran Ciarelli Group in Philadelphia, specializing in portfolio construction, estate planning, investment management, capital markets, and alternative investments. With more than 20 years at Morgan Stanley, he serves sophisticated individuals and multi-generational families with tailored wealth strategies.
7. Michael Greenly UBS
Michael Greenly is a Senior Vice President–Wealth Management, Private Wealth Advisor, and Senior Portfolio Manager at The Greenly Group in Philadelphia. He specializes in advising ultra-affluent families, entrepreneurs, and family offices, delivering comprehensive wealth management solutions shaped by his experience at UBS and Morgan Stanley.
8. Brad Bernstein UBS
Bradford Bernstein is a Managing Director–Wealth Management and Financial Advisor at LongBernsteinGunderson Wealth Management in Philadelphia, with more than 20 years of industry experience. He advises clients across the wealth spectrum and is a UBS Pinnacle Council member, with leadership roles and media recognition that reflect his standing among the firm’s top advisors.
9. Jay Beaulieu Wells Fargo
Jay Robert Beaulieu is a Financial Advisor at Wells Fargo Advisors, providing comprehensive wealth management services across a broad range of client needs. He brings a consistent, client-focused approach to his role, serving as a trusted resource for financial planning and investment guidance.
10. Thomas Seiler Raymond James
The Seiler Group is a Raymond James team based in Newtown, Pennsylvania, serving clients across the Philadelphia metro area with over $1B in assets under management. The firm provides personalized investment strategies and financial advisory services designed to meet the diverse needs of its clients.
Start Calling on the Right Advisors with Dakota Marketplace
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in Philadelphia and beyond.
Dakota Marketplace is updated daily in real-time and purpose-built for sellers. If you're ready to go beyond a top 10 and see the full advisor picture in Philadelphia and across the country, book a demo here!
