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The Philadelphia Group

The Philadelphia Group

Founded in 2004, The Philadelphia Group is an independent wealth management consulting firm with over 40 licensed and accredited advisors serving both individual and business clients in the key areas of Private Wealth Management, Retirement Plan Consulting, and Insurance Protection. The Philadelphia Group prides itself on the objective counsel it provides, free of any obligations to sell a partner institution's proprietary products. Further, the firm's alliance with LPL Financial, the largest independent broker dealer in the country, gives its advisors access to the advanced resources and technology of a large financial institution, while still providing clients the customized, one-on-one offerings of a boutique firm. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and The Philadelphia Group are separate entities from LPL Financial.

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About The Philadelphia Group

Estimated Revenue

$1M-$10M

Employees

51-250

Category

Industry

Financial Services

Location

City

King of Prussia

State

Pennsylvania

Country

United States

Tech Stack (9)

search

Communications

Computer Networks

Product And Design

Devops And Development

Productivity And Operations

IT Security