Levy Wealth Management Group

What Levy Wealth Management Group does

Levy Wealth Management Group operates as the Levy-Clatterbuck-Robostello Team, a Philadelphia-based private wealth advisory practice affiliated with Wealth Enhancement Advisory Services, LLC, part of the Wealth Enhancement Group platform. Founded in 1971 and headquartered at 1818 Market St in Center City Philadelphia, the firm serves high-net-worth individuals and business owners in the greater Philadelphia metropolitan area. Its core offering is Comprehensive Wealth Management, a holistic planning service that integrates tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, and annuities, supplemented by tax preparation, trust services, private client wealth management, special needs planning, employee retirement account management, retirement plan consulting, business growth and exit planning, and employee benefits programs. The team is staffed by seven advisors and one associate advisor holding a dense stack of credentials (CFP®, CLU®, ChFC®, AEP®, ChSNC®, CEPA®, AIF®, C(k)P®, CIMA®, CPA), supported by a nine-person client service team and Wealth Enhancement's Roundtable™ specialist bench.\n\nThe business model is recurring advisory fees, typically charged as a percentage of assets under management, with pricing quote-based and not publicly disclosed. Prospect qualification tiers run from under $100,000 to more than $5 million in portfolio size, indicating a mass-affluent through ultra-HNW book. Distribution is regional and relationship-driven: in-person and virtual consultations, complimentary initial meetings, client referrals (employee, friends/family, or another financial professional), and a top-of-funnel content stack (blog across eight topic verticals, webinars, eBooks, a 'Your Money' radio show, and financial calculators) layered on top of direct field advisory.\n\nNo proprietary technology platform, AI/ML capability, patents, or technology integrations are disclosed; the core technology field is not explicitly stated. The firm has no disclosed funding rounds, no M&A activity, and no subsidiaries, and no external ownership or PE backing is indicated. Revenue is not disclosed. External recognition includes eight advisors on Barron's 2026 Top 1,500 Financial Advisors, the parent platform's ranking as #7 Mega RIA in Barron's 2025, a Forbes 2025 America's Top RIA Firms listing, and a USA Today 2025 Best Financial Advisory Firms listing.

Name

Levy Wealth Management Group

Legal name

Wealth Enhancement Group

Website

https://levywealth.com

Company type

Private

Founded year

1971

Operating status

Operating

Headcount range

11–50 employees

Short description

Levy Wealth Management Group operates the Levy-Clatterbuck-Robostello Team, a Philadelphia-based private wealth advisory practice within Wealth Enhancement Advisory Services, LLC, providing comprehensive financial planning and investment management to high-net-worth individuals and business owners in the greater Philadelphia metro.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Tax-Focused Wealth Management RIAs (FSAAACAD), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Wealth management services
• Financial advisory services
• Investment management
• Retirement planning
• Estate planning

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Comprehensive wealth management services including financial planning, investment management, tax strategies, estate planning, and retirement income planning. Revenue is generated through advisory fees, typically charged as a percentage of assets under management (AUM).

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Levy Wealth Management Group delivers comprehensive wealth management and financial advisory services to high-net-worth individuals, families, and business owners in the greater Philadelphia, PA area. The core product bundles tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, and annuities under a holistic, meeting-based planning methodology. Standalone offerings include Tax Preparation, Trust Services, Private Client wealth management, Special Needs Planning, Employee Retirement Account Management, Retirement Plan Consulting, Business Growth and Exit Planning, and Employee Benefits Programs, supported by Wealth Enhancement's Roundtable specialist team.

Product overview

Levy Wealth Management Group operates as part of Wealth Enhancement Group, offering organized financial planning through the Levy-Clatterbuck-Robostello (LCR) Team. The core offering is Comprehensive Wealth Management, a holistic service platform that integrates multiple modules including Tax Strategies, Investment Management, Risk Management & Insurance, Estate Planning, Retirement Income Planning, Financial Planning, and Annuities. Additional services include Tax Preparation, Trust Services, Private Client wealth management, Special Needs Planning, Employee Retirement Account Management, Retirement Plan Consulting, Business Growth & Exit Planning, and Employee Benefits Programs. The LCR Team serves the greater Philadelphia, PA area, providing comprehensive planning supported by Wealth Enhancement's Roundtable team of specialists.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Wealth Management Holistic financial planning service integrating tax strategies, investment management, risk management and insurance, estate planning, retirement income planning, financial planning, and annuities for high-net-worth individuals and families. Delivered through recurring advisory meetings with a team of advisors and Wealth Enhancement's Roundtable specialists.
• Tax Preparation Individual tax preparation services offered alongside wealth management to coordinate tax filings with broader planning strategies.
• Trust Services Trust services delivered through Wealth Enhancement Trust Services, Inc. to support estate planning and asset protection needs of clients.
• Private Client Wealth Management Dedicated wealth management services tailored for high-net-worth private clients with complex planning needs.
• Special Needs Planning Specialized financial planning services for families with special needs dependents, supporting long-term care, benefits, and trust structures.
• Employee Retirement Account Management Management services for individual employee retirement accounts, integrating personal retirement assets into overall financial planning.
• Retirement Plan Consulting Consulting services for businesses on retirement plan design, governance, and administration, including qualified 401(k) plan management.
• Business Growth & Exit Planning Strategic planning for business owners around growth initiatives and exit strategies, integrating personal wealth and business transition goals.
• Employee Benefits Program Design and management of employee benefits programs for businesses, supporting attraction, retention, and total rewards strategy.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Wealth Enhancement GroupcoreOthersThe Levy-Clatterbuck-Robostello Team operates as part of Wealth Enhancement Group, a registered investment advisor. The team is supported by Wealth Enhancement's Roundtable team of specialists and leverages the firm's brand, resources, and operational infrastructure.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Fisher Investments: Large independent investment management and wealth advisory firm serving HNW and institutional clients with portfolio management and financial planning — overlapping investment-management and HNW focus.
• Hightower Advisors: National RIA platform aggregating advisory teams that serve HNW clients with wealth planning, investment management, and specialized services — structurally and competitively analogous to a Levy-style advisory team within a larger platform.
• Carson Group: RIA and financial services ecosystem serving HNW individuals and business owners with comprehensive planning, investment management, and exit/business coaching — highly comparable in offering breadth and target client.
• Mariner Wealth Advisors: National RIA delivering holistic financial planning, investment management, tax, and estate services to HNW families and business owners. Closely mirrors Levy Wealth's team-based, multi-discipline advisor model.
• Edelman Financial Engines: Large RIA offering comprehensive financial planning, investment management, and retirement advice to HNW households — directly comparable service suite and recurring AUM-based revenue model.
• Creative Planning: Large independent RIA offering comprehensive wealth management, tax, estate, and retirement planning to HNW individuals and business owners — directly comparable in service mix, fee model, and target client to Levy Wealth Management Group.

Broad incumbents

• Cambridge Investment Research: Independent broker-dealer and RIA supporting financial advisors in delivering comprehensive wealth and retirement planning to HNW households — comparable platform-and-advisor-team model.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting thousands of financial advisors serving HNW clients with planning, investment, and insurance solutions — comparable in advisor-team structure and recurring-fee model.
• Wealth Enhancement Group: The parent RIA platform (#7 Mega RIA per Barron's 2025) of which Levy Wealth Management Group is a team. Operates the same comprehensive wealth management model nationally, with shared Roundtable specialists, branding, and back-office infrastructure.
• Cetera Financial Group: Independent advisor platform providing wealth management, investment, and planning solutions through affiliated advisor teams — comparable in serving HNW clients via a multi-team advisor delivery model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/levy-wealth-management-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Levy Wealth Management Group