Philadelphia, PA Office

HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and other businesses. The firm also advises on retirement rollovers and may work with held‑away defined‑contribution participant accounts using a third‑party platform.

HCR establishes individual investment policies through client interviews and implements portfolios on a discretionary basis, using a mix of fundamental and technical analysis and both long‑ and short‑term strategies. Its investment toolkit includes mutual funds (retail and institutional share classes), alternative investments and private placements, and it may employ model‑based, aggregated trading across multiple client accounts.

The firm manages nearly $2 billion in client assets across ten advisors, a relatively high AUM level per advisor for a team of this size, and also acts as sponsor and discretionary manager for a private pooled investment vehicle, with audited financials provided to that fund’s investors. HCR discloses relationships with multiple custodians (including a referral program tied to one recommended custodian), acceptance of certain economic benefits from product providers, and a 2019 SEC settlement related to supervisory failures that the firm says led to strengthened compliance procedures.