Oppenheimer has served the financial needs of individuals, families and small businesses in the Philadelphia metropolitan area for over 40 years. Our branch is home to a team of dedicated Financial Professionals that offer a broad range of asset management and retirement planning services.
We are proud to have a team of experienced professionals that have built up a reputation for providing exceptional service. A few of our Financial Professionals have been named to Philadelphia Magazine’s distinguished “Five Star Wealth Manager” list as well as been recognized by Oppenheimer’s “Executive Council” and “Chairman’s Council.”
We are conveniently located on Market Street in the heart of Center City – stop in for a consultation and discover how we can help you achieve your financial goals.
Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services
*Stats as of September 30, 2025
Financial Professionals
Billion Client Assets under Administration
Branch Offices across the United States
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.
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