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Find Retirement Advisors for Retirement Planning in Pennsylvania
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Pennsylvania, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Pennsylvania
Last Updated - October 7, 2024Pennsylvania has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 527 non-vetted advisors in your local area. These retirement advisors in Pennsylvania have an average of 25 years of experience.
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List of Qualified Retirement Planning Advisors in Pennsylvania
VERIFIEDMichael Marion
CFP®
Marion Wealth Management
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMike Weber
CFP®
Blue Bell Private Wealth Management
Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDPatrick Sewards
CFA®
Costello Asset Management
Qualifications
CRD# 5060821
Firm CRD# 123249
Series 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDScott McGraw
MERIT Investment Management
Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDWilliam F. Davis
CFP®, APMA®, CDFA®
Vericrest Private Wealth LLC
Qualifications
CRD# 5710523
Firm CRD# 311111
Series 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDDavid Montemurro
CLU®, ChFC®
Prudential
Qualifications
CRD# 3049751
Firm CRD# 5685
Series 6, 7, 26, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDEric Picker
Prudential
Qualifications
CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDPeter D. Shelp
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
Ameriprise Financial Services
Qualifications
CRD# 1402904
Firm CRD# 6363
Series 7, 10, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
VERIFIEDLimerick Financial Group, LLC.
BCA, BCM, CDS, CES, CIS, CSS, CTS, CAS™, RFC®, MSFS, BCE, CFS
Qualifications
CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTower Bridge Advisors
CFP®, CFA®
Qualifications
Firm CRD# 115700
Series 65
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Compensation/Fee
Fee-Only
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355 | $6,649,219,111,273 | 208 | 675 | A Percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS) |
| 2 | HAMILTON LANE 110 Washington Street, Suite 1300 Conshohocken, PA, 19428 | $856,992,911,981 | 330 | 586 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $420,303,833,453 | 80 | 101 | A Percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
| 4 | VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard, Malvern, PA, 19355 | $337,512,332,679 | 151 | 201 | A Percentage of AUM |
| 5 | VANGUARD ADVISERS, INC. 100 Vanguard Blvd, Malvern, PA, 19355 | $299,191,714,649 | 634470 | 2124 | A Percentage of AUM, Fixed Fees |
| 6 | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street, Philadelphia, PA, 19106 | $191,883,504,410 | 407 | 657 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive, Oaks, PA, 19456 | $180,855,686,165 | 75194 | 406 | A Percentage of AUM, Fixed Fees, Performance Based |
| 8 | FEDERATED INVESTMENT COUNSELING 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $164,772,846,686 | 6832 | 210 | A Percentage of AUM, Performance Based |
| 9 | PFM ASSET MANAGEMENT LLC 213 Market Street, Harrisburg, PA, 17101-2141 | $153,839,195,608 | 1871 | 227 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 10 | HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087 | $122,211,169,145 | 78 | 372 | A Percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| 11 | LINCOLN FINANCIAL INVESTMENTS CORPORATION 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | $82,766,709,648 | 124 | 115 | A Percentage of AUM |
| 12 | JANNEY MONTGOMERY SCOTT LLC 1717 Arch Street, Philadelphia, PA, 19103 | $73,000,611,319 | 216397 | 2242 | A Percentage of AUM, Fixed Fees, Commission Based, Other (FEE PLUS COMMISSION) |
| 13 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 1735 Market Street, Suite 1800 Philadelphia, PA, 19103 | $54,376,358,142 | 1176 | 237 | A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| 14 | ABRDN INC. 1900 Market Street, Suite 200 Philadelphia, PA, 19103 | $52,096,926,901 | 135 | 266 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
| 15 | MORGAN STANLEY AIP GP LP 100 Front Street, Suite 400 West Conshohocken, PA, 19428 | $30,397,758,633 | 201 | 193 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Pennsylvania
QualificationsFirm CRD# 105958
Assets Under Management $6,649,219,111,273
No. Of Clients208
Clients Per Financial Advisor0
VANGUARD GROUP INC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $7T assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 clients. The team consists of 675 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 107876
Assets Under Management $856,992,911,981
No. Of Clients330
Clients Per Financial Advisor1
HAMILTON LANE is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $857B assets under management, the firm specializes in crafting personalized retirement planning solutions for 330 clients. The team consists of 586 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105138
Assets Under Management $420,303,833,453
No. Of Clients80
Clients Per Financial Advisor1
FEDERATED INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $420B assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
Financial Planning Services
- Portfolio Management for Investment
- Selection of Other Advisors
QualificationsFirm CRD# 164593
Assets Under Management $337,512,332,679
No. Of Clients151
Clients Per Financial Advisor1
VANGUARD GLOBAL ADVISERS, LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $338B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 201 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 106715
Assets Under Management $299,191,714,649
No. Of Clients634470
Clients Per Financial Advisor299
VANGUARD ADVISERS, INC. is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 634470 clients. The team consists of 2124 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105390
Assets Under Management $191,883,504,410
No. Of Clients407
Clients Per Financial Advisor1
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $192B assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 clients. The team consists of 657 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105146
Assets Under Management $180,855,686,165
No. Of Clients75194
Clients Per Financial Advisor185
SEI INVESTMENTS MANAGEMENT CORP is a financial advisory firm situated in Oaks, Pennsylvania. With a nearly $181B assets under management, the firm specializes in crafting personalized retirement planning solutions for 75194 clients. The team consists of 406 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105325
Assets Under Management $164,772,846,686
No. Of Clients6832
Clients Per Financial Advisor33
FEDERATED INVESTMENT COUNSELING is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $165B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6832 clients. The team consists of 210 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 122141
Assets Under Management $153,839,195,608
No. Of Clients1871
Clients Per Financial Advisor8
PFM ASSET MANAGEMENT LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $154B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1871 clients. The team consists of 227 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 147746
Assets Under Management $122,211,169,145
No. Of Clients78
Clients Per Financial Advisor0
HARTFORD FUNDS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $122B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 372 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 108881
Assets Under Management $82,766,709,648
No. Of Clients124
Clients Per Financial Advisor1
LINCOLN FINANCIAL INVESTMENTS CORPORATION is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $83B assets under management, the firm specializes in crafting personalized retirement planning solutions for 124 clients. The team consists of 115 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 463
Assets Under Management $73,000,611,319
No. Of Clients216397
Clients Per Financial Advisor97
JANNEY MONTGOMERY SCOTT LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $73B assets under management, the firm specializes in crafting personalized retirement planning solutions for 216397 clients. The team consists of 2242 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
- Other (FEE PLUS COMMISSION)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110783
Assets Under Management $54,376,358,142
No. Of Clients1176
Clients Per Financial Advisor5
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 clients. The team consists of 237 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111069
Assets Under Management $52,096,926,901
No. Of Clients135
Clients Per Financial Advisor1
ABRDN INC. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $52B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 266 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 117050
Assets Under Management $30,397,758,633
No. Of Clients201
Clients Per Financial Advisor1
MORGAN STANLEY AIP GP LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 201 clients. The team consists of 193 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.