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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 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 - April 24, 2025Pennsylvania has 15 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 534 non-vetted advisors in your local area. These retirement advisors in Pennsylvania have an average of 23 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
VERIFIEDMatthew Haraburda
CFP®, CFA®
Bernardo Wealth Planning
Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, 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 Thomas 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, Tax Advice and Services, Legal Advice and Services, 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
VERIFIEDDavid Montemurro
CLU®, ChFC®
Prudential
Qualifications
CRD# 3049751
Firm CRD# 8733
Series 6, 7, 26, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDTransparent Financial Solutions
CFP®, CLU®, ChFC®
Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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-Based, 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 | 100 Vanguard Blvd, V26 Malvern, PA, 19355 | $7,909,760,294,676 | 209 | 980 | A percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS) |
| 2 | 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $501,645,588,245 | 80 | 101 | A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
| 3 | 100 Vanguard Boulevard, Malvern, PA, 19355 | $432,749,681,046 | 153 | 262 | A percentage of AUM |
| 4 | 100 Vanguard Blvd, Malvern, PA, 19355 | $333,066,527,268 | 804462 | 2107 | A percentage of AUM, Fixed fees |
| 5 | One Freedom Valley Drive, Oaks, PA, 19456 | $194,796,322,013 | 93301 | 411 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 610 Market Street, Philadelphia, PA, 19106 | $190,960,333,268 | 377 | 657 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $185,452,168,971 | 7838 | 215 | A percentage of AUM, Performance Based |
| 8 | 690 Lee Road, Wayne, PA, 19087 | $128,834,812,996 | 77 | 384 | A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| 9 | 110 Washington Street, Suite 1300 Conshohocken, PA, 19428 | $124,406,091,995 | 193 | 656 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 1717 Arch Street, Philadelphia, PA, 19103 | $85,895,170,425 | 226034 | 2295 | A percentage of AUM, Fixed fees, Commission Based, Other (FEE PLUS COMMISSION) |
| 11 | 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | $85,595,921,962 | 129 | 124 | A percentage of AUM |
| 12 | 1735 Market Street, Suite 1800 Philadelphia, PA, 19103 | $66,447,858,097 | 1060 | 122 | A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| 13 | 500 Chesterfield Parkway, Malvern, PA, 19355 | $46,063,913,101 | 54 | 23 | A percentage of AUM |
| 14 | 1900 Market Street, Suite 200 Philadelphia, PA, 19103 | $36,395,031,982 | 143 | 212 | A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
| 15 | 100 Front Street, Suite 400 West Conshohocken, PA, 19428 | $34,216,864,561 | 191 | 187 | A percentage of AUM, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Pennsylvania
QualificationsFirm CRD# 105958
Assets Under Management $7,909,760,294,676
No. Of Clients209
Clients Per Financial Advisor0
VANGUARD GROUP INC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $8T assets under management, the firm specializes in crafting personalized retirement planning solutions for 209 clients. The team consists of 980 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 105138
Assets Under Management $501,645,588,245
No. Of Clients80
Clients Per Financial Advisor1
FEDERATED INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $502B 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 companies
- Selection for other advisors
QualificationsFirm CRD# 164593
Assets Under Management $432,749,681,046
No. Of Clients153
Clients Per Financial Advisor1
VANGUARD GLOBAL ADVISERS, LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $433B assets under management, the firm specializes in crafting personalized retirement planning solutions for 153 clients. The team consists of 262 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 vehicles
QualificationsFirm CRD# 106715
Assets Under Management $333,066,527,268
No. Of Clients804462
Clients Per Financial Advisor382
VANGUARD ADVISERS, INC. is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $333B assets under management, the firm specializes in crafting personalized retirement planning solutions for 804462 clients. The team consists of 2107 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 105146
Assets Under Management $194,796,322,013
No. Of Clients93301
Clients Per Financial Advisor227
SEI INVESTMENTS MANAGEMENT CORP is a financial advisory firm situated in Oaks, Pennsylvania. With a nearly $195B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93301 clients. The team consists of 411 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 105390
Assets Under Management $190,960,333,268
No. Of Clients377
Clients Per Financial Advisor1
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $191B assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT)
QualificationsFirm CRD# 105325
Assets Under Management $185,452,168,971
No. Of Clients7838
Clients Per Financial Advisor36
FEDERATED INVESTMENT COUNSELING is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $185B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7838 clients. The team consists of 215 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.)
QualificationsFirm CRD# 147746
Assets Under Management $128,834,812,996
No. Of Clients77
Clients Per Financial Advisor0
HARTFORD FUNDS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $129B assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 384 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 companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (REGISTRANT PROVIDES INVESTMENT ADVICE TO STATES IN CONNECTION WITH 529 PLANS AND MODEL RECOMMENDATIONS)
QualificationsFirm CRD# 107876
Assets Under Management $124,406,091,995
No. Of Clients193
Clients Per Financial Advisor0
HAMILTON LANE is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $124B assets under management, the firm specializes in crafting personalized retirement planning solutions for 193 clients. The team consists of 656 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 463
Assets Under Management $85,895,170,425
No. Of Clients226034
Clients Per Financial Advisor98
JANNEY MONTGOMERY SCOTT LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 226034 clients. The team consists of 2295 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 108881
Assets Under Management $85,595,921,962
No. Of Clients129
Clients Per Financial Advisor1
LINCOLN FINANCIAL INVESTMENTS CORPORATION is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129 clients. The team consists of 124 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 companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 110783
Assets Under Management $66,447,858,097
No. Of Clients1060
Clients Per Financial Advisor9
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1060 clients. The team consists of 122 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL-ONLY PORTFOLIOS)
QualificationsFirm CRD# 137381
Assets Under Management $46,063,913,101
No. Of Clients54
Clients Per Financial Advisor2
PACER ADVISORS, INC. is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 23 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 companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 111069
Assets Under Management $36,395,031,982
No. Of Clients143
Clients Per Financial Advisor1
ABRDN INC. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 clients. The team consists of 212 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 117050
Assets Under Management $34,216,864,561
No. Of Clients191
Clients Per Financial Advisor1
MORGAN STANLEY AIP GP LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 clients. The team consists of 187 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for 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.