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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 - May 13, 2024

Pennsylvania has 14 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

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Michael 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

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Peter D. Shelp
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
Janney Montgomery Scott LLC

Qualifications
CRD# 1402904
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

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Gary Vassalotti
Vimcor

Qualifications
CRD# 2563777
Firm CRD# 119009
Series 65

Minimum Assets Required
$50,000

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.

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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Mike 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

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Scott 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

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William 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

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Eric 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

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Rebecca Pawuk
Edelman Financial Engines, LLC

Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

advisor-photo

Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$150,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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Limerick 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

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Michael 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

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
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Tower 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

Top 15 Retirement Planning firms in Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$6,649,219,111,273208675
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
$856,992,911,981330586
A Percentage of AUM, Fixed Fees, Performance Based
3
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue,
Pittsburgh, PA, 15222-3779
$420,303,833,45380101
A Percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
4
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard,
Malvern, PA, 19355
$337,512,332,679151201
A Percentage of AUM
5
VANGUARD ADVISERS, INC.
100 Vanguard Blvd,
Malvern, PA, 19355
$299,191,714,6496344702124
A Percentage of AUM, Fixed Fees
6
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
610 Market Street,
Philadelphia, PA, 19106
$191,883,504,410407657
A Percentage of AUM, Fixed Fees, Performance Based
7
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive,
Oaks, PA, 19456
$180,855,686,16575194406
A Percentage of AUM, Fixed Fees, Performance Based
8
FEDERATED INVESTMENT COUNSELING
1001 Liberty Avenue,
Pittsburgh, PA, 15222-3779
$164,772,846,6866832210
A Percentage of AUM, Performance Based
9
PFM ASSET MANAGEMENT LLC
213 Market Street,
Harrisburg, PA, 17101-2141
$153,839,195,6081871227
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
10
HARTFORD FUNDS
690 Lee Road,
Wayne, PA, 19087
$122,211,169,14578372
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
$82,766,709,648124115
A Percentage of AUM
12
JANNEY MONTGOMERY SCOTT LLC
1717 Arch Street,
Philadelphia, PA, 19103
$73,000,611,3192163972242
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
$54,376,358,1421176237
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
$52,096,926,901135266
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
$30,397,758,633201193
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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