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Find Retirement Advisors for Retirement Planning in Bala Cynwyd, Pennsylvania
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Bala Cynwyd, Pennsylvania
Last Updated - April 25, 2025Bala Cynwyd has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Bala Cynwyd, Pennsylvania have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Bala Cynwyd, Pennsylvania
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details
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
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
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
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
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
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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
VERIFIEDPaul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDChip Holston
CRPC®
LPL Financial
Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Flat Fee, 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, 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
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 8 Retirement Planning firms in Bala Cynwyd, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | Three Bala Plaza, Suite 500 West Bala Cynwyd, PA, 19004 | $8,627,543,828 | 47 | 29 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 50 Monument Road, Suite 300 Bala Cynwyd, PA, 19004 | $4,430,512,575 | 26 | 25 | A percentage of AUM, Performance Based |
| 3 | 50 Monument Road Suite 201, Bala Cynwyd, PA, 19004 | $303,386,699 | 7 | 3 | A percentage of AUM, Performance Based |
| 4 | 150 Monument Road, Suite 207 Bala Cynwyd, PA, 19004 | $219,602,003 | 1 | 4 | A percentage of AUM, Fixed fees |
| 5 | 2 Bala Plaza, Suite 515 Bala Cynwyd, PA, 19004 | $122,052,326 | 550 | 4 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES & PERCENTAGE OF PLAN ASSETS) |
| 6 | 2 Bala Plaza Suite 604, Bala Cynwyd, PA, 19004 | $47,948,516 | 62 | 2 | A percentage of AUM, Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS) |
| 7 | 150 Monument Road, Suite 207 Bala Cynwyd, PA, 19004 | $0 | 0 | 3 | A percentage of AUM, Fixed fees |
| 8 | One Belmont Avenue, Suite 1000 Bala Cynwyd, PA, 19004 | $0 | 0 | 46 | Other (PERCENTAGE OF FEES SOLICITED) |
Information on Top Retirement Planning firms in Bala Cynwyd, Pennsylvania
QualificationsFirm CRD# 126508
Assets Under Management $8,627,543,828
No. Of Clients47
Clients Per Financial Advisor2
FRANKLIN PARK is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 47 clients. The team consists of 29 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 136028
Assets Under Management $4,430,512,575
No. Of Clients26
Clients Per Financial Advisor1
RADCLIFFE CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 25 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO MGMT FOR GOVERNMENT ENTITIES)
QualificationsFirm CRD# 161408
Assets Under Management $303,386,699
No. Of Clients7
Clients Per Financial Advisor2
MINERVA ADVISORS LLC is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $303M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 3 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
QualificationsFirm CRD# 165865
Assets Under Management $219,602,003
No. Of Clients1
Clients Per Financial Advisor0
EAB INVESTMENT GROUP, LLC is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $220M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 4 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
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 299034
Assets Under Management $122,052,326
No. Of Clients550
Clients Per Financial Advisor138
ODYSSEY CAPITAL ADVISORS INC. is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 550 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (REFERRAL FEES & PERCENTAGE OF PLAN ASSETS)
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# 294016
Assets Under Management $47,948,516
No. Of Clients62
Clients Per Financial Advisor31
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $48M assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 312382
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
EASTERLY EAB RISK SOLUTIONS LLC is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 285183
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
AWH FINANCIAL, LLC is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 46 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (PERCENTAGE OF FEES SOLICITED)
Financial Planning Services
- Selection for other advisors
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