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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 you 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 registrations check. 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 9, 2024Bala Cynwyd has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Bala Cynwyd, Pennsylvania have an average of 21 years of experience.
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List of Qualified Retirement Planning Advisors in Bala Cynwyd, Pennsylvania
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
VERIFIEDRohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
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
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
VERIFIEDDavid Levy
CFP®
Diversified, LLC
Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDAndrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
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Top 5 Retirement Planning firms in Bala Cynwyd, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | FRANKLIN PARK Three Bala Plaza, Suite 500 West Bala Cynwyd, PA, 19004 | $22,069,254,113 | 58 | 28 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | RADCLIFFE CAPITAL MANAGEMENT, L.P. 50 Monument Road, Suite 300 Bala Cynwyd, PA, 19004 | $5,805,732,007 | 21 | 22 | A Percentage of AUM, Performance Based |
| 3 | MINERVA ADVISORS LLC 50 Monument Road Suite 201, Bala Cynwyd, PA, 19004 | $283,552,907 | 6 | 3 | A Percentage of AUM, Performance Based |
| 4 | PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC 2 Bala Plaza Suite 604, Bala Cynwyd, PA, 19004 | $53,458,273 | 128 | 2 | A Percentage of AUM, Fixed Fees, Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS) |
| 5 | AWH FINANCIAL, LLC One Belmont Avenue, Suite 1000 Bala Cynwyd, PA, 19004 | $0 | 0 | 35 | Other (PERCENTAGE OF FEES SOLICITED) |
Information on Top Retirement Planning firms in Bala Cynwyd, Pennsylvania
QualificationsFirm CRD# 126508
Assets Under Management $22,069,254,113
No. Of Clients58
Clients Per Financial Advisor2
FRANKLIN PARK is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 58 clients. The team consists of 28 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 136028
Assets Under Management $5,805,732,007
No. Of Clients21
Clients Per Financial Advisor1
RADCLIFFE CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 22 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
- Portfolio Management for Business
QualificationsFirm CRD# 161408
Assets Under Management $283,552,907
No. Of Clients6
Clients Per Financial Advisor2
MINERVA ADVISORS LLC is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 294016
Assets Under Management $53,458,273
No. Of Clients128
Clients Per Financial Advisor64
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Bala Cynwyd, Pennsylvania. With a nearly $53M assets under management, the firm specializes in crafting personalized retirement planning solutions for 128 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
- Fixed Fees
- Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
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 35 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 of Other Advisors
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