Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Berwyn, 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 Berwyn, Pennsylvania
Last Updated - April 19, 2024Berwyn has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Berwyn, Pennsylvania have an average of 21 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Berwyn, Pennsylvania
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
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
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
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
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
VERIFIEDKetul Mody
CFP®, RICP®
Diamond State Financial Group
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDNicholas Vali
ChFC®
Diamond State Financial Group
Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Berwyn, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CHARTWELL INVESTMENT PARTNERS, LLC 1205 Westlakes Drive, Suite 100 Berwyn, PA, 19312 | $10,473,063,347 | 435 | 43 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | COHO PARTNERS, LTD. 300 Berwyn Park, 801 Cassatt Road, Suite 100 Berwyn, PA, 19312 | $6,165,300,000 | 1323 | 33 | A Percentage of AUM, Performance Based |
| 3 | STANLEY-LAMAN GROUP LTD. 1235 Westlakes Dr, Suite 295 Berwyn, PA, 19312 | $799,800,000 | 710 | 22 | A Percentage of AUM |
| 4 | ELLIS INVESTMENT PARTNERS, LLC 920 Cassatt Road, 200 Berwyn Park, Suite 115 Berwyn, PA, 19312 | $694,117,439 | 1859 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | STERLING INVESTMENT ADVISORS LTD. 1055 Westlakes Drive, Suite 150 Berwyn, PA, 19312 | $618,667,711 | 1271 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | WEALTH ADVISORY GROUP, INC. 1055 Westlakes Drive, Ste 130 Berwyn, PA, 19312 | $483,411,038 | 605 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 7 | TRINITY FINANCIAL PARTNERS II, LLC 1189 Lancaster Avenue, Suite 101, Berwyn, PA, 19312 | $382,302,493 | 968 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | KADES & CHEIFETZ, LLC 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | $362,821,960 | 889 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | HYPERION PARTNERS, LLC 1001 Old Cassatt Road, Suite 208 Berwyn, PA, 19312 | $287,791,440 | 838 | 3 | A Percentage of AUM, Fixed Fees |
| 10 | MILLRACE ASSET GROUP, INC. 1205 Westlakes Drive, Suite 375 Berwyn, PA, 19312 | $223,779,180 | 3 | 9 | A Percentage of AUM, Other (GENERAL PARTNER RECEIVES PERFORMANCE ALLOCATION) |
| 11 | CARNEGIE WEALTH MANAGEMENT, LLC 850 Cassatt Road, Suite 225 Berwyn, PA, 19312 | $214,008,000 | 782 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | TRINITY WEALTH MANAGEMENT, LLC 1000 Westlakes Dr., Suite 275 Berwyn, PA, 19312 | $204,354,385 | 511 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | RED SPRUCE CAPITAL, LLC 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | $167,530,767 | 304 | 4 | A Percentage of AUM |
| 14 | AZARIAS CAPITAL MANAGEMENT, L.P. 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | $126,566,996 | 9 | 5 | A Percentage of AUM, Performance Based |
| 15 | NEWBRIDGE WEALTH MANAGEMENT 1000 Westlakes Drive, Suite 130 Berwyn, PA, 19312 | $115,000,000 | 867 | 4 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Berwyn, Pennsylvania
QualificationsFirm CRD# 170335
Assets Under Management $10,473,063,347
No. Of Clients435
Clients Per Financial Advisor10
CHARTWELL INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 435 clients. The team consists of 43 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
QualificationsFirm CRD# 111335
Assets Under Management $6,165,300,000
No. Of Clients1323
Clients Per Financial Advisor40
COHO PARTNERS, LTD. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1323 clients. The team consists of 33 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 112112
Assets Under Management $799,800,000
No. Of Clients710
Clients Per Financial Advisor32
STANLEY-LAMAN GROUP LTD. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $800M assets under management, the firm specializes in crafting personalized retirement planning solutions for 710 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 157669
Assets Under Management $694,117,439
No. Of Clients1859
Clients Per Financial Advisor81
ELLIS INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $694M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1859 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 140710
Assets Under Management $618,667,711
No. Of Clients1271
Clients Per Financial Advisor159
STERLING INVESTMENT ADVISORS LTD. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $619M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1271 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 122269
Assets Under Management $483,411,038
No. Of Clients605
Clients Per Financial Advisor76
WEALTH ADVISORY GROUP, INC. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $483M assets under management, the firm specializes in crafting personalized retirement planning solutions for 605 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 124397
Assets Under Management $382,302,493
No. Of Clients968
Clients Per Financial Advisor242
TRINITY FINANCIAL PARTNERS II, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $382M assets under management, the firm specializes in crafting personalized retirement planning solutions for 968 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 285068
Assets Under Management $362,821,960
No. Of Clients889
Clients Per Financial Advisor296
KADES & CHEIFETZ, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $363M assets under management, the firm specializes in crafting personalized retirement planning solutions for 889 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 298729
Assets Under Management $287,791,440
No. Of Clients838
Clients Per Financial Advisor279
HYPERION PARTNERS, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 838 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 136907
Assets Under Management $223,779,180
No. Of Clients3
Clients Per Financial Advisor0
MILLRACE ASSET GROUP, INC. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (GENERAL PARTNER RECEIVES PERFORMANCE ALLOCATION)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 290430
Assets Under Management $214,008,000
No. Of Clients782
Clients Per Financial Advisor130
CARNEGIE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 782 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 169216
Assets Under Management $204,354,385
No. Of Clients511
Clients Per Financial Advisor85
TRINITY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 511 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 158720
Assets Under Management $167,530,767
No. Of Clients304
Clients Per Financial Advisor76
RED SPRUCE CAPITAL, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 174466
Assets Under Management $126,566,996
No. Of Clients9
Clients Per Financial Advisor2
AZARIAS CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 5 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# 169239
Assets Under Management $115,000,000
No. Of Clients867
Clients Per Financial Advisor217
NEWBRIDGE WEALTH MANAGEMENT is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $115M assets under management, the firm specializes in crafting personalized retirement planning solutions for 867 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
- Financial Planning
- Portfolio Management for Individuals
- 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:
- Retirement Planners in Blue Bell, Pennsylvania
- Retirement Planners in Conshohocken, Pennsylvania
- Retirement Planners in Dallas, Pennsylvania
- Retirement Planners in Doylestown, Pennsylvania
- Retirement Planners in Duncansville, Pennsylvania
- Retirement Planners in Malvern, Pennsylvania
- Retirement Planners in Monroeville, Pennsylvania
- Retirement Planners in Pittsburgh, Pennsylvania
- Retirement Planners in Royersford, Pennsylvania
- Retirement Planners in Sewickley, Pennsylvania
- Retirement Planners in Wilkes Barre, Pennsylvania
Looking for more choices? Use our free match service to compare retirement planners serving your area.