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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 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 Berwyn, Pennsylvania
Last Updated - April 25, 2025Berwyn has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Berwyn, Pennsylvania have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Berwyn, Pennsylvania
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
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
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Top 13 Retirement Planning firms in Berwyn, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1205 Westlakes Drive, Suite 100 Berwyn, PA, 19312 | $12,309,970,991 | 398 | 33 | A percentage of AUM, Fixed fees |
| 2 | 300 Berwyn Park, 801 Cassatt Road, Suite 100 Berwyn, PA, 19312 | $4,558,100,000 | 1190 | 34 | A percentage of AUM, Performance Based |
| 3 | 1235 Westlakes Dr, Suite 295 Berwyn, PA, 19312 | $911,286,000 | 715 | 24 | A percentage of AUM |
| 4 | 920 Cassatt Road, 200 Berwyn Park, Suite 115 Berwyn, PA, 19312 | $800,785,285 | 802 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1055 Westlakes Drive, Suite 150 Berwyn, PA, 19312 | $745,783,895 | 1391 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1055 Westlakes Drive, Ste 130 Berwyn, PA, 19312 | $581,158,400 | 673 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 7 | 850 Cassatt Road, Suite 225 Berwyn, PA, 19312 | $333,639,773 | 917 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 899 Cassatt Road, Suite 120 Berwyn, PA, 19312 | $304,363,692 | 631 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | $252,869,043 | 9 | 6 | A percentage of AUM, Performance Based |
| 10 | 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | $231,780,377 | 316 | 4 | A percentage of AUM |
| 11 | 1205 Westlakes Drive, Suite 375 Berwyn, PA, 19312 | $194,091,122 | 3 | 8 | A percentage of AUM, Other (GENERAL PARTNER RECEIVES PERFORMANCE ALLOCATION) |
| 12 | 1055 Westlakes Drive, Suite 300 Berwyn, PA, 19312 | $165,573,599 | 560 | 1 | A percentage of AUM, Fixed fees |
| 13 | 1000 Chesterbrook Boulevard, Suite 102 Berwyn, PA, 19312 | $130,643,681 | 2 | 16 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Berwyn, Pennsylvania
QualificationsFirm CRD# 170335
Assets Under Management $12,309,970,991
No. Of Clients398
Clients Per Financial Advisor12
CHARTWELL INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 398 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
- Fixed fees
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# 111335
Assets Under Management $4,558,100,000
No. Of Clients1190
Clients Per Financial Advisor35
COHO PARTNERS, LTD. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1190 clients. The team consists of 34 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 112112
Assets Under Management $911,286,000
No. Of Clients715
Clients Per Financial Advisor30
STANLEY-LAMAN GROUP LTD. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $911M assets under management, the firm specializes in crafting personalized retirement planning solutions for 715 clients. The team consists of 24 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 157669
Assets Under Management $800,785,285
No. Of Clients802
Clients Per Financial Advisor35
ELLIS INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $801M assets under management, the firm specializes in crafting personalized retirement planning solutions for 802 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING SERVICES)
QualificationsFirm CRD# 140710
Assets Under Management $745,783,895
No. Of Clients1391
Clients Per Financial Advisor155
STERLING INVESTMENT ADVISORS LTD. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $746M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1391 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 122269
Assets Under Management $581,158,400
No. Of Clients673
Clients Per Financial Advisor96
WEALTH ADVISORY GROUP, INC. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $581M assets under management, the firm specializes in crafting personalized retirement planning solutions for 673 clients. The team consists of 7 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 290430
Assets Under Management $333,639,773
No. Of Clients917
Clients Per Financial Advisor153
CARNEGIE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 917 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 169216
Assets Under Management $304,363,692
No. Of Clients631
Clients Per Financial Advisor90
TRINITY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 631 clients. The team consists of 7 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 174466
Assets Under Management $252,869,043
No. Of Clients9
Clients Per Financial Advisor2
AZARIAS CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 158720
Assets Under Management $231,780,377
No. Of Clients316
Clients Per Financial Advisor79
RED SPRUCE CAPITAL, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 316 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 and/or small businesses
QualificationsFirm CRD# 136907
Assets Under Management $194,091,122
No. Of Clients3
Clients Per Financial Advisor0
MILLRACE ASSET GROUP, INC. is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $194M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Other (GENERAL PARTNER RECEIVES PERFORMANCE ALLOCATION)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 285351
Assets Under Management $165,573,599
No. Of Clients560
Clients Per Financial Advisor560
ROLEK RETIREMENT PLANNING is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $166M assets under management, the firm specializes in crafting personalized retirement planning solutions for 560 clients. The team consists of 1 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
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 326708
Assets Under Management $130,643,681
No. Of Clients2
Clients Per Financial Advisor0
ATEGENOS CAPITAL, LLC is a financial advisory firm situated in Berwyn, Pennsylvania. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 16 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 individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
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