Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Bridgeville has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Bridgeville, Pennsylvania have an average of 30 years of experience.
Transparent Financial Solutions
CFP®, CLU®, ChFC®
Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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, Legal Advice and Services, Estate Planning & Trusts
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 44 Abele Road, Suite 400 Bridgeville, PA, 15017 | $4,065,965,177 | 3017 | 67 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
2 | 1195 Washington Pike, Suite 100 Bridgeville, PA, 15017 | $137,056,147 | 437 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER MANAGEMENT BY OTHER MONEY MANAGERS) |
QualificationsFirm CRD# 131063
Assets Under Management $4,065,965,177
No. Of Clients3017
Clients Per Financial Advisor45
WALDRON PRIVATE WEALTH is a financial advisory firm situated in Bridgeville, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3017 clients. The team consists of 67 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 14155
Assets Under Management $137,056,147
No. Of Clients437
Clients Per Financial Advisor73
PITTSBURGH FINANCIAL PLANNERS, INC. is a financial advisory firm situated in Bridgeville, Pennsylvania. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 437 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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