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Find Retirement Advisors for Retirement Planning in Bryn Mawr, 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 Bryn Mawr, Pennsylvania
Last Updated - April 12, 2024Bryn Mawr has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Bryn Mawr, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Bryn Mawr, 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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
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
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
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
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
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
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
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 6 Retirement Planning firms in Bryn Mawr, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ATAIROS MANAGEMENT, L.P. 40 Morris Avenue, Bryn Mawr, PA, 19010 | $6,509,990,000 | 2 | 27 | Fixed Fees, Other (PROFITS INTEREST) |
| 2 | PALLADIEM LLC One Town Place, Suite 200 Bryn Mawr, PA, 19010 | $590,428,598 | 368 | 4 | A Percentage of AUM |
| 3 | SPOUTING ROCK ASSET MANAGEMENT, LLC 925 W. Lancaster Ave., Suite 250 Bryn Mawr, PA, 19010 | $454,972,819 | 187 | 44 | A Percentage of AUM, Performance Based, Other (SHARE IN THIRD PARTY ADVISORY FEES) |
| 4 | SORA INVESTORS One Town Place, Suite 110 Bryn Mawr, PA, 19010 | $420,769,000 | 3 | 5 | A Percentage of AUM, Performance Based, Other (EXPENSE REIMBURSEMENT) |
| 5 | MCGOWAN & CO LLP 937 Glenbrook Ave, Bryn Mawr, PA, 19010 | $414,472,350 | 235 | 3 | A Percentage of AUM |
| 6 | DAKOTA INVESTMENTS, LLC 925 W. Lancaster Avenue, Suite 220 Bryn Mawr, PA, 19010 | $49,109,184 | 1 | 6 | A Percentage of AUM |
Information on Top Retirement Planning firms in Bryn Mawr, Pennsylvania
QualificationsFirm CRD# 281947
Assets Under Management $6,509,990,000
No. Of Clients2
Clients Per Financial Advisor0
ATAIROS MANAGEMENT, L.P. is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
- Other (PROFITS INTEREST)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 158989
Assets Under Management $590,428,598
No. Of Clients368
Clients Per Financial Advisor92
PALLADIEM LLC is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $590M assets under management, the firm specializes in crafting personalized retirement planning solutions for 368 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
- Portfolio Management for Business
QualificationsFirm CRD# 150516
Assets Under Management $454,972,819
No. Of Clients187
Clients Per Financial Advisor4
SPOUTING ROCK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $455M assets under management, the firm specializes in crafting personalized retirement planning solutions for 187 clients. The team consists of 44 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
- Other (SHARE IN THIRD PARTY ADVISORY FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 317257
Assets Under Management $420,769,000
No. Of Clients3
Clients Per Financial Advisor1
SORA INVESTORS is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Other (EXPENSE REIMBURSEMENT)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 108736
Assets Under Management $414,472,350
No. Of Clients235
Clients Per Financial Advisor78
MCGOWAN & CO LLP is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $414M assets under management, the firm specializes in crafting personalized retirement planning solutions for 235 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
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 290284
Assets Under Management $49,109,184
No. Of Clients1
Clients Per Financial Advisor0
DAKOTA INVESTMENTS, LLC is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $49M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
Financial Planning Services
- Portfolio Management for Investment
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