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Find Retirement Advisors for Retirement Planning in Chadds Ford, 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 Chadds Ford, Pennsylvania
Last Updated - May 24, 2025Chadds Ford has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 9 non-vetted advisors in your local area. These retirement advisors in Chadds Ford, Pennsylvania have an average of 17 years of experience.
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List of Qualified Retirement Planning Advisors in Chadds Ford, Pennsylvania
VERIFIEDScott McGraw
MERIT Investment Management
Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, 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
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 9 Retirement Planning firms in Chadds Ford, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | Brandywine Five, 1 Dickinson Drive, Suite 103 Chadds Ford, PA, 19317-9665 | $1,517,980,582 | 1773 | 9 | A percentage of AUM, Fixed fees |
| 2 | 225 Wilmington West Chester Pike, Suite 200 Chadds Ford, PA, 19317 | $1,100,639,543 | 165 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 116 Commons Court, Chadds Ford, PA, 19317 | $613,003,476 | 944 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 223 Wilmington-West Chester Pike, Suite 300 Chadds Ford, PA, 19317-9711 | $472,944,049 | 16 | 12 | A percentage of AUM, Performance Based |
| 5 | 285 Wilmington West Chester Pike, Chadds Ford, PA, 19317-9039 | $356,510,432 | 18 | 10 | A percentage of AUM, Performance Based |
| 6 | 225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, PA, 19317 | $240,313,023 | 8 | 1 | A percentage of AUM |
| 7 | 130 Commons Court, Chadds Ford, PA, 19317 | $119,429,575 | 723 | 6 | A percentage of AUM, Fixed fees, Commission Based |
| 8 | 285 Wilmington West Chester Pike, Floor 2 Chadds Ford, PA, 19317 | $76,958,821 | 4 | 2 | A percentage of AUM, Performance Based |
| 9 | Brandywine Five, 1 Dickinson Drive, Suite 103 Chadds Ford, PA, 19317 | $51,954,664 | 135 | 1 | A percentage of AUM |
Information on Top Retirement Planning firms in Chadds Ford, Pennsylvania
QualificationsFirm CRD# 157646
Assets Under Management $1,517,980,582
No. Of Clients1773
Clients Per Financial Advisor197
DT INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1773 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (ASSET ALLOCATION REPORTING SERVICES)
QualificationsFirm CRD# 304159
Assets Under Management $1,100,639,543
No. Of Clients165
Clients Per Financial Advisor83
CHADDS FORD WEALTH PARTNERS, LLC is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 165 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
- 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
QualificationsFirm CRD# 106261
Assets Under Management $613,003,476
No. Of Clients944
Clients Per Financial Advisor79
SMITHBRIDGE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $613M assets under management, the firm specializes in crafting personalized retirement planning solutions for 944 clients. The team consists of 12 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 investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 289811
Assets Under Management $472,944,049
No. Of Clients16
Clients Per Financial Advisor1
OWLS NEST PARTNERS is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $473M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 12 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 105033
Assets Under Management $356,510,432
No. Of Clients18
Clients Per Financial Advisor2
GARDNER LEWIS ASSET MANAGEMENT LP is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $357M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 10 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# 277156
Assets Under Management $240,313,023
No. Of Clients8
Clients Per Financial Advisor8
PF ADVISORS is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 116517
Assets Under Management $119,429,575
No. Of Clients723
Clients Per Financial Advisor121
CHARTERED ADVISORY GROUP is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 723 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
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
- Other (CONSULTING)
QualificationsFirm CRD# 321156
Assets Under Management $76,958,821
No. Of Clients4
Clients Per Financial Advisor2
DARK HORSE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $77M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 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
- Performance Based
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# 166144
Assets Under Management $51,954,664
No. Of Clients135
Clients Per Financial Advisor135
QUINN WEALTH ADVISORS is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $52M assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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