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 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.
Chadds Ford has 8 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 23 years of experience.
David Levy
CFP®
Diversified, LLC
Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66
Minimum Assets Required
$100,000
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.
Fee-Based, Flat Fee, Based on Assets
Scott McGraw
MERIT Investment Management
Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65
Minimum Assets Required
$0
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.
Fee-Only, Based on Assets
Andrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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.
Fee-Based, Based on Assets
Ketul Mody
CFP®, RICP®
Diamond State Financial Group
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
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.
Fee-Based, Based on Assets
Nicholas Vali
ChFC®
Diamond State Financial Group
Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Commissions, Flat Fee, Based on Assets
Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning.
Fee-Based
Limerick 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
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.
Fee-Only, Based on Assets
Barbara Rowens
RICP®, CDFA®
Barbara Rowens Financial
Qualifications
CRD# 5020083
Firm CRD# 17839
Series 6, 63, 65
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | DT INVESTMENT PARTNERS, LLC Brandywine Five, 1 Dickinson Drive, Suite 103 Chadds Ford, PA, 19317-9665 | $1,275,548,367 | 1620 | 9 | A Percentage of AUM, Fixed Fees |
2 | CHADDS FORD WEALTH PARTNERS, LLC 225 Wilmington West Chester Pike, Suite 200 Chadds Ford, PA, 19317 | $1,004,773,634 | 172 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SMITHBRIDGE ASSET MANAGEMENT, INC. 116 Commons Court, Chadds Ford, PA, 19317 | $527,600,057 | 811 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | GARDNER LEWIS ASSET MANAGEMENT LP 285 Wilmington West Chester Pike, Chadds Ford, PA, 19317-9039 | $342,157,797 | 18 | 10 | A Percentage of AUM, Performance Based |
5 | OWLS NEST PARTNERS 223 Wilmington-West Chester Pike, Suite 300 Chadds Ford, PA, 19317-9711 | $250,260,728 | 17 | 9 | A Percentage of AUM, Performance Based |
6 | PF ADVISORS 225 Wilmington-West Chester Pike, Suite 200, Chadds Ford, PA, 19317 | $239,873,573 | 8 | 1 | A Percentage of AUM |
7 | CHARTERED ADVISORY GROUP 130 Commons Court, Chadds Ford, PA, 19317 | $137,267,907 | 951 | 6 | A Percentage of AUM, Fixed Fees, Commission Based |
8 | DARK HORSE CAPITAL MANAGEMENT LLC 285 Wilmington West Chester Pike, Floor 2 Chadds Ford, PA, 19317 | $57,650,952 | 4 | 2 | A Percentage of AUM, Performance Based |
9 | QUINN WEALTH ADVISORS Brandywine Five, 1 Dickinson Drive, Suite 103 Chadds Ford, PA, 19317 | $43,495,387 | 131 | 1 | A Percentage of AUM |
QualificationsFirm CRD# 157646
Assets Under Management $1,275,548,367
No. Of Clients1620
Clients Per Financial Advisor180
DT INVESTMENT 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 1620 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 304159
Assets Under Management $1,004,773,634
No. Of Clients172
Clients Per Financial Advisor86
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 172 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106261
Assets Under Management $527,600,057
No. Of Clients811
Clients Per Financial Advisor74
SMITHBRIDGE ASSET MANAGEMENT, INC. is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $528M assets under management, the firm specializes in crafting personalized retirement planning solutions for 811 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105033
Assets Under Management $342,157,797
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 $342M 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.
QualificationsFirm CRD# 289811
Assets Under Management $250,260,728
No. Of Clients17
Clients Per Financial Advisor2
OWLS NEST PARTNERS is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 277156
Assets Under Management $239,873,573
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.
QualificationsFirm CRD# 116517
Assets Under Management $137,267,907
No. Of Clients951
Clients Per Financial Advisor159
CHARTERED ADVISORY GROUP is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 951 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 321156
Assets Under Management $57,650,952
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 $58M 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.
QualificationsFirm CRD# 166144
Assets Under Management $43,495,387
No. Of Clients131
Clients Per Financial Advisor131
QUINN WEALTH ADVISORS is a financial advisory firm situated in Chadds Ford, Pennsylvania. With a nearly $43M assets under management, the firm specializes in crafting personalized retirement planning solutions for 131 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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