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Find Retirement Advisors for Retirement Planning in Chadds Ford, Pennsylvania

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Finding the Best Retirement Planners in Chadds Ford, Pennsylvania

Last Updated - April 25, 2025

Chadds Ford has 11 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

VERIFIED

Scott McGraw
MERIT Investment Management

Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65

Minimum Assets Required
$0

Address

2 West Market Street,
Suite 100,
West Chester, PA 19375 See Details

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

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VERIFIED

Diversified, LLC
CFP^®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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VERIFIED

Matthew Haraburda
CFP^®, CFA^®
Bernardo Wealth Planning

Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63

Minimum Assets Required
$500,000

Address

527 Green Hill Lane,
Berwyn, PA 19312 See Details

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

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

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

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Chris Schiesser
CFP^®
Prudential

Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An 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

DT INVESTMENT PARTNERS, LLC

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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)

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CHADDS FORD WEALTH PARTNERS, LLC

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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

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SMITHBRIDGE ASSET MANAGEMENT, INC.

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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

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OWLS NEST PARTNERS

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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

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GARDNER LEWIS ASSET MANAGEMENT LP

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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

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PF ADVISORS

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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

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CHARTERED ADVISORY GROUP

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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)

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DARK HORSE CAPITAL MANAGEMENT LLC

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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

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QUINN WEALTH ADVISORS

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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

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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