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Find Retirement Advisors for Retirement Planning in Conshohocken, 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 Conshohocken, Pennsylvania
Last Updated - April 24, 2025Conshohocken has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Conshohocken, Pennsylvania have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Conshohocken, Pennsylvania
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
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
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDDavid Montemurro
CLU®, ChFC®
Prudential
Qualifications
CRD# 3049751
Firm CRD# 8733
Series 6, 7, 26, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDPatrick Thomas Sewards
CFA®
Costello Asset Management
Qualifications
CRD# 5060821
Firm CRD# 123249
Series 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
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
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
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
VERIFIEDChip Holston
CRPC®
LPL Financial
Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Flat Fee, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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 15 Retirement Planning firms in Conshohocken, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 110 Washington Street, Suite 1300 Conshohocken, PA, 19428 | $124,406,091,995 | 193 | 656 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | Eight Tower Bridge, 161 Washington Street, 11th Floor West Conshohocken, PA, 19428 | $33,655,762,702 | 40 | 33 | A percentage of AUM |
| 3 | Eight Tower Bridge, 161 Washington Street, 7th Floor Conshohocken, PA, 19428 | $13,493,087,310 | 138 | 94 | A percentage of AUM, Performance Based, Other (FEES BASED ON RENTAL INCOME GENERATED BY REAL ESTATE INVESTMENTS) |
| 4 | 161 Washington Street, Suite 1500 Conshohocken, PA, 19428 | $8,201,352,376 | 2081 | 43 | A percentage of AUM, Fixed fees |
| 5 | 161 Washington Street, Conshohocken, PA, 19428 | $6,863,863,431 | 30467 | 456 | A percentage of AUM, Hourly charges, Fixed fees, Other (TRAIL COMMISSIONS, DISTRIBUTION ASSISTANCE FEES) |
| 6 | 161 Washington Street, Suite 1325 Conshohocken, PA, 19428 | $4,947,657,452 | 2599 | 30 | A percentage of AUM, Performance Based |
| 7 | 161 Washington Street, Suite 1650 Conshohocken, PA, 19428 | $1,471,292,466 | 12 | 16 | A percentage of AUM, Performance Based |
| 8 | 227 Washington Street, Conshohocken, PA, 19428 | $1,416,637,644 | 9 | 17 | A percentage of AUM, Performance Based |
| 9 | 300 Conshohocken State Road, Suite 230 Conshohocken, PA, 19428 | $1,089,630,152 | 3277 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 1100 East Hector Street, Suite 215 Conshohocken, PA, 19428 | $987,796,488 | 13 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 11 | 200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428 | $850,983,461 | 355 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | Eight Tower Bridge, 161 Washington Street, Suite 801 Conshohocken, PA, 19428 | $775,801,961 | 148 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 20 Ash Street, Suite 330 Conshohocken, PA, 19428 | $746,977,083 | 458 | 4 | A percentage of AUM, Fixed fees |
| 14 | Eight Tower Bridge, Suite 1200 Conshohocken, PA, 19428 | $638,385,367 | 534 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 1001 Conshohocken State Rd., Suite #315 Conshohocken, PA, 19428 | $593,149,516 | 4 | 14 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Conshohocken, Pennsylvania
QualificationsFirm CRD# 107876
Assets Under Management $124,406,091,995
No. Of Clients193
Clients Per Financial Advisor0
HAMILTON LANE is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $124B assets under management, the firm specializes in crafting personalized retirement planning solutions for 193 clients. The team consists of 656 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 107518
Assets Under Management $33,655,762,702
No. Of Clients40
Clients Per Financial Advisor1
PENN MUTUAL ASSET MANAGEMENT, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 40 clients. The team consists of 33 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 companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 290078
Assets Under Management $13,493,087,310
No. Of Clients138
Clients Per Financial Advisor1
CENTERSQUARE INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 138 clients. The team consists of 94 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (FEES BASED ON RENTAL INCOME GENERATED BY REAL ESTATE INVESTMENTS)
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
- Other (INDEX MAINTENANCE SERVICES)
QualificationsFirm CRD# 141470
Assets Under Management $8,201,352,376
No. Of Clients2081
Clients Per Financial Advisor48
MILL CREEK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2081 clients. The team consists of 43 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 4031
Assets Under Management $6,863,863,431
No. Of Clients30467
Clients Per Financial Advisor67
HORNOR, TOWNSEND & KENT, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30467 clients. The team consists of 456 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (TRAIL COMMISSIONS
- DISTRIBUTION ASSISTANCE FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 135822
Assets Under Management $4,947,657,452
No. Of Clients2599
Clients Per Financial Advisor87
COPELAND CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2599 clients. The team consists of 30 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# 277170
Assets Under Management $1,471,292,466
No. Of Clients12
Clients Per Financial Advisor1
CLOVERLAY INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 16 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 pooled investment vehicles
QualificationsFirm CRD# 300795
Assets Under Management $1,416,637,644
No. Of Clients9
Clients Per Financial Advisor1
MORGAN PROPERTIES SPECIAL SITUATIONS II LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 17 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
- Other (PORTFOLIO MANAGEMENT OF SEPARATELY MANAGED ACCOUNT(S))
QualificationsFirm CRD# 166418
Assets Under Management $1,089,630,152
No. Of Clients3277
Clients Per Financial Advisor164
COMPASS ION ADVISORS, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3277 clients. The team consists of 20 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# 151491
Assets Under Management $987,796,488
No. Of Clients13
Clients Per Financial Advisor3
ARIN RISK ADVISORS LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- 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
- Selection for other advisors
- Other (SUB-ADVISORY SERVICES)
QualificationsFirm CRD# 150250
Assets Under Management $850,983,461
No. Of Clients355
Clients Per Financial Advisor32
IRONVIEW CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $851M assets under management, the firm specializes in crafting personalized retirement planning solutions for 355 clients. The team consists of 11 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
- Pesnsion consulting services
- Other (CORPORATE CONSULTING)
QualificationsFirm CRD# 333260
Assets Under Management $775,801,961
No. Of Clients148
Clients Per Financial Advisor30
PITCAIRN WEALTH ADVISORS LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $776M assets under management, the firm specializes in crafting personalized retirement planning solutions for 148 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 144853
Assets Under Management $746,977,083
No. Of Clients458
Clients Per Financial Advisor115
ADDISON CAPITAL is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $747M assets under management, the firm specializes in crafting personalized retirement planning solutions for 458 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
- 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# 155426
Assets Under Management $638,385,367
No. Of Clients534
Clients Per Financial Advisor31
MMA ASSET MANAGEMENT LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $638M assets under management, the firm specializes in crafting personalized retirement planning solutions for 534 clients. The team consists of 17 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
- Pesnsion consulting services
QualificationsFirm CRD# 318664
Assets Under Management $593,149,516
No. Of Clients4
Clients Per Financial Advisor0
ELECTRA CAPITAL is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $593M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 14 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 pooled investment vehicles
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