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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 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 Conshohocken, Pennsylvania

Last Updated - April 9, 2024

Conshohocken has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Conshohocken, Pennsylvania have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Conshohocken, Pennsylvania

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Tower 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

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Mike 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

advisor-photo

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

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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

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

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Rohi 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

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Michael 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

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Paul 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

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David 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

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Andrew 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

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Peter 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Jennifer 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

Top 15 Retirement Planning firms in Conshohocken, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
HAMILTON LANE
110 Washington Street, Suite 1300
Conshohocken, PA, 19428
$856,992,911,981330586
A Percentage of AUM, Fixed Fees, Performance Based
2
MILL CREEK CAPITAL ADVISORS, LLC
161 Washington Street, Suite 1500
Conshohocken, PA, 19428
$7,876,358,12538539
A Percentage of AUM, Fixed Fees
3
COPELAND CAPITAL MANAGEMENT, LLC
161 Washington Street, Suite 1325
Conshohocken, PA, 19428
$4,018,135,221230428
A Percentage of AUM, Performance Based
4
PPB ADVISORS, LLC
125 East Elm Street, Suite 200
Conshohocken, PA, 19428
$2,306,426,7726121
A Percentage of AUM, Other (PRIVATELY MANAGED FUNDS)
5
CLOVERLAY INVESTMENT MANAGEMENT, LLC
161 Washington Street, Suite 1650
Conshohocken, PA, 19428
$1,419,912,7691215
A Percentage of AUM, Performance Based
6
ALTERRA IOS MANAGER, LLC
720 Fayette St., Suite 700,
Conshohocken, PA, 19428
$1,070,488,063225
A Percentage of AUM, Performance Based
7
COMPASS ION ADVISORS, LLC
300 Conshohocken State Road, Suite 230
Conshohocken, PA, 19428
$767,057,712276515
A Percentage of AUM, Hourly charges, Fixed Fees
8
IRONVIEW CAPITAL MANAGEMENT, LLC
200 Barr Harbor Drive, Suite 400,
Conshohocken, PA, 19428
$723,753,18233711
A Percentage of AUM, Hourly charges, Fixed Fees
9
ADDISON CAPITAL
20 Ash Street, Suite 330
Conshohocken, PA, 19428
$650,583,8704854
A Percentage of AUM, Fixed Fees
10
MMA ASSET MANAGEMENT LLC
Eight Tower Bridge, Suite 1200
Conshohocken, PA, 19428
$462,998,97811315
A Percentage of AUM, Hourly charges, Fixed Fees
11
KITCHING PARTNERS, LLC
555 E North Lane, Suite 5045
Conshohocken, PA, 19428
$415,752,48315510
A Percentage of AUM, Fixed Fees
12
ARIN RISK ADVISORS LLC
1100 East Hector Street, Suite 215
Conshohocken, PA, 19428
$345,322,591116
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
13
BEACON BRIDGE WEALTH PARTNERS, LLC
101 West Elm Street, Suite 610
Conshohocken, PA, 19428
$270,811,2099729
A Percentage of AUM, Fixed Fees
14
NORTHSTAR FINANCIAL COMPANIES, INC.
1100 E. Hector St, Suite 399
Conshohocken, PA, 19428
$210,984,9728119
A Percentage of AUM, Hourly charges
15
NEST EGG
20 Ash Street, Suite 300
Conshohocken, PA, 19428
$64,197,589203913
A Percentage of AUM

Information on Top Retirement Planning firms in Conshohocken, Pennsylvania

QualificationsFirm CRD# 107876

Assets Under Management $856,992,911,981

No. Of Clients330

Clients Per Financial Advisor1

HAMILTON LANE is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $857B assets under management, the firm specializes in crafting personalized retirement planning solutions for 330 clients. The team consists of 586 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 141470

Assets Under Management $7,876,358,125

No. Of Clients385

Clients Per Financial Advisor10

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 385 clients. The team consists of 39 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
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 135822

Assets Under Management $4,018,135,221

No. Of Clients2304

Clients Per Financial Advisor82

COPELAND CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2304 clients. The team consists of 28 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 152303

Assets Under Management $2,306,426,772

No. Of Clients61

Clients Per Financial Advisor3

PPB ADVISORS, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (PRIVATELY MANAGED FUNDS)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 277170

Assets Under Management $1,419,912,769

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 15 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
View Full Profile

QualificationsFirm CRD# 324445

Assets Under Management $1,070,488,063

No. Of Clients2

Clients Per Financial Advisor0

ALTERRA IOS MANAGER, 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 2 clients. The team consists of 25 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
View Full Profile

QualificationsFirm CRD# 166418

Assets Under Management $767,057,712

No. Of Clients2765

Clients Per Financial Advisor184

COMPASS ION ADVISORS, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $767M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2765 clients. The team consists of 15 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 150250

Assets Under Management $723,753,182

No. Of Clients337

Clients Per Financial Advisor31

IRONVIEW CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $724M assets under management, the firm specializes in crafting personalized retirement planning solutions for 337 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 144853

Assets Under Management $650,583,870

No. Of Clients485

Clients Per Financial Advisor121

ADDISON CAPITAL is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $651M assets under management, the firm specializes in crafting personalized retirement planning solutions for 485 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 155426

Assets Under Management $462,998,978

No. Of Clients113

Clients Per Financial Advisor8

MMA ASSET MANAGEMENT LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 15 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 325042

Assets Under Management $415,752,483

No. Of Clients155

Clients Per Financial Advisor16

KITCHING PARTNERS, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $416M assets under management, the firm specializes in crafting personalized retirement planning solutions for 155 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
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 151491

Assets Under Management $345,322,591

No. Of Clients11

Clients Per Financial Advisor2

ARIN RISK ADVISORS LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 321705

Assets Under Management $270,811,209

No. Of Clients972

Clients Per Financial Advisor108

BEACON BRIDGE WEALTH PARTNERS, LLC is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 972 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 119396

Assets Under Management $210,984,972

No. Of Clients811

Clients Per Financial Advisor90

NORTHSTAR FINANCIAL COMPANIES, INC. is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 811 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
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 286024

Assets Under Management $64,197,589

No. Of Clients2039

Clients Per Financial Advisor157

NEST EGG is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $64M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2039 clients. The team consists of 13 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
View Full Profile

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