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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 - January 15, 2025Conshohocken has 20 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Conshohocken, Pennsylvania
VERIFIED Qualifications
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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
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
VERIFIEDEric Picker
Prudential
Qualifications
CRD# 2825058
Firm CRD# 8733
Series 7, 52, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDLimerick 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
VERIFIEDPatrick 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
VERIFIED Qualifications
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
VERIFIEDDiversified, LLC
CFP®
Qualifications
Firm CRD# 331709
Series 65
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 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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, 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
VERIFIED Qualifications
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 | HAMILTON LANE 110 Washington Street, Suite 1300 Conshohocken, PA, 19428 | $856,992,911,981 | 330 | 586 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | MILL CREEK CAPITAL ADVISORS, LLC 161 Washington Street, Suite 1500 Conshohocken, PA, 19428 | $7,876,358,125 | 385 | 39 | A Percentage of AUM, Fixed Fees |
| 3 | COPELAND CAPITAL MANAGEMENT, LLC 161 Washington Street, Suite 1325 Conshohocken, PA, 19428 | $4,018,135,221 | 2304 | 28 | A Percentage of AUM, Performance Based |
| 4 | PPB ADVISORS, LLC 125 East Elm Street, Suite 200 Conshohocken, PA, 19428 | $2,306,426,772 | 61 | 21 | A Percentage of AUM, Other (PRIVATELY MANAGED FUNDS) |
| 5 | CLOVERLAY INVESTMENT MANAGEMENT, LLC 161 Washington Street, Suite 1650 Conshohocken, PA, 19428 | $1,419,912,769 | 12 | 15 | A Percentage of AUM, Performance Based |
| 6 | ALTERRA IOS MANAGER, LLC 720 Fayette St., Suite 700, Conshohocken, PA, 19428 | $1,070,488,063 | 2 | 25 | A Percentage of AUM, Performance Based |
| 7 | COMPASS ION ADVISORS, LLC 300 Conshohocken State Road, Suite 230 Conshohocken, PA, 19428 | $767,057,712 | 2765 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | IRONVIEW CAPITAL MANAGEMENT, LLC 200 Barr Harbor Drive, Suite 400, Conshohocken, PA, 19428 | $723,753,182 | 337 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | ADDISON CAPITAL 20 Ash Street, Suite 330 Conshohocken, PA, 19428 | $650,583,870 | 485 | 4 | A Percentage of AUM, Fixed Fees |
| 10 | MMA ASSET MANAGEMENT LLC Eight Tower Bridge, Suite 1200 Conshohocken, PA, 19428 | $462,998,978 | 113 | 15 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | KITCHING PARTNERS, LLC 555 E North Lane, Suite 5045 Conshohocken, PA, 19428 | $415,752,483 | 155 | 10 | A Percentage of AUM, Fixed Fees |
| 12 | ARIN RISK ADVISORS LLC 1100 East Hector Street, Suite 215 Conshohocken, PA, 19428 | $345,322,591 | 11 | 6 | 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 | $270,811,209 | 972 | 9 | A Percentage of AUM, Fixed Fees |
| 14 | NORTHSTAR FINANCIAL COMPANIES, INC. 1100 E. Hector St, Suite 399 Conshohocken, PA, 19428 | $210,984,972 | 811 | 9 | A Percentage of AUM, Hourly charges |
| 15 | NEST EGG 20 Ash Street, Suite 300 Conshohocken, PA, 19428 | $64,197,589 | 2039 | 13 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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