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Find Retirement Advisors for Retirement Planning in Pennsylvania, Duncansville
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.
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Top 15 Retirement Planning firms in Duncansville, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 100 Vanguard Blvd, V26 Malvern, PA, 19355 | $7,909,760,294,676 | 209 | 980 | A percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS) |
| 2 | 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $501,645,588,245 | 80 | 101 | A percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
| 3 | 100 Vanguard Boulevard, Malvern, PA, 19355 | $432,749,681,046 | 153 | 262 | A percentage of AUM |
| 4 | 100 Vanguard Blvd, Malvern, PA, 19355 | $333,066,527,268 | 804462 | 2107 | A percentage of AUM, Fixed fees |
| 5 | One Freedom Valley Drive, Oaks, PA, 19456 | $194,796,322,013 | 93301 | 411 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 610 Market Street, Philadelphia, PA, 19106 | $190,960,333,268 | 377 | 657 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $185,452,168,971 | 7838 | 215 | A percentage of AUM, Performance Based |
| 8 | 690 Lee Road, Wayne, PA, 19087 | $128,834,812,996 | 77 | 384 | A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| 9 | 110 Washington Street, Suite 1300 Conshohocken, PA, 19428 | $124,406,091,995 | 193 | 656 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 1717 Arch Street, Philadelphia, PA, 19103 | $85,895,170,425 | 226034 | 2295 | A percentage of AUM, Fixed fees, Commission Based, Other (FEE PLUS COMMISSION) |
| 11 | 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | $85,595,921,962 | 129 | 124 | A percentage of AUM |
| 12 | 1735 Market Street, Suite 1800 Philadelphia, PA, 19103 | $66,447,858,097 | 1060 | 122 | A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| 13 | 500 Chesterfield Parkway, Malvern, PA, 19355 | $46,063,913,101 | 54 | 23 | A percentage of AUM |
| 14 | 1900 Market Street, Suite 200 Philadelphia, PA, 19103 | $36,395,031,982 | 143 | 212 | A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
| 15 | 100 Front Street, Suite 400 West Conshohocken, PA, 19428 | $34,216,864,561 | 191 | 187 | A percentage of AUM, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Duncansville, Pennsylvania
QualificationsFirm CRD# 105958
Assets Under Management $7,909,760,294,676
No. Of Clients209
Clients Per Financial Advisor0
VANGUARD GROUP INC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $8T assets under management, the firm specializes in crafting personalized retirement planning solutions for 209 clients. The team consists of 980 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
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
- Publication of periodicals and newsletters
QualificationsFirm CRD# 105138
Assets Under Management $501,645,588,245
No. Of Clients80
Clients Per Financial Advisor1
FEDERATED INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $502B assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
Financial Planning Services
- Portfolio management for investment companies
- Selection for other advisors
QualificationsFirm CRD# 164593
Assets Under Management $432,749,681,046
No. Of Clients153
Clients Per Financial Advisor1
VANGUARD GLOBAL ADVISERS, LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $433B assets under management, the firm specializes in crafting personalized retirement planning solutions for 153 clients. The team consists of 262 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 pooled investment vehicles
QualificationsFirm CRD# 106715
Assets Under Management $333,066,527,268
No. Of Clients804462
Clients Per Financial Advisor382
VANGUARD ADVISERS, INC. is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $333B assets under management, the firm specializes in crafting personalized retirement planning solutions for 804462 clients. The team consists of 2107 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
- Selection for other advisors
QualificationsFirm CRD# 105146
Assets Under Management $194,796,322,013
No. Of Clients93301
Clients Per Financial Advisor227
SEI INVESTMENTS MANAGEMENT CORP is a financial advisory firm situated in Oaks, Pennsylvania. With a nearly $195B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93301 clients. The team consists of 411 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
- 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
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 105390
Assets Under Management $190,960,333,268
No. Of Clients377
Clients Per Financial Advisor1
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $191B assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 clients. The team consists of 657 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 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 (STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT)
QualificationsFirm CRD# 105325
Assets Under Management $185,452,168,971
No. Of Clients7838
Clients Per Financial Advisor36
FEDERATED INVESTMENT COUNSELING is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $185B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7838 clients. The team consists of 215 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
- Education seminars/workshops
- Other (ADVISER ALSO PROVIDES MODEL PORTFOLIOS AND ASSET ALLOCATION RECOMMENDATIONS AND PERIODIC UPDATES TO THEM.)
QualificationsFirm CRD# 147746
Assets Under Management $128,834,812,996
No. Of Clients77
Clients Per Financial Advisor0
HARTFORD FUNDS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $129B assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 384 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (REGISTRANT PROVIDES INVESTMENT ADVICE TO STATES IN CONNECTION WITH 529 PLANS AND MODEL RECOMMENDATIONS)
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# 463
Assets Under Management $85,895,170,425
No. Of Clients226034
Clients Per Financial Advisor98
JANNEY MONTGOMERY SCOTT LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 226034 clients. The team consists of 2295 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
- Other (FEE PLUS COMMISSION)
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
- Education seminars/workshops
QualificationsFirm CRD# 108881
Assets Under Management $85,595,921,962
No. Of Clients129
Clients Per Financial Advisor1
LINCOLN FINANCIAL INVESTMENTS CORPORATION is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129 clients. The team consists of 124 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
- Selection for other advisors
QualificationsFirm CRD# 110783
Assets Under Management $66,447,858,097
No. Of Clients1060
Clients Per Financial Advisor9
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1060 clients. The team consists of 122 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
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 (MODEL-ONLY PORTFOLIOS)
QualificationsFirm CRD# 137381
Assets Under Management $46,063,913,101
No. Of Clients54
Clients Per Financial Advisor2
PACER ADVISORS, INC. is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $46B assets under management, the firm specializes in crafting personalized retirement planning solutions for 54 clients. The team consists of 23 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
QualificationsFirm CRD# 111069
Assets Under Management $36,395,031,982
No. Of Clients143
Clients Per Financial Advisor1
ABRDN INC. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 clients. The team consists of 212 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
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# 117050
Assets Under Management $34,216,864,561
No. Of Clients191
Clients Per Financial Advisor1
MORGAN STANLEY AIP GP LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 clients. The team consists of 187 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 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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.