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Find Retirement Advisors for Retirement Planning in Duncansville, 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.
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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 | VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355 | $6,649,219,111,273 | 208 | 675 | A Percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS) |
| 2 | HAMILTON LANE 110 Washington Street, Suite 1300 Conshohocken, PA, 19428 | $856,992,911,981 | 330 | 586 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $420,303,833,453 | 80 | 101 | A Percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.) |
| 4 | VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard, Malvern, PA, 19355 | $337,512,332,679 | 151 | 201 | A Percentage of AUM |
| 5 | VANGUARD ADVISERS, INC. 100 Vanguard Blvd, Malvern, PA, 19355 | $299,191,714,649 | 634470 | 2124 | A Percentage of AUM, Fixed Fees |
| 6 | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street, Philadelphia, PA, 19106 | $191,883,504,410 | 407 | 657 | A Percentage of AUM, Fixed Fees, Performance Based |
| 7 | SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive, Oaks, PA, 19456 | $180,855,686,165 | 75194 | 406 | A Percentage of AUM, Fixed Fees, Performance Based |
| 8 | FEDERATED INVESTMENT COUNSELING 1001 Liberty Avenue, Pittsburgh, PA, 15222-3779 | $164,772,846,686 | 6832 | 210 | A Percentage of AUM, Performance Based |
| 9 | PFM ASSET MANAGEMENT LLC 213 Market Street, Harrisburg, PA, 17101-2141 | $153,839,195,608 | 1871 | 227 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 10 | HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087 | $122,211,169,145 | 78 | 372 | A Percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| 11 | LINCOLN FINANCIAL INVESTMENTS CORPORATION 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | $82,766,709,648 | 124 | 115 | A Percentage of AUM |
| 12 | JANNEY MONTGOMERY SCOTT LLC 1717 Arch Street, Philadelphia, PA, 19103 | $73,000,611,319 | 216397 | 2242 | A Percentage of AUM, Fixed Fees, Commission Based, Other (FEE PLUS COMMISSION) |
| 13 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 1735 Market Street, Suite 1800 Philadelphia, PA, 19103 | $54,376,358,142 | 1176 | 237 | A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| 14 | ABRDN INC. 1900 Market Street, Suite 200 Philadelphia, PA, 19103 | $52,096,926,901 | 135 | 266 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
| 15 | MORGAN STANLEY AIP GP LP 100 Front Street, Suite 400 West Conshohocken, PA, 19428 | $30,397,758,633 | 201 | 193 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Duncansville, Pennsylvania
QualificationsFirm CRD# 105958
Assets Under Management $6,649,219,111,273
No. Of Clients208
Clients Per Financial Advisor0
VANGUARD GROUP INC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $7T assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 clients. The team consists of 675 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
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# 105138
Assets Under Management $420,303,833,453
No. Of Clients80
Clients Per Financial Advisor1
FEDERATED INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $420B 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
- Selection of Other Advisors
QualificationsFirm CRD# 164593
Assets Under Management $337,512,332,679
No. Of Clients151
Clients Per Financial Advisor1
VANGUARD GLOBAL ADVISERS, LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $338B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 201 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
QualificationsFirm CRD# 106715
Assets Under Management $299,191,714,649
No. Of Clients634470
Clients Per Financial Advisor299
VANGUARD ADVISERS, INC. is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 634470 clients. The team consists of 2124 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
- Selection of Other Advisors
QualificationsFirm CRD# 105390
Assets Under Management $191,883,504,410
No. Of Clients407
Clients Per Financial Advisor1
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $192B assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105146
Assets Under Management $180,855,686,165
No. Of Clients75194
Clients Per Financial Advisor185
SEI INVESTMENTS MANAGEMENT CORP is a financial advisory firm situated in Oaks, Pennsylvania. With a nearly $181B assets under management, the firm specializes in crafting personalized retirement planning solutions for 75194 clients. The team consists of 406 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105325
Assets Under Management $164,772,846,686
No. Of Clients6832
Clients Per Financial Advisor33
FEDERATED INVESTMENT COUNSELING is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $165B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6832 clients. The team consists of 210 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 pooled Investment
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 122141
Assets Under Management $153,839,195,608
No. Of Clients1871
Clients Per Financial Advisor8
PFM ASSET MANAGEMENT LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $154B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1871 clients. The team consists of 227 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 147746
Assets Under Management $122,211,169,145
No. Of Clients78
Clients Per Financial Advisor0
HARTFORD FUNDS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $122B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 372 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 108881
Assets Under Management $82,766,709,648
No. Of Clients124
Clients Per Financial Advisor1
LINCOLN FINANCIAL INVESTMENTS CORPORATION is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $83B assets under management, the firm specializes in crafting personalized retirement planning solutions for 124 clients. The team consists of 115 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 463
Assets Under Management $73,000,611,319
No. Of Clients216397
Clients Per Financial Advisor97
JANNEY MONTGOMERY SCOTT LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $73B assets under management, the firm specializes in crafting personalized retirement planning solutions for 216397 clients. The team consists of 2242 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 110783
Assets Under Management $54,376,358,142
No. Of Clients1176
Clients Per Financial Advisor5
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 clients. The team consists of 237 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111069
Assets Under Management $52,096,926,901
No. Of Clients135
Clients Per Financial Advisor1
ABRDN INC. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $52B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 266 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 117050
Assets Under Management $30,397,758,633
No. Of Clients201
Clients Per Financial Advisor1
MORGAN STANLEY AIP GP LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 201 clients. The team consists of 193 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
- Selection of Other Advisors
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