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Find Retirement Advisors for Retirement Planning in Malvern, 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 Malvern, Pennsylvania
Last Updated - May 15, 2025Malvern has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in Malvern, Pennsylvania have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Malvern, Pennsylvania
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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
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
VERIFIEDScott McGraw
MERIT Investment Management
Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
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
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
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in Malvern, 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 | 100 Vanguard Boulevard, Malvern, PA, 19355 | $432,749,681,046 | 153 | 262 | A percentage of AUM |
| 3 | 100 Vanguard Blvd, Malvern, PA, 19355 | $333,066,527,268 | 804462 | 2107 | A percentage of AUM, Fixed fees |
| 4 | 500 Chesterfield Parkway, Malvern, PA, 19355 | $46,063,913,101 | 54 | 23 | A percentage of AUM |
| 5 | 110 N. Phoenixville Pike, Suite 300 Malvern, PA, 19355 | $3,652,379,932 | 336 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 418 E King St, Malvern, PA, 19355 | $1,245,013,642 | 1275 | 12 | A percentage of AUM |
| 7 | 5 Great Valley Parkway, Suite 326 Malvern, PA, 19355 | $459,965,766 | 27 | 2 | A percentage of AUM |
| 8 | 1200 Atwater Drive, Suite 140 Malvern, PA, 19355 | $323,710,000 | 2 | 7 | A percentage of AUM, Performance Based |
| 9 | 18 Church Road, Malvern, PA, 19355 | $246,375,325 | 414 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 5 Great Valley Parkway, Suite 226 Malvern, PA, 19355 | $225,376,716 | 350 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 10 Valley Stream Parkway, Suite 202 Malvern, PA, 19355 | $205,262,625 | 1410 | 11 | A percentage of AUM, Subscription fees |
| 12 | 110 Phoenixville Pike, Suite 300 Malvern, PA, 19355 | $148,196,485 | 952 | 2 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Malvern, 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# 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# 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# 133722
Assets Under Management $3,652,379,932
No. Of Clients336
Clients Per Financial Advisor67
WHARTON BUSINESS GROUP, LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 336 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
- Pesnsion consulting services
QualificationsFirm CRD# 138881
Assets Under Management $1,245,013,642
No. Of Clients1275
Clients Per Financial Advisor106
TRAYNOR CAPITAL MANAGEMENT is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1275 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
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 (BUSINESS FUNDING CONSULTING)
QualificationsFirm CRD# 126013
Assets Under Management $459,965,766
No. Of Clients27
Clients Per Financial Advisor14
OLD GLORY ASSET MANAGEMENT LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 2 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 businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 300786
Assets Under Management $323,710,000
No. Of Clients2
Clients Per Financial Advisor0
TAURUS PRIVATE MARKETS, LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $324M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 7 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# 299003
Assets Under Management $246,375,325
No. Of Clients414
Clients Per Financial Advisor104
FOREFRONT WEALTH MANAGEMENT is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $246M assets under management, the firm specializes in crafting personalized retirement planning solutions for 414 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
- 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# 292396
Assets Under Management $225,376,716
No. Of Clients350
Clients Per Financial Advisor70
MALVERN CAPITAL MANAGEMENT is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $225M assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (OUTSOURCED CIO SERVICES)
QualificationsFirm CRD# 110750
Assets Under Management $205,262,625
No. Of Clients1410
Clients Per Financial Advisor128
CMG CAPITAL MANAGEMENT GROUP, INC. is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1410 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
- Subscription 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
- Publication of periodicals and newsletters
QualificationsFirm CRD# 281348
Assets Under Management $148,196,485
No. Of Clients952
Clients Per Financial Advisor476
WHARTON WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 952 clients. The team consists of 2 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.