National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - April 25, 2025

Malvern 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Malvern, Pennsylvania

advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Matthew 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 117756
Series 7

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Scott 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Diversified, 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

David 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Jim 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Chris 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

Find An Advisor arrow-right

Top 12 Retirement Planning firms in Malvern, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

100 Vanguard Blvd, V26
Malvern, PA, 19355
$7,909,760,294,676209980
A percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
2

100 Vanguard Boulevard,
Malvern, PA, 19355
$432,749,681,046153262
A percentage of AUM
3

100 Vanguard Blvd,
Malvern, PA, 19355
$333,066,527,2688044622107
A percentage of AUM, Fixed fees
4

500 Chesterfield Parkway,
Malvern, PA, 19355
$46,063,913,1015423
A percentage of AUM
5

110 N. Phoenixville Pike, Suite 300
Malvern, PA, 19355
$3,652,379,9323365
A percentage of AUM, Hourly charges, Fixed fees
6

418 E King St,
Malvern, PA, 19355
$1,245,013,642127512
A percentage of AUM
7

5 Great Valley Parkway, Suite 326
Malvern, PA, 19355
$459,965,766272
A percentage of AUM
8

1200 Atwater Drive, Suite 140
Malvern, PA, 19355
$323,710,00027
A percentage of AUM, Performance Based
9

18 Church Road,
Malvern, PA, 19355
$246,375,3254144
A percentage of AUM, Hourly charges, Fixed fees
10

5 Great Valley Parkway, Suite 226
Malvern, PA, 19355
$225,376,7163505
A percentage of AUM, Hourly charges, Fixed fees
11

10 Valley Stream Parkway, Suite 202
Malvern, PA, 19355
$205,262,625141011
A percentage of AUM, Subscription fees
12

110 Phoenixville Pike, Suite 300
Malvern, PA, 19355
$148,196,4859522
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners