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Find Retirement Advisors for Retirement Planning in Monroeville, 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 Monroeville, Pennsylvania
Last Updated - September 5, 2024Monroeville has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Monroeville, Pennsylvania have an average of 24 years of experience.
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List of Qualified Retirement Planning Advisors in Monroeville, Pennsylvania
VERIFIEDMichael Marion
CFP®
Marion Wealth Management
Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDRebecca Pawuk
Edelman Financial Engines, LLC
Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Monroeville, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | INVICTA ADVISORS LLC 2790 Mosside Boulevard, Suite 530 Monroeville, PA, 15146 | $421,922,781 | 3108 | 36 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | SANTORI & PETERS 3824 Northern Pike, Suite 450 Monroeville, PA, 15146 | $417,054,484 | 805 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 3 | MARION WEALTH MANAGEMENT 2790 Mosside Blvd, Suite 640 Monroeville, PA, 15146 | $333,105,354 | 1167 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Monroeville, Pennsylvania
QualificationsFirm CRD# 298868
Assets Under Management $421,922,781
No. Of Clients3108
Clients Per Financial Advisor86
INVICTA ADVISORS LLC is a financial advisory firm situated in Monroeville, Pennsylvania. With a nearly $422M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3108 clients. The team consists of 36 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
QualificationsFirm CRD# 105978
Assets Under Management $417,054,484
No. Of Clients805
Clients Per Financial Advisor161
SANTORI & PETERS is a financial advisory firm situated in Monroeville, Pennsylvania. With a nearly $417M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 315730
Assets Under Management $333,105,354
No. Of Clients1167
Clients Per Financial Advisor195
MARION WEALTH MANAGEMENT is a financial advisory firm situated in Monroeville, Pennsylvania. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1167 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.