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Find Retirement Advisors for Retirement Planning in Newtown Square, 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 Newtown Square, Pennsylvania

Last Updated - April 25, 2025

Newtown Square has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Newtown Square, Pennsylvania have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Newtown Square, Pennsylvania

advisor
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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

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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

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advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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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

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advisor
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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

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advisor
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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

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advisor
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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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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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

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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

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Top 8 Retirement Planning firms in Newtown Square, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

3811 West Chester Pike, Building 2, Suite 200
Newtown Square, PA, 19073-2325
$3,505,508,1582478
A percentage of AUM, Performance Based
2

3843 West Chester Pike, Suite 150
Newtown Square, PA, 19073
$2,459,101,392173035
A percentage of AUM, Fixed fees
3

Ellis Preserve, 3843 West Chester Pike
Newtown Square, PA, 19073-2304
$1,784,049,000996
A percentage of AUM, Performance Based
4

16 Campus Boulevard, Suite 100
Newtown Square, PA, 19073-3229
$1,559,189,717363617
A percentage of AUM, Fixed fees, Other (SEPARATE ACCOUNT MANAGER)
5

3803 West Chester Pike, Suite 225
Newtown Square, PA, 19073
$799,939,434233710
A percentage of AUM, Hourly charges, Fixed fees
6

6022 West Chester Pike,
Newtown Square, PA, 19073
$527,831,000317
A percentage of AUM, Performance Based, Other (REVENUE SHARE)
7

6022 West Chester Pike,
Newtown Square, PA, 19073
$331,534,003311
A percentage of AUM, Performance Based, Other (REVENUE SHARE)
8

18 Campus Boulevard, Suite 100
Newtown Square, PA, 19073
$3,080,19178
A percentage of AUM

Information on Top Retirement Planning firms in Newtown Square, Pennsylvania

QualificationsFirm CRD# 157049

Assets Under Management $3,505,508,158

No. Of Clients24

Clients Per Financial Advisor0

GRAHAM PARTNERS, INC. is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 24 clients. The team consists of 78 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
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QualificationsFirm CRD# 108893

Assets Under Management $2,459,101,392

No. Of Clients1730

Clients Per Financial Advisor49

LOGAN CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1730 clients. The team consists of 35 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 investment companies
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
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QualificationsFirm CRD# 158719

Assets Under Management $1,784,049,000

No. Of Clients9

Clients Per Financial Advisor0

EQUUS CAPITAL PARTNERS, LTD. is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 96 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
  • Other (REAL ESTATE INVESTMENT)
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QualificationsFirm CRD# 152430

Assets Under Management $1,559,189,717

No. Of Clients3636

Clients Per Financial Advisor214

NEWSQUARE CAPITAL, LLC is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3636 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (SEPARATE ACCOUNT MANAGER)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Other (SEPARATE ACCOUNT MANAGER)
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QualificationsFirm CRD# 170052

Assets Under Management $799,939,434

No. Of Clients2337

Clients Per Financial Advisor234

CONCENTUS WEALTH ADVISORS is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $800M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2337 clients. The team consists of 10 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
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QualificationsFirm CRD# 294346

Assets Under Management $527,831,000

No. Of Clients3

Clients Per Financial Advisor0

ARCHEAN CAPITAL PARTNERS II, L.L.C. is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $528M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (REVENUE SHARE)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 324623

Assets Under Management $331,534,003

No. Of Clients3

Clients Per Financial Advisor0

CAMBRIAN CAPITAL MANAGEMENT, L.L.C. is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
  • Performance Based
  • Other (REVENUE SHARE)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
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QualificationsFirm CRD# 285915

Assets Under Management $3,080,191

No. Of Clients7

Clients Per Financial Advisor1

UP FINTECH ASSET MANAGEMENT is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $3M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 8 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 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

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