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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 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 Newtown Square, Pennsylvania
Last Updated - April 16, 2024Newtown Square has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 10 non-vetted advisors in your local area. These retirement advisors in Newtown Square, Pennsylvania have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Newtown Square, Pennsylvania
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
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
VERIFIEDDavid Levy
CFP®
Diversified, LLC
Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66
Minimum Assets Required
$100,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDAndrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDLimerick Financial Group, LLC.
BCA, BCM, CDS, CES, CIS, CSS, CTS, CAS™, RFC®, MSFS, BCE, CFS
Qualifications
CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDEric Picker
Prudential
Qualifications
CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDKetul Mody
CFP®, RICP®
Diamond State Financial Group
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDNicholas Vali
ChFC®
Diamond State Financial Group
Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
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Top 10 Retirement Planning firms in Newtown Square, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | VERITABLE LP 6022 West Chester Pike, Newtown Square, PA, 19073 | $16,533,192,757 | 3674 | 88 | A Percentage of AUM, Fixed Fees |
| 2 | LOGAN CAPITAL MANAGEMENT, INC. 3843 West Chester Pike, Suite 150 Newtown Square, PA, 19073 | $2,250,178,689 | 1699 | 35 | A Percentage of AUM, Fixed Fees |
| 3 | GRAHAM PARTNERS, INC. 3811 West Chester Pike, Building 2, Suite 200 Newtown Square, PA, 19073-2325 | $2,194,754,713 | 24 | 69 | A Percentage of AUM, Performance Based |
| 4 | EQUUS CAPITAL PARTNERS, LTD. Ellis Preserve, 3843 West Chester Pike Newtown Square, PA, 19073-2304 | $1,828,451,000 | 10 | 96 | A Percentage of AUM, Performance Based |
| 5 | NEWSQUARE CAPITAL, LLC 16 Campus Boulevard, Suite 100 Newtown Square, PA, 19073-3229 | $1,187,432,629 | 3230 | 16 | A Percentage of AUM, Fixed Fees, Other (SEPARATE ACCOUNT MANAGER) |
| 6 | INVERNESS GRAHAM INVESTMENTS, INC. 1275 Drummers Lane, Suite 300 Newtown Square, PA, 19073 | $918,054,366 | 14 | 33 | A Percentage of AUM, Performance Based |
| 7 | CONCENTUS WEALTH ADVISORS 3803 West Chester Pike, Suite 225 Newtown Square, PA, 19073 | $700,000,000 | 2232 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | ARCHEAN CAPITAL PARTNERS II, L.L.C. Veritable Lp, 6022 West Chester Pike Newtown Square, PA, 19073 | $527,831,000 | 3 | 15 | A Percentage of AUM, Performance Based, Other (REVENUE SHARE) |
| 9 | CAMBRIAN CAPITAL MANAGEMENT, L.L.C. 6022 West Chester Pike, Newtown Square, PA, 19073 | $328,333,003 | 3 | 10 | A Percentage of AUM, Performance Based, Other (REVENUE SHARE) |
| 10 | UP FINTECH ASSET MANAGEMENT 18 Campus Boulevard, Suite 100 Newtown Square, PA, 19073 | $12,884,509 | 18 | 8 | A Percentage of AUM |
Information on Top Retirement Planning firms in Newtown Square, Pennsylvania
QualificationsFirm CRD# 130758
Assets Under Management $16,533,192,757
No. Of Clients3674
Clients Per Financial Advisor42
VERITABLE LP is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3674 clients. The team consists of 88 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# 108893
Assets Under Management $2,250,178,689
No. Of Clients1699
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 1699 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 157049
Assets Under Management $2,194,754,713
No. Of Clients24
Clients Per Financial Advisor0
GRAHAM PARTNERS, 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 24 clients. The team consists of 69 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
QualificationsFirm CRD# 158719
Assets Under Management $1,828,451,000
No. Of Clients10
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 10 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
QualificationsFirm CRD# 152430
Assets Under Management $1,187,432,629
No. Of Clients3230
Clients Per Financial Advisor202
NEWSQUARE CAPITAL, LLC is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3230 clients. The team consists of 16 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
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 157632
Assets Under Management $918,054,366
No. Of Clients14
Clients Per Financial Advisor0
INVERNESS GRAHAM INVESTMENTS, INC. is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $918M assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 33 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
QualificationsFirm CRD# 170052
Assets Under Management $700,000,000
No. Of Clients2232
Clients Per Financial Advisor186
CONCENTUS WEALTH ADVISORS is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $700M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2232 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
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 15 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
- Selection of Other Advisors
QualificationsFirm CRD# 324623
Assets Under Management $328,333,003
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 $328M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
- Performance Based
- Other (REVENUE SHARE)
Financial Planning Services
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 285915
Assets Under Management $12,884,509
No. Of Clients18
Clients Per Financial Advisor2
UP FINTECH ASSET MANAGEMENT is a financial advisory firm situated in Newtown Square, Pennsylvania. With a nearly $13M assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
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Looking for more choices? Use our free match service to compare retirement planners serving your area.