Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 - May 24, 2025Newtown 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.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Newtown Square, Pennsylvania
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
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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
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
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 8 Retirement Planning firms in Newtown Square, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3811 West Chester Pike, Building 2, Suite 200 Newtown Square, PA, 19073-2325 | $3,505,508,158 | 24 | 78 | A percentage of AUM, Performance Based |
| 2 | 3843 West Chester Pike, Suite 150 Newtown Square, PA, 19073 | $2,459,101,392 | 1730 | 35 | A percentage of AUM, Fixed fees |
| 3 | Ellis Preserve, 3843 West Chester Pike Newtown Square, PA, 19073-2304 | $1,784,049,000 | 9 | 96 | A percentage of AUM, Performance Based |
| 4 | 16 Campus Boulevard, Suite 100 Newtown Square, PA, 19073-3229 | $1,559,189,717 | 3636 | 17 | A percentage of AUM, Fixed fees, Other (SEPARATE ACCOUNT MANAGER) |
| 5 | 3803 West Chester Pike, Suite 225 Newtown Square, PA, 19073 | $799,939,434 | 2337 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 6022 West Chester Pike, Newtown Square, PA, 19073 | $527,831,000 | 3 | 17 | A percentage of AUM, Performance Based, Other (REVENUE SHARE) |
| 7 | 6022 West Chester Pike, Newtown Square, PA, 19073 | $331,534,003 | 3 | 11 | A percentage of AUM, Performance Based, Other (REVENUE SHARE) |
| 8 | 18 Campus Boulevard, Suite 100 Newtown Square, PA, 19073 | $3,080,191 | 7 | 8 | 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
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
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)
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)
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Allentown, Pennsylvania
- Retirement Planners in Berwyn, Pennsylvania
- Retirement Planners in Blue Bell, Pennsylvania
- Retirement Planners in Conshohocken, Pennsylvania
- Retirement Planners in Dallas, Pennsylvania
- Retirement Planners in Doylestown, Pennsylvania
- Retirement Planners in Feasterville Trevose, Pennsylvania
- Retirement Planners in Hanover, Pennsylvania
- Retirement Planners in Harrisburg, Pennsylvania
- Retirement Planners in Lancaster, Pennsylvania
- Retirement Planners in Malvern, Pennsylvania
- Retirement Planners in Monroeville, Pennsylvania
- Retirement Planners in Pittsburgh, Pennsylvania
- Retirement Planners in Reading, Pennsylvania
- Retirement Planners in Sewickley, Pennsylvania
- Retirement Planners in Warrington, Pennsylvania
- Retirement Planners in York, Pennsylvania
Looking for more choices? Use our free match service to compare retirement planners serving your area.