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Find Retirement Advisors for Retirement Planning in Oil City, 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.

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Top 15 Retirement Planning firms in Oil City, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
VANGUARD GROUP INC
100 Vanguard Blvd, V26
Malvern, PA, 19355
$6,649,219,111,273208675
A Percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
2
HAMILTON LANE
110 Washington Street, Suite 1300
Conshohocken, PA, 19428
$856,992,911,981330586
A Percentage of AUM, Fixed Fees, Performance Based
3
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue,
Pittsburgh, PA, 15222-3779
$420,303,833,45380101
A Percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
4
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard,
Malvern, PA, 19355
$337,512,332,679151201
A Percentage of AUM
5
VANGUARD ADVISERS, INC.
100 Vanguard Blvd,
Malvern, PA, 19355
$299,191,714,6496344702124
A Percentage of AUM, Fixed Fees
6
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
610 Market Street,
Philadelphia, PA, 19106
$191,883,504,410407657
A Percentage of AUM, Fixed Fees, Performance Based
7
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive,
Oaks, PA, 19456
$180,855,686,16575194406
A Percentage of AUM, Fixed Fees, Performance Based
8
FEDERATED INVESTMENT COUNSELING
1001 Liberty Avenue,
Pittsburgh, PA, 15222-3779
$164,772,846,6866832210
A Percentage of AUM, Performance Based
9
PFM ASSET MANAGEMENT LLC
213 Market Street,
Harrisburg, PA, 17101-2141
$153,839,195,6081871227
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
10
HARTFORD FUNDS
690 Lee Road,
Wayne, PA, 19087
$122,211,169,14578372
A Percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
11
LINCOLN FINANCIAL INVESTMENTS CORPORATION
150 N. Radnor - Chester Rd,
Radnor, PA, 19087
$82,766,709,648124115
A Percentage of AUM
12
JANNEY MONTGOMERY SCOTT LLC
1717 Arch Street,
Philadelphia, PA, 19103
$73,000,611,3192163972242
A Percentage of AUM, Fixed Fees, Commission Based, Other (FEE PLUS COMMISSION)
13
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
1735 Market Street, Suite 1800
Philadelphia, PA, 19103
$54,376,358,1421176237
A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
14
ABRDN INC.
1900 Market Street, Suite 200
Philadelphia, PA, 19103
$52,096,926,901135266
A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
15
MORGAN STANLEY AIP GP LP
100 Front Street, Suite 400
West Conshohocken, PA, 19428
$30,397,758,633201193
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Oil City, Pennsylvania

QualificationsFirm CRD# 105958

Assets Under Management $6,649,219,111,273

No. Of Clients208

Clients Per Financial Advisor0

VANGUARD GROUP INC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $7T assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 clients. The team consists of 675 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
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QualificationsFirm CRD# 107876

Assets Under Management $856,992,911,981

No. Of Clients330

Clients Per Financial Advisor1

HAMILTON LANE is a financial advisory firm situated in Conshohocken, Pennsylvania. With a nearly $857B assets under management, the firm specializes in crafting personalized retirement planning solutions for 330 clients. The team consists of 586 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 105138

Assets Under Management $420,303,833,453

No. Of Clients80

Clients Per Financial Advisor1

FEDERATED INVESTMENT MANAGEMENT COMPANY is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $420B assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (ADDITIONAL FEES BASED ON GROSS INCOME.)

Financial Planning Services

  • Portfolio Management for Investment
  • Selection of Other Advisors
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QualificationsFirm CRD# 164593

Assets Under Management $337,512,332,679

No. Of Clients151

Clients Per Financial Advisor1

VANGUARD GLOBAL ADVISERS, LLC is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $338B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 201 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
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QualificationsFirm CRD# 106715

Assets Under Management $299,191,714,649

No. Of Clients634470

Clients Per Financial Advisor299

VANGUARD ADVISERS, INC. is a financial advisory firm situated in Malvern, Pennsylvania. With a nearly $299B assets under management, the firm specializes in crafting personalized retirement planning solutions for 634470 clients. The team consists of 2124 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
View Full Profile

QualificationsFirm CRD# 105390

Assets Under Management $191,883,504,410

No. Of Clients407

Clients Per Financial Advisor1

MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $192B assets under management, the firm specializes in crafting personalized retirement planning solutions for 407 clients. The team consists of 657 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105146

Assets Under Management $180,855,686,165

No. Of Clients75194

Clients Per Financial Advisor185

SEI INVESTMENTS MANAGEMENT CORP is a financial advisory firm situated in Oaks, Pennsylvania. With a nearly $181B assets under management, the firm specializes in crafting personalized retirement planning solutions for 75194 clients. The team consists of 406 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 105325

Assets Under Management $164,772,846,686

No. Of Clients6832

Clients Per Financial Advisor33

FEDERATED INVESTMENT COUNSELING is a financial advisory firm situated in Pittsburgh, Pennsylvania. With a nearly $165B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6832 clients. The team consists of 210 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 Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 122141

Assets Under Management $153,839,195,608

No. Of Clients1871

Clients Per Financial Advisor8

PFM ASSET MANAGEMENT LLC is a financial advisory firm situated in Harrisburg, Pennsylvania. With a nearly $154B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1871 clients. The team consists of 227 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 147746

Assets Under Management $122,211,169,145

No. Of Clients78

Clients Per Financial Advisor0

HARTFORD FUNDS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $122B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 372 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 108881

Assets Under Management $82,766,709,648

No. Of Clients124

Clients Per Financial Advisor1

LINCOLN FINANCIAL INVESTMENTS CORPORATION is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $83B assets under management, the firm specializes in crafting personalized retirement planning solutions for 124 clients. The team consists of 115 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
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 463

Assets Under Management $73,000,611,319

No. Of Clients216397

Clients Per Financial Advisor97

JANNEY MONTGOMERY SCOTT LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $73B assets under management, the firm specializes in crafting personalized retirement planning solutions for 216397 clients. The team consists of 2242 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Commission Based
  • Other (FEE PLUS COMMISSION)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 110783

Assets Under Management $54,376,358,142

No. Of Clients1176

Clients Per Financial Advisor5

BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1176 clients. The team consists of 237 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 111069

Assets Under Management $52,096,926,901

No. Of Clients135

Clients Per Financial Advisor1

ABRDN INC. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $52B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 266 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 117050

Assets Under Management $30,397,758,633

No. Of Clients201

Clients Per Financial Advisor1

MORGAN STANLEY AIP GP LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 201 clients. The team consists of 193 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 Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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