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Find Retirement Advisors for Retirement Planning in Philadelphia, 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 Philadelphia, Pennsylvania
Last Updated - April 24, 2025Philadelphia has 20 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 50 non-vetted advisors in your local area. These retirement advisors in Philadelphia, Pennsylvania have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Philadelphia, Pennsylvania
VERIFIEDPatrick Thomas Sewards
CFA®
Costello Asset Management
Qualifications
CRD# 5060821
Firm CRD# 123249
Series 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
VERIFIEDChip Holston
CRPC®
LPL Financial
Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Flat Fee, Based on Assets
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Philadelphia, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 610 Market Street, Philadelphia, PA, 19106 | $190,960,333,268 | 377 | 657 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 1717 Arch Street, Philadelphia, PA, 19103 | $85,895,170,425 | 226034 | 2295 | A percentage of AUM, Fixed fees, Commission Based, Other (FEE PLUS COMMISSION) |
| 3 | 1735 Market Street, Suite 1800 Philadelphia, PA, 19103 | $66,447,858,097 | 1060 | 122 | A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| 4 | 1900 Market Street, Suite 200 Philadelphia, PA, 19103 | $36,395,031,982 | 143 | 212 | A percentage of AUM, Fixed fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
| 5 | One Liberty Place, 53rd Floor, 1650 Market Street Philadelphia, PA, 19103 | $25,930,824,625 | 30934 | 140 | A percentage of AUM |
| 6 | 201 Rouse Boulevard, Philadelphia, PA, 19112 | $18,120,897,000 | 2 | 635 | A percentage of AUM, Performance Based, Other (MANAGEMENT FEES) |
| 7 | 1845 Walnut Street, Suite 800 Philadelphia, PA, 19103 | $16,611,528,774 | 127 | 39 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 1800 Jfk Boulevard, Suite 300 Philadelphia, PA, 19103 | $13,712,543,894 | 41 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 2929 Walnut Street, Suite 1200, Philadelphia, PA, 19104-5172 | $12,968,143,520 | 7648 | 63 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 1650 Market Street, One Liberty Place, Suite 1200 Philadelphia, PA, 19103 | $11,990,446,931 | 3027 | 41 | A percentage of AUM, Other (ASSET BASED FEES FROM MODEL ONLY RECIPIENTS) |
| 11 | Two Commerce Square, 2001 Market Street, Suite 4000 Philadelphia, PA, 19103 | $11,834,756,269 | 249 | 30 | A percentage of AUM, Fixed fees, Performance Based |
| 12 | 201 Rouse Blvd., Philadelphia, PA, 19112 | $8,515,726,000 | 1 | 117 | A percentage of AUM, Performance Based, Other (ORIGINATION FEES PAID BY BORROWER $8,517,765) |
| 13 | 2929 Walnut Street, Suite 1530 Philadelphia, PA, 19104 | $5,884,305,456 | 17 | 122 | A percentage of AUM, Performance Based, Other (VALUE CREATION FEES) |
| 14 | 30 South 17th Street, Philadelphia, PA, 19103-4196 | $3,477,406,798 | 3321 | 54 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 2 Liberty Place, Floor 34 Philadelphia, PA, 19102 | $3,126,000,000 | 648 | 30 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Philadelphia, Pennsylvania
QualificationsFirm CRD# 105390
Assets Under Management $190,960,333,268
No. Of Clients377
Clients Per Financial Advisor1
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $191B assets under management, the firm specializes in crafting personalized retirement planning solutions for 377 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (STRUCTURED PRODUCT/SECURITIZATION ADVICE/TRANSITION MANAGEMENT)
QualificationsFirm CRD# 463
Assets Under Management $85,895,170,425
No. Of Clients226034
Clients Per Financial Advisor98
JANNEY MONTGOMERY SCOTT LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 226034 clients. The team consists of 2295 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 110783
Assets Under Management $66,447,858,097
No. Of Clients1060
Clients Per Financial Advisor9
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1060 clients. The team consists of 122 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL-ONLY PORTFOLIOS)
QualificationsFirm CRD# 111069
Assets Under Management $36,395,031,982
No. Of Clients143
Clients Per Financial Advisor1
ABRDN INC. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 143 clients. The team consists of 212 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104796
Assets Under Management $25,930,824,625
No. Of Clients30934
Clients Per Financial Advisor221
CLARK CAPITAL MANAGEMENT GROUP INC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30934 clients. The team consists of 140 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 investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 292803
Assets Under Management $18,120,897,000
No. Of Clients2
Clients Per Financial Advisor0
FS/KKR ADVISOR, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 635 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (MANAGEMENT FEES)
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 111126
Assets Under Management $16,611,528,774
No. Of Clients127
Clients Per Financial Advisor3
XPONANCE, INC. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 127 clients. The team consists of 39 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 130458
Assets Under Management $13,712,543,894
No. Of Clients41
Clients Per Financial Advisor14
FINANCIAL INTEGRITY ADVISORS, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 clients. The team consists of 3 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
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 134436
Assets Under Management $12,968,143,520
No. Of Clients7648
Clients Per Financial Advisor121
MYCIO WEALTH PARTNERS, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7648 clients. The team consists of 63 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 108165
Assets Under Management $11,990,446,931
No. Of Clients3027
Clients Per Financial Advisor74
GLENMEDE INVESTMENT MANAGEMENT, LP is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3027 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (ASSET BASED FEES FROM MODEL ONLY RECIPIENTS)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PROVIDE MODEL PORTFOLIO FOR OVERLAY ACCOUNTS)
QualificationsFirm CRD# 113859
Assets Under Management $11,834,756,269
No. Of Clients249
Clients Per Financial Advisor8
COOKE & BIELER, L.P. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 249 clients. The team consists of 30 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 306352
Assets Under Management $8,515,726,000
No. Of Clients1
Clients Per Financial Advisor0
FS REIT ADVISOR, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 117 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ORIGINATION FEES PAID BY BORROWER $8
- 517
- 765)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 323438
Assets Under Management $5,884,305,456
No. Of Clients17
Clients Per Financial Advisor0
LLR MANAGEMENT HOLDCO, L.P. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 122 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (VALUE CREATION FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 105989
Assets Under Management $3,477,406,798
No. Of Clients3321
Clients Per Financial Advisor62
WESCOTT FINANCIAL ADVISORY GROUP LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3321 clients. The team consists of 54 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
- Pesnsion consulting services
- Selection for other advisors
- Other (ASSET ALLOCATION, FAMILY OFFICE SOLUTION SERVICES)
QualificationsFirm CRD# 151225
Assets Under Management $3,126,000,000
No. Of Clients648
Clients Per Financial Advisor22
FFT WEALTH MANAGEMENT is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 648 clients. The team consists of 30 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
- Selection for other advisors
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