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 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 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 Philadelphia, Pennsylvania
Last Updated - November 29, 2024Philadelphia has 23 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 55 non-vetted advisors in your local area. These retirement advisors in Philadelphia, Pennsylvania have an average of 21 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Philadelphia, Pennsylvania
VERIFIEDPatrick 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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDDavid Montemurro
CLU®, ChFC®
Prudential
Qualifications
CRD# 3049751
Firm CRD# 5685
Series 6, 7, 26, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
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
VERIFIED Qualifications
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
VERIFIED Qualifications
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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
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
VERIFIEDDiversified, LLC
CFP®
Qualifications
Firm CRD# 123859
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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
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
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
VERIFIEDJim Bernstein
QEX Asset Management
Qualifications
CRD# 1673790
Firm CRD# 325326
Series 65
Minimum Assets Required
$50,000
Advisory Services:
Portfolio Management, Wealth Management, Money Management, Risk Management, Investment Advice & Management.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
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:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIED Qualifications
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 | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street, Philadelphia, PA, 19106 | $191,883,504,410 | 407 | 657 | A Percentage of AUM, Fixed Fees, Performance Based |
| 2 | JANNEY MONTGOMERY SCOTT LLC 1717 Arch Street, Philadelphia, PA, 19103 | $73,000,611,319 | 216397 | 2242 | A Percentage of AUM, Fixed Fees, Commission Based, Other (FEE PLUS COMMISSION) |
| 3 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 1735 Market Street, Suite 1800 Philadelphia, PA, 19103 | $54,376,358,142 | 1176 | 237 | A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS) |
| 4 | ABRDN INC. 1900 Market Street, Suite 200 Philadelphia, PA, 19103 | $52,096,926,901 | 135 | 266 | A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A)) |
| 5 | CLARK CAPITAL MANAGEMENT GROUP INC One Liberty Place, 53rd Floor, 1650 Market Street Philadelphia, PA, 19103 | $21,934,965,431 | 27604 | 129 | A Percentage of AUM |
| 6 | FS/KKR ADVISOR, LLC 201 Rouse Boulevard, Philadelphia, PA, 19112 | $18,557,470,952 | 2 | 584 | A Percentage of AUM, Performance Based, Other (MANAGEMENT FEES) |
| 7 | XPONANCE, INC. 1845 Walnut Street, Suite 800 Philadelphia, PA, 19103 | $13,509,668,653 | 118 | 37 | A Percentage of AUM, Fixed Fees, Performance Based |
| 8 | FINANCIAL INTEGRITY ADVISORS, LLC 1800 Jfk Boulevard, Suite 300 Philadelphia, PA, 19103 | $12,437,255,654 | 47 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | MYCIO WEALTH PARTNERS, LLC 2929 Walnut Street, Suite 1200, Philadelphia, PA, 19104-5172 | $12,007,381,046 | 7342 | 59 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | GLENMEDE INVESTMENT MANAGEMENT, LP 1650 Market Street, One Liberty Place, Suite 1200 Philadelphia, PA, 19103 | $11,284,959,819 | 3016 | 42 | A Percentage of AUM, Other (ASSET BASED FEES FROM MODEL ONLY RECIPIENTS) |
| 11 | COOKE & BIELER, L.P. Two Commerce Square, 2001 Market Street, Suite 4000 Philadelphia, PA, 19103 | $10,678,093,006 | 260 | 30 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | FS REIT ADVISOR, LLC 201 Rouse Blvd., Philadelphia, PA, 19112 | $8,050,915,000 | 1 | 104 | A Percentage of AUM, Performance Based, Other (ORIGINATION FEES PAID BY BORROWER $567,524.36) |
| 13 | LLR MANAGEMENT HOLDCO, L.P. 2929 Walnut Street, Suite 1530 Philadelphia, PA, 19104 | $4,593,470,835 | 14 | 113 | A Percentage of AUM, Performance Based, Other (VALUE CREATION FEES) |
| 14 | WESCOTT FINANCIAL ADVISORY GROUP LLC 30 South 17th Street, Philadelphia, PA, 19103-4196 | $3,386,326,881 | 3306 | 51 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | LUBERT-ADLER MANAGEMENT COMPANY, L.P. 2400 Market Street, Suite 301 Philadelphia, PA, 19103-3033 | $3,098,569,561 | 20 | 35 | A Percentage of AUM, Performance Based, Other (ASSET, ACQUISITION, DEVELOPMENT, DISPOSITION & ORIGINATION FEES) |
Information on Top Retirement Planning firms in Philadelphia, Pennsylvania
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
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
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
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
QualificationsFirm CRD# 104796
Assets Under Management $21,934,965,431
No. Of Clients27604
Clients Per Financial Advisor214
CLARK CAPITAL MANAGEMENT GROUP INC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27604 clients. The team consists of 129 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 Investment
- Portfolio Management for Business
QualificationsFirm CRD# 292803
Assets Under Management $18,557,470,952
No. Of Clients2
Clients Per Financial Advisor0
FS/KKR ADVISOR, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 584 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
QualificationsFirm CRD# 111126
Assets Under Management $13,509,668,653
No. Of Clients118
Clients Per Financial Advisor3
XPONANCE, INC. 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 118 clients. The team consists of 37 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 pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 130458
Assets Under Management $12,437,255,654
No. Of Clients47
Clients Per Financial Advisor16
FINANCIAL INTEGRITY ADVISORS, LLC 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 47 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 134436
Assets Under Management $12,007,381,046
No. Of Clients7342
Clients Per Financial Advisor124
MYCIO WEALTH PARTNERS, LLC 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 7342 clients. The team consists of 59 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 pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 108165
Assets Under Management $11,284,959,819
No. Of Clients3016
Clients Per Financial Advisor72
GLENMEDE INVESTMENT MANAGEMENT, LP is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3016 clients. The team consists of 42 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 113859
Assets Under Management $10,678,093,006
No. Of Clients260
Clients Per Financial Advisor9
COOKE & BIELER, L.P. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 306352
Assets Under Management $8,050,915,000
No. Of Clients1
Clients Per Financial Advisor0
FS REIT ADVISOR, LLC is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 104 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 $567
- 524.36)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 323438
Assets Under Management $4,593,470,835
No. Of Clients14
Clients Per Financial Advisor0
LLR MANAGEMENT HOLDCO, L.P. is a financial advisory firm situated in Philadelphia, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 113 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
QualificationsFirm CRD# 105989
Assets Under Management $3,386,326,881
No. Of Clients3306
Clients Per Financial Advisor65
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 3306 clients. The team consists of 51 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 155201
Assets Under Management $3,098,569,561
No. Of Clients20
Clients Per Financial Advisor1
LUBERT-ADLER MANAGEMENT COMPANY, L.P. 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 20 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
- Performance Based
- Other (ASSET
- ACQUISITION
- DEVELOPMENT
- DISPOSITION & ORIGINATION FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
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 Harrisburg, Pennsylvania
- Retirement Planners in Monroeville, Pennsylvania
- Retirement Planners in Newtown, Pennsylvania
- Retirement Planners in Pittsburgh, Pennsylvania
- Retirement Planners in Royersford, Pennsylvania
- Retirement Planners in Sewickley, Pennsylvania
- Retirement Planners in Warrington, Pennsylvania
- Retirement Planners in Wilkes Barre, Pennsylvania
Looking for more choices? Use our free match service to compare retirement planners serving your area.