National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
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 - May 23, 2024

Philadelphia has 19 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 20 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Philadelphia, Pennsylvania

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Eric 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

advisor-photo
vector.svg VERIFIED

Tower 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

advisor-photo
vector.svg VERIFIED

Rohi 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

advisor-photo
vector.svg VERIFIED

William F. Davis
CFP®, APMA®, CDFA®
Vericrest Private Wealth LLC

Qualifications
CRD# 5710523
Firm CRD# 311111
Series 63

Minimum Assets Required
$500,000

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.

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Paul 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

advisor-photo
vector.svg VERIFIED

Chip 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

advisor-photo

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Limerick 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

advisor-photo
vector.svg VERIFIED

David 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

advisor-photo
vector.svg VERIFIED

Andrew 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

advisor-photo
vector.svg VERIFIED

Ketul 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

advisor-photo
vector.svg VERIFIED

Nicholas 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

advisor-photo
vector.svg VERIFIED

Peter 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

advisor-photo
vector.svg VERIFIED

Jim 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

advisor-photo
vector.svg VERIFIED

Jennifer Keiling
CRPC®
Edelman Financial Engines, LLC

Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Frank 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

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Walter Varian
Edelman Financial Engines, LLC

Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
610 Market Street,
Philadelphia, PA, 19106
$191,883,504,410407657
A Percentage of AUM, Fixed Fees, Performance Based
2
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)
3
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)
4
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))
5
CLARK CAPITAL MANAGEMENT GROUP INC
One Liberty Place, 53rd Floor, 1650 Market Street
Philadelphia, PA, 19103
$21,934,965,43127604129
A Percentage of AUM
6
FS/KKR ADVISOR, LLC
201 Rouse Boulevard,
Philadelphia, PA, 19112
$18,557,470,9522584
A Percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
7
XPONANCE, INC.
1845 Walnut Street, Suite 800
Philadelphia, PA, 19103
$13,509,668,65311837
A Percentage of AUM, Fixed Fees, Performance Based
8
FINANCIAL INTEGRITY ADVISORS, LLC
1800 Jfk Boulevard, Suite 300
Philadelphia, PA, 19103
$12,437,255,654473
A Percentage of AUM, Hourly charges, Fixed Fees
9
MYCIO WEALTH PARTNERS, LLC
2929 Walnut Street, Suite 1200,
Philadelphia, PA, 19104-5172
$12,007,381,046734259
A Percentage of AUM, Hourly charges, Fixed Fees
10
GLENMEDE INVESTMENT MANAGEMENT, LP
1650 Market Street, One Liberty Place, Suite 1200
Philadelphia, PA, 19103
$11,284,959,819301642
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
$10,678,093,00626030
A Percentage of AUM, Fixed Fees, Performance Based
12
FS REIT ADVISOR, LLC
201 Rouse Blvd.,
Philadelphia, PA, 19112
$8,050,915,0001104
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
$4,593,470,83514113
A Percentage of AUM, Performance Based, Other (VALUE CREATION FEES)
14
WESCOTT FINANCIAL ADVISORY GROUP LLC
30 South 17th Street,
Philadelphia, PA, 19103-4196
$3,386,326,881330651
A Percentage of AUM, Hourly charges, Fixed Fees
15
LUBERT-ADLER MANAGEMENT COMPANY, L.P.
2400 Market Street, Suite 301
Philadelphia, PA, 19103-3033
$3,098,569,5612035
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
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# 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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners