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Find Retirement Advisors for Retirement Planning in Wayne, 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 Wayne, Pennsylvania
Last Updated - April 27, 2025Wayne has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 23 non-vetted advisors in your local area. These retirement advisors in Wayne, Pennsylvania have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Wayne, 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details
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:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDMike Weber
CFP®
Blue Bell Private Wealth Management
Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65
Minimum Assets Required
Not Specified
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, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, 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
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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Wayne, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | $85,595,921,962 | 129 | 124 | A percentage of AUM |
| 2 | Five Radnor Corporate Center, 100 Matsonford Road, Suite 250 Radnor, PA, 19087 | $26,610,669,375 | 14 | 227 | A percentage of AUM, Performance Based |
| 3 | 555 East Lancaster Avenue, Suite 120 Radnor, PA, 19087 | $9,790,237,824 | 57 | 64 | A percentage of AUM, Performance Based |
| 4 | 170 N. Radnor Chester Rd., Suite 300 Radnor, PA, 19087 | $5,700,713,103 | 65 | 63 | A percentage of AUM, Fixed fees, Performance Based, Other (CARRIED INTEREST-CERTAIN PE VEHICLES) |
| 5 | 201 King Of Prussia Road, Suite 650 Radnor, PA, 19087 | $4,767,784,116 | 1229 | 38 | A percentage of AUM, Fixed fees |
| 6 | 555 E. Lancaster Avenue, Suite 510 Radnor, PA, 19087-5163 | $4,462,554,954 | 26 | 32 | A percentage of AUM, Performance Based |
| 7 | 555 East Lancaster Ave., Suite 450 Radnor, PA, 19087 | $3,505,220,660 | 11 | 70 | A percentage of AUM, Performance Based |
| 8 | 150 N. Radnor Chester Rd, Suite A270 Radnor, PA, 19087 | $3,492,631,540 | 109 | 7 | A percentage of AUM, Fixed fees |
| 9 | 201 King Of Prussia Road, Suite 400, Radnor, PA, 19087 | $3,223,398,154 | 4 | 64 | A percentage of AUM, Performance Based |
| 10 | Radnor Financial Center, 555 E. Lancaster Ave, 3rd Floor Radnor, PA, 19087 | $3,073,002,119 | 26 | 66 | A percentage of AUM, Performance Based |
| 11 | 170 N. Radnor Chester Rd, Suite 300 Radnor, PA, 19087 | $1,758,203,761 | 1 | 0 | A percentage of AUM |
| 12 | 100 Matsonford Road, Building #5, Suite 110 Radnor, PA, 19087 | $1,072,758,969 | 1030 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | Four Radnor Corporate Center, 100 Matsonford Road Suite 210 Radnor, PA, 19087 | $1,038,949,900 | 5 | 16 | A percentage of AUM, Performance Based, Other (DIRECTOR FEES) |
| 14 | 201 King Of Prussia Road, Suite 200 Radnor, PA, 19087 | $981,726,460 | 30 | 8 | A percentage of AUM |
| 15 | 150 North Radnor Chester Road, Ste F110 Radnor, PA, 19087 | $554,248,200 | 1402 | 7 | A percentage of AUM |
Information on Top Retirement Planning firms in Wayne, Pennsylvania
QualificationsFirm CRD# 108881
Assets Under Management $85,595,921,962
No. Of Clients129
Clients Per Financial Advisor1
LINCOLN FINANCIAL INVESTMENTS CORPORATION is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 129 clients. The team consists of 124 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 companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 161935
Assets Under Management $26,610,669,375
No. Of Clients14
Clients Per Financial Advisor0
EXETER PROPERTY GROUP, LLC is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106256
Assets Under Management $9,790,237,824
No. Of Clients57
Clients Per Financial Advisor1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57 clients. The team consists of 64 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 327436
Assets Under Management $5,700,713,103
No. Of Clients65
Clients Per Financial Advisor1
TIFF INVESTMENT MANAGEMENT is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 65 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
- Fixed fees
- Performance Based
- Other (CARRIED INTEREST-CERTAIN PE VEHICLES)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 317446
Assets Under Management $4,767,784,116
No. Of Clients1229
Clients Per Financial Advisor32
CALLAN FAMILY OFFICE, LLC is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1229 clients. The team consists of 38 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 businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 156494
Assets Under Management $4,462,554,954
No. Of Clients26
Clients Per Financial Advisor1
LOVELL MINNICK PARTNERS LLC is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 32 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# 157628
Assets Under Management $3,505,220,660
No. Of Clients11
Clients Per Financial Advisor0
LBC CREDIT PARTNERS is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 70 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# 322936
Assets Under Management $3,492,631,540
No. Of Clients109
Clients Per Financial Advisor16
NORDWAND ADVISORS is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 109 clients. The team consists of 7 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
QualificationsFirm CRD# 161202
Assets Under Management $3,223,398,154
No. Of Clients4
Clients Per Financial Advisor0
STEVENS CAPITAL MANAGEMENT LP is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 64 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
- Selection for other advisors
QualificationsFirm CRD# 160608
Assets Under Management $3,073,002,119
No. Of Clients26
Clients Per Financial Advisor0
NEWSPRING CAPITAL is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 66 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# 156308
Assets Under Management $1,758,203,761
No. Of Clients1
Clients Per Financial AdvisorInfinity
TIFF INVESTMENT MANAGEMENT is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 0 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 vehicles
- Selection for other advisors
QualificationsFirm CRD# 286168
Assets Under Management $1,072,758,969
No. Of Clients1030
Clients Per Financial Advisor129
CLEARVIEW FINANCIAL PARTNERS is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1030 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 159818
Assets Under Management $1,038,949,900
No. Of Clients5
Clients Per Financial Advisor0
PATRIOT FINANCIAL MANAGER, L.P. is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (DIRECTOR FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 107662
Assets Under Management $981,726,460
No. Of Clients30
Clients Per Financial Advisor4
STONERIDGE PMG ADVISORS, LLC is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 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 businesses or institutional clients
- Other (SUBADVISORY TO RIA)
QualificationsFirm CRD# 318345
Assets Under Management $554,248,200
No. Of Clients1402
Clients Per Financial Advisor200
PRESILIUM PRIVATE WEALTH, LLC is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $554M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1402 clients. The team consists of 7 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
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