Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Wayne has 9 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 24 non-vetted advisors in your local area. These retirement advisors in Wayne, Pennsylvania have an average of 19 years of experience.
Tower Bridge Advisors
CFP®, CFA®
Qualifications
Firm CRD# 115700
Series 65
Minimum Assets Required
$1,000,000
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.
Fee-Only
Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning.
Fee-Based
Mike Weber
CFP®
Blue Bell Private Wealth Management
Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65
Minimum Assets Required
Not Specified
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.
Fee-Only, Flat Fee, Based on Assets
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
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.
Fee-Only, Based on Assets
Barbara Rowens
RICP®, CDFA®
Barbara Rowens Financial
Qualifications
CRD# 5020083
Firm CRD# 17839
Series 6, 63, 65
Minimum Assets Required
$100,000
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, Insurance Products & Annuities.
Fee-Based, Commissions, Based on Assets
David Levy
CFP®
Diversified, LLC
Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66
Minimum Assets Required
$100,000
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.
Fee-Based, Flat Fee, Based on Assets
Andrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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.
Fee-Based, Based on Assets
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
Not Specified.
Fee-Based
Ketul Mody
CFP®, RICP®
Diamond State Financial Group
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
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.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | LINCOLN FINANCIAL INVESTMENTS CORPORATION 150 N. Radnor - Chester Rd, Radnor, PA, 19087 | $82,766,709,648 | 124 | 115 | A Percentage of AUM |
2 | EXETER PROPERTY GROUP, LLC Five Radnor Corporate Center, 100 Matsonford Road, Suite 250 Radnor, PA, 19087 | $24,819,912,431 | 15 | 227 | A Percentage of AUM, Performance Based |
3 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 555 East Lancaster Avenue, Suite 120 Radnor, PA, 19087 | $10,052,324,824 | 61 | 65 | A Percentage of AUM, Performance Based |
4 | TIFF INVESTMENT MANAGEMENT 170 N. Radnor Chester Rd., Suite 300 Radnor, PA, 19087 | $7,635,865,506 | 69 | 64 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CARRIED INTEREST-CERTAIN PE VEHICLES) |
5 | TIFF INVESTMENT MANAGEMENT 170 N. Radnor Chester Rd, Suite 300 Radnor, PA, 19087 | $6,392,059,489 | 67 | 68 | A Percentage of AUM, Fixed Fees, Performance Based, Other (CARRIED INTEREST-CERTAIN PE VEHICLES) |
6 | NORDWAND ADVISORS 150 N. Radnor Chester Rd, Suite A270 Radnor, PA, 19087 | $4,146,519,499 | 78 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
7 | LOVELL MINNICK PARTNERS LLC 555 E. Lancaster Avenue, Suite 510 Radnor, PA, 19087-5163 | $4,025,213,310 | 17 | 32 | A Percentage of AUM, Performance Based |
8 | CALLAN FAMILY OFFICE, LLC 201 King Of Prussia Road, Suite 650 Radnor, PA, 19087 | $3,540,967,576 | 947 | 30 | A Percentage of AUM, Fixed Fees |
9 | LBC CREDIT PARTNERS 555 East Lancaster Ave., Suite 450 Radnor, PA, 19087 | $3,436,415,191 | 10 | 206 | A Percentage of AUM, Performance Based |
10 | STEVENS CAPITAL MANAGEMENT LP 201 King Of Prussia Road, Suite 400, Radnor, PA, 19087 | $3,167,765,627 | 4 | 59 | A Percentage of AUM, Performance Based |
11 | NEWSPRING CAPITAL Radnor Financial Center, 555 E. Lancaster Ave, 3rd Floor Radnor, PA, 19087 | $2,350,300,016 | 23 | 66 | A Percentage of AUM, Performance Based |
12 | TIFF INVESTMENT MANAGEMENT 170 N. Radnor Chester Rd, Suite 300 Radnor, PA, 19087 | $1,660,771,638 | 1 | 0 | A Percentage of AUM |
13 | PATRIOT FINANCIAL MANAGER, L.P. Four Radnor Corporate Center, 100 Matsonford Road Suite 210 Radnor, PA, 19087 | $1,106,806,822 | 5 | 18 | A Percentage of AUM, Performance Based |
14 | STONERIDGE PMG ADVISORS, LLC 201 King Of Prussia Road, Suite 200 Radnor, PA, 19087 | $1,025,732,957 | 42 | 12 | A Percentage of AUM |
15 | CLEARVIEW FINANCIAL PARTNERS 100 Matsonford Road, Building #5, Suite 110 Radnor, PA, 19087 | $1,006,096,088 | 1097 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
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.
QualificationsFirm CRD# 161935
Assets Under Management $24,819,912,431
No. Of Clients15
Clients Per Financial Advisor0
EXETER PROPERTY GROUP, LLC is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 227 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106256
Assets Under Management $10,052,324,824
No. Of Clients61
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 61 clients. The team consists of 65 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327436
Assets Under Management $7,635,865,506
No. Of Clients69
Clients Per Financial Advisor1
TIFF INVESTMENT MANAGEMENT is a financial advisory firm situated in Radnor, Pennsylvania. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 34939
Assets Under Management $6,392,059,489
No. Of Clients67
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 67 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322936
Assets Under Management $4,146,519,499
No. Of Clients78
Clients Per Financial Advisor13
NORDWAND ADVISORS 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 78 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156494
Assets Under Management $4,025,213,310
No. Of Clients17
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 17 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 317446
Assets Under Management $3,540,967,576
No. Of Clients947
Clients Per Financial Advisor32
CALLAN FAMILY OFFICE, 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 947 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157628
Assets Under Management $3,436,415,191
No. Of Clients10
Clients Per Financial Advisor0
LBC CREDIT PARTNERS 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 10 clients. The team consists of 206 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 161202
Assets Under Management $3,167,765,627
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 59 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 160608
Assets Under Management $2,350,300,016
No. Of Clients23
Clients Per Financial Advisor0
NEWSPRING CAPITAL 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 23 clients. The team consists of 66 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 156308
Assets Under Management $1,660,771,638
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.
QualificationsFirm CRD# 159818
Assets Under Management $1,106,806,822
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 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107662
Assets Under Management $1,025,732,957
No. Of Clients42
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 42 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286168
Assets Under Management $1,006,096,088
No. Of Clients1097
Clients Per Financial Advisor137
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 1097 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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