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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 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 Wayne, Pennsylvania

Last Updated - March 22, 2024

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.

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List of Qualified Retirement Planning Advisors in Wayne, Pennsylvania

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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

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning.

Compensation/Fee

Fee-Based

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Mike 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

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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

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Barbara Rowens
RICP®, CDFA®
Barbara Rowens Financial

Qualifications
CRD# 5020083
Firm CRD# 17839
Series 6, 63, 65

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, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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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

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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

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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

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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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LINCOLN FINANCIAL INVESTMENTS CORPORATION
150 N. Radnor - Chester Rd,
Radnor, PA, 19087
$82,766,709,648124115
A Percentage of AUM
2
EXETER PROPERTY GROUP, LLC
Five Radnor Corporate Center, 100 Matsonford Road, Suite 250
Radnor, PA, 19087
$24,819,912,43115227
A Percentage of AUM, Performance Based
3
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
555 East Lancaster Avenue, Suite 120
Radnor, PA, 19087
$10,052,324,8246165
A Percentage of AUM, Performance Based
4
TIFF INVESTMENT MANAGEMENT
170 N. Radnor Chester Rd., Suite 300
Radnor, PA, 19087
$7,635,865,5066964
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
$6,392,059,4896768
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
$4,146,519,499786
A Percentage of AUM, Hourly charges, Fixed Fees
7
LOVELL MINNICK PARTNERS LLC
555 E. Lancaster Avenue, Suite 510
Radnor, PA, 19087-5163
$4,025,213,3101732
A Percentage of AUM, Performance Based
8
CALLAN FAMILY OFFICE, LLC
201 King Of Prussia Road, Suite 650
Radnor, PA, 19087
$3,540,967,57694730
A Percentage of AUM, Fixed Fees
9
LBC CREDIT PARTNERS
555 East Lancaster Ave., Suite 450
Radnor, PA, 19087
$3,436,415,19110206
A Percentage of AUM, Performance Based
10
STEVENS CAPITAL MANAGEMENT LP
201 King Of Prussia Road, Suite 400,
Radnor, PA, 19087
$3,167,765,627459
A Percentage of AUM, Performance Based
11
NEWSPRING CAPITAL
Radnor Financial Center, 555 E. Lancaster Ave, 3rd Floor
Radnor, PA, 19087
$2,350,300,0162366
A Percentage of AUM, Performance Based
12
TIFF INVESTMENT MANAGEMENT
170 N. Radnor Chester Rd, Suite 300
Radnor, PA, 19087
$1,660,771,63810
A Percentage of AUM
13
PATRIOT FINANCIAL MANAGER, L.P.
Four Radnor Corporate Center, 100 Matsonford Road Suite 210
Radnor, PA, 19087
$1,106,806,822518
A Percentage of AUM, Performance Based
14
STONERIDGE PMG ADVISORS, LLC
201 King Of Prussia Road, Suite 200
Radnor, PA, 19087
$1,025,732,9574212
A Percentage of AUM
15
CLEARVIEW FINANCIAL PARTNERS
100 Matsonford Road, Building #5, Suite 110
Radnor, PA, 19087
$1,006,096,08810978
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Wayne, Pennsylvania

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (CARRIED INTEREST-CERTAIN PE VEHICLES)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based
  • Other (CARRIED INTEREST-CERTAIN PE VEHICLES)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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