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Find Retirement Advisors for Retirement Planning in Sewickley, 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 Sewickley, Pennsylvania
Last Updated - April 13, 2024Sewickley has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Sewickley, Pennsylvania have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Sewickley, Pennsylvania
VERIFIEDRebecca Pawuk
Edelman Financial Engines, LLC
Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$150,000
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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Sewickley, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ROBLE, BELKO AND COMPANY, INC. 1603 Carmody Court, Suite 401 Sewickley, PA, 15143 | $849,913,868 | 890 | 8 | A Percentage of AUM, Fixed Fees |
| 2 | AUFMAN ASSOCIATES INC 2200 Georgetown Drive, Suite 401 Sewickley, PA, 15143 | $716,062,957 | 240 | 7 | A Percentage of AUM, Fixed Fees |
| 3 | ROOTSTOCK ADVISORS 2605 Nicholson Road, Building 5, Suite 5240 Sewickley, PA, 15143 | $435,433,816 | 193 | 3 | A Percentage of AUM, Fixed Fees |
| 4 | JMS CAPITAL GROUP WEALTH SERVICES, LLC 417 Thorn Street, Suite 300 Sewickley, PA, 15143 | $141,951,945 | 429 | 4 | A Percentage of AUM, Fixed Fees |
| 5 | VAM GROUP, LLC 2100 Georgetown Drive, Suite 304 Sewickley, PA, 15143 | $113,333,146 | 61 | 2 | A Percentage of AUM |
Information on Top Retirement Planning firms in Sewickley, Pennsylvania
QualificationsFirm CRD# 123286
Assets Under Management $849,913,868
No. Of Clients890
Clients Per Financial Advisor111
ROBLE, BELKO AND COMPANY, INC. is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 890 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 104622
Assets Under Management $716,062,957
No. Of Clients240
Clients Per Financial Advisor34
AUFMAN ASSOCIATES INC is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $716M assets under management, the firm specializes in crafting personalized retirement planning solutions for 240 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 167665
Assets Under Management $435,433,816
No. Of Clients193
Clients Per Financial Advisor64
ROOTSTOCK ADVISORS is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 193 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 281325
Assets Under Management $141,951,945
No. Of Clients429
Clients Per Financial Advisor107
JMS CAPITAL GROUP WEALTH SERVICES, LLC is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 429 clients. The team consists of 4 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
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 323226
Assets Under Management $113,333,146
No. Of Clients61
Clients Per Financial Advisor31
VAM GROUP, LLC is a financial advisory firm situated in Sewickley, Pennsylvania. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 2 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
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.