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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 - May 24, 2025Wayne has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 26 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 | 690 Lee Road, Wayne, PA, 19087 | $128,834,812,996 | 77 | 384 | A percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| 2 | Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120 Wayne, PA, 19087 | $8,756,199,619 | 247 | 18 | A percentage of AUM, Fixed fees |
| 3 | 100 West Lancaster Avenue, Second Floor Wayne, PA, 19087 | $6,281,000,000 | 244 | 13 | A percentage of AUM, Performance Based |
| 4 | 900 West Valley Road, Suite 1000 Wayne, PA, 19087 | $3,372,318,250 | 45 | 66 | A percentage of AUM, Performance Based |
| 5 | 690 Lee Road, Wayne, PA, 19087 | $2,128,105,140 | 9 | 384 | A percentage of AUM |
| 6 | 435 Devon Park Drive, Suite 715 Wayne, PA, 19087 | $1,840,009,459 | 2090 | 17 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 7 | 985 Old Eagle School Road, Suite 511 Wayne, PA, 19087-1712 | $1,592,246,090 | 17 | 24 | A percentage of AUM, Performance Based |
| 8 | 460 E. Swedesford Road,, Suite 2050 Wayne, PA, 19087 | $1,540,290,011 | 13 | 30 | A percentage of AUM, Performance Based |
| 9 | 1275 Drummers Lane, Suite 300 Wayne, PA, 19087 | $1,310,751,851 | 23 | 34 | A percentage of AUM, Performance Based |
| 10 | 656 E Swedesford Road, Suite 301 Wayne, PA, 19087 | $802,193,139 | 2044 | 22 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 38 West Avenue, Wayne, PA, 19087-4306 | $786,645,888 | 453 | 8 | A percentage of AUM, Fixed fees |
| 12 | 550 E Swedesford Rd, Suite 110 Wayne, PA, 19087 | $728,149,204 | 612 | 5 | A percentage of AUM |
| 13 | 37 West Ave, Suite 301 Wayne, PA, 19087 | $657,249,584 | 926 | 19 | A percentage of AUM, Fixed fees |
| 14 | 656 E. Swedesford Road, Suite 330 Wayne, PA, 19087 | $470,765,398 | 352 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 15 | 724 W. Lancaster Avenue Suite 120, Wayne, PA, 19087 | $464,319,682 | 5 | 16 | A percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING AND TRANSACTION FEES) |
Information on Top Retirement Planning firms in Wayne, Pennsylvania
QualificationsFirm CRD# 147746
Assets Under Management $128,834,812,996
No. Of Clients77
Clients Per Financial Advisor0
HARTFORD FUNDS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $129B assets under management, the firm specializes in crafting personalized retirement planning solutions for 77 clients. The team consists of 384 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (REGISTRANT PROVIDES INVESTMENT ADVICE TO STATES IN CONNECTION WITH 529 PLANS AND MODEL RECOMMENDATIONS)
QualificationsFirm CRD# 111750
Assets Under Management $8,756,199,619
No. Of Clients247
Clients Per Financial Advisor14
CONESTOGA CAPITAL ADVISORS, LLC is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 247 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 154425
Assets Under Management $6,281,000,000
No. Of Clients244
Clients Per Financial Advisor19
HARVEST FUND ADVISORS LLC is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 244 clients. The team consists of 13 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 individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 160212
Assets Under Management $3,372,318,250
No. Of Clients45
Clients Per Financial Advisor1
ARGOSY CAPITAL is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 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# 130373
Assets Under Management $2,128,105,140
No. Of Clients9
Clients Per Financial Advisor0
HARTFORD FUNDS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 384 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
- Selection for other advisors
QualificationsFirm CRD# 305118
Assets Under Management $1,840,009,459
No. Of Clients2090
Clients Per Financial Advisor123
KATHMERE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2090 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 306361
Assets Under Management $1,592,246,090
No. Of Clients17
Clients Per Financial Advisor1
SR ONE CAPITAL MANAGEMENT, LP is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17 clients. The team consists of 24 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# 314528
Assets Under Management $1,540,290,011
No. Of Clients13
Clients Per Financial Advisor0
RENOVUS ASSOCIATES, LLC is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 157632
Assets Under Management $1,310,751,851
No. Of Clients23
Clients Per Financial Advisor1
INVERNESS GRAHAM INVESTMENTS, INC. is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 34 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# 282428
Assets Under Management $802,193,139
No. Of Clients2044
Clients Per Financial Advisor93
ALMANACK INVESTMENT PARTNERS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $802M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2044 clients. The team consists of 22 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
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 159559
Assets Under Management $786,645,888
No. Of Clients453
Clients Per Financial Advisor57
RADNOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $787M assets under management, the firm specializes in crafting personalized retirement planning solutions for 453 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 145186
Assets Under Management $728,149,204
No. Of Clients612
Clients Per Financial Advisor122
AXIOM ASSET MANAGEMENT is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $728M assets under management, the firm specializes in crafting personalized retirement planning solutions for 612 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 293551
Assets Under Management $657,249,584
No. Of Clients926
Clients Per Financial Advisor49
ALDEN CAPITAL is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $657M assets under management, the firm specializes in crafting personalized retirement planning solutions for 926 clients. The team consists of 19 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (RETIREMENT PLAN ADVISORY SERVICES)
QualificationsFirm CRD# 164498
Assets Under Management $470,765,398
No. Of Clients352
Clients Per Financial Advisor50
FORTIS ADVISORS, LLC is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $471M assets under management, the firm specializes in crafting personalized retirement planning solutions for 352 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
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 321695
Assets Under Management $464,319,682
No. Of Clients5
Clients Per Financial Advisor0
GUARDIAN CAPITAL PARTNERS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $464M 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 (PORTFOLIO MONITORING AND TRANSACTION FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
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