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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 - April 19, 2024Wayne has 12 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 20 years of experience.
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List of Qualified Retirement Planning Advisors in Wayne, Pennsylvania
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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
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
VERIFIEDLimerick 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
VERIFIEDDavid 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
VERIFIEDAndrew 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
VERIFIEDEric Picker
Prudential
Qualifications
CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDRohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
VERIFIEDKetul 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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
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Top 15 Retirement Planning firms in Wayne, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087 | $122,211,169,145 | 78 | 372 | A Percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.) |
| 2 | CONESTOGA CAPITAL ADVISORS, LLC Crosspoint At Valley Forge, 550 E. Swedesford Rd. Suite 120 Wayne, PA, 19087 | $6,225,839,189 | 269 | 17 | A Percentage of AUM, Fixed Fees |
| 3 | HARVEST FUND ADVISORS LLC 100 West Lancaster Avenue, Second Floor Wayne, PA, 19087 | $6,201,000,000 | 269 | 15 | A Percentage of AUM, Performance Based |
| 4 | ARGOSY CAPITAL 900 West Valley Road, Suite 1000 Wayne, PA, 19087 | $3,152,086,091 | 45 | 63 | A Percentage of AUM, Performance Based |
| 5 | VALLEY FORGE CAPITAL MANAGEMENT 435 Devon Park Drive, Building 700 Wayne, PA, 19087 | $2,610,611,116 | 2 | 7 | A Percentage of AUM, Performance Based |
| 6 | HARTFORD FUNDS 690 Lee Road, Wayne, PA, 19087 | $1,961,202,784 | 7 | 372 | A Percentage of AUM |
| 7 | SR ONE CAPITAL MANAGEMENT, LP 985 Old Eagle School Road, Suite 511 Wayne, PA, 19087-1712 | $1,432,842,747 | 15 | 24 | A Percentage of AUM, Performance Based |
| 8 | KATHMERE CAPITAL MANAGEMENT, LLC 435 Devon Park Drive, Suite 715 Wayne, PA, 19087 | $1,272,927,282 | 1733 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | RENOVUS ASSOCIATES, LLC 460 E. Swedesford Road,, Suite 2050 Wayne, PA, 19087 | $1,139,701,608 | 12 | 22 | A Percentage of AUM, Performance Based |
| 10 | ALMANACK INVESTMENT PARTNERS 656 E Swedesford Road, Suite 301 Wayne, PA, 19087 | $772,464,492 | 1891 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | AXIOM ASSET MANAGEMENT 550 E Swedesford Rd, Suite 110 Wayne, PA, 19087 | $655,726,037 | 1357 | 5 | A Percentage of AUM |
| 12 | ALDEN CAPITAL 37 West Ave, Suite 301 Wayne, PA, 19087 | $603,701,382 | 761 | 20 | A Percentage of AUM, Fixed Fees |
| 13 | RADNOR CAPITAL MANAGEMENT, LLC 38 West Avenue, Wayne, PA, 19087-4306 | $577,153,077 | 335 | 7 | A Percentage of AUM, Fixed Fees |
| 14 | GUARDIAN CAPITAL PARTNERS 724 W. Lancaster Avenue Suite 120, Wayne, PA, 19087 | $466,451,803 | 5 | 19 | A Percentage of AUM, Performance Based, Other (PORTFOLIO MONITORING AND TRANSACTION FEES) |
| 15 | CMS WEALTH MANAGEMENT Strafford Bldg Four, Ste 300, 175 Strafford Avenue Wayne, PA, 19087-3333 | $320,807,388 | 861 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Wayne, Pennsylvania
QualificationsFirm CRD# 147746
Assets Under Management $122,211,169,145
No. Of Clients78
Clients Per Financial Advisor0
HARTFORD FUNDS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $122B assets under management, the firm specializes in crafting personalized retirement planning solutions for 78 clients. The team consists of 372 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
- Portfolio Management for pooled Investment
- Selection of Other Advisors
QualificationsFirm CRD# 111750
Assets Under Management $6,225,839,189
No. Of Clients269
Clients Per Financial Advisor16
CONESTOGA CAPITAL 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 269 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
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 154425
Assets Under Management $6,201,000,000
No. Of Clients269
Clients Per Financial Advisor18
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 269 clients. The team consists of 15 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 160212
Assets Under Management $3,152,086,091
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 63 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
QualificationsFirm CRD# 162953
Assets Under Management $2,610,611,116
No. Of Clients2
Clients Per Financial Advisor0
VALLEY FORGE CAPITAL MANAGEMENT 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 2 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 130373
Assets Under Management $1,961,202,784
No. Of Clients7
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 7 clients. The team consists of 372 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
- Selection of Other Advisors
QualificationsFirm CRD# 306361
Assets Under Management $1,432,842,747
No. Of Clients15
Clients Per Financial Advisor1
SR ONE CAPITAL MANAGEMENT, LP 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 15 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
QualificationsFirm CRD# 305118
Assets Under Management $1,272,927,282
No. Of Clients1733
Clients Per Financial Advisor102
KATHMERE CAPITAL MANAGEMENT, LLC 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 1733 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
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 314528
Assets Under Management $1,139,701,608
No. Of Clients12
Clients Per Financial Advisor1
RENOVUS ASSOCIATES, LLC 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 12 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
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 282428
Assets Under Management $772,464,492
No. Of Clients1891
Clients Per Financial Advisor95
ALMANACK INVESTMENT PARTNERS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $772M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1891 clients. The team consists of 20 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 145186
Assets Under Management $655,726,037
No. Of Clients1357
Clients Per Financial Advisor271
AXIOM ASSET MANAGEMENT is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $656M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1357 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 293551
Assets Under Management $603,701,382
No. Of Clients761
Clients Per Financial Advisor38
ALDEN CAPITAL is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $604M assets under management, the firm specializes in crafting personalized retirement planning solutions for 761 clients. The team consists of 20 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 159559
Assets Under Management $577,153,077
No. Of Clients335
Clients Per Financial Advisor48
RADNOR CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $577M assets under management, the firm specializes in crafting personalized retirement planning solutions for 335 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
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 321695
Assets Under Management $466,451,803
No. Of Clients5
Clients Per Financial Advisor0
GUARDIAN CAPITAL PARTNERS is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $466M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
- Performance Based
- Other (PORTFOLIO MONITORING AND TRANSACTION FEES)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 105903
Assets Under Management $320,807,388
No. Of Clients861
Clients Per Financial Advisor96
CMS WEALTH MANAGEMENT is a financial advisory firm situated in Wayne, Pennsylvania. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 861 clients. The team consists of 9 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
- Selection of Other Advisors
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