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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 - April 25, 2025

Wayne 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

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Matthew 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

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advisor

Qualifications
Firm CRD# 117756
Series 7

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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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

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advisor

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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advisor
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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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advisor
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David 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

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advisor
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Diversified, LLC
CFP®

Qualifications
Firm CRD# 331709
Series 65

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 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

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advisor
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Patrick 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

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advisor
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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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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Jim 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

690 Lee Road,
Wayne, PA, 19087
$128,834,812,99677384
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
$8,756,199,61924718
A percentage of AUM, Fixed fees
3

100 West Lancaster Avenue, Second Floor
Wayne, PA, 19087
$6,281,000,00024413
A percentage of AUM, Performance Based
4

900 West Valley Road, Suite 1000
Wayne, PA, 19087
$3,372,318,2504566
A percentage of AUM, Performance Based
5

690 Lee Road,
Wayne, PA, 19087
$2,128,105,1409384
A percentage of AUM
6

435 Devon Park Drive, Suite 715
Wayne, PA, 19087
$1,840,009,459209017
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
7

985 Old Eagle School Road, Suite 511
Wayne, PA, 19087-1712
$1,592,246,0901724
A percentage of AUM, Performance Based
8

460 E. Swedesford Road,, Suite 2050
Wayne, PA, 19087
$1,540,290,0111330
A percentage of AUM, Performance Based
9

1275 Drummers Lane, Suite 300
Wayne, PA, 19087
$1,310,751,8512334
A percentage of AUM, Performance Based
10

656 E Swedesford Road, Suite 301
Wayne, PA, 19087
$802,193,139204422
A percentage of AUM, Hourly charges, Fixed fees
11

38 West Avenue,
Wayne, PA, 19087-4306
$786,645,8884538
A percentage of AUM, Fixed fees
12

550 E Swedesford Rd, Suite 110
Wayne, PA, 19087
$728,149,2046125
A percentage of AUM
13

37 West Ave, Suite 301
Wayne, PA, 19087
$657,249,58492619
A percentage of AUM, Fixed fees
14

656 E. Swedesford Road, Suite 330
Wayne, PA, 19087
$470,765,3983527
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
15

724 W. Lancaster Avenue Suite 120,
Wayne, PA, 19087
$464,319,682516
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)
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
View Full Profile

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)
View Full Profile

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
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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
View Full Profile

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