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Find Retirement Advisors for Retirement Planning in West Chester, 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 West Chester, Pennsylvania
Last Updated - May 20, 2025West Chester has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in West Chester, Pennsylvania have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in West Chester, Pennsylvania
VERIFIEDScott McGraw
MERIT Investment Management
Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
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
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
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 12 Retirement Planning firms in West Chester, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 1475 Dunwoody Drive, Suite 200 West Chester, PA, 19380 | $9,803,013,288 | 5 | 12 | A percentage of AUM |
| 2 | 1065 Andrew Drive, West Chester, PA, 19380 | $4,541,661,225 | 17793 | 210 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 26 South Church Street, Suite 1a West Chester, PA, 19382 | $2,370,836,249 | 2017 | 6 | Fixed fees |
| 4 | 1045a Andrew Drive, West Chester, PA, 19380 | $2,166,191,568 | 4427 | 29 | A percentage of AUM, Fixed fees, Commission Based, Other (FINANCIAL PLANNING RETAINER) |
| 5 | 999 West Chester Pike, Suite 202 West Chester, PA, 19382 | $589,151,971 | 2376 | 16 | A percentage of AUM, Hourly charges, Fixed fees, Other (PAYMENT FOR CLIENT REFERRALS) |
| 6 | 600 Willowbrook Lane, Suite 610 West Chester, PA, 19382 | $410,559,528 | 12 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER BASED FEE) |
| 7 | 940 E. Boot Rd., Suite 101 West Chester, PA, 19380 | $346,775,812 | 717 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 136 North Church, West Chester, PA, 19380 | $300,990,891 | 33 | 3 | A percentage of AUM, Fixed fees |
| 9 | 535 N. Church St., Suite 205 West Chester, PA, 19380 | $247,372,928 | 1343 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 2 West Market Street, Suite 200 West Chester, PA, 19382 | $235,907,635 | 772 | 5 | A percentage of AUM, Fixed fees |
| 11 | 1065 Andrew Drive, West Chester, PA, 19380 | $160,589,922 | 801 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 9 N. Five Points Road, Suite 4 West Chester, PA, 19380 | $25,513,027 | 6 | 2 | Fixed fees, Performance Based |
Information on Top Retirement Planning firms in West Chester, Pennsylvania
QualificationsFirm CRD# 330755
Assets Under Management $9,803,013,288
No. Of Clients5
Clients Per Financial Advisor0
VENERABLE INVESTMENT ADVISERS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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 investment companies
- Selection for other advisors
- Other (FUND ADMINISTRATION)
QualificationsFirm CRD# 171976
Assets Under Management $4,541,661,225
No. Of Clients17793
Clients Per Financial Advisor85
WEALTHCARE ADVISORY PARTNERS LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17793 clients. The team consists of 210 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 businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 305815
Assets Under Management $2,370,836,249
No. Of Clients2017
Clients Per Financial Advisor336
WEDMONT PRIVATE CAPITAL is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2017 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
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# 116240
Assets Under Management $2,166,191,568
No. Of Clients4427
Clients Per Financial Advisor153
KEY FINANCIAL, INC. is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4427 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
- Other (FINANCIAL PLANNING RETAINER)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 155157
Assets Under Management $589,151,971
No. Of Clients2376
Clients Per Financial Advisor149
MARKET STREET WEALTH MANAGEMENT is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $589M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2376 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
- Hourly charges
- Fixed fees
- Other (PAYMENT FOR CLIENT REFERRALS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 118655
Assets Under Management $410,559,528
No. Of Clients12
Clients Per Financial Advisor2
MARQUETTE ASSOCIATES, INC. is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $411M assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 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
- Other (RETAINER BASED FEE)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (INVESTMENT CONSULTING SERVICES)
QualificationsFirm CRD# 170478
Assets Under Management $346,775,812
No. Of Clients717
Clients Per Financial Advisor102
FINANCIAL COACH is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 717 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 141039
Assets Under Management $300,990,891
No. Of Clients33
Clients Per Financial Advisor11
TRINITY INVESTMENT ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 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
- Pesnsion consulting services
QualificationsFirm CRD# 304430
Assets Under Management $247,372,928
No. Of Clients1343
Clients Per Financial Advisor224
BALLAST FINANCIAL ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1343 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 306486
Assets Under Management $235,907,635
No. Of Clients772
Clients Per Financial Advisor154
STONECROP WEALTH ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 772 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 330300
Assets Under Management $160,589,922
No. Of Clients801
Clients Per Financial Advisor62
WEALTHCARE CAPITAL PARTNERS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 801 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
- Hourly charges
- Fixed fees
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# 298176
Assets Under Management $25,513,027
No. Of Clients6
Clients Per Financial Advisor3
GLOBAL BETA ADVISORS is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $26M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
- Performance Based
Financial Planning Services
- Other (INTERNET ADVISER)
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Looking for more choices? Use our free match service to compare retirement planners serving your area.