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Find Retirement Advisors for Retirement Planning in Conshohocken, 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 Conshohocken, Pennsylvania
Last Updated - May 2, 2025Conshohocken has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Conshohocken, Pennsylvania have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Conshohocken, Pennsylvania
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
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
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:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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
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
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, 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
VERIFIEDChip Holston
CRPC®
LPL Financial
Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Flat Fee, 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
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
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 14 Retirement Planning firms in Conshohocken, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 100 Front Street, Suite 400 West Conshohocken, PA, 19428 | $34,216,864,561 | 191 | 187 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 300 Barr Harbor Drive, Fifth Floor West Conshohocken, PA, 19428-2998 | $19,227,647,698 | 1844 | 93 | A percentage of AUM, Performance Based |
| 3 | One Tower Bridge, Ste 1500, West Conshohocken, PA, 19428-2874 | $6,375,388,552 | 289 | 23 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 300 Barr Harbor Drive, Fifth Floor West Conshohocken, PA, 19428 | $4,224,457,143 | 29 | 0 | A percentage of AUM, Performance Based |
| 5 | Five Tower Bridge, 300 Barr Harbor Drive, Suite 200 West Conshohocken, PA, 19428 | $3,213,483,087 | 3917 | 27 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 300 Barr Harbor Drive, Suite 260 West Conshohocken, PA, 19428 | $2,757,046,556 | 68 | 35 | A percentage of AUM, Other (PRIVATELY MANAGED FUNDS) |
| 7 | 200 Barr Harbor Drive, Suite 400 West Conshohocken, PA, 19428 | $2,276,508,000 | 4 | 21 | A percentage of AUM, Performance Based |
| 8 | 300 Barr Harbor Drive, Suite 705 West Conshohocken, PA, 19428-2075 | $1,855,880,980 | 1112 | 14 | A percentage of AUM, Fixed fees |
| 9 | 1001 Conshohocken State Road, Suite 1-202 West Conshohocken, PA, 19428 | $1,087,072,004 | 745 | 16 | A percentage of AUM |
| 10 | 300 Barr Harbor Drive, Suite 220 West Conshohocken, PA, 19428 | $985,459,007 | 113 | 10 | A percentage of AUM, Performance Based |
| 11 | 1001 Conshohocken State Road, Ste 1-311 West Conshohocken, PA, 19428 | $552,384,200 | 5 | 3 | A percentage of AUM, Performance Based |
| 12 | 100 Front Street, Ste 900 West Conshohocken, PA, 19428 | $545,640,270 | 6 | 6 | A percentage of AUM, Performance Based |
| 13 | One Tower Bridge, 100 Front Street, Suite 1150 West Conshohocken, PA, 19428 | $468,910,486 | 11 | 12 | A percentage of AUM, Fixed fees, Performance Based |
| 14 | 100 Front Street, Suite 905 West Conshohocken, PA, 19428 | $259,522,842 | 1 | 7 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Conshohocken, Pennsylvania
QualificationsFirm CRD# 117050
Assets Under Management $34,216,864,561
No. Of Clients191
Clients Per Financial Advisor1
MORGAN STANLEY AIP GP LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 191 clients. The team consists of 187 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
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
- Selection for other advisors
QualificationsFirm CRD# 105403
Assets Under Management $19,227,647,698
No. Of Clients1844
Clients Per Financial Advisor20
HIRTLE, CALLAGHAN & CO., LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1844 clients. The team consists of 93 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 108380
Assets Under Management $6,375,388,552
No. Of Clients289
Clients Per Financial Advisor13
MILLER INVESTMENT MANAGEMENT, LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 289 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 160737
Assets Under Management $4,224,457,143
No. Of Clients29
Clients Per Financial AdvisorInfinity
HC CAPITAL PARTNERS, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 0 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
- Selection for other advisors
QualificationsFirm CRD# 116574
Assets Under Management $3,213,483,087
No. Of Clients3917
Clients Per Financial Advisor145
SAGE FINANCIAL GROUP INC. is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3917 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- 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
QualificationsFirm CRD# 152303
Assets Under Management $2,757,046,556
No. Of Clients68
Clients Per Financial Advisor2
PPB ADVISORS, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (PRIVATELY MANAGED FUNDS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 284844
Assets Under Management $2,276,508,000
No. Of Clients4
Clients Per Financial Advisor0
FAIRMOUNT FUNDS MANAGEMENT LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 21 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# 115700
Assets Under Management $1,855,880,980
No. Of Clients1112
Clients Per Financial Advisor79
TOWER BRIDGE ADVISORS is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1112 clients. The team consists of 14 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
- Publication of periodicals and newsletters
QualificationsFirm CRD# 108922
Assets Under Management $1,087,072,004
No. Of Clients745
Clients Per Financial Advisor47
BALDWIN INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 745 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 107615
Assets Under Management $985,459,007
No. Of Clients113
Clients Per Financial Advisor11
BEACH INVESTMENT COUNSEL, INC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 113 clients. The team consists of 10 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 businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 283692
Assets Under Management $552,384,200
No. Of Clients5
Clients Per Financial Advisor2
RHINO INVESTMENT PARTNERS, INC. is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $552M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 138436
Assets Under Management $545,640,270
No. Of Clients6
Clients Per Financial Advisor1
PERMIT CAPITAL, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $546M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 134445
Assets Under Management $468,910,486
No. Of Clients11
Clients Per Financial Advisor1
VERDIS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $469M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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
- 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
QualificationsFirm CRD# 309960
Assets Under Management $259,522,842
No. Of Clients1
Clients Per Financial Advisor0
MATTERHORN CAPITAL ADVISORS, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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 vehicles
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