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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 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 Conshohocken, Pennsylvania
Last Updated - April 13, 2024Conshohocken has 13 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 19 years of experience.
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List of Qualified Retirement Planning Advisors in Conshohocken, 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
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
VERIFIED Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning.
Compensation/Fee
Fee-Based
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
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
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
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
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
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
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
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 | MORGAN STANLEY AIP GP LP 100 Front Street, Suite 400 West Conshohocken, PA, 19428 | $30,397,758,633 | 201 | 193 | A Percentage of AUM, Performance Based |
| 2 | HIRTLE, CALLAGHAN & CO., LLC 300 Barr Harbor Drive, Fifth Floor West Conshohocken, PA, 19428-2998 | $18,112,361,189 | 2379 | 100 | A Percentage of AUM, Fixed Fees, Performance Based |
| 3 | MILLER INVESTMENT MANAGEMENT, LP One Tower Bridge, Ste 1500, West Conshohocken, PA, 19428-2874 | $5,088,526,105 | 281 | 21 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | HC CAPITAL PARTNERS, LLC 300 Barr Harbor Drive, Fifth Floor West Conshohocken, PA, 19428 | $3,529,725,596 | 24 | 0 | A Percentage of AUM, Performance Based |
| 5 | SAGE FINANCIAL GROUP INC. Five Tower Bridge, 300 Barr Harbor Drive, Suite 200 West Conshohocken, PA, 19428 | $2,701,612,545 | 3567 | 27 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | TOWER BRIDGE ADVISORS 300 Barr Harbor Drive, Suite 705 West Conshohocken, PA, 19428-2075 | $1,866,433,648 | 1193 | 16 | A Percentage of AUM, Fixed Fees |
| 7 | FAIRMOUNT FUNDS MANAGEMENT LLC 200 Barr Harbor Drive, Suite 400 West Conshohocken, PA, 19428 | $1,481,025,633 | 5 | 10 | A Percentage of AUM, Performance Based |
| 8 | BALDWIN INVESTMENT MANAGEMENT, LLC 1001 Conshohocken State Road, Suite 1-202 West Conshohocken, PA, 19428 | $1,028,818,592 | 921 | 12 | A Percentage of AUM |
| 9 | BEACH INVESTMENT COUNSEL, INC 300 Barr Harbor Drive, Suite 220 West Conshohocken, PA, 19428 | $1,022,510,872 | 129 | 10 | A Percentage of AUM, Performance Based |
| 10 | PERMIT CAPITAL, LLC 100 Front Street, Ste 900 West Conshohocken, PA, 19428 | $527,539,989 | 6 | 3 | A Percentage of AUM, Performance Based |
| 11 | VERDIS INVESTMENT MANAGEMENT, LLC One Tower Bridge, 100 Front Street, Suite 1150 West Conshohocken, PA, 19428 | $452,027,342 | 10 | 12 | A Percentage of AUM, Fixed Fees, Performance Based |
| 12 | RHINO INVESTMENT PARTNERS, INC. 1001 Conshohocken State Road, Ste 1-311 West Conshohocken, PA, 19428 | $398,908,400 | 5 | 3 | A Percentage of AUM, Performance Based |
| 13 | MATTERHORN CAPITAL ADVISORS, LLC 100 Front Street, Suite 905 West Conshohocken, PA, 19428 | $170,208,930 | 1 | 7 | A Percentage of AUM, Performance Based |
| 14 | AUA PRIVATE WEALTH ADVISORS, LLC Four Tower Bridge, 200 Barr Harbor Drive,, Suite 400 West Conshohocken, PA, 19428 | $102,874,867 | 100 | 8 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Conshohocken, Pennsylvania
QualificationsFirm CRD# 117050
Assets Under Management $30,397,758,633
No. Of Clients201
Clients Per Financial Advisor1
MORGAN STANLEY AIP GP LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 201 clients. The team consists of 193 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 Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 105403
Assets Under Management $18,112,361,189
No. Of Clients2379
Clients Per Financial Advisor24
HIRTLE, CALLAGHAN & CO., LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2379 clients. The team consists of 100 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 108380
Assets Under Management $5,088,526,105
No. Of Clients281
Clients Per Financial Advisor13
MILLER INVESTMENT MANAGEMENT, LP is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 281 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
- Fixed Fees
- Performance Based
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
QualificationsFirm CRD# 160737
Assets Under Management $3,529,725,596
No. Of Clients24
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 24 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
- Selection of Other Advisors
QualificationsFirm CRD# 116574
Assets Under Management $2,701,612,545
No. Of Clients3567
Clients Per Financial Advisor132
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 3567 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 115700
Assets Under Management $1,866,433,648
No. Of Clients1193
Clients Per Financial Advisor75
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 1193 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 284844
Assets Under Management $1,481,025,633
No. Of Clients5
Clients Per Financial Advisor1
FAIRMOUNT FUNDS 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 5 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 pooled Investment
QualificationsFirm CRD# 108922
Assets Under Management $1,028,818,592
No. Of Clients921
Clients Per Financial Advisor77
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 921 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
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 107615
Assets Under Management $1,022,510,872
No. Of Clients129
Clients Per Financial Advisor13
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 129 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 138436
Assets Under Management $527,539,989
No. Of Clients6
Clients Per Financial Advisor2
PERMIT CAPITAL, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $528M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
- Selection of Other Advisors
QualificationsFirm CRD# 134445
Assets Under Management $452,027,342
No. Of Clients10
Clients Per Financial Advisor1
VERDIS INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $452M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 283692
Assets Under Management $398,908,400
No. Of Clients5
Clients Per Financial Advisor2
RHINO INVESTMENT PARTNERS, INC. is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $399M 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
- Portfolio Management for Business
QualificationsFirm CRD# 309960
Assets Under Management $170,208,930
No. Of Clients1
Clients Per Financial Advisor0
MATTERHORN CAPITAL ADVISORS, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $170M 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
QualificationsFirm CRD# 323621
Assets Under Management $102,874,867
No. Of Clients100
Clients Per Financial Advisor13
AUA PRIVATE WEALTH ADVISORS, LLC is a financial advisory firm situated in West Conshohocken, Pennsylvania. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 100 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
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