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Find Retirement Advisors for Retirement Planning in Bryn Mawr, Pennsylvania

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Bryn Mawr, Pennsylvania

Last Updated - March 28, 2026

Bryn Mawr has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Bryn Mawr, Pennsylvania have an average of 19 years of experience.

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List of Qualified Retirement Planning Advisors in Bryn Mawr, Pennsylvania

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

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

Find An Advisor

VERIFIED

Mike Weber
CFP^®
Edelman Financial Engines, LLC - tariktest

Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65

Minimum Assets Required
Not Specified

Address

470 Norristown Road,
Suite #305,
Blue Bell, PA 19422 See Details

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

Find An Advisor

Top 7 Retirement Planning firms in Bryn Mawr, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	40 Morris Avenue, Bryn Mawr, PA, 19010	$7,801,331,000	2	32	Fixed fees, Other (PROFITS INTEREST)
2	Two Town Place, Suite 200 Bryn Mawr, PA, 19010	$2,129,075,769	5	36	A percentage of AUM, Performance Based
3	One Town Place, Suite 110 Bryn Mawr, PA, 19010	$673,116,000	2	8	A percentage of AUM, Performance Based, Other (EXPENSE REIMBURSEMENT)
4	937 Glenbrook Ave, Bryn Mawr, PA, 19010	$485,010,799	236	3	A percentage of AUM
5	859 W. Lancaster Avenue, Bryn Mawr, PA, 19010	$160,000,000	620	3	A percentage of AUM, Hourly charges, Fixed fees
6	One Town Place, Suite 200 Bryn Mawr, PA, 19010	$112,616,089	41	10	A percentage of AUM
7	925 W. Lancaster Avenue, Suite 220 Bryn Mawr, PA, 19010	$50,596,809	1	6	A percentage of AUM

Information on Top Retirement Planning firms in Bryn Mawr, Pennsylvania

ATAIROS MANAGEMENT, L.P.

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QualificationsFirm CRD# 281947

Assets Under Management $7,801,331,000

No. Of Clients2

Clients Per Financial Advisor0

ATAIROS MANAGEMENT, L.P. is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees
Other (PROFITS INTEREST)

Financial Planning Services

Portfolio management for pooled investment vehicles

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ALTERRA IOS MANAGER, LLC

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QualificationsFirm CRD# 324445

Assets Under Management $2,129,075,769

No. Of Clients5

Clients Per Financial Advisor0

ALTERRA IOS MANAGER, LLC is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 36 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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SORA INVESTORS

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QualificationsFirm CRD# 317257

Assets Under Management $673,116,000

No. Of Clients2

Clients Per Financial Advisor0

SORA INVESTORS is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $673M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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
Performance Based
Other (EXPENSE REIMBURSEMENT)

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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MCGOWAN & CO LLP

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QualificationsFirm CRD# 108736

Assets Under Management $485,010,799

No. Of Clients236

Clients Per Financial Advisor79

MCGOWAN & CO LLP is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $485M assets under management, the firm specializes in crafting personalized retirement planning solutions for 236 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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NEWBRIDGE WEALTH MANAGEMENT

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QualificationsFirm CRD# 169239

Assets Under Management $160,000,000

No. Of Clients620

Clients Per Financial Advisor207

NEWBRIDGE WEALTH MANAGEMENT is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 620 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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OAR FINANCIAL

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QualificationsFirm CRD# 158989

Assets Under Management $112,616,089

No. Of Clients41

Clients Per Financial Advisor4

OAR FINANCIAL is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $113M assets under management, the firm specializes in crafting personalized retirement planning solutions for 41 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

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (OUTSOURCED CIO SERVICES)

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DAKOTA INVESTMENTS, LLC

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QualificationsFirm CRD# 290284

Assets Under Management $50,596,809

No. Of Clients1

Clients Per Financial Advisor0

DAKOTA INVESTMENTS, LLC is a financial advisory firm situated in Bryn Mawr, Pennsylvania. With a nearly $51M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

Financial Planning Services

Portfolio management for investment companies

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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