Skip to content

Financial Planners in Ardmore, PA: 2026 rankings

274 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Ardmore: Retire Ready Financial Group, LLC, RFA Score 79/100; 5.0★ from 1,179 Google reviews; open 7 days a week.

  2. 20

    Most-reviewed: Diamond Credit Union, 460 Google reviews at 4.6★, the most of 274 ranked after Retire Ready Financial Group, LLC; ranked #20.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

274 Ardmore financial planners are ranked here by RFA Score, from eight published factors. 42 open Saturdays and 9 open Sundays, based on posted hours. The median Google rating is 4.9★ across 274 rated firms.

Top 10 financial planners in Ardmore at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Ardmore at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Retire Ready Financial Group, LLC795.0★ (1,179)Radnor, 5 mi awaySat · Sun · EveningsTop score
2McAdam Financial754.9★ (289)Radnor, 5 mi away——
3Presilium Private Wealth745.0★ (145)Radnor, 5 mi away——
4Blue Bell Private Wealth Management, LLC735.0★ (144)King of Prussia, 9 mi away——
5Thrive Financial Services (HQ)724.9★ (213)Horsham, 11 mi away——
6Liberty One Wealth Advisors725.0★ (93)Philadelphia, 8 mi away——
7Benetrends Financial724.7★ (416)Lansdale, 15 mi away——
8Goldstein Financial715.0★ (72)King of Prussia, 7 mi awaySat · Evenings—
9Sherwin Forde, Financial Advisor715.0★ (61)West Norriton, 6 mi awaySat · Evenings—
10Crash Proof Retirement714.7★ (100)King of Prussia, 6 mi awaySat—

All 274 financial planners in Ardmore, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 McAdam Financial

    Based in Radnor, 5 mi away

    75/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 289 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Suite F-200, Radnor, PA 19087
    View profile for McAdam Financial(215) 399-9350

  7. #7 Benetrends Financial

    Based in Lansdale, 15 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 416 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 416 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1684 S Broad St Ste 130, Lansdale, PA 19446
    View profile for Benetrends Financial(267) 498-0059

  8. #8 Goldstein Financial

    Based in King of Prussia, 7 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 72 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 72 Google reviews
    Hours
    Mon–Fri 8 AM–8 PM · Sat 10 AM–2 PM · Sun closed
    Address
    215 W Church Rd #107, King of Prussia, PA 19406
    View profile for Goldstein Financial(610) 457-2619

  9. #9 Sherwin Forde, Financial Advisor

    Based in West Norriton, 6 mi away

    71/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 61 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed–Thu 9 AM–8:30 PM · Fri 9 AM–5 PM · Sat 9 AM–3 PM · Sun closed
    Address
    555 Andorra Glen Ct Ste 3, Lafayette Hill, PA 19444
    View profile for Sherwin Forde, Financial Advisor(484) 684-7014

  10. #10 Crash Proof Retirement

    Based in King of Prussia, 6 mi away

    71/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.7★ from 100 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 100 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2700 Horizon Dr #300, King of Prussia, PA 19406
    View profile for Crash Proof Retirement(800) 722-9728

  12. #12 Peak Wealth Partners

    Based in Cherry Hill Mall, 18 mi away

    70/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 156 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 156 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    305 Fellowship Rd Ste 105, Mt Laurel Township, NJ 08054
    View profile for Peak Wealth Partners(856) 552-0427

  15. #15 Rolek Retirement Planning - Kyle Rolek, CFP®, Retirement Planning Specialist

    Based in West Norriton, 10 mi away

    70/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 67 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 67 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat–Sun 7 AM–5 PM
    Address
    1055 Westlakes Dr #300, Berwyn, PA 19312
    View profile for Rolek Retirement Planning - Kyle Rolek, CFP®, Retirement Planning Specialist(267) 427-5667

  20. #20 Diamond Credit Union

    Based in Pottstown, 24 mi away

    69/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.6★ from 460 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 460 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–7 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    1600 Medical Dr, Pottstown, PA 19464
    View profile for Diamond Credit Union(610) 326-5490

  21. #21 Woodwee Financial Services

    Based in Philadelphia, 4 mi away

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 10 AM–8 PM · Fri–Sat 10 AM–10 PM · Sun closed
    Address
    In the plaza, 3901 Conshohocken Ave, Philadelphia, PA 19131
    View profile for Woodwee Financial Services(267) 597-4965

  23. #23 Isakov Planning Group

    Based in Horsham, 17 mi away

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 76 Google reviews
    Hours
    Mon–Fri 9 AM–9 PM · Sat 9 AM–12 PM · Sun closed
    Address
    671 Second Street Pike, Southampton, PA 18966
    View profile for Isakov Planning Group(215) 452-8072

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 274 ranked financial planners here; the rest are on their profiles.

financial planners in Ardmore, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26TrueWealth Solutions685.0★ (20)5 mi
27Beacon Pointe Advisors685.0★ (11)In Ardmore
28Ausperity Private Wealth675.0★ (59)18 mi
29Bankers Life674.5★ (51)9 mi
30Jones Wealth Management675.0★ (37)14 mi
31Activate Wealth675.0★ (19)7 mi
32Cooper Eagle674.9★ (27)9 mi
33Viscounte Financial674.9★ (28)10 mi
34Financial Voyages Wealth Management675.0★ (54)19 mi
35Mountain River Financial, LLC675.0★ (23)10 mi
36Cook Legacy Advisors675.0★ (30)14 mi
37The Maisch Financial Group LLC675.0★ (44)18 mi
38Compass Financial Solutions, Inc675.0★ (7)In Ardmore
39Wrought Financial Planning665.0★ (32)15 mi
40Family Wealth Management665.0★ (49)20 mi
41Quaker Wealth Management665.0★ (43)18 mi
42TBT Barter Exchange664.9★ (34)16 mi
43Thrive Wealth Management, LLC665.0★ (16)9 mi
44First Command Financial Advisor - Scott Anderson665.0★ (16)9 mi
45Sensenig Capital Advisors, Inc.665.0★ (27)14 mi
46Amanda Salyer - Edelman Financial Engines665.0★ (10)5 mi
47ACT - Ardent Community Trust of Pennsylvania664.4★ (31)9 mi
48Bank of America (with Drive-thru ATM)663.9★ (36)5 mi
49RiversEdge Advisors665.0★ (51)23 mi
50Rohi Batra - Edelman Financial Engines665.0★ (23)14 mi

Also serving Ardmore

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Ardmore
BusinessGoogle ratingDistance
AdvisorBridge5.0★ (1)In Ardmore
Auerbach Investment Services, LLCIn Ardmore
BASH Capital5.0★ (1)In Ardmore
Bob Winkelman, CFP® - Westward Planning Group5.0★ (1)In Ardmore
CorientIn Ardmore
CW Advisors5.0★ (2)In Ardmore
Edward Jones - Financial Advisor: Keith D ColemanIn Ardmore
Edward Jones - Financial Advisor: Nancy Purcell, AAMS®5.0★ (2)In Ardmore
Equitable Advisors5.0★ (1)In Ardmore
Market Edge CapitalIn Ardmore
Merrill Lynch Financial Advisor Rocco Rugnetta5.0★ (1)In Ardmore
Merrill Lynch Wealth Management4.0★ (1)In Ardmore
Metanoia Financial5.0★ (2)In Ardmore
Philadelphia Stock TransferIn Ardmore
Segall Bryant & HamillIn Ardmore
SKB Accounting5.0★ (48)In Ardmore
TABASFUNDING5.0★ (1)In Ardmore
Veritas FinancialIn Ardmore
W Financial AdvisorsIn Ardmore
Wells Fargo AdvisorsIn Ardmore

How we ranked Ardmore financial planners

We scored 274 Ardmore financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Ardmore data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Ardmore: frequently asked questions

Which financial planner has the highest RFA Score in Ardmore?

By RFA Score, the highest-ranked financial planner in Ardmore, PA is Retire Ready Financial Group, LLC with an RFA Score of 79/100. It has 5.0★ from 1,179 Google reviews. It is open 7 days a week. McAdam Financial (#2) and Presilium Private Wealth (#3) follow. We ranked 274 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Ardmore?

RankedFinancialAdvisors ranks 274 financial planners serving Ardmore, PA. 2 of them are based in Ardmore; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Ardmore work on weekends?

42 of 274 ranked financial planners post Saturday hours and 9 post Sunday hours. The highest-ranked open Saturdays are Retire Ready Financial Group, LLC (#1), Goldstein Financial (#8) and Sherwin Forde, Financial Advisor (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ardmore financial planners have?

The median Google rating among 274 rated financial planners in Ardmore is 4.9★, with a median of 10 reviews. Retire Ready Financial Group, LLC has the most, 1,179 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Ardmore count in this ranking?

Yes, if they are within 25 mi of the Ardmore city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Ardmore ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Ardmore a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Ardmore

  1. November 2026: RFA Scores recalculated for 274 financial planners serving Ardmore.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Ardmore pages