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Financial Planners in Limerick, PA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Limerick: Retire Ready Financial Group, LLC, RFA Score 76/100; 5.0★ from 1,179 Google reviews; open 7 days a week.

  2. 2

    Most-reviewed: Diamond Credit Union, 460 Google reviews at 4.6★, the most of 145 ranked after Retire Ready Financial Group, LLC; ranked #2.

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

145 Limerick financial planners are ranked here by RFA Score, from eight published factors. 13 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 145 rated firms.

Top 10 financial planners in Limerick 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 Limerick at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Retire Ready Financial Group, LLC765.0★ (1,179)Radnor, 15 mi awaySat · Sun · EveningsTop score
2Diamond Credit Union744.6★ (460)Pottstown, 5 mi awayEveningsMost reviews
3Financial Voyages Wealth Management735.0★ (54)Limerick——
4Benetrends Financial734.7★ (416)Lansdale, 11 mi away——
5McAdam Financial724.9★ (289)Radnor, 15 mi away——
6St. George & Associates CPAs, LLC725.0★ (88)Phoenixville, 8 mi away——
7Blue Bell Private Wealth Management, LLC715.0★ (144)King of Prussia, 15 mi away——
8Presilium Private Wealth715.0★ (145)Radnor, 15 mi away——
9Sensenig Capital Advisors, Inc.715.0★ (27)Limerick——
10Thrive Financial Services (HQ)704.9★ (213)Horsham, 19 mi away——

All 145 financial planners in Limerick, 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 Diamond Credit Union

    Based in Pottstown, 5 mi away

    74/100RFA Score

    Ranked #2 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

  4. #4 Benetrends Financial

    Based in Lansdale, 11 mi away

    73/100RFA Score

    Ranked #4 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

  5. #5 McAdam Financial

    Based in Radnor, 15 mi away

    72/100RFA Score

    Ranked #5 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

  8. #8 Presilium Private Wealth

    Based in Radnor, 15 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 145 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 145 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    150 N Radnor Chester Rd Ste F110, Radnor, PA 19087
    View profile for Presilium Private Wealth(215) 982-4140

  11. #11 Rolek Retirement Planning - Kyle Rolek, CFP®, Retirement Planning Specialist

    Based in West Norriton, 12 mi away

    70/100RFA Score

    Ranked #11 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

  12. #12 Goldstein Financial

    Based in King of Prussia, 13 mi away

    70/100RFA Score

    Ranked #12 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

  14. #14 Andrew Hoff Agency

    Based in Limerick

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.6★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 25 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    501 Main St B, Royersford, PA 19468
    View profile for Andrew Hoff Agency(610) 948-8765

  16. #16 Crash Proof Retirement

    Based in King of Prussia, 14 mi away

    69/100RFA Score

    Ranked #16 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

  17. #17 Sherwin Forde, Financial Advisor

    Based in West Norriton, 17 mi away

    69/100RFA Score

    Ranked #17 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

  19. #19 Cooper Eagle

    Based in King of Prussia, 11 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.9★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    771 5th Ave, King of Prussia, PA 19406
    View profile for Cooper Eagle(484) 519-2667

  21. #21 Bankers Life

    Based in King of Prussia, 11 mi away

    68/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.5★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 51 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Parkview Tower, 1150 1st Ave Ste 1020, King of Prussia, PA 19406
    View profile for Bankers Life(610) 337-9810

  22. #22 Diamond Credit Union

    Based in Reading, 23 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 82 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
    1030 Cedar Top Rd, Reading, PA 19607
    View profile for Diamond Credit Union(610) 326-5490

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 145 ranked financial planners here; the rest are on their profiles.

financial planners in Limerick, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bernardo Wealth Planning674.2★ (5)In Limerick
27Robbins Insurance & Financial Services LLC665.0★ (47)23 mi
28Capital Planning Wealth Management665.0★ (51)24 mi
29PTM Wealth664.9★ (30)17 mi
30Maridea Wealth Management665.0★ (28)18 mi
31TrueWealth Solutions665.0★ (20)16 mi
32Bank of America (with Drive-thru ATM)664.1★ (14)7 mi
33Diamond Credit Union664.9★ (49)24 mi
34First Command Financial Advisor - Scott Anderson665.0★ (16)15 mi
35Viscounte Financial664.9★ (28)19 mi
36Thrive Wealth Management, LLC665.0★ (8)10 mi
37Thrive Wealth Management, LLC665.0★ (16)15 mi
38Clairmont, Paciello & Co., P.C.654.6★ (11)12 mi
39John Ungerman - Thrivent653.7★ (3)4 mi
40Mountain River Financial, LLC655.0★ (23)22 mi
41Woodwee Financial Services645.0★ (24)23 mi
42Amplius Wealth Advisors645.0★ (9)14 mi
43Emancipare Investment Advisors LLC645.0★ (7)13 mi
44Cornerstone Portfolios645.0★ (23)23 mi
45Schorn Wealth645.0★ (9)15 mi
46Amanda Salyer - Edelman Financial Engines645.0★ (10)16 mi
47Certior Financial Group645.0★ (5)10 mi
48Milestone Financial Associates, LLC645.0★ (15)20 mi
49JSO Partners645.0★ (8)14 mi
50Preservation Wealth Management644.4★ (7)11 mi

Also serving Limerick

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 Limerick
BusinessGoogle ratingDistance
Beth Wentzel - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Limerick
Daniel White - Ameriprise Financial Services, Inc.5.0★ (1)In Limerick
Educators First Financial of PA5.0★ (3)In Limerick
Edward Jones - Financial Advisor: Jennifer E Staudenmayer, CFP®|CRPC™In Limerick
Flagship Financial, LLC1.0★ (1)In Limerick
Flagship Financial, LLC5.0★ (1)In Limerick
Jake Peck - TD Wealth Relationship ManagerIn Limerick
Janney Montgomery Scott5.0★ (1)In Limerick
John Kochel - ThriventIn Limerick
John Shimp - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Limerick
Limerick Financial Group, LLCIn Limerick
Mark C. Weller CFP MBA - Eagle Strategies LLCIn Limerick
Matthew AyresIn Limerick
Matthew Buckery - ThriventIn Limerick
Milestone Financial Associates, LLC5.0★ (2)In Limerick
Proactive Financial Strategies5.0★ (1)In Limerick
RidgePoint Financial Partners - Ameriprise Financial Services, LLCIn Limerick
St Pedro and Associates3.9★ (15)In Limerick
The Princeton Group - Wells Fargo Advisors Financial Network1.0★ (1)In Limerick
Tupelo Wealth Partners5.0★ (2)In Limerick

How we ranked Limerick financial planners

We scored 145 Limerick 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 Limerick 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 Limerick: frequently asked questions

Which financial planner has the highest RFA Score in Limerick?

By RFA Score, the highest-ranked financial planner in Limerick, PA is Retire Ready Financial Group, LLC with an RFA Score of 76/100. It has 5.0★ from 1,179 Google reviews. It is open 7 days a week. Diamond Credit Union (#2) and Financial Voyages Wealth Management (#3) follow. We ranked 145 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Limerick?

RankedFinancialAdvisors ranks 145 financial planners serving Limerick, PA. 5 of them are based in Limerick; 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 Limerick work on weekends?

13 of 145 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Retire Ready Financial Group, LLC (#1), Rolek Retirement Planning - Kyle Rolek, CFP®, Retirement Planning Specialist (#11) and Goldstein Financial (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Limerick financial planners have?

The median Google rating among 145 rated financial planners in Limerick is 5.0★, with a median of 8 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 Limerick count in this ranking?

Yes, if they are within 25 mi of the Limerick 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 Limerick 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 Limerick 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 Limerick

  1. November 2026: RFA Scores recalculated for 145 financial planners serving Limerick.

More financial planners and Limerick pages