Skip to content

Investment Advisors in Limerick, PA: 2026 rankings

79 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Limerick: Mainline Capital Investment Associates, LLC, RFA Score 66/100; 4.7★ from 15 Google reviews.

  2. 2

    Most-reviewed: Retire Ready Financial Group, LLC, 1,179 Google reviews at 5.0★, the most of 79 ranked; ranked #2.

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

79 Limerick investment advisors are ranked here by RFA Score, from eight published factors. 4 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 79 rated firms.

Top 10 investment advisors 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 investment advisors in Limerick at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mainline Capital Investment Associates, LLC664.7★ (15)Radnor, 14 mi away—Top score
2Retire Ready Financial Group, LLC665.0★ (1,179)Radnor, 15 mi awaySat · Sun · EveningsMost reviews
3SEI Investments663.6★ (36)Phoenixville, 7 mi away——
4AmSett Funding655.0★ (16)Broomall, 21 mi awaySat · Sun · Evenings—
5Fidelity Investments644.7★ (7)Radnor, 16 mi away——
6PPR Capital Management643.8★ (4)Wayne, 12 mi away——
7Financial Voyages Wealth Management635.0★ (54)Limerick——
8Arin Risk Advisors, LLC635.0★ (3)Philadelphia, 16 mi away——
9McAdam Financial624.9★ (289)Radnor, 15 mi away——
10STP Investment Services624.0★ (4)West Chester, 19 mi away——

All 79 investment advisors 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.

  3. #3 SEI Investments

    Based in Phoenixville, 7 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.6★ from 36 Google reviews, listed on Google as “Investment company”.

    • 3.6★ from 36 Google reviews
    Address
    1 Freedom Valley Dr, Oaks, PA 19456
    View profile for SEI Investments(800) 342-5734

  4. #4 AmSett Funding

    Based in Broomall, 21 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat 10 AM–4:30 PM · Sun 11 AM–2:30 PM
    Address
    510 Abbott Dr, Broomall, PA 19008
    View profile for AmSett Funding(877) 220-3301

  5. #5 Fidelity Investments

    Based in Radnor, 16 mi away

    64/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.7★ from 7 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 7 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    797 E Lancaster Ave Ste 100, Villanova, PA 19085
    View profile for Fidelity Investments(800) 343-3548

  6. #6 PPR Capital Management

    Based in Wayne, 12 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.8★ from 4 Google reviews, listed on Google as “Investment company”.

    • 3.8★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    550 Swedesford Rd #210, Wayne, PA 19087
    View profile for PPR Capital Management(877) 395-1290

  8. #8 Arin Risk Advisors, LLC

    Based in Philadelphia, 16 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1100 E Hector St #215, Conshohocken, PA 19428
    View profile for Arin Risk Advisors, LLC(610) 822-3400

  9. #9 McAdam Financial

    Based in Radnor, 15 mi away

    62/100RFA Score

    Ranked #9 because of its Google rating and review volume: 4.9★ from 289 Google reviews.

    • 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

  10. #10 STP Investment Services

    Based in West Chester, 19 mi away

    62/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 4.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    44 W Gay St Ste 300, West Chester, PA 19380
    View profile for STP Investment Services(610) 363-5684

  11. #11 Meradia

    Based in West Chester, 19 mi away

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.3★ from 3 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 3 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    119 N High St, West Chester, PA 19380
    View profile for Meradia(610) 738-7787

  13. #13 Andrew Hoff Agency

    Based in Limerick

    60/100RFA Score

    Ranked #13 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

  17. #17 The Vanguard Group

    Based in Wayne, 12 mi away

    59/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 2.2★ from 49 Google reviews, listed on Google as “Investment service”.

    • 2.2★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–10 PM · Sat–Sun closed
    Address
    455 Devon Park Dr, Wayne, PA 19087
    View profile for The Vanguard Group(877) 662-7447

  18. #18 Cooper Eagle

    Based in King of Prussia, 11 mi away

    58/100RFA Score

    Ranked #18 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

  20. #20 PTM Wealth

    Based in Horsham, 17 mi away

    57/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1501 Lower State Rd Building D, North Wales, PA 19454
    View profile for PTM Wealth(267) 317-1515

  23. #23 Viscounte Financial

    Based in Horsham, 19 mi away

    56/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 28 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    580 Virginia Dr Ste 150, Fort Washington, PA 19034
    View profile for Viscounte Financial(215) 965-1600

  24. #24 Specht Realty Inc

    Based in Pottstown, 5 mi away

    56/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.1★ from 11 Google reviews, listed on Google as “Property management company”.

    • 3.1★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    1800 E High St, Pottstown, PA 19464
    View profile for Specht Realty Inc(610) 323-0303

Investment advisors 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 79 ranked investment advisors here; the rest are on their profiles.

investment advisors in Limerick, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Timeless Wealth565.0★ (4)8 mi
27Edward Jones - Financial Advisor: Fanny Cruz, CFP®|CIMA®|AAMS®|CKA®565.0★ (10)14 mi
28Myers Capital Management554.7★ (3)22 mi
29Edward Jones - Financial Advisor: Bonnie L Thompson554.3★ (3)6 mi
30Amanda Salyer - Edelman Financial Engines555.0★ (10)16 mi
31JSO Partners555.0★ (8)14 mi
32C & C Asset Management554.0★ (4)24 mi
33Creative Planning555.0★ (8)15 mi
34Wealth Enhancement Group554.6★ (10)16 mi
35Property Merchants, LLC554.8★ (23)23 mi
36Vincent Libucki - Financial Advisor, Ameriprise Financial Services, LLC555.0★ (6)14 mi
37Western & Southern Life553.6★ (18)12 mi
38Edelman Financial Engines544.3★ (11)16 mi
39Sharp Financial545.0★ (10)19 mi
40West Chester Wealth Management545.0★ (10)19 mi
41Ashford Wealth Advisors - Ameriprise Financial Services, LLC545.0★ (6)16 mi
422/13 Strategic Partners545.0★ (3)12 mi
43Spectrum Financial Group, Inc.545.0★ (3)12 mi
44Entrust Financial LLC545.0★ (3)12 mi
45Edward Jones - Financial Advisor: Tom McKee, CFP®|CEPA®|AAMS®545.0★ (3)12 mi
46Zachary Mineur, CFA, CFP® - Independence Square Advisors545.0★ (3)12 mi
47Northwestern Mutual543.4★ (10)12 mi
48Bluesphere Advisors LLC545.0★ (3)13 mi
49Vista Wealth Solutions543.8★ (13)16 mi
50Beacon Pointe Advisors545.0★ (11)22 mi

Also serving Limerick

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

Unranked investment advisors 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
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
Sensenig Capital Advisors, Inc.5.0★ (27)In Limerick
St Pedro and Associates3.9★ (15)In Limerick
The Princeton Group - Wells Fargo Advisors Financial Network1.0★ (1)In Limerick
Wells Fargo AdvisorsIn Limerick

How we ranked Limerick investment advisors

We scored 79 Limerick investment advisors 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 an investment advisor

  1. Confirm the investment advisor 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 an investment advisor

  • 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 investment advisor?
  • 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.

Investment advisors in Limerick: frequently asked questions

Which investment advisor has the highest RFA Score in Limerick?

By RFA Score, the highest-ranked investment advisor in Limerick, PA is Mainline Capital Investment Associates, LLC with an RFA Score of 66/100. It has 4.7★ from 15 Google reviews. Retire Ready Financial Group, LLC (#2) and SEI Investments (#3) follow. We ranked 79 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Limerick?

RankedFinancialAdvisors ranks 79 investment advisors serving Limerick, PA. 2 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 investment advisors in Limerick work on weekends?

4 of 79 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Retire Ready Financial Group, LLC (#2) and AmSett Funding (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Limerick investment advisors have?

The median Google rating among 79 rated investment advisors in Limerick is 5.0★, with a median of 7 reviews. Retire Ready Financial Group, LLC has the most, 1,179 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor 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 investment advisors outside Limerick count in this ranking?

Yes, if they are within 25 mi of the Limerick city center, our service radius for investment advisors. 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 investment advisors 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Limerick ranked?

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

How do I check an investment advisor’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 investment advisor 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 investment advisors 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 79 investment advisors serving Limerick.

More investment advisors and Limerick pages