Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | APTUS CAPITAL ADVISORS, LLC 265 Young Street, Fairhope, AL, 36532 | $4,249,213,318 | 8824 | 21 | A Percentage of AUM, Fixed Fees |
2 | HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. 50 South Church Street, Suite C Fairhope, AL, 36532-2350 | $336,407,000 | 208 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | BROWN FINANCIAL ADVISORY 54 S. Greeno Road, Fairhope, AL, 36532 | $251,053,411 | 681 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 167626
Assets Under Management $4,249,213,318
No. Of Clients8824
Clients Per Financial Advisor420
APTUS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fairhope, Alabama. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8824 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106454
Assets Under Management $336,407,000
No. Of Clients208
Clients Per Financial Advisor52
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. is a financial advisory firm situated in Fairhope, Alabama. With a nearly $336M assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155548
Assets Under Management $251,053,411
No. Of Clients681
Clients Per Financial Advisor114
BROWN FINANCIAL ADVISORY is a financial advisory firm situated in Fairhope, Alabama. With a nearly $251M assets under management, the firm specializes in crafting personalized retirement planning solutions for 681 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.