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 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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 314 Magnolia Avenue, Fairhope, AL, 36532 | $5,285,077,689 | 7056 | 24 | A percentage of AUM, Fixed fees |
2 | 50 South Church Street, Suite C Fairhope, AL, 36532-2350 | $396,356,000 | 213 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 54 S. Greeno Road, Fairhope, AL, 36532 | $300,769,749 | 715 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 167626
Assets Under Management $5,285,077,689
No. Of Clients7056
Clients Per Financial Advisor294
APTUS CAPITAL ADVISORS, LLC is a financial advisory firm situated in Fairhope, Alabama. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7056 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106454
Assets Under Management $396,356,000
No. Of Clients213
Clients Per Financial Advisor71
HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C. is a financial advisory firm situated in Fairhope, Alabama. With a nearly $396M assets under management, the firm specializes in crafting personalized retirement planning solutions for 213 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155548
Assets Under Management $300,769,749
No. Of Clients715
Clients Per Financial Advisor102
BROWN FINANCIAL ADVISORY is a financial advisory firm situated in Fairhope, Alabama. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 715 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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