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 | JACKSON THORNTON ASSET MANAGEMENT, LLC 200 Commerce Street, Montgomery, AL, 36104 | $1,282,407,140 | 2188 | 17 | A Percentage of AUM |
2 | INVISTA ADVISORS 350 Leavell Circle, Montgomery, AL, 36117 | $396,105,604 | 752 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | TUCKER FINANCIAL GROUP 254 Winton Blount Loop, Montgomery, AL, 36117 | $183,858,108 | 2615 | 3 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 116091
Assets Under Management $1,282,407,140
No. Of Clients2188
Clients Per Financial Advisor129
JACKSON THORNTON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Montgomery, Alabama. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2188 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282899
Assets Under Management $396,105,604
No. Of Clients752
Clients Per Financial Advisor94
INVISTA ADVISORS is a financial advisory firm situated in Montgomery, Alabama. With a nearly $396M assets under management, the firm specializes in crafting personalized retirement planning solutions for 752 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298292
Assets Under Management $183,858,108
No. Of Clients2615
Clients Per Financial Advisor872
TUCKER FINANCIAL GROUP is a financial advisory firm situated in Montgomery, Alabama. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2615 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.