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 | 809 W. Riordan, Suite 104 Flagstaff, AZ, 86001 | $295,004,264 | 618 | 10 | A percentage of AUM, Fixed fees, Other (FIXED FEES ARE ONLY CHARGED FOR FINANCIAL PLANNING ARRANGEMENTS.) |
2 | 19 W. Aspen Avenue, Flagstaff, AZ, 86001 | $116,511,177 | 697 | 5 | A percentage of AUM, Other (THIRD PARTY MANAGERS) |
3 | 2500 S. Woodlands Village Boulevard, Suite 3 Flagstaff, AZ, 86001 | $74,797,158 | 1065 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 116771
Assets Under Management $295,004,264
No. Of Clients618
Clients Per Financial Advisor62
ASCENDANT FINANCIAL SOLUTIONS, INC. is a financial advisory firm situated in Flagstaff, Arizona. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298347
Assets Under Management $116,511,177
No. Of Clients697
Clients Per Financial Advisor139
BABB WEALTH ADVISORS LLC is a financial advisory firm situated in Flagstaff, Arizona. With a nearly $117M assets under management, the firm specializes in crafting personalized retirement planning solutions for 697 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153559
Assets Under Management $74,797,158
No. Of Clients1065
Clients Per Financial Advisor1065
VORA WEALTH MANAGEMENT, PLLC is a financial advisory firm situated in Flagstaff, Arizona. With a nearly $75M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1065 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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