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 | 5320 Northshore Drive, North Little Rock, AR, 72118 | $3,329,402,135 | 13257 | 157 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 8412 Counts Massie Road, North Little Rock, AR, 72113 | $112,434,156 | 180 | 3 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 127145
Assets Under Management $3,329,402,135
No. Of Clients13257
Clients Per Financial Advisor84
SOWELL MANAGEMENT is a financial advisory firm situated in North Little Rock, Arkansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13257 clients. The team consists of 157 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 115798
Assets Under Management $112,434,156
No. Of Clients180
Clients Per Financial Advisor60
VEACH FAMILY FINANCIAL is a financial advisory firm situated in North Little Rock, Arkansas. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 180 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.