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 | PREMIER FINANCIAL GROUP INC 725 Sixth Street, Eureka, CA, 95501-1103 | $632,047,264 | 1148 | 17 | A Percentage of AUM, Fixed Fees |
2 | REDWOOD COAST FINANCIAL PARTNERS 923 3rd Street, Eureka, CA, 95501 | $123,868,000 | 930 | 6 | A Percentage of AUM |
QualificationsFirm CRD# 107314
Assets Under Management $632,047,264
No. Of Clients1148
Clients Per Financial Advisor68
PREMIER FINANCIAL GROUP INC is a financial advisory firm situated in Eureka, California. With a nearly $632M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1148 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 226560
Assets Under Management $123,868,000
No. Of Clients930
Clients Per Financial Advisor155
REDWOOD COAST FINANCIAL PARTNERS is a financial advisory firm situated in Eureka, California. With a nearly $124M assets under management, the firm specializes in crafting personalized retirement planning solutions for 930 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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