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 | SWAN GLOBAL INVESTMENTS, LLC 1099 Main Ave, Suite 206 Durango, CO, 81301 | $2,202,238,420 | 3144 | 18 | A Percentage of AUM |
2 | SWAN CAPITAL MANAGEMENT, LLC 1099 Main Ave., Suite 206 Durango, CO, 81301 | $1,194,660,143 | 6 | 7 | A Percentage of AUM |
3 | FAMILY FINANCIAL SOLUTIONS GROUP, LLC 270 East College Drive, Suite 100 Durango, CO, 81301 | $309,916,227 | 27 | 1 | A Percentage of AUM |
4 | RED MOUNTAIN FINANCIAL PARTNERS 555 Rivergate Lane - Suite B1-107, Durango, CO, 81301 | $121,089,004 | 512 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | MCALVANY WEALTH MANAGEMENT, LLC 166 Turner Dr, Durango, CO, 81303 | $77,964,402 | 392 | 6 | A Percentage of AUM |
6 | SWAN WEALTH ADVISORS, LLC 1099 Main Ave., Suite 206 Durango, CO, 81301 | $69,508,177 | 35 | 3 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 114669
Assets Under Management $2,202,238,420
No. Of Clients3144
Clients Per Financial Advisor175
SWAN GLOBAL INVESTMENTS, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3144 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164280
Assets Under Management $1,194,660,143
No. Of Clients6
Clients Per Financial Advisor1
SWAN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172725
Assets Under Management $309,916,227
No. Of Clients27
Clients Per Financial Advisor27
FAMILY FINANCIAL SOLUTIONS GROUP, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 174672
Assets Under Management $121,089,004
No. Of Clients512
Clients Per Financial Advisor171
RED MOUNTAIN FINANCIAL PARTNERS is a financial advisory firm situated in Durango, Colorado. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 512 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146021
Assets Under Management $77,964,402
No. Of Clients392
Clients Per Financial Advisor65
MCALVANY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $78M assets under management, the firm specializes in crafting personalized retirement planning solutions for 392 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 292755
Assets Under Management $69,508,177
No. Of Clients35
Clients Per Financial Advisor12
SWAN WEALTH ADVISORS, LLC is a financial advisory firm situated in Durango, Colorado. With a nearly $70M assets under management, the firm specializes in crafting personalized retirement planning solutions for 35 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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