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 | ROSECAP INVESTMENT ADVISORS, LLC 200 Grand Ave, Suite 205 Grand Junction, CO, 81501 | $345,304,043 | 583 | 5 | A Percentage of AUM, Fixed Fees |
2 | AVERA CAPITAL WEALTH MANAGEMENT 101 S 3rd Street, Suite 300 Grand Junction, CO, 81501 | $122,278,759 | 605 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 152054
Assets Under Management $345,304,043
No. Of Clients583
Clients Per Financial Advisor117
ROSECAP INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Grand Junction, Colorado. With a nearly $345M assets under management, the firm specializes in crafting personalized retirement planning solutions for 583 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315089
Assets Under Management $122,278,759
No. Of Clients605
Clients Per Financial Advisor121
AVERA CAPITAL WEALTH MANAGEMENT is a financial advisory firm situated in Grand Junction, Colorado. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 605 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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