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Find Retirement Advisors for Retirement Planning in Florida
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Florida, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Florida
Last Updated - April 11, 2025Florida has 26 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 932 non-vetted advisors in your local area. These retirement advisors in Florida have an average of 23 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Florida
VERIFIEDArmand Atkinson
CFP®, CIMA®, EA, CLU®, AIF®, CDFA®, ChFC®
Advanced Wealth Planning Group
Qualifications
CRD# 5167229
Firm CRD# 17870
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDBrian Messick
CPA, CFP®
WeberMessick Weath Management
Qualifications
CRD# 4344934
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDDaniel Spalding
CEPA®, AIF®
Focus Wealth Strategies, LLC
Qualifications
CRD# 5954349
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDJerry Bulaclac
RadiantVest
Qualifications
CRD# 4851069
Firm CRD# 125112
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Commissions, Flat Fee, Based on Assets
VERIFIEDJorge I. Blanco
AWMA®, CFP®, CRPC®, CPFA, AIF®
Success Wealth Management
Qualifications
CRD# 4531115
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMaria Giacalone-Mozo
CRPC®
LPL Financial
Qualifications
CRD# 4572965
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDMeredith Freeman
Accurate Advisory Group
Qualifications
CRD# 4418577
Firm CRD# 298137
Series 6, 7, 24, 55, 63, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDRussell Stout
Excelsior Wealth Partners
Qualifications
CRD# 4525503
Firm CRD# 23131
Series 7, 26, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDSteven Hartman
AAMS®, AIF®
Privada Wealth Management
Qualifications
CRD# 1965828
Firm CRD# 124583
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDVivienne Schleu
CPA
Alpina Financial Consultants
Qualifications
CRD# 2670443
Firm CRD# 6413
Series 6, 7, 26, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDDavid H. Morgan
CEP®, CFF, MSFS, CEA, RMA
R.E.A.P., Llc
Qualifications
CRD# 1162104
Firm CRD# 146512
Series 65
Minimum Assets Required
$25,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDCamarda Wealth Advisory Group
EA, CFA®
Qualifications
CRD# 1321857
Firm CRD# 113784
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn Salomon
CPA, CFP®
J2 Capital Management, Inc.
Qualifications
CRD# 3035112
Firm CRD# 152964
Series 63
Minimum Assets Required
$100,000
Advisory Services:
Portfolio Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDDaniel Pappas
CFP®
DWF Wealth Management
Qualifications
CRD# 3142839
Firm CRD# 6413
Series 6, 7
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDNathan Helms
CEPA®, CFP®, CIMA®
Accurate Wealth Management, LLC
Qualifications
CRD# 5362846
Firm CRD# 298137
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDPatricia Chevalier
CASL®, CFP®, RICP®, APMA®, CLU®, ChFC®
Prudential
Qualifications
CRD# 2088425
Firm CRD# 8733
Series 6, 7, 9, 10, 24, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDQualifications
CRD# 4769331
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDDynasty Wealth Management, LLC
CFP®, RICP®, CFA®, CPFA
Qualifications
Firm CRD# 153377
Series 6, 7, 9, 55, 65, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDKing Tide Advisors
CFP®, CTFA, ATFA
Qualifications
Firm CRD# 167517
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 143767
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Florida (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 880 Carillon Parkway, St. Petersburg, FL, 33716 | $433,814,330,581 | 1070028 | 13966 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 2 | Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131 | $397,045,307,119 | 26 | 2932 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 3 | 880 Carillon Parkway, Saint Petersburg, FL, 33716 | $344,868,106,925 | 1030208 | 6727 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (PER PARTICIPANT (ERISA)) |
| 4 | 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301 | $120,567,542,959 | 727 | 189 | A percentage of AUM, Performance Based |
| 5 | 830 Brickell Plaza, Suite 4800 Miami, FL, 33131 | $118,191,936,095 | 97020 | 845 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT) |
| 6 | 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401 | $97,371,716,804 | 38 | 578 | A percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS) |
| 7 | 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602 | $92,968,371,160 | 146 | 264 | A percentage of AUM, Fixed fees, Performance Based |
| 8 | 777 S. Flagler Drive E. Tower, Suite No. 1100 West Palm Beach, FL, 33401-5153 | $82,252,391,000 | 102 | 25 | A percentage of AUM, Performance Based |
| 9 | 3801 Pga Blvd., Suite 604 Palm Beach Gardens, FL, 33410 | $74,147,147,934 | 137 | 413 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 10 | 2340 Collins Avenue, Miami Beach, FL, 33139 | $68,062,428,598 | 189 | 506 | Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS) |
| 11 | 780 Carillon Pkwy, St. Petersburg, FL, 33716 | $58,477,764,071 | 66691 | 73 | A percentage of AUM, Performance Based |
| 12 | 1450 Brickell Avenue, 31st Floor, Miami, FL, 33131 | $57,351,804,696 | 162 | 1020 | A percentage of AUM, Performance Based |
| 13 | 600 Brickell Avenue, Penthouse Miami, FL, 33131-3067 | $47,872,431,820 | 64 | 207 | A percentage of AUM, Performance Based |
| 14 | 1825 Nw Corporate Blvd., Suite 300 Boca Raton, FL, 33431 | $43,238,955,480 | 3397 | 173 | A percentage of AUM, Performance Based |
| 15 | 777 Yamato Road, Suite 300 Boca Raton, FL, 33431 | $39,514,428,923 | 30 | 8 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Florida
QualificationsFirm CRD# 705
Assets Under Management $433,814,330,581
No. Of Clients1070028
Clients Per Financial Advisor77
RAYMOND JAMES & ASSOCIATES, INC. is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $434B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1070028 clients. The team consists of 13966 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS)
QualificationsFirm CRD# 148826
Assets Under Management $397,045,307,119
No. Of Clients26
Clients Per Financial Advisor0
CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $397B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2932 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 149018
Assets Under Management $344,868,106,925
No. Of Clients1030208
Clients Per Financial Advisor153
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $345B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1030208 clients. The team consists of 6727 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (PER PARTICIPANT (ERISA))
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (HOURLY & FIXED RATE CONSULTATIONS)
QualificationsFirm CRD# 283720
Assets Under Management $120,567,542,959
No. Of Clients727
Clients Per Financial Advisor4
GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $121B assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 clients. The team consists of 189 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 319448
Assets Under Management $118,191,936,095
No. Of Clients97020
Clients Per Financial Advisor115
CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 97020 clients. The team consists of 845 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (% OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Security ratings or pricing services
- Market timing services
- Education seminars/workshops
QualificationsFirm CRD# 307151
Assets Under Management $97,371,716,804
No. Of Clients38
Clients Per Financial Advisor0
ELLIOTT INVESTMENT MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 38 clients. The team consists of 578 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (PERFORMANCE-BASED ALLOCATIONS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 152606
Assets Under Management $92,968,371,160
No. Of Clients146
Clients Per Financial Advisor1
DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 146 clients. The team consists of 264 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 151480
Assets Under Management $82,252,391,000
No. Of Clients102
Clients Per Financial Advisor4
SANDERS CAPITAL, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $82B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO MANAGEMENT FOR CHIEF INVESTMENT OFFICER OF REGISTRANT)
QualificationsFirm CRD# 136591
Assets Under Management $74,147,147,934
No. Of Clients137
Clients Per Financial Advisor0
LIGHTHOUSE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $74B assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 413 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 110148
Assets Under Management $68,062,428,598
No. Of Clients189
Clients Per Financial Advisor0
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $68B assets under management, the firm specializes in crafting personalized retirement planning solutions for 189 clients. The team consists of 506 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (MANAGEMENT OF REAL ESTATE - RELATED ASSETS.)
QualificationsFirm CRD# 110653
Assets Under Management $58,477,764,071
No. Of Clients66691
Clients Per Financial Advisor914
EAGLE ASSET MANAGEMENT INC is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $58B assets under management, the firm specializes in crafting personalized retirement planning solutions for 66691 clients. The team consists of 73 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 160711
Assets Under Management $57,351,804,696
No. Of Clients162
Clients Per Financial Advisor0
H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $57B assets under management, the firm specializes in crafting personalized retirement planning solutions for 162 clients. The team consists of 1020 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 168339
Assets Under Management $47,872,431,820
No. Of Clients64
Clients Per Financial Advisor0
I SQUARED CAPITAL ADVISORS (US) LLC is a financial advisory firm situated in Miami, Florida. With a nearly $48B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 207 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106093
Assets Under Management $43,238,955,480
No. Of Clients3397
Clients Per Financial Advisor20
POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3397 clients. The team consists of 173 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 113539
Assets Under Management $39,514,428,923
No. Of Clients30
Clients Per Financial Advisor4
III CAPITAL MANAGEMENT is a financial advisory firm situated in Boca Raton, Florida. With a nearly $40B assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Boca Raton, Florida
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Looking for more choices? Use our free match service to compare retirement planners serving your area.