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Find Retirement Advisors for Retirement Planning in Niceville, Florida

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.

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Top 15 Retirement Planning firms in Niceville, Florida (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CITADEL ADVISORS LLC
Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300
Miami, FL, 33131
$339,079,412,155262823
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
2
RAYMOND JAMES & ASSOCIATES, INC.
880 Carillon Parkway,
St. Petersburg, FL, 33716
$306,121,310,12095097811789
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
3
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
880 Carillon Parkway,
Saint Petersburg, FL, 33716
$245,249,234,0839327936517
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Other (PER PARTICIPANT (ERISA))
4
CORIENT
2 S Biscayne Blvd, Suite 3200
Miami, FL, 33131
$94,617,046,88279738825
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
5
ELLIOTT INVESTMENT MANAGEMENT L.P.
360 S. Rosemary Ave, 18th Floor
West Palm Beach, FL, 33401
$93,207,362,81836535
A Percentage of AUM, Other (PERFORMANCE-BASED ALLOCATIONS)
6
DOUBLELINE CAPITAL LP
2002 N. Tampa Street, 2nd Floor
Tampa, FL, 33602
$91,220,415,301151284
A Percentage of AUM, Fixed Fees, Performance Based
7
GQG PARTNERS
450 East Las Olas Boulevard, Suite 750
Fort Lauderdale, FL, 33301
$88,033,541,740101154
A Percentage of AUM, Performance Based
8
STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C.
2340 Collins Avenue,
Miami Beach, FL, 33139
$71,329,946,037173502
Performance Based, Other (ON THE BASIS OF ACTUAL OR ALLOCABLE COSTS)
9
SANDERS CAPITAL, LLC
777 S. Flagler Drive E. Tower, Suite No. 1100
West Palm Beach, FL, 33401-5153
$61,660,253,0009824
A Percentage of AUM, Performance Based
10
LIGHTHOUSE INVESTMENT PARTNERS, LLC
3801 Pga Blvd., Suite 604
Palm Beach Gardens, FL, 33410
$55,827,194,383151286
A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
11
H.I.G. CAPITAL, LLC
1450 Brickell Avenue, 31st Floor,
Miami, FL, 33131
$54,077,988,036147991
A Percentage of AUM, Performance Based
12
I SQUARED CAPITAL ADVISORS (US) LLC
600 Brickell Avenue, Penthouse
Miami, FL, 33131-3067
$47,897,133,98261207
A Percentage of AUM, Performance Based
13
BAYVIEW ASSET MANAGEMENT, LLC
4425 Ponce De Leon Blvd.,
Coral Gables, FL, 33146
$39,022,162,56551319
A Percentage of AUM, Performance Based, Other (VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES)
14
CIFC ASSET MANAGEMENT LLC
1 Se 3rd Avenue, Suite 1660
Miami, FL, 33131
$37,246,864,417123206
A Percentage of AUM, Performance Based
15
POLEN CAPITAL MANAGEMENT, LLC
1825 Nw Corporate Blvd., Suite 300
Boca Raton, FL, 33431
$36,045,083,8673515153
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Niceville, Florida

QualificationsFirm CRD# 148826

Assets Under Management $339,079,412,155

No. Of Clients26

Clients Per Financial Advisor0

CITADEL ADVISORS LLC is a financial advisory firm situated in Miami, Florida. With a nearly $339B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 2823 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
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QualificationsFirm CRD# 705

Assets Under Management $306,121,310,120

No. Of Clients950978

Clients Per Financial Advisor81

RAYMOND JAMES & ASSOCIATES, INC. is a financial advisory firm situated in St. Petersburg, Florida. With a nearly $306B assets under management, the firm specializes in crafting personalized retirement planning solutions for 950978 clients. The team consists of 11789 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
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QualificationsFirm CRD# 149018

Assets Under Management $245,249,234,083

No. Of Clients932793

Clients Per Financial Advisor143

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC is a financial advisory firm situated in Saint Petersburg, Florida. With a nearly $245B assets under management, the firm specializes in crafting personalized retirement planning solutions for 932793 clients. The team consists of 6517 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 319448

Assets Under Management $94,617,046,882

No. Of Clients79738

Clients Per Financial Advisor97

CORIENT is a financial advisory firm situated in Miami, Florida. With a nearly $95B assets under management, the firm specializes in crafting personalized retirement planning solutions for 79738 clients. The team consists of 825 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 307151

Assets Under Management $93,207,362,818

No. Of Clients36

Clients Per Financial Advisor0

ELLIOTT INVESTMENT MANAGEMENT L.P. is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $93B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 535 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
View Full Profile

QualificationsFirm CRD# 152606

Assets Under Management $91,220,415,301

No. Of Clients151

Clients Per Financial Advisor1

DOUBLELINE CAPITAL LP is a financial advisory firm situated in Tampa, Florida. With a nearly $91B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 284 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 283720

Assets Under Management $88,033,541,740

No. Of Clients101

Clients Per Financial Advisor1

GQG PARTNERS is a financial advisory firm situated in Fort Lauderdale, Florida. With a nearly $88B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101 clients. The team consists of 154 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110148

Assets Under Management $71,329,946,037

No. Of Clients173

Clients Per Financial Advisor0

STARWOOD CAPITAL GROUP MANAGEMENT, L.L.C. is a financial advisory firm situated in Miami Beach, Florida. With a nearly $71B assets under management, the firm specializes in crafting personalized retirement planning solutions for 173 clients. The team consists of 502 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
View Full Profile

QualificationsFirm CRD# 151480

Assets Under Management $61,660,253,000

No. Of Clients98

Clients Per Financial Advisor4

SANDERS CAPITAL, LLC is a financial advisory firm situated in West Palm Beach, Florida. With a nearly $62B assets under management, the firm specializes in crafting personalized retirement planning solutions for 98 clients. The team consists of 24 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 136591

Assets Under Management $55,827,194,383

No. Of Clients151

Clients Per Financial Advisor1

LIGHTHOUSE INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Palm Beach Gardens, Florida. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 151 clients. The team consists of 286 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
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 160711

Assets Under Management $54,077,988,036

No. Of Clients147

Clients Per Financial Advisor0

H.I.G. CAPITAL, LLC is a financial advisory firm situated in Miami, Florida. With a nearly $54B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 clients. The team consists of 991 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 168339

Assets Under Management $47,897,133,982

No. Of Clients61

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 61 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
View Full Profile

QualificationsFirm CRD# 157053

Assets Under Management $39,022,162,565

No. Of Clients51

Clients Per Financial Advisor0

BAYVIEW ASSET MANAGEMENT, LLC is a financial advisory firm situated in Coral Gables, Florida. With a nearly $39B assets under management, the firm specializes in crafting personalized retirement planning solutions for 51 clients. The team consists of 319 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (VARIABLE TRANSACTION
  • DILIGENCE
  • ORIGINATION
  • AND CLOSING FEES)

Financial Planning Services

  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 159172

Assets Under Management $37,246,864,417

No. Of Clients123

Clients Per Financial Advisor1

CIFC ASSET MANAGEMENT LLC is a financial advisory firm situated in Miami, Florida. With a nearly $37B assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 206 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106093

Assets Under Management $36,045,083,867

No. Of Clients3515

Clients Per Financial Advisor23

POLEN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Boca Raton, Florida. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3515 clients. The team consists of 153 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

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