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 | CHIRON CAPITAL MANAGEMENT, LLC 261 Pinewood Drive, Tallahassee, FL, 32303 | $231,852,522 | 909 | 4 | A Percentage of AUM, Fixed Fees |
2 | WEALTH MANAGEMENT CORPORATION 2941 Kerry Forrest Parkway, Tallahassee, FL, 32309-6825 | $155,016,378 | 1549 | 5 | A Percentage of AUM |
3 | SMITH BRUER ADVISORS 1700 Summit Lake Drive, Suite 102 Tallahassee, FL, 32317 | $146,533,834 | 427 | 6 | A Percentage of AUM |
QualificationsFirm CRD# 308286
Assets Under Management $231,852,522
No. Of Clients909
Clients Per Financial Advisor227
CHIRON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Tallahassee, Florida. With a nearly $232M assets under management, the firm specializes in crafting personalized retirement planning solutions for 909 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109576
Assets Under Management $155,016,378
No. Of Clients1549
Clients Per Financial Advisor310
WEALTH MANAGEMENT CORPORATION is a financial advisory firm situated in Tallahassee, Florida. With a nearly $155M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1549 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284508
Assets Under Management $146,533,834
No. Of Clients427
Clients Per Financial Advisor71
SMITH BRUER ADVISORS is a financial advisory firm situated in Tallahassee, Florida. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 427 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
Looking for more choices? Use our free match service to compare retirement planners serving your area.