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 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 registration checks. 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 | 261 Pinewood Drive, Tallahassee, FL, 32303 | $223,711,231 | 861 | 6 | A percentage of AUM, Fixed fees |
2 | 2941 Kerry Forrest Parkway, Tallahassee, FL, 32309-6825 | $208,908,999 | 1325 | 6 | A percentage of AUM |
3 | 1700 Summit Lake Drive, Suite 102 Tallahassee, FL, 32317 | $198,230,406 | 419 | 6 | A percentage of AUM |
4 | 410 East 6th Avenue, Tallahassee, FL, 32303 | $149,105,232 | 594 | 4 | A percentage of AUM, Hourly charges, Other (THIRD-PARTY MANAGERS) |
QualificationsFirm CRD# 308286
Assets Under Management $223,711,231
No. Of Clients861
Clients Per Financial Advisor144
CHIRON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Tallahassee, Florida. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 861 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109576
Assets Under Management $208,908,999
No. Of Clients1325
Clients Per Financial Advisor221
WEALTH MANAGEMENT CORPORATION is a financial advisory firm situated in Tallahassee, Florida. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1325 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284508
Assets Under Management $198,230,406
No. Of Clients419
Clients Per Financial Advisor70
SMITH BRUER ADVISORS is a financial advisory firm situated in Tallahassee, Florida. With a nearly $198M assets under management, the firm specializes in crafting personalized retirement planning solutions for 419 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 143190
Assets Under Management $149,105,232
No. Of Clients594
Clients Per Financial Advisor149
SEVEN HILLS FINANCIAL, LLC is a financial advisory firm situated in Tallahassee, Florida. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 594 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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