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 | 33 West 14th Street, 3rd Floor Columbus, GA, 31901 | $6,242,394,824 | 12037 | 292 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
2 | 6001 River Rd, Suite 300 Columbus, GA, 31904-4556 | $794,299,101 | 1009 | 6 | A percentage of AUM, Fixed fees |
3 | 2101 Brookstone Centre Parkway, Suite 200 Columbus, GA, 31904 | $280,665,126 | 666 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 2900 Warm Springs Rd, Columbus, GA, 30295 | $243,874,109 | 434 | 5 | A percentage of AUM, Fixed fees |
5 | 6867 Mountainbrook Dr, Ste 102 Columbus, GA, 31904 | $163,703,095 | 423 | 3 | A percentage of AUM, Other (FINANCIAL PLANNING FOR FIXED FEE) |
QualificationsFirm CRD# 14023
Assets Under Management $6,242,394,824
No. Of Clients12037
Clients Per Financial Advisor41
SYNOVUS SECURITIES, INC. is a financial advisory firm situated in Columbus, Georgia. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12037 clients. The team consists of 292 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105267
Assets Under Management $794,299,101
No. Of Clients1009
Clients Per Financial Advisor168
GREATMARK INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Columbus, Georgia. With a nearly $794M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1009 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 226578
Assets Under Management $280,665,126
No. Of Clients666
Clients Per Financial Advisor167
THE MONEY ADVISOR GROUP, LLC is a financial advisory firm situated in Columbus, Georgia. With a nearly $281M assets under management, the firm specializes in crafting personalized retirement planning solutions for 666 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 333253
Assets Under Management $243,874,109
No. Of Clients434
Clients Per Financial Advisor87
WEALTH INTELLIGENCE, LLC is a financial advisory firm situated in Columbus, Georgia. With a nearly $244M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126241
Assets Under Management $163,703,095
No. Of Clients423
Clients Per Financial Advisor141
TOWNSEND WEALTH MANAGEMENT is a financial advisory firm situated in Columbus, Georgia. With a nearly $164M assets under management, the firm specializes in crafting personalized retirement planning solutions for 423 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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