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 | SYNOVUS SECURITIES, INC. Synovus Centre, 1111 Bay Avenue, 4th Floor, Columbus, GA, 31901 | $5,803,534,438 | 12071 | 298 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
2 | GREATMARK INVESTMENT PARTNERS, INC. 6001 River Rd, Suite 300 Columbus, GA, 31904-4556 | $685,638,757 | 942 | 5 | A Percentage of AUM, Fixed Fees |
3 | THE MONEY ADVISOR GROUP, LLC 2101 Brookstone Centre Parkway, Suite 200 Columbus, GA, 31904 | $247,403,319 | 618 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | TOWNSEND WEALTH MANAGEMENT 6867 Mountainbrook Dr, Ste 102 Columbus, GA, 31904 | $134,472,207 | 399 | 3 | A Percentage of AUM, Other (FINANCIAL PLANNING FOR FIXED FEE) |
QualificationsFirm CRD# 14023
Assets Under Management $5,803,534,438
No. Of Clients12071
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 12071 clients. The team consists of 298 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105267
Assets Under Management $685,638,757
No. Of Clients942
Clients Per Financial Advisor188
GREATMARK INVESTMENT PARTNERS, INC. is a financial advisory firm situated in Columbus, Georgia. With a nearly $686M assets under management, the firm specializes in crafting personalized retirement planning solutions for 942 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 226578
Assets Under Management $247,403,319
No. Of Clients618
Clients Per Financial Advisor155
THE MONEY ADVISOR GROUP, LLC is a financial advisory firm situated in Columbus, Georgia. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 618 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126241
Assets Under Management $134,472,207
No. Of Clients399
Clients Per Financial Advisor133
TOWNSEND WEALTH MANAGEMENT is a financial advisory firm situated in Columbus, Georgia. With a nearly $134M assets under management, the firm specializes in crafting personalized retirement planning solutions for 399 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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