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 | DAY & ENNIS, LLC 125 Plantation Centre Drive South, Bldg 400 B Macon, GA, 31210 | $384,055,742 | 887 | 6 | A Percentage of AUM, Fixed Fees |
2 | CHRISTY CAPITAL MANAGEMENT, INC. 2939 Mcmanus Road, Macon, GA, 31220 | $227,085,279 | 898 | 21 | A Percentage of AUM, Commission Based |
3 | SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT 4001 Vineville Ave, Macon, GA, 31210-5039 | $191,910,822 | 680 | 10 | A Percentage of AUM |
QualificationsFirm CRD# 125549
Assets Under Management $384,055,742
No. Of Clients887
Clients Per Financial Advisor148
DAY & ENNIS, LLC is a financial advisory firm situated in Macon, Georgia. With a nearly $384M assets under management, the firm specializes in crafting personalized retirement planning solutions for 887 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149313
Assets Under Management $227,085,279
No. Of Clients898
Clients Per Financial Advisor43
CHRISTY CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Macon, Georgia. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 898 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 1329
Assets Under Management $191,910,822
No. Of Clients680
Clients Per Financial Advisor68
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT is a financial advisory firm situated in Macon, Georgia. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 680 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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