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 | SUN VALLEY GOLD LLC 620 Sun Valley Rd, Ketchum, ID, 83340 | $389,701,968 | 6 | 12 | A Percentage of AUM, Performance Based |
2 | AMERICAN CAPITAL ADVISORY, LLC 500 North Washington, Suite 202 Ketchum, ID, 83340 | $182,000,000 | 302 | 6 | A Percentage of AUM, Fixed Fees, Other (A SOLICITOR AGREEMENT FOR LEGACY ACCOUNTS (SEE PART 2)) |
3 | PGP ADVISORS, LLC 131 Fourth Street East, Suite 215 Ketchum, ID, 83340-9413 | $173,494,643 | 1 | 9 | A Percentage of AUM, Performance Based |
4 | PACIFIC PEAK ADVISORS, LLC 120 2nd Avenue, Suite 108 Ketchum, ID, 83340 | $153,359,005 | 319 | 2 | A Percentage of AUM |
5 | SKY-MOUNTAIN CAPITAL MANAGEMENT 251 Northwood Way, Suite H Ketchum, ID, 83340 | $131,317,200 | 489 | 2 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 108858
Assets Under Management $389,701,968
No. Of Clients6
Clients Per Financial Advisor1
SUN VALLEY GOLD LLC is a financial advisory firm situated in Ketchum, Idaho. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141944
Assets Under Management $182,000,000
No. Of Clients302
Clients Per Financial Advisor50
AMERICAN CAPITAL ADVISORY, LLC is a financial advisory firm situated in Ketchum, Idaho. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172611
Assets Under Management $173,494,643
No. Of Clients1
Clients Per Financial Advisor0
PGP ADVISORS, LLC is a financial advisory firm situated in Ketchum, Idaho. With a nearly $173M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 326711
Assets Under Management $153,359,005
No. Of Clients319
Clients Per Financial Advisor160
PACIFIC PEAK ADVISORS, LLC is a financial advisory firm situated in Ketchum, Idaho. With a nearly $153M assets under management, the firm specializes in crafting personalized retirement planning solutions for 319 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312915
Assets Under Management $131,317,200
No. Of Clients489
Clients Per Financial Advisor245
SKY-MOUNTAIN CAPITAL MANAGEMENT is a financial advisory firm situated in Ketchum, Idaho. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 489 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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