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 | One State Farm Plaza, B-2 Bloomington, IL, 61710-0001 | $10,164,536,171 | 4 | 110 | A percentage of AUM |
2 | 205 N. Williamsburg Drive, Suite E Bloomington, IL, 61704 | $170,271,012 | 1024 | 2 | A percentage of AUM, Fixed fees |
3 | 1702 Tullamore Ave, Suite B Bloomington, IL, 61704 | $135,830,635 | 513 | 7 | A percentage of AUM |
QualificationsFirm CRD# 3487
Assets Under Management $10,164,536,171
No. Of Clients4
Clients Per Financial Advisor0
STATE FARM INVESTMENT MANAGEMENT CORP. is a financial advisory firm situated in Bloomington, Illinois. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 110 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167456
Assets Under Management $170,271,012
No. Of Clients1024
Clients Per Financial Advisor512
ARK ADVISORS LLC is a financial advisory firm situated in Bloomington, Illinois. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1024 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 301007
Assets Under Management $135,830,635
No. Of Clients513
Clients Per Financial Advisor73
THREE SIXTY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bloomington, Illinois. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 513 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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