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 | STATE FARM INVESTMENT MANAGEMENT CORP. One State Farm Plaza, B-2 Bloomington, IL, 61710-0001 | $9,288,676,705 | 4 | 22 | A Percentage of AUM |
2 | THREE SIXTY WEALTH MANAGEMENT, LLC 1702 Tullamore Ave, Suite B Bloomington, IL, 61704 | $127,514,298 | 500 | 6 | A Percentage of AUM |
QualificationsFirm CRD# 3487
Assets Under Management $9,288,676,705
No. Of Clients4
Clients Per Financial Advisor0
STATE FARM INVESTMENT MANAGEMENT CORP. is a financial advisory firm situated in Bloomington, Illinois. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 301007
Assets Under Management $127,514,298
No. Of Clients500
Clients Per Financial Advisor83
THREE SIXTY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Bloomington, Illinois. With a nearly $128M assets under management, the firm specializes in crafting personalized retirement planning solutions for 500 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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