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 | 5823 N Forest Park Drive, Peoria, IL, 61614-3559 | $3,937,269,240 | 3520 | 41 | A Percentage of AUM, Fixed Fees |
2 | 311 Sw Water Street, Suite 210 Peoria, IL, 61602 | $189,083,614 | 277 | 4 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 105990
Assets Under Management $3,937,269,240
No. Of Clients3520
Clients Per Financial Advisor86
DAVID VAUGHAN INVESTMENTS, LLC is a financial advisory firm situated in Peoria, Illinois. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3520 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154159
Assets Under Management $189,083,614
No. Of Clients277
Clients Per Financial Advisor69
GUARDIAN WEALTH MANAGEMENT INC. is a financial advisory firm situated in Peoria, Illinois. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 277 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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