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 | CX INSTITUTIONAL, LLC 200 East 7th Street, Auburn, IN, 46706 | $2,219,624,079 | 8609 | 89 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | PATHWAY FINANCIAL ADVISERS, LLC 4571 County Road 35, Auburn, IN, 46706 | $347,866,716 | 1573 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | CXI ADVISORS, LLC 200 East 7th Street, Auburn, IN, 46706 | $0 | 0 | 1 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 292627
Assets Under Management $2,219,624,079
No. Of Clients8609
Clients Per Financial Advisor97
CX INSTITUTIONAL, LLC is a financial advisory firm situated in Auburn, Indiana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8609 clients. The team consists of 89 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 166237
Assets Under Management $347,866,716
No. Of Clients1573
Clients Per Financial Advisor315
PATHWAY FINANCIAL ADVISERS, LLC is a financial advisory firm situated in Auburn, Indiana. With a nearly $348M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1573 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 301321
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
CXI ADVISORS, LLC is a financial advisory firm situated in Auburn, Indiana. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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