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.
Davenport has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Davenport, Iowa have an average of 21 years of experience.
Rian Waterman
JD, CEPA®, CFA®
Farther Finance, LLC
Qualifications
CRD# 5121837
Firm CRD# 302050
Series 65
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Fee-Based, Flat Fee, Based on Assets
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 5117 Jersey Ridge Road, Suite 1 Davenport, IA, 52807 | $2,378,969,762 | 491 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 5187 Utica Ridge Rd, Davenport, IA, 52807 | $1,533,931,190 | 8079 | 317 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REVENUE SHARING) |
3 | 2322 E. Kimberly Road,, Suite 150n Davenport, IA, 52807 | $435,000,000 | 1022 | 3 | A percentage of AUM, Other (% OF PLAN ASSETS) |
4 | 5025 Utica Ridge Rd, Suite 101 Davenport, IA, 52807 | $378,789,093 | 1518 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 5177 Utica Ridge Road, Davenport, IA, 52807 | $333,447,140 | 1401 | 8 | A percentage of AUM |
6 | 3541 E Kimberly Rd, Davenport, IA, 52807 | $49,081,185 | 1 | 1 | A percentage of AUM, Other (AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES) |
QualificationsFirm CRD# 106967
Assets Under Management $2,378,969,762
No. Of Clients491
Clients Per Financial Advisor246
INVESTMENT CONSULTING GROUP INC is a financial advisory firm situated in Davenport, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 491 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 7995
Assets Under Management $1,533,931,190
No. Of Clients8079
Clients Per Financial Advisor25
AUSDAL FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Davenport, Iowa. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8079 clients. The team consists of 317 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289603
Assets Under Management $435,000,000
No. Of Clients1022
Clients Per Financial Advisor341
MATHESON & ROCK WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $435M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1022 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 297712
Assets Under Management $378,789,093
No. Of Clients1518
Clients Per Financial Advisor304
WEALTHSPAN PARTNERS, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1518 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154113
Assets Under Management $333,447,140
No. Of Clients1401
Clients Per Financial Advisor175
QUAD-CITIES INVESTMENT GROUP, LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1401 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319016
Assets Under Management $49,081,185
No. Of Clients1
Clients Per Financial Advisor1
AOT INVEST LLC is a financial advisory firm situated in Davenport, Iowa. With a nearly $49M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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