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 | 512 Poyntz Ave, Suite 120 Manhattan, KS, 66502 | $1,135,218,974 | 3627 | 42 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 1011 Poyntz Avenue, Manhattan, KS, 66502 | $295,774,182 | 148 | 30 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 159359
Assets Under Management $1,135,218,974
No. Of Clients3627
Clients Per Financial Advisor86
CGN ADVISORS, LLC is a financial advisory firm situated in Manhattan, Kansas. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3627 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 142772
Assets Under Management $295,774,182
No. Of Clients148
Clients Per Financial Advisor5
KEATING FINANCIAL ADVISORY SERVICES is a financial advisory firm situated in Manhattan, Kansas. With a nearly $296M assets under management, the firm specializes in crafting personalized retirement planning solutions for 148 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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