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 | ROCKY MOUNTAIN ADVISERS, LLC 2121 E. Crawford Place, Salina, KS, 67401 | $2,185,314,070 | 373 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | UNITED CAPITAL MANAGEMENT OF KANSAS, INC. 227 North Santa Fe, Salina, KS, 67401 | $304,638,394 | 2218 | 30 | A Percentage of AUM |
QualificationsFirm CRD# 148479
Assets Under Management $2,185,314,070
No. Of Clients373
Clients Per Financial Advisor41
ROCKY MOUNTAIN ADVISERS, LLC is a financial advisory firm situated in Salina, Kansas. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 373 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157755
Assets Under Management $304,638,394
No. Of Clients2218
Clients Per Financial Advisor74
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. is a financial advisory firm situated in Salina, Kansas. With a nearly $305M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2218 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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