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 | 2121 E. Crawford Place, Salina, KS, 67401 | $2,574,184,941 | 413 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 227 North Santa Fe, Salina, KS, 67401 | $459,772,246 | 2290 | 31 | A percentage of AUM, Performance Based |
QualificationsFirm CRD# 148479
Assets Under Management $2,574,184,941
No. Of Clients413
Clients Per Financial Advisor41
ROCKY MOUNTAIN ADVISERS, LLC is a financial advisory firm situated in Salina, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 413 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157755
Assets Under Management $459,772,246
No. Of Clients2290
Clients Per Financial Advisor74
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. is a financial advisory firm situated in Salina, Kansas. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2290 clients. The team consists of 31 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:
Looking for more choices? Use our free match service to compare retirement planners serving your area.