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 | 1609 Stubbs Avenue, Monroe, LA, 71201 | $1,365,398,340 | 2432 | 29 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 2401 Tower Drive, Monroe, LA, 71201 | $375,002,796 | 324 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 1896 Hudson Circle, Suite 3 Monroe, LA, 71201 | $168,333,675 | 402 | 3 | A percentage of AUM, Fixed fees |
4 | 2401 Tower Drive, Monroe, LA, 71201 | $12,703,993 | 20 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 112028
Assets Under Management $1,365,398,340
No. Of Clients2432
Clients Per Financial Advisor84
ARGENT ADVISORS, INC. is a financial advisory firm situated in Monroe, Louisiana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2432 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104612
Assets Under Management $375,002,796
No. Of Clients324
Clients Per Financial Advisor81
GRAHAM, BORDELON, GOLSON & GILBERT, INC. is a financial advisory firm situated in Monroe, Louisiana. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 324 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298727
Assets Under Management $168,333,675
No. Of Clients402
Clients Per Financial Advisor134
VINES CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Monroe, Louisiana. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 402 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111283
Assets Under Management $12,703,993
No. Of Clients20
Clients Per Financial Advisor5
ENTRUST INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Monroe, Louisiana. With a nearly $13M assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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