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 | ARGENT ADVISORS, INC. 1609 Stubbs Avenue, Monroe, LA, 71201 | $1,191,715,999 | 2288 | 30 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | GRAHAM, BORDELON, GOLSON & GILBERT, INC. 2401 Tower Drive, Monroe, LA, 71201 | $260,440,490 | 290 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | VINES CAPITAL MANAGEMENT, LLC 1896 Hudson Circle, Suite 3 Monroe, LA, 71201 | $104,901,693 | 299 | 2 | A Percentage of AUM, Fixed Fees |
4 | ENTRUST INVESTMENT MANAGEMENT LLC 2401 Tower Drive, Monroe, LA, 71201 | $13,217,367 | 22 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 112028
Assets Under Management $1,191,715,999
No. Of Clients2288
Clients Per Financial Advisor76
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 2288 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104612
Assets Under Management $260,440,490
No. Of Clients290
Clients Per Financial Advisor58
GRAHAM, BORDELON, GOLSON & GILBERT, INC. is a financial advisory firm situated in Monroe, Louisiana. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 290 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298727
Assets Under Management $104,901,693
No. Of Clients299
Clients Per Financial Advisor150
VINES CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Monroe, Louisiana. With a nearly $105M assets under management, the firm specializes in crafting personalized retirement planning solutions for 299 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111283
Assets Under Management $13,217,367
No. Of Clients22
Clients Per Financial Advisor4
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 22 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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