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 | MEANS WEALTH MANAGEMENT 802 Stillwater Ave., Bangor, ME, 04401-3614 | $743,799,162 | 2817 | 19 | A Percentage of AUM, Hourly charges, Other (PROVIDE GENERAL INVESTMENT ADVICE FOR A NEGOTIATED FEE) |
2 | VANCEGRAY WEALTH MANAGEMENT, INC. 128 Broadway, Bangor, ME, 4401 | $252,609,305 | 1883 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | BIRCHBROOK 82 Columbia St, Bangor, ME, 4401 | $213,652,228 | 805 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | ALTERITY FINANCIAL GROUP, LLC 21 Main Street, Suite 201 Bangor, ME, 4401 | $119,358,152 | 523 | 7 | A Percentage of AUM, Fixed Fees |
5 | EAGLE FINANCIAL STRATEGIES One Cumberland Place, Suite 204 Bangor, ME, 4401 | $103,166,124 | 475 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 2748
Assets Under Management $743,799,162
No. Of Clients2817
Clients Per Financial Advisor148
MEANS WEALTH MANAGEMENT is a financial advisory firm situated in Bangor, Maine. With a nearly $744M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2817 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 142613
Assets Under Management $252,609,305
No. Of Clients1883
Clients Per Financial Advisor171
VANCEGRAY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Bangor, Maine. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1883 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105164
Assets Under Management $213,652,228
No. Of Clients805
Clients Per Financial Advisor115
BIRCHBROOK is a financial advisory firm situated in Bangor, Maine. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153534
Assets Under Management $119,358,152
No. Of Clients523
Clients Per Financial Advisor75
ALTERITY FINANCIAL GROUP, LLC is a financial advisory firm situated in Bangor, Maine. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 523 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 138825
Assets Under Management $103,166,124
No. Of Clients475
Clients Per Financial Advisor95
EAGLE FINANCIAL STRATEGIES is a financial advisory firm situated in Bangor, Maine. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 475 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.