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 | 82 Running Hill Road, Suite 205 South Portland, ME, 04106 | $334,336,216 | 790 | 7 | A percentage of AUM, Fixed fees |
2 | 50 Donald B. Dean Drive, Suite One South Portland, ME, 04106 | $130,161,134 | 433 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Other (% OF ASSETS UNDER ADVISEMENT) |
QualificationsFirm CRD# 123098
Assets Under Management $334,336,216
No. Of Clients790
Clients Per Financial Advisor113
ROBINSON SMITH WEALTH ADVISORS, LLC is a financial advisory firm situated in South Portland, Maine. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 790 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 113826
Assets Under Management $130,161,134
No. Of Clients433
Clients Per Financial Advisor43
RICHARD BROTHERS, FINANCIAL ADVISORS is a financial advisory firm situated in South Portland, Maine. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 433 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.