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.
Andover has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Andover, Massachusetts have an average of 22 years of experience.
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Qualifications
CRD# 7509696
Firm CRD# 281036
Minimum Assets Required
$0
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts.
Fee-Only, Based on Assets
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital
Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66
Minimum Assets Required
$25,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Josh Darwin
Regal Financial
Qualifications
CRD# 2153443
Firm CRD# 125004
Series 63, 65
Minimum Assets Required
$10,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management.
Fee-Based
Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Not Specified.
Fee-Based
Aaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Hourly, Commissions, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CONSTITUTION CAPITAL EQUITY PARTNERS LP 300 Brickstone Square, Suite 700 Andover, MA, 1810 | $4,530,238,399 | 29 | 52 | A Percentage of AUM, Other (CARRIED INTEREST) |
2 | TIGER IRON CAPITAL, LLC 2 Dundee Park, Suite 203 Andover, MA, 1810 | $2,981,482,821 | 10 | 4 | A Percentage of AUM, Performance Based |
3 | THE FINANCIAL ADVISORS, LLC 26 Essex Street, Andover, MA, 1810 | $849,960,160 | 2203 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | CONSTITUTION CAPITAL PM, L. P. 300 Brickstone Square, Suite 700 Andover, MA, 1810 | $675,665,750 | 1 | 52 | A Percentage of AUM, Performance Based |
5 | COX CAPITAL MANAGEMENT LLC 10 New England Business Center Drive, Suite #102 Andover, MA, 1810 | $272,831,993 | 463 | 5 | A Percentage of AUM, Hourly charges |
6 | ABARR LLC 30 Andover Country Club Lane, Andover, MA, 1810 | $0 | 0 | 1 | Fixed Fees |
QualificationsFirm CRD# 147248
Assets Under Management $4,530,238,399
No. Of Clients29
Clients Per Financial Advisor1
CONSTITUTION CAPITAL EQUITY PARTNERS LP is a financial advisory firm situated in Andover, Massachusetts. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283006
Assets Under Management $2,981,482,821
No. Of Clients10
Clients Per Financial Advisor3
TIGER IRON CAPITAL, LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146680
Assets Under Management $849,960,160
No. Of Clients2203
Clients Per Financial Advisor169
THE FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $850M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2203 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319678
Assets Under Management $675,665,750
No. Of Clients1
Clients Per Financial Advisor0
CONSTITUTION CAPITAL PM, L. P. is a financial advisory firm situated in Andover, Massachusetts. With a nearly $676M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 52 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117593
Assets Under Management $272,831,993
No. Of Clients463
Clients Per Financial Advisor93
COX CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 463 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322703
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
ABARR LLC is a financial advisory firm situated in Andover, Massachusetts. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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