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 | AMERICAN INVESTMENT SERVICES INC 250 Division Street, Great Barrington, MA, 1230 | $1,203,447,677 | 1492 | 11 | A Percentage of AUM, Subscription Fees, Fixed Fees |
2 | ROCKINGSTONE ADVISORS 292 Main Street, Suite 32 Great Barrington, MA, 1230 | $270,464,700 | 227 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 110043
Assets Under Management $1,203,447,677
No. Of Clients1492
Clients Per Financial Advisor136
AMERICAN INVESTMENT SERVICES INC is a financial advisory firm situated in Great Barrington, Massachusetts. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1492 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149592
Assets Under Management $270,464,700
No. Of Clients227
Clients Per Financial Advisor114
ROCKINGSTONE ADVISORS is a financial advisory firm situated in Great Barrington, Massachusetts. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 227 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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