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 | 801 Baptist Drive, Suite 200 Madison, MS, 39110 | $343,597,882 | 218 | 4 | A percentage of AUM |
2 | 116 One Madison Plaza, Suite1100 Madison, MS, 39110 | $184,491,963 | 1284 | 8 | A percentage of AUM |
QualificationsFirm CRD# 153081
Assets Under Management $343,597,882
No. Of Clients218
Clients Per Financial Advisor55
PEREGRINE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Madison, Mississippi. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286261
Assets Under Management $184,491,963
No. Of Clients1284
Clients Per Financial Advisor161
SOUND FINANCIAL STRATEGIES GROUP, LLC is a financial advisory firm situated in Madison, Mississippi. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1284 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.