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 | WR WEALTH PLANNERS LLC 200 E. Southampton Drive, Suite 101 Columbia, MO, 65203 | $455,415,859 | 2814 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | ALEXANDER LABRUNERIE & CO., INC. 601 Nifong Blvd., Suite 3b Columbia, MO, 65203-6804 | $381,164,037 | 2497 | 8 | A Percentage of AUM, Fixed Fees |
3 | PERMANENT EQUITY MANAGEMENT 315 N Tenth St., Columbia, MO, 65201 | $377,315,138 | 3 | 17 | Performance Based, Other (FEES FROM PORTFOLIO COMPANIES) |
4 | CONVERGENCE FINANCIAL 3919 S. Providence Road, Columbia, MO, 65203 | $298,064,113 | 2718 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | JJP CAPITAL MANAGEMENT, INC. 112 South College Avenue, Columbia, MO, 65201 | $286,833,634 | 184 | 2 | A Percentage of AUM |
6 | EAGLE BLUFFS WEALTH MANAGEMENT LLC 2201 Old 63 South, Columbia, MO, 65201 | $173,521,203 | 379 | 5 | A Percentage of AUM |
7 | SUNDVOLD FINANCIAL 1000 W. Nifong, Building 4, Suite 104 Columbia, MO, 65203 | $163,000,000 | 435 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 306951
Assets Under Management $455,415,859
No. Of Clients2814
Clients Per Financial Advisor122
WR WEALTH PLANNERS LLC is a financial advisory firm situated in Columbia, Missouri. With a nearly $455M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2814 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 117153
Assets Under Management $381,164,037
No. Of Clients2497
Clients Per Financial Advisor312
ALEXANDER LABRUNERIE & CO., INC. is a financial advisory firm situated in Columbia, Missouri. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2497 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309530
Assets Under Management $377,315,138
No. Of Clients3
Clients Per Financial Advisor0
PERMANENT EQUITY MANAGEMENT is a financial advisory firm situated in Columbia, Missouri. With a nearly $377M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 304146
Assets Under Management $298,064,113
No. Of Clients2718
Clients Per Financial Advisor124
CONVERGENCE FINANCIAL is a financial advisory firm situated in Columbia, Missouri. With a nearly $298M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2718 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105374
Assets Under Management $286,833,634
No. Of Clients184
Clients Per Financial Advisor92
JJP CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Columbia, Missouri. With a nearly $287M assets under management, the firm specializes in crafting personalized retirement planning solutions for 184 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 306311
Assets Under Management $173,521,203
No. Of Clients379
Clients Per Financial Advisor76
EAGLE BLUFFS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Columbia, Missouri. With a nearly $174M assets under management, the firm specializes in crafting personalized retirement planning solutions for 379 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108176
Assets Under Management $163,000,000
No. Of Clients435
Clients Per Financial Advisor54
SUNDVOLD FINANCIAL is a financial advisory firm situated in Columbia, Missouri. With a nearly $163M assets under management, the firm specializes in crafting personalized retirement planning solutions for 435 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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