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 | 402 N. Broadway, Billings, MT, 59101 | $5,065,457,259 | 2813 | 30 | A percentage of AUM, Fixed fees |
2 | 3409 Transtech Way, Suite A Billings, MT, 59102 | $1,134,563,584 | 2138 | 10 | A percentage of AUM, Hourly charges, Subscription fees |
3 | 180 S. 32nd St. West, Suite 1 Billings, MT, 59102 | $206,599,567 | 271 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 122166
Assets Under Management $5,065,457,259
No. Of Clients2813
Clients Per Financial Advisor94
INVESTMENT MANAGEMENT GROUP is a financial advisory firm situated in Billings, Montana. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2813 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 159103
Assets Under Management $1,134,563,584
No. Of Clients2138
Clients Per Financial Advisor214
ALLIED INVESTMENT ADVISORS LLC is a financial advisory firm situated in Billings, Montana. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2138 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 153873
Assets Under Management $206,599,567
No. Of Clients271
Clients Per Financial Advisor136
CLADIS INVESTMENT ADVISORY LLC is a financial advisory firm situated in Billings, Montana. With a nearly $207M assets under management, the firm specializes in crafting personalized retirement planning solutions for 271 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.