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 | 118 East Main Street, Bozeman, MT, 59715 | $1,509,082,717 | 22 | 8 | A percentage of AUM, Fixed fees |
2 | 443 N. Willson Avenue, Bozeman, MT, 59715 | $299,537,939 | 3 | 15 | A percentage of AUM |
3 | 443 N. Willson Avenue, Bozeman, MT, 59715 | $204,894,174 | 1 | 3 | A percentage of AUM |
4 | 24 E. Main Street, Bozeman, MT, 59715 | $133,274,180 | 1451 | 15 | A percentage of AUM |
QualificationsFirm CRD# 109088
Assets Under Management $1,509,082,717
No. Of Clients22
Clients Per Financial Advisor3
BITTERROOT CAPITAL ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148574
Assets Under Management $299,537,939
No. Of Clients3
Clients Per Financial Advisor0
DESTRA CAPITAL ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $300M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 309927
Assets Under Management $204,894,174
No. Of Clients1
Clients Per Financial Advisor0
DFC PREFERRED ADVISORS LLC is a financial advisory firm situated in Bozeman, Montana. With a nearly $205M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285967
Assets Under Management $133,274,180
No. Of Clients1451
Clients Per Financial Advisor97
XYPN INVEST is a financial advisory firm situated in Bozeman, Montana. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1451 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.