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 | 625 Wisconsin Avenue, Whitefish, MT, 59937-2129 | $1,797,664,736 | 1529 | 16 | A percentage of AUM |
2 | 2 O'Brien Ave, Whitefish, MT, 59937 | $394,229,834 | 771 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 6442 Highway 93 South, Whitefish, MT, 59937 | $172,337,686 | 1175 | 3 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 106785
Assets Under Management $1,797,664,736
No. Of Clients1529
Clients Per Financial Advisor96
STACK FINANCIAL MANAGEMENT INC is a financial advisory firm situated in Whitefish, Montana. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1529 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284780
Assets Under Management $394,229,834
No. Of Clients771
Clients Per Financial Advisor257
MAIN LINE RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Whitefish, Montana. With a nearly $394M assets under management, the firm specializes in crafting personalized retirement planning solutions for 771 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 165775
Assets Under Management $172,337,686
No. Of Clients1175
Clients Per Financial Advisor392
PIEDMONT CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Whitefish, Montana. With a nearly $172M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1175 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.