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 | ZAZOVE ASSOCIATES LLC 1001 Tahoe Blvd, Incline Village, NV, 89451 | $2,278,112,186 | 82 | 25 | A Percentage of AUM, Performance Based |
2 | 1CONFIRMATION 930 Tahoe Blvd Ste 802, Pmb 35 Incline Village, NV, 89451 | $599,616,558 | 7 | 4 | A Percentage of AUM, Performance Based |
3 | 3RD CREEK INVESTMENTS 999 Driver Way, Incline Village, NV, 89451 | $111,637,019 | 281 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | SIERRA SUMMIT ADVISORS LLC 602 Tyner Way, Incline Village, NV, 89451 | $0 | 0 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 104751
Assets Under Management $2,278,112,186
No. Of Clients82
Clients Per Financial Advisor3
ZAZOVE ASSOCIATES LLC is a financial advisory firm situated in Incline Village, Nevada. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 295180
Assets Under Management $599,616,558
No. Of Clients7
Clients Per Financial Advisor2
1CONFIRMATION is a financial advisory firm situated in Incline Village, Nevada. With a nearly $600M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 115945
Assets Under Management $111,637,019
No. Of Clients281
Clients Per Financial Advisor94
3RD CREEK INVESTMENTS is a financial advisory firm situated in Incline Village, Nevada. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 281 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 328151
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
SIERRA SUMMIT ADVISORS LLC is a financial advisory firm situated in Incline Village, Nevada. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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