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 | GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 3766 | $4,059,119,000 | 50 | 24 | A Percentage of AUM, Fixed Fees, Performance Based |
2 | AMERICAN TRUST INVESTMENT ADVISORS, LLC 67 Etna Road, Suite 360 Lebanon, NH, 03766-1358 | $282,953,116 | 220 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 127064
Assets Under Management $4,059,119,000
No. Of Clients50
Clients Per Financial Advisor2
GLOBAL FOREST PARTNERS LP is a financial advisory firm situated in Lebanon, New Hampshire. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114439
Assets Under Management $282,953,116
No. Of Clients220
Clients Per Financial Advisor44
AMERICAN TRUST INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Lebanon, New Hampshire. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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