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 | 67 Etna Road, Suite 500 Lebanon, NH, 03766 | $3,554,771,000 | 18 | 23 | A percentage of AUM, Fixed fees, Performance Based |
2 | 67 Etna Road, Suite 360 Lebanon, NH, 03766-1358 | $307,811,721 | 260 | 5 | A percentage of AUM |
QualificationsFirm CRD# 127064
Assets Under Management $3,554,771,000
No. Of Clients18
Clients Per Financial Advisor1
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 18 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114439
Assets Under Management $307,811,721
No. Of Clients260
Clients Per Financial Advisor52
AMERICAN TRUST INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Lebanon, New Hampshire. With a nearly $308M assets under management, the firm specializes in crafting personalized retirement planning solutions for 260 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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