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 | TRUEBLOOD WEALTH MANAGEMENT, LLC 2500 Shawnee Road, Suite A Lima, OH, 45806 | $274,105,174 | 576 | 2 | A Percentage of AUM |
2 | RESERVOIR WEALTH MANAGEMENT 2100 Lost Creek Boulevard, Lima, OH, 45804 | $126,351,878 | 851 | 2 | A Percentage of AUM, Hourly charges, Other (TAX PREPARATION) |
QualificationsFirm CRD# 321659
Assets Under Management $274,105,174
No. Of Clients576
Clients Per Financial Advisor288
TRUEBLOOD WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lima, Ohio. With a nearly $274M assets under management, the firm specializes in crafting personalized retirement planning solutions for 576 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 293131
Assets Under Management $126,351,878
No. Of Clients851
Clients Per Financial Advisor426
RESERVOIR WEALTH MANAGEMENT is a financial advisory firm situated in Lima, Ohio. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 851 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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