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 | SHAW FINANCIAL SERVICES 2901 South Bryant Avenue, Edmond, OK, 73013 | $854,028,314 | 5789 | 13 | A Percentage of AUM |
2 | BISON CAPITAL GROUP, LLC 16404 Muirfield Place, Edmond, OK, 73013 | $244,728,452 | 30 | 4 | A Percentage of AUM, Performance Based |
3 | TRANSCENDENT CAPITAL GROUP 1008 South Bryant Avenue, Suite 250 Edmond, OK, 73034 | $241,250,484 | 960 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | BFG WEALTH 2569 S Kelly Ave, Ste 110 Edmond, OK, 73013 | $148,568,633 | 219 | 3 | A Percentage of AUM |
5 | HUGHES WARREN, INC. 16350 Muirfield Place, Edmond, OK, 73013 | $131,360,826 | 748 | 5 | A Percentage of AUM, Hourly charges |
6 | JM2 CAPITAL INC. 16340 Muirfield Place, Edmond, OK, 73013 | $112,058,789 | 136 | 7 | A Percentage of AUM |
QualificationsFirm CRD# 306480
Assets Under Management $854,028,314
No. Of Clients5789
Clients Per Financial Advisor445
SHAW FINANCIAL SERVICES is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $854M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5789 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 315170
Assets Under Management $244,728,452
No. Of Clients30
Clients Per Financial Advisor8
BISON CAPITAL GROUP, LLC is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $245M assets under management, the firm specializes in crafting personalized retirement planning solutions for 30 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 316872
Assets Under Management $241,250,484
No. Of Clients960
Clients Per Financial Advisor96
TRANSCENDENT CAPITAL GROUP is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $241M assets under management, the firm specializes in crafting personalized retirement planning solutions for 960 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167814
Assets Under Management $148,568,633
No. Of Clients219
Clients Per Financial Advisor73
BFG WEALTH is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 219 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145570
Assets Under Management $131,360,826
No. Of Clients748
Clients Per Financial Advisor150
HUGHES WARREN, INC. is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 748 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 292351
Assets Under Management $112,058,789
No. Of Clients136
Clients Per Financial Advisor19
JM2 CAPITAL INC. is a financial advisory firm situated in Edmond, Oklahoma. With a nearly $112M assets under management, the firm specializes in crafting personalized retirement planning solutions for 136 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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