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 | 111 Sw 4th Street, Corvallis, OR, 97333 | $301,560,408 | 1512 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
2 | 1745 Nw Kings Blvd., Corvallis, OR, 97330-1905 | $209,758,570 | 728 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 262 Nw Polk Ave, Corvallis, OR, 97330 | $140,635,576 | 798 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Other (NET WORTH FEES) |
QualificationsFirm CRD# 108983
Assets Under Management $301,560,408
No. Of Clients1512
Clients Per Financial Advisor302
HURLEY FINANCIAL GROUP, INC. is a financial advisory firm situated in Corvallis, Oregon. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1512 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 138347
Assets Under Management $209,758,570
No. Of Clients728
Clients Per Financial Advisor121
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Corvallis, Oregon. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 728 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155103
Assets Under Management $140,635,576
No. Of Clients798
Clients Per Financial Advisor160
CLARITY WEALTH DEVELOPMENT, LLC is a financial advisory firm situated in Corvallis, Oregon. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 798 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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