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 | 525 Bigham Knoll, Jacksonville, OR, 97530 | $1,177,313,040 | 2056 | 21 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 725 N. 5th Street, Suite 200 Jacksonville, OR, 97530 | $295,419,248 | 1450 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 128483
Assets Under Management $1,177,313,040
No. Of Clients2056
Clients Per Financial Advisor98
CUTLER INVESTMENT GROUP is a financial advisory firm situated in Jacksonville, Oregon. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2056 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289256
Assets Under Management $295,419,248
No. Of Clients1450
Clients Per Financial Advisor63
PRACTICE FINANCIAL GROUP is a financial advisory firm situated in Jacksonville, Oregon. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1450 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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