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 | Lots 81-82, Street C, Suite 206 Dorado, PR, 00646 | $1,231,750,134 | 3343 | 12 | A percentage of AUM |
2 | Vista Plaza, Suite 204, Calle C, Lots 81-82 Dorado, PR, 00646 | $449,380,753 | 7 | 5 | A percentage of AUM, Performance Based |
3 | Lots 81-82, Street C, Ste. 206, Dorado, PR, 00646 | $101,458,129 | 241 | 2 | A percentage of AUM, Performance Based |
QualificationsFirm CRD# 152922
Assets Under Management $1,231,750,134
No. Of Clients3343
Clients Per Financial Advisor279
EURO PACIFIC ASSET MANAGEMENT, LLC is a financial advisory firm situated in Dorado, Puerto Rico. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3343 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313120
Assets Under Management $449,380,753
No. Of Clients7
Clients Per Financial Advisor1
TROLUCE CAPITAL ADVISORS LLC is a financial advisory firm situated in Dorado, Puerto Rico. With a nearly $449M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105985
Assets Under Management $101,458,129
No. Of Clients241
Clients Per Financial Advisor121
ADRIAN DAY ASSET MANAGEMENT is a financial advisory firm situated in Dorado, Puerto Rico. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 241 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.