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 | OAK ADVISORS, LLC 3 Clark Summit Drive, Suite 201 Bluffton, SC, 29910 | $182,173,065 | 416 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | THE BEDMINSTER GROUP 36 William Pope Dr Ste 201, Bluffton, SC, 29909 | $157,707,071 | 705 | 2 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 137192
Assets Under Management $182,173,065
No. Of Clients416
Clients Per Financial Advisor52
OAK ADVISORS, LLC is a financial advisory firm situated in Bluffton, South Carolina. With a nearly $182M assets under management, the firm specializes in crafting personalized retirement planning solutions for 416 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 118794
Assets Under Management $157,707,071
No. Of Clients705
Clients Per Financial Advisor353
THE BEDMINSTER GROUP is a financial advisory firm situated in Bluffton, South Carolina. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 705 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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