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 | 25 1st Ave. Nw, Watertown, SD, 57201 | $631,940,945 | 467 | 7 | A percentage of AUM |
2 | 1401 4th St Ne, Watertown, SD, 57201 | $200,749,508 | 2036 | 6 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 149522
Assets Under Management $631,940,945
No. Of Clients467
Clients Per Financial Advisor67
HI-LINE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Watertown, South Dakota. With a nearly $632M assets under management, the firm specializes in crafting personalized retirement planning solutions for 467 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299593
Assets Under Management $200,749,508
No. Of Clients2036
Clients Per Financial Advisor339
BIG SIOUX WEALTH MANAGEMENT is a financial advisory firm situated in Watertown, South Dakota. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2036 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.