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 | 9040 Garden Arbor Dr, Ste 206 Germantown, TN, 38138 | $457,898,340 | 404 | 9 | A percentage of AUM, Fixed fees |
2 | 6815 Poplar Avenue, Suite 205, Germantown, TN, 38138 | $403,372,774 | 626 | 4 | A percentage of AUM, Fixed fees, Performance Based |
3 | 2289 West Street, Germantown, TN, 38138 | $185,587,251 | 406 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 1730 S. Germantown Rd., Suite 224 Germantown, TN, 38138 | $114,326,100 | 740 | 5 | A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THIRD PARTY ADVISORY FEES) |
QualificationsFirm CRD# 308192
Assets Under Management $457,898,340
No. Of Clients404
Clients Per Financial Advisor45
FCG INVESTMENT COMPANY is a financial advisory firm situated in Germantown, Tennessee. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 404 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 133174
Assets Under Management $403,372,774
No. Of Clients626
Clients Per Financial Advisor157
SILVERLEAFE CAPITAL PARTNERS, LLC is a financial advisory firm situated in Germantown, Tennessee. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 626 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168452
Assets Under Management $185,587,251
No. Of Clients406
Clients Per Financial Advisor135
W ADVISORS LLC is a financial advisory firm situated in Germantown, Tennessee. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 406 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289583
Assets Under Management $114,326,100
No. Of Clients740
Clients Per Financial Advisor148
TCM is a financial advisory firm situated in Germantown, Tennessee. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 740 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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