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 | SYNTAL CAPITAL PARTNERS, LLC 1901 Heritage Blvd, Midland, TX, 79707 | $441,559,199 | 706 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (WRAP PROGRAM FEE) |
2 | CARGILE INVESTMENT MANAGEMENT 415 West Wall Street, Suite 2200 Midland, TX, 79701 | $281,069,829 | 275 | 3 | A Percentage of AUM, Performance Based |
3 | EIGHT 31 FINANCIAL, LLC 400 E Loop 250 N, Suite 117 Midland, TX, 79705 | $177,797,867 | 31 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | REDEMPTION CAPITAL 800 N Marienfeld, Suite 101 Midland, TX, 79701 | $92,855,000 | 316 | 3 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 161954
Assets Under Management $441,559,199
No. Of Clients706
Clients Per Financial Advisor235
SYNTAL CAPITAL PARTNERS, LLC is a financial advisory firm situated in Midland, Texas. With a nearly $442M assets under management, the firm specializes in crafting personalized retirement planning solutions for 706 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116982
Assets Under Management $281,069,829
No. Of Clients275
Clients Per Financial Advisor92
CARGILE INVESTMENT MANAGEMENT is a financial advisory firm situated in Midland, Texas. With a nearly $281M assets under management, the firm specializes in crafting personalized retirement planning solutions for 275 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 327632
Assets Under Management $177,797,867
No. Of Clients31
Clients Per Financial Advisor10
EIGHT 31 FINANCIAL, LLC is a financial advisory firm situated in Midland, Texas. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 310824
Assets Under Management $92,855,000
No. Of Clients316
Clients Per Financial Advisor105
REDEMPTION CAPITAL is a financial advisory firm situated in Midland, Texas. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 316 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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