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Size of 100K and above
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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.
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Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ACADEMY CAPITAL MANAGEMENT 500 N Valley Mills Dr Ste #200, Waco, TX, 76710 | $657,208,561 | 940 | 9 | A Percentage of AUM, Fixed Fees |
2 | DISCIPLINED INVESTORS, L.L.C. 100 North 6th Street, Suite 500, Waco, TX, 76701 | $458,375,166 | 1297 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | JTS FUND ADVISORS, LLC 3208 Greenleaf Dr., Waco, TX, 76710-1453 | $189,706,143 | 5 | 16 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 105008
Assets Under Management $657,208,561
No. Of Clients940
Clients Per Financial Advisor104
ACADEMY CAPITAL MANAGEMENT is a financial advisory firm situated in Waco, Texas. With a nearly $657M assets under management, the firm specializes in crafting personalized retirement planning solutions for 940 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114614
Assets Under Management $458,375,166
No. Of Clients1297
Clients Per Financial Advisor216
DISCIPLINED INVESTORS, L.L.C. is a financial advisory firm situated in Waco, Texas. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1297 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 283677
Assets Under Management $189,706,143
No. Of Clients5
Clients Per Financial Advisor0
JTS FUND ADVISORS, LLC is a financial advisory firm situated in Waco, Texas. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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