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 | SUMMIT GLOBAL INVESTMENTS, LLC 620 South Main Street, Bountiful, UT, 84010 | $1,536,735,753 | 3710 | 21 | A Percentage of AUM, Hourly charges, Performance Based |
2 | STRATEGIC PLANNING GROUP 190 South Main Street, Bountiful, UT, 84010 | $431,829,798 | 1044 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SG TRADING SOLUTIONS, LLC 620 S Main Street, Bountiful, UT, 84010 | $100,000,000 | 2 | 5 | A Percentage of AUM |
QualificationsFirm CRD# 157091
Assets Under Management $1,536,735,753
No. Of Clients3710
Clients Per Financial Advisor177
SUMMIT GLOBAL INVESTMENTS, LLC is a financial advisory firm situated in Bountiful, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3710 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 113844
Assets Under Management $431,829,798
No. Of Clients1044
Clients Per Financial Advisor61
STRATEGIC PLANNING GROUP is a financial advisory firm situated in Bountiful, Utah. With a nearly $432M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1044 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 322928
Assets Under Management $100,000,000
No. Of Clients2
Clients Per Financial Advisor0
SG TRADING SOLUTIONS, LLC is a financial advisory firm situated in Bountiful, Utah. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.