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 | ALLIANCE WEALTH ADVISORS, LLC 1148 West Legacy Crossing Blvd., Suite 110 Centerville, UT, 84014 | $270,871,067 | 1212 | 14 | A Percentage of AUM |
2 | OAK LANE ADVISORS 1222 W. Legacy Crossing Blvd, Suite 6 Centerville, UT, 84014 | $258,680,189 | 1876 | 6 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 314668
Assets Under Management $270,871,067
No. Of Clients1212
Clients Per Financial Advisor87
ALLIANCE WEALTH ADVISORS, LLC is a financial advisory firm situated in Centerville, Utah. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1212 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 140612
Assets Under Management $258,680,189
No. Of Clients1876
Clients Per Financial Advisor313
OAK LANE ADVISORS is a financial advisory firm situated in Centerville, Utah. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1876 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.