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 | FORESIGHT WEALTH MANAGEMENT, LLC 11550 South 700 East, Suite 100 Draper, UT, 84020 | $1,347,928,530 | 3243 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
2 | HEALTHEQUITY ADVISORS 15 West Scenic Pointe Drive, Suite 100 Draper, UT, 84020 | $1,069,392,062 | 102270 | 8 | A Percentage of AUM, Fixed Fees |
3 | TOWER ARCH CAPITAL 14034 S. 145 E., Suite 300 Draper, UT, 84020 | $890,840,879 | 5 | 17 | A Percentage of AUM, Performance Based |
4 | NAVIGATE PRIVATE WEALTH, LLC 12012 South 700 East, Suite 100 Draper, UT, 84020 | $338,929,515 | 2059 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | ELEVATED CAPITAL ADVISORS, LLC 11925 South 700east, Draper, UT, 84020 | $311,943,709 | 2139 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMIN) |
6 | COIGN CAPITAL ADVISORS LLC 12012 South 700 E., Suite 100 Draper, UT, 84020 | $278,904,679 | 875 | 8 | A Percentage of AUM, Fixed Fees |
7 | LONE PEAK ADVISERS 11650 South State Street, Suite 200 Draper, UT, 84020-7150 | $148,039,344 | 440 | 10 | A Percentage of AUM |
QualificationsFirm CRD# 153881
Assets Under Management $1,347,928,530
No. Of Clients3243
Clients Per Financial Advisor154
FORESIGHT WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Draper, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3243 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 167105
Assets Under Management $1,069,392,062
No. Of Clients102270
Clients Per Financial Advisor12784
HEALTHEQUITY ADVISORS is a financial advisory firm situated in Draper, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 102270 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 169057
Assets Under Management $890,840,879
No. Of Clients5
Clients Per Financial Advisor0
TOWER ARCH CAPITAL is a financial advisory firm situated in Draper, Utah. With a nearly $891M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170774
Assets Under Management $338,929,515
No. Of Clients2059
Clients Per Financial Advisor121
NAVIGATE PRIVATE WEALTH, LLC is a financial advisory firm situated in Draper, Utah. With a nearly $339M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2059 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 226721
Assets Under Management $311,943,709
No. Of Clients2139
Clients Per Financial Advisor267
ELEVATED CAPITAL ADVISORS, LLC is a financial advisory firm situated in Draper, Utah. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2139 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 171306
Assets Under Management $278,904,679
No. Of Clients875
Clients Per Financial Advisor109
COIGN CAPITAL ADVISORS LLC is a financial advisory firm situated in Draper, Utah. With a nearly $279M assets under management, the firm specializes in crafting personalized retirement planning solutions for 875 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 296772
Assets Under Management $148,039,344
No. Of Clients440
Clients Per Financial Advisor44
LONE PEAK ADVISERS is a financial advisory firm situated in Draper, Utah. With a nearly $148M assets under management, the firm specializes in crafting personalized retirement planning solutions for 440 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.