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 | MORETON ASSET MANAGEMENT, LLC 40 N 100 E, Farmington, UT, 84025 | $3,530,414,255 | 145 | 6 | A Percentage of AUM, Hourly charges, Other (REFERRAL FEES) |
2 | ROCK HOUSE FINANCIAL 630 N Main Street, Farmington, UT, 84025 | $179,688,735 | 1098 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | FOCUS FUND ADVISORS LLC 630 Main Street, Farmington, UT, 84025 | $0 | 0 | 2 | A Percentage of AUM |
QualificationsFirm CRD# 133417
Assets Under Management $3,530,414,255
No. Of Clients145
Clients Per Financial Advisor24
MORETON ASSET MANAGEMENT, LLC is a financial advisory firm situated in Farmington, Utah. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 145 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 293909
Assets Under Management $179,688,735
No. Of Clients1098
Clients Per Financial Advisor100
ROCK HOUSE FINANCIAL is a financial advisory firm situated in Farmington, Utah. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1098 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 319551
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
FOCUS FUND ADVISORS LLC is a financial advisory firm situated in Farmington, Utah. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.