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 | PRESTIGE WEALTHWIDE, LLC 612 North Kay'S Drive, Suite 230 Kaysville, UT, 84037 | $175,810,837 | 406 | 4 | A Percentage of AUM |
2 | ARS INVESTMENT ADVISORS, INC. 562 North Main, Suite 100 Kaysville, UT, 84037 | $107,435,000 | 513 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 321789
Assets Under Management $175,810,837
No. Of Clients406
Clients Per Financial Advisor102
PRESTIGE WEALTHWIDE, LLC is a financial advisory firm situated in Kaysville, Utah. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 406 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 293750
Assets Under Management $107,435,000
No. Of Clients513
Clients Per Financial Advisor86
ARS INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Kaysville, Utah. With a nearly $107M assets under management, the firm specializes in crafting personalized retirement planning solutions for 513 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.