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 | CACHETECH 701 S Main St, Ste 400 Logan, UT, 84321 | $500,000,000 | 1702 | 8 | A Percentage of AUM |
2 | ADAMS WEALTH ADVISORS 701 S Main, Suite #400 Logan, UT, 84321 | $443,771,302 | 1702 | 24 | A Percentage of AUM, Fixed Fees, Performance Based |
3 | STRATEGIC ADVOCATES, LLC 255 S Main St, Ste 100 Logan, UT, 84321 | $266,959,658 | 1252 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 327688
Assets Under Management $500,000,000
No. Of Clients1702
Clients Per Financial Advisor213
CACHETECH is a financial advisory firm situated in Logan, Utah. With a nearly $500M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1702 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286087
Assets Under Management $443,771,302
No. Of Clients1702
Clients Per Financial Advisor71
ADAMS WEALTH ADVISORS is a financial advisory firm situated in Logan, Utah. With a nearly $444M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1702 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 316858
Assets Under Management $266,959,658
No. Of Clients1252
Clients Per Financial Advisor89
STRATEGIC ADVOCATES, LLC is a financial advisory firm situated in Logan, Utah. With a nearly $267M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1252 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.