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 | FINANCIAL NETWORK WEALTH ADVISORS LLC 118 W. Winchester Street, Suite 101 Murray, UT, 84107 | $276,718,073 | 1192 | 6 | A Percentage of AUM, Hourly charges |
2 | TETON WEALTH GROUP LLC 764 E Winchester St. #100, Murray, UT, 84107 | $127,138,479 | 2108 | 22 | A Percentage of AUM, Other (REFERRAL COMPENSATION) |
QualificationsFirm CRD# 318842
Assets Under Management $276,718,073
No. Of Clients1192
Clients Per Financial Advisor199
FINANCIAL NETWORK WEALTH ADVISORS LLC is a financial advisory firm situated in Murray, Utah. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1192 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311230
Assets Under Management $127,138,479
No. Of Clients2108
Clients Per Financial Advisor96
TETON WEALTH GROUP LLC is a financial advisory firm situated in Murray, Utah. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2108 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.