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 | DW HEALTHCARE PARTNERS 1413 Center Drive, Ste. 220 Park City, UT, 84098-7401 | $1,308,076,951 | 12 | 36 | A Percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
2 | DECATHLON CAPITAL MANAGEMENT II, LLC 1441 West Ute Blvd, Suite 240, Park City, UT, 84098 | $449,954,096 | 6 | 13 | A Percentage of AUM, Other (CARRIED INTEREST) |
3 | ECHELONS CAPITAL, LLC 2078 Prospector Avenue, Suite 4 Park City, UT, 84060 | $118,365,109 | 109 | 2 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 160555
Assets Under Management $1,308,076,951
No. Of Clients12
Clients Per Financial Advisor0
DW HEALTHCARE PARTNERS is a financial advisory firm situated in Park City, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175030
Assets Under Management $449,954,096
No. Of Clients6
Clients Per Financial Advisor0
DECATHLON CAPITAL MANAGEMENT II, LLC is a financial advisory firm situated in Park City, Utah. With a nearly $450M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 325781
Assets Under Management $118,365,109
No. Of Clients109
Clients Per Financial Advisor55
ECHELONS CAPITAL, LLC is a financial advisory firm situated in Park City, Utah. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 109 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.