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Find Retirement Advisors for Retirement Planning in Provo, Utah

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.

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Top 5 Retirement Planning firms in Provo, Utah (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TOWNSQUARE CAPITAL, LLC
5314 River Run Drive, Suite 210
Provo, UT, 84604
$6,250,778,0682860889
A Percentage of AUM, Hourly charges, Fixed Fees
2
THE NORDEN GROUP LLC
5255 N Edgewood Drive, Suite 225
Provo, UT, 84604
$899,716,663100415
A Percentage of AUM, Fixed Fees
3
PORTSIDE WEALTH GROUP, LLC
3507 N University Ave, Suite 150
Provo, UT, 84604
$848,451,246361338
A Percentage of AUM, Hourly charges, Fixed Fees
4
ACCUVEST GLOBAL ADVISORS, INC.
3575 N. 100 E., Suite 350
Provo, UT, 84604
$476,591,6951676
A Percentage of AUM, Fixed Fees, Performance Based
5
PARAGON WEALTH MANAGEMENT
3651 North 100 East, Suite 275
Provo, UT, 84604-4557
$136,575,0244184
A Percentage of AUM, Hourly charges, Performance Based

Information on Top Retirement Planning firms in Provo, Utah

QualificationsFirm CRD# 288576

Assets Under Management $6,250,778,068

No. Of Clients28608

Clients Per Financial Advisor321

TOWNSQUARE CAPITAL, LLC is a financial advisory firm situated in Provo, Utah. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28608 clients. The team consists of 89 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
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QualificationsFirm CRD# 323988

Assets Under Management $899,716,663

No. Of Clients1004

Clients Per Financial Advisor67

THE NORDEN GROUP LLC is a financial advisory firm situated in Provo, Utah. With a nearly $900M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1004 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 325175

Assets Under Management $848,451,246

No. Of Clients3613

Clients Per Financial Advisor95

PORTSIDE WEALTH GROUP, LLC is a financial advisory firm situated in Provo, Utah. With a nearly $848M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3613 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
View Full Profile

QualificationsFirm CRD# 134096

Assets Under Management $476,591,695

No. Of Clients167

Clients Per Financial Advisor28

ACCUVEST GLOBAL ADVISORS, INC. is a financial advisory firm situated in Provo, Utah. With a nearly $477M assets under management, the firm specializes in crafting personalized retirement planning solutions for 167 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105962

Assets Under Management $136,575,024

No. Of Clients418

Clients Per Financial Advisor105

PARAGON WEALTH MANAGEMENT is a financial advisory firm situated in Provo, Utah. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 418 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Performance Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

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