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 | TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604 | $6,250,778,068 | 28608 | 89 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | THE NORDEN GROUP LLC 5255 N Edgewood Drive, Suite 225 Provo, UT, 84604 | $899,716,663 | 1004 | 15 | A Percentage of AUM, Fixed Fees |
3 | PORTSIDE WEALTH GROUP, LLC 3507 N University Ave, Suite 150 Provo, UT, 84604 | $848,451,246 | 3613 | 38 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | ACCUVEST GLOBAL ADVISORS, INC. 3575 N. 100 E., Suite 350 Provo, UT, 84604 | $476,591,695 | 167 | 6 | A Percentage of AUM, Fixed Fees, Performance Based |
5 | PARAGON WEALTH MANAGEMENT 3651 North 100 East, Suite 275 Provo, UT, 84604-4557 | $136,575,024 | 418 | 4 | A Percentage of AUM, Hourly charges, Performance Based |
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.
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.
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.
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.
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.