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 | BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070 | $43,318,716,000 | 122 | 2250 | A Percentage of AUM, Performance Based |
2 | DFPG INVESTMENTS, LLC 9017 S Riverside Drive, Suite 210 Sandy, UT, 84070 | $2,009,732,330 | 10642 | 156 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | DIVERSIFY ADVISORY SERVICES, LLC 9017 S Riverside Dr., Suite 210 Sandy, UT, 84070 | $2,009,732,330 | 10642 | 156 | A Percentage of AUM, Hourly charges |
4 | CAPITA FINANCIAL NETWORK, LLC 9980 South 300 West, Ste 140 Sandy, UT, 84070 | $1,163,105,301 | 4297 | 31 | A Percentage of AUM |
5 | NET WORTH ADVISORY GROUP, LLC 75 W. Towne Ridge Parkway, Suite 460 Sandy, UT, 84070 | $524,432,617 | 2494 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | NEW MILLENNIUM GROUP 10050 South State Street, Sandy, UT, 84070 | $114,396,161 | 1325 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 159127
Assets Under Management $43,318,716,000
No. Of Clients122
Clients Per Financial Advisor0
BRIDGE INVESTMENT GROUP is a financial advisory firm situated in Sandy, Utah. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 122 clients. The team consists of 2250 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 155576
Assets Under Management $2,009,732,330
No. Of Clients10642
Clients Per Financial Advisor68
DFPG INVESTMENTS, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10642 clients. The team consists of 156 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 326060
Assets Under Management $2,009,732,330
No. Of Clients10642
Clients Per Financial Advisor68
DIVERSIFY ADVISORY SERVICES, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 10642 clients. The team consists of 156 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 290558
Assets Under Management $1,163,105,301
No. Of Clients4297
Clients Per Financial Advisor139
CAPITA FINANCIAL NETWORK, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4297 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 126983
Assets Under Management $524,432,617
No. Of Clients2494
Clients Per Financial Advisor156
NET WORTH ADVISORY GROUP, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $524M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2494 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 299249
Assets Under Management $114,396,161
No. Of Clients1325
Clients Per Financial Advisor102
NEW MILLENNIUM GROUP is a financial advisory firm situated in Sandy, Utah. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1325 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.