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 | DIVERGENT WEALTH ADVISORS, LLC 489 W. South Jordan Parkway, Suite 310 South Jordan, UT, 84095 | $567,673,335 | 2196 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
2 | DENTIST ADVISORS 879 Baxter Drive, South Jordan, UT, 84095 | $314,277,790 | 2342 | 20 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | ASHWORTH WEALTH, LLC 897 W. Baxter Dr., South Jordan, UT, 84095 | $247,099,724 | 739 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 286383
Assets Under Management $567,673,335
No. Of Clients2196
Clients Per Financial Advisor169
DIVERGENT WEALTH ADVISORS, LLC is a financial advisory firm situated in South Jordan, Utah. With a nearly $568M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2196 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 149559
Assets Under Management $314,277,790
No. Of Clients2342
Clients Per Financial Advisor117
DENTIST ADVISORS is a financial advisory firm situated in South Jordan, Utah. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2342 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116950
Assets Under Management $247,099,724
No. Of Clients739
Clients Per Financial Advisor106
ASHWORTH WEALTH, LLC is a financial advisory firm situated in South Jordan, Utah. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 739 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.