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 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 registration checks. 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 | One National Life Drive, Montpelier, VT, 05604 | $35,941,367,795 | 8 | 43 | Other (AT COST TO AN AFFILIATE) |
2 | One National Life Drive, Montpelier, VT, 05604 | $2,124,751,345 | 11558 | 450 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
3 | 535 Stone Cutters Way, Montpelier, VT, 05602 | $1,723,412,484 | 2649 | 23 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 109396
Assets Under Management $35,941,367,795
No. Of Clients8
Clients Per Financial Advisor0
NLG CAPITAL, INC. is a financial advisory firm situated in Montpelier, Vermont. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 265
Assets Under Management $2,124,751,345
No. Of Clients11558
Clients Per Financial Advisor26
ESI FINANCIAL ADVISORS is a financial advisory firm situated in Montpelier, Vermont. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11558 clients. The team consists of 450 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 130209
Assets Under Management $1,723,412,484
No. Of Clients2649
Clients Per Financial Advisor115
MAPLE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Montpelier, Vermont. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2649 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.