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 | 33 Blair Park Road, Suite 100 Williston, VT, 05495 | $485,680,764 | 606 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 33 Blair Park Road, Suite 203 Williston, VT, 05495 | $189,991,396 | 537 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 165525
Assets Under Management $485,680,764
No. Of Clients606
Clients Per Financial Advisor61
SILVERLAKE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Williston, Vermont. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 285378
Assets Under Management $189,991,396
No. Of Clients537
Clients Per Financial Advisor107
COPPER LEAF FINANCIAL, LLC is a financial advisory firm situated in Williston, Vermont. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 537 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.