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 | YORKTOWN MANAGEMENT AND RESEARCH CO INC 106 Annjo Court, Suite A Forest, VA, 24551-2630 | $753,424,110 | 6 | 13 | A Percentage of AUM |
2 | SELECTIVE WEALTH MANAGEMENT, INC. 1149 Vista Park Drive, Unit D Forest, VA, 24551 | $358,769,908 | 2256 | 11 | A Percentage of AUM |
3 | HSC WEALTH ADVISORS 1563 Crossings Centre Drive, Suite 100 Forest, VA, 24551-4744 | $303,682,934 | 1634 | 8 | A Percentage of AUM, Fixed Fees |
4 | WELLINGS CAPITAL 14805 Forest Rd, Suite 203 Forest, VA, 24551 | $120,139,995 | 7 | 6 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 105083
Assets Under Management $753,424,110
No. Of Clients6
Clients Per Financial Advisor0
YORKTOWN MANAGEMENT AND RESEARCH CO INC is a financial advisory firm situated in Forest, Virginia. With a nearly $753M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164882
Assets Under Management $358,769,908
No. Of Clients2256
Clients Per Financial Advisor205
SELECTIVE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Forest, Virginia. With a nearly $359M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2256 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105103
Assets Under Management $303,682,934
No. Of Clients1634
Clients Per Financial Advisor204
HSC WEALTH ADVISORS is a financial advisory firm situated in Forest, Virginia. With a nearly $304M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1634 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 316324
Assets Under Management $120,139,995
No. Of Clients7
Clients Per Financial Advisor1
WELLINGS CAPITAL is a financial advisory firm situated in Forest, Virginia. With a nearly $120M assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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