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 | 3102 Brambleton Avenue., Sw, Roanoke, VA, 24018 | $364,966,550 | 1132 | 4 | A percentage of AUM, Fixed fees |
2 | 302 Washington Ave. Sw, Roanoke, VA, 24016-4312 | $203,842,051 | 1039 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 1940 Electric Rd, Roanoke, VA, 24018-1621 | $148,978,728 | 565 | 7 | A percentage of AUM |
QualificationsFirm CRD# 116744
Assets Under Management $364,966,550
No. Of Clients1132
Clients Per Financial Advisor283
TAYLOR FINANCIAL GROUP, INC. is a financial advisory firm situated in Roanoke, Virginia. With a nearly $365M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1132 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 154939
Assets Under Management $203,842,051
No. Of Clients1039
Clients Per Financial Advisor69
BEACON WEALTH CONSULTANTS, INC. is a financial advisory firm situated in Roanoke, Virginia. With a nearly $204M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1039 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107246
Assets Under Management $148,978,728
No. Of Clients565
Clients Per Financial Advisor81
INVESTMENT MANAGEMENT CORPORATION is a financial advisory firm situated in Roanoke, Virginia. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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