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 | 3981 Teays Valley Rd, Hurricane, WV, 25526-9080 | $708,247,570 | 2200 | 12 | A percentage of AUM |
2 | 18 Chase Drive, Chase Park Hurricane, WV, 25526 | $212,837,072 | 696 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
QualificationsFirm CRD# 105708
Assets Under Management $708,247,570
No. Of Clients2200
Clients Per Financial Advisor183
LOC INVESTMENT ADVISERS is a financial advisory firm situated in Hurricane, West Virginia. With a nearly $708M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2200 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 128699
Assets Under Management $212,837,072
No. Of Clients696
Clients Per Financial Advisor174
IRONWOOD WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Hurricane, West Virginia. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 696 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.