More Fields

Filters

Profiles which have:

Recent Changes

Profiles with recent changes to:
Sign up to Download

1-30 of 336 results

  • sheridanroad.com
  • 19
  • 6
  • 16
Sheridan Road is an independent investment consulting and retirement advisory firm serving clients nation-wide from offices located throughout the country... We provide you with a list of stored cookies on your computer in our domain so you can..

Relevance: 91.911606
  • www.asrpc.com
  • 5
  • 1
  • 6
Asset Strategy Retirement Plan Consultants (ASRPC) is an independent, fee-based consulting and investment advisory firm. We provide unbiased investment advice to plan sponsors, plan participants, and other individual clients. In addition to company-..

Relevance: 52.69516
  • www.retirementadvisorsllc.com
  • 1
  • 2
Retirement Advisors, LLC is an SEC Registered Investment Advisory firm dedicated solely to providing unbiased, independent consulting services for retirement plans and individuals...

Relevance: 50.42177
  • cfefinancial.com
  • 1
  • 1
CFE Financial was founded as a fee-only financial advisory firm to help our clients build and secure their financial future. Our focus is on the long-term benefits of careful planning and deliberate action. We are committed to service with..

Relevance: 49.697536
  • www.axiaadvisory.com
  • 1
  • 2
  • 5
Axia Advisory is a fee-only registered investment advisor that offers a range of retirement plan and investment management consulting services to plan sponsors. Since 1992, Axia has assisted employers of all sizes in managing both their qualified and..

Relevance: 48.955826
  • www.inoveam.com
  • 1
  • 1
INOVE Asset Management ("IAM"), founded and based in the United States Virgin Islands, is a independent, fee-only, registered investment advisory firm that provides investment advisory, financial planning, financial education and consulting services..

Relevance: 47.67726
  • www.perceptive-edge.com
  • 1
  • 1
  • 2
Perceptive Edge is a registered investment advisory firm committed to building long-term relationships while providing exceptional investment and retirement consulting services... Perceptive Edge Investment Management, Inc. is the name of our firm..

Relevance: 47.579124
  • vogelretirementsolutions.com
  • 1
  • 1
  • 2
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance,..

Relevance: 46.80513
  • www.counseltrust.com
  • 3
  • 10
Counsel Trust Company provides a comprehensive suite of investment advisory and management, consulting, retirement plan, custody, and fiduciary trust services to individuals and organizations, as well as services to independent Registered Investment..

Relevance: 46.04721
  • fiduciaryadvisors.biz
  • 1
  • 1
We are retirement plan focused. We support employers with investment advisory services (as a fiduciary), participant guidance and education, plan design consulting, provider search/benchmarkings, and fiduciary and administration support. Fiduciary..

Relevance: 45.560555
  • www.eldridgeco.com
  • 15
  • 2
  • 15
Eldridge Investment Advisors, Inc. is an independent investment advisory firm focused on investment and retirement plan consulting. Through our relationship with LPL Financial, the nation's #1 independent brokerage firm,* we have wide flexibility to..

Relevance: 45.394066
  • www.armorycm.com
  • 3
  • 3
  • 2
Armory Capital Management was founded in 2009. We are an independent investment advisory firm registered with the Securities and Exchange Commission providing fee-only portfolio management and retirement plan consulting for high-net-worth..

Relevance: 44.881104
  • www.macroviewim.com
  • 1
  • 2
  • 4
Founded in 2010 with a focus on fixed-income investing, our capabilities have grown to include comprehensive financial planning, total portfolio management, and retirement plan consulting. Disclaimer... MacroView Investment Management, LLC provides..

Relevance: 44.82817
  • www.ne-rc.com
  • 4
  • 1
  • 6
New England Retirement Consultants, LLC was founded in 2006 as an Independent Registered Investment Advisory firm. We do not have any Broker-Dealer affiliations... We are a boutique firm providing customized services to each client. Our clients at..

Relevance: 44.372143
  • www.acg2.website
  • 1
  • 25
ACG was incorporated in the state of Minnesota in 1998 to provide registered investment advisory (RIA) services to high net worth individuals and institutional retirement plans. ACG added fixed income Investment Management in 2006 and Benefits/Risk..

Relevance: 44.3649
  • www.jwti.com
  • 3
JWTI is a provider of investment consulting, fiduciary service, and investment education for retirement plans. Our comprehensive client service distinguishes JWTI from its competitors. We recognize that each client is unique and requires dedicated..

Relevance: 44.04227
  • www.cookstreetconsulting.com
  • 2
  • 11
Our firm leadership includes former portfolio managers and investment bankers who have turned decades of financial industry experience into a singular discipline of institutional investment advisory and fiduciary consulting. 100% of our consultants..

Relevance: 43.70896
  • commsure.co.za
  • 1
  • 1
  • 5
Commsure Financial Solutions is an insurance brokerage and personal financial advisory services company that you can trust. We are a level 1 BBBEE company delivering excellent service to our clients since 1990... Our company started as a one man..

Relevance: 43.70208
  • www.glassretirement.com
  • 3
  • 2
  • 4
Glass Retirement is a full service 401(k) and pension program consulting firm. As a leader in developing retirement strategies for nearly 40 years, we specialize in comprehensive plan review, design, fiduciary compliance, funding and annual servicing..

Relevance: 43.48884
  • www.plexusfs.com
  • 2
  • 4
  • 1
Plexus Financial Services, LLC is an SEC-Registered Investment Advisory and a wholly owned subsidiary of The Plexus Groupe LLC, a privately held national insurance brokerage and risk management consulting firm... At Plexus Financial Services, LLC we..

Relevance: 43.209377
  • npvadvisory.com
  • 1
Located in Cartersville, GA ... Lane serves Atlanta and counties to the north, locally, as well as clients worldwide, on a virtual basis... A fee-only Management Consulting, Investment Advisory, and Financial Planning firm - Business Planning - Tax..

Relevance: 42.739044
  • www.carrolladvisory.com
  • 1
  • 6
Carroll Advisory Group is a retirement planning and wealth management firm based in Texarkana, TX - serving clients nationwide... Once we know we're a match, we'll get to work on the goals we identified during our initial conversation... In our..

Relevance: 41.949387
  • insightfinsolution.com
  • 1
  • 1
IFS, A financial consulting firm that provide services such as Individual Financing, SMEs, Auctions, Short term accommodation, Portfolio Investment Management (Local Overseas), Wealth Advisory, Risk management and Succession Planning... To be the..

Relevance: 41.912464
  • svretirementservices.com
  • 1
  • 1
Silicon Valley Retirement Services is an independent, unbiased retirement services company. Our mission is to enable clients to achieve their goals by providing customized retirement, advisory, and executive benefit solutions with the utmost care.....

Relevance: 41.80491
  • www.heartlandfinancialsolutions.com
  • 1
  • 2
Registered Branch office address: 11902 Jake Circle, Bellevue, NE 68133, phone 402-933-0866. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. Heartland Financial Solutions, LLC is not an..

Relevance: 41.730927
  • www.eip.net
  • 1
  • 1
  • 3
EIP is a 401(k) plan provider specializing in retirement plans, 401(k) recordkeeping 401(k) administration. We are a leading 401(k) provider serving Austin, Texas... Employee Incentive Plans, Inc is an Austin based financial advisory firm providing..

Relevance: 41.587616
  • www.assetconsultinggroup.com
  • 3
  • 2
  • 2
For over 30 years, the Asset Consulting Group has been an industry leader in providing advisory services and consultation to 401(k)s, Defined Benefit, ESOPs, and other retirement plan vehicles. We are a dedicated group of specialists focused solely..

Relevance: 41.325657
  • jemmafinancial.com
  • 1
  • 1
  • 6
Jemma Financial is designed to help individuals of all ages and financial ability take control of their future by becoming more informed savers and investors... Katie joined Jemma Financial in 2018. Katie has over 18 years of investment experience,..

Relevance: 41.305714
  • www.rosestreetadvisors.com
  • 38
  • 2
  • 19
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member..

Relevance: 41.25993
  • compass401k.com
  • 1
  • 1
  • 4
Compass Capital Management is a comprehensive investment consulting and retirement planning company located in Columbia, Tennessee. We provide financial advice and estate planning to individuals as well as employer plans for small businesses.....

Relevance: 41.194782