Top 7 advisors in Farmington
We’ve curated a list of the best financial advisors in Farmington, take a look at it below
Find an advisor in Farmington| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $63,091,225,004 | 100 advisors | ||
| 2 | $61,049,549,916 | 69 advisors | ||
| 3 | $853,430,240 | 10 advisors | ||
| 4 | $352,888,256 | 7 advisors | ||
| 5 | $270,492,196 | 6 advisors | ||
| 6 | $257,362,264 | 7 advisors | ||
| 7 | $27,903,513 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Farmington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Farmington. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. New England Asset Management, Inc.
Assets under management
$63,091,225,004
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
2. Symetra Investment Management Company
Assets under management
$61,049,549,916
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Mjp Wealth Advisors
Assets under management
$853,430,240
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Mjp Online Advisor Service
4. Pasi Investments, LLC
Assets under management
$352,888,256
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
5. Sagebroadview Wealth Management, LLC
Assets under management
$270,492,196
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Business Consulting
6. Medallion Wealth Advisors, LLC
Assets under management
$257,362,264
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Fiscal Dynamics Incorporated
Assets under management
$27,903,513
Fee structure
A percentage of assets under your management
Fixed fees
REFERRAL FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.