Top financial advisors in Altamonte Springs, FL
We've curated a list of the best financial advisors in Altamonte Springs, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $108,661,201 Number of advisors 35 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Altamonte Springs, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
401k Generation
401K Generation, Inc. is a registered investment adviser established in June 2010, offering retirement plan consulting services and individual managed accounts. The firm provides tailored retirement plan consulting services to plan sponsors and offers individual managed account and investment advisory services to individuals, businesses, and trust account clients. Clients have the option to restrict the range of investments in their portfolios. The firm manages approximately $50.6 million in non-discretionary client assets and $122.2 million in discretionary client assets. Additionally, they provide 3(21) pension consulting services to around 3939 plans with approximately $663.7 million in plan assets. Investment management can be provided on a discretionary or non-discretionary basis, with a focus on equities, fixed income, mutual funds, and ETFs. Fees for retirement and pension consulting services are negotiable and based on the market value of plan assets or a flat fee. Individual managed account fees are asset-based and disclosed in a written contract. The firm does not charge performance fees and serves various types of clients, including individuals, pensions, profit-sharing plans, trusts, and corporations. Clients receive periodic account reviews and reports directly from custodians. 401K Generation does not have custody of client funds and utilizes independent custodians to safeguard client assets.
$108,661,201 under management
35 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Erisa 3 (16) Services
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Altamonte Springs, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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