THE RETIREMENT GUYS FORMULA is a MAUMEE, Ohio based financial advisory firm with nearly $300,603,838 in assets under management and provides investment advisory services for 1991 clients. There are currently 10 financial advisors at the firm.
General Information |
| Firm CRD#: | 168561 | |
| SEC#: | 801-119086 | |
| Assets under Management: | $300,603,838 | |
| No. of Clients: | 1991 | |
| No. of Advisors: | 10 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE PAID TO THIRD PARTY ADVISERS) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| FIFTH THIRD SECURITIES, INC. | 628 | 801-63623 | 40143 | 1228 | $7,982,892,401 |
| GREAT LAKES RETIREMENT, INC. | 146608 | 801-110042 | 6127 | 13 | $776,914,104 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 292246 | 801-112635 | 5859 | 77 | $8,441,109,220 |
| TCP ASSET MANAGEMENT, LLC | 286037 | 801-108836 | 3930 | 35 | $822,130,691 |
| MPM WEALTH ADVISORS | 104926 | 801-50488 | 2403 | 20 | $795,032,688 |
| WEALTH DIMENSIONS GROUP, LTD. | 107618 | 801-37668 | 2272 | 19 | $857,881,023 |
| AA FINANCIAL ADVISORS, LLC | 119829 | 801-125806 | 1912 | 19 | $864,294,929 |
| REA WEALTH MANAGEMENT | 108913 | 801-55069 | 1738 | 19 | $807,463,088 |
| FORT WASHINGTON INVESTMENT ADVISORS INC | 107126 | 801-37235 | 1444 | 158 | $79,457,379,980 |
| THE JOSEPH GROUP CAPITAL MANAGEMENT | 165311 | 801-77130 | 768 | 22 | $811,713,398 |
| REDTREE INVESTMENT GROUP | 171615 | 801-79797 | 514 | 9 | $8,690,883,404 |
| RIVERVIEW RESEARCH, LLC | 162318 | 801-78821 | 135 | 3 | $848,833,806 |
| NATIONWIDE FUND ADVISORS | 109391 | 801-56370 | 130 | 135 | $78,252,229,704 |
| RC CAPITAL | 162297 | 801-122645 | 11 | 19 | $784,626,818 |
| SWP INVESTMENT MANAGEMENT LLC | 331314 | 801-130403 | 1 | 6 | $84,090,781 |