Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| Not Disclosed | Not Specified | Not Specified | Not Specified |
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
1601 Northwest Expressway,
Suite 1525,
Oklahoma City,
OK
73118
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
CRD# 2887274
Firm CRD# 6413
Office Location
4801 Gaillardia Pkwy Suite 375,
Oklahoma City,
OK
73142
Phone Number
405-252-5931
Senior Vice President, Wealth Management Advisor Having grown up near the economic hub of Antwerp, Alain developed a strong interest in economics and finance from an early age. He went on to earn his master's degree in Economics and Finance from the University of Antwerp. As his passion for the industry deepened, Alain realized his goal was to assist executives and families in charting their paths towards a secure retirement. With over 25 years of industry experience, he is deeply committed to providing clients with professional guidance, grounded in his belief that it is never too late to start saving for the future. Alain Verhille co-founded Auctus Legacy Private Wealth Management in 2024 after 17 years with Merrill Lynch. He is a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA®) with a practice that concentrates on Executives, Business Owners, Retirees or Pre-retirees, Physicians, Non-Profit Organizations and Retirement Planning Services. Alain grew up in a town near Bruges and lived in Belgium for 34 years until work as a finance director brought him to the States. He currently resides in Oklahoma City with his wife, Allisa. Of Alain's accomplishments, he is most proud of his leap to move here without friends and family and build this life and partnership he has created. Outside of the office, Alain is an active member of his community. He served as a member of the Board of the Oklahoma Museum of Arts Moderns Board, which fosters an appreciation for art among younger children. He is a mentor for the Cherie Blair Foundation, which is an international foundation to help women all over the world start and create their own business. In his free time, he enjoys a variety of activities. His interests include Formula One racing, soccer, traveling, photography, and ballroom dancing. Antiquing and frequenting estate sales allow Alain to express his appreciation for history and he has a lot of success finding treasures from World War II, such as German bank notes. Spending time with family is a priority for Alain and cooking French and Italian-style meals is one of the ways he gets quality time in with them. Awards 2023 Forbes Best in State Wealth Advisor 2024 Forbes Best in State Wealth Advisor
Our brand, Auctus Legacy Private Wealth Management is a reflection on our commitment to our clients, each other, and the growth we hope to achieve. As friends for multiple years, we operate like a tight-knit family, where harmony and collaboration thrive. Our dedicated team of financial professionals compliment each other, drawing on decades of shared experience. With a keen eye for detail, we understand each other's strengths, allowing us to deliver quality service. Our camaraderie extends beyond the workplace - we connect as friends, checking in over the weekends to stay connected. Our bond transcends the typical 9-5 workday, reflecting our commitment to genuine relationships.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 3 | 554 | $164,879,652 | A percentage of AUM, Hourly charges, Fixed fees
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
