8/27/2025 | Orion Porfolio Solutions LLC | 11,339 | $985K | 0.0% | -21.3% | 0.043% | |
8/19/2025 | B. Riley Wealth Advisors Inc. | 2,705 | $235K | 0.0% | N/A | 0.010% | |
8/18/2025 | Geneos Wealth Management Inc. | 28,071 | $2.44M | 0.1% | +2.6% | 0.106% | |
8/15/2025 | Corient Private Wealth LLC | 296,652 | $25.77M | 0.0% | +104.5% | 1.124% | |
8/15/2025 | Equitable Holdings Inc. | 41,547 | $3.61M | 0.0% | +13.9% | 0.157% | |
8/15/2025 | Florida Financial Advisors LLC | 17,561 | $1.55M | 0.5% | -19.3% | 0.067% | |
8/15/2025 | Captrust Financial Advisors | 18,434 | $1.60M | 0.0% | -6.4% | 0.070% | |
8/15/2025 | Visionary Wealth Advisors | 16,022 | $1.39M | 0.1% | -51.1% | 0.061% | |
8/15/2025 | Smartleaf Asset Management LLC | 1,675 | $145K | 0.0% | +279.8% | 0.006% | |
8/15/2025 | Snowden Capital Advisors LLC | 15,578 | $1.35M | 0.0% | -1.6% | 0.059% | |
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8/15/2025 | Orion Porfolio Solutions LLC | 11,339 | $985K | 0.0% | -21.3% | 0.043% | |
8/15/2025 | MML Investors Services LLC | 51,729 | $4.49M | 0.0% | +5.6% | 0.196% | |
8/15/2025 | Great Valley Advisor Group Inc. | 7,032 | $611K | 0.0% | +31.0% | 0.027% | |
8/15/2025 | Benjamin Edwards Inc. | 490,897 | $42.64M | 0.5% | -52.1% | 1.859% | |
8/15/2025 | BNP Paribas Financial Markets | 51,306 | $4.46M | 0.0% | +1.6% | 0.194% | |
8/15/2025 | Bank of America Corp DE | 321,612 | $27.94M | 0.0% | +0.9% | 1.218% | |
8/15/2025 | Acas LLC | 6,049 | $548K | 0.4% | +4.1% | 0.023% | |
8/15/2025 | Ameriprise Financial Inc. | 249,235 | $21.65M | 0.0% | +9.8% | 0.944% | |
8/14/2025 | Raymond James Financial Inc. | 397,080 | $34.49M | 0.0% | +15.1% | 1.504% | |
8/14/2025 | FAS Wealth Partners Inc. | 479,764 | $41.68M | 3.1% | +4.1% | 1.817% | |
8/14/2025 | NewEdge Advisors LLC | 4,967 | $432K | 0.0% | -3.1% | 0.019% | |
8/14/2025 | Prestige Wealth Management Group LLC | 71,502 | $6.21M | 1.3% | +0.8% | 0.271% | |
8/14/2025 | Obsidian Personal Planning Solutions LLC | 73,385 | $6.38M | 2.6% | +3.2% | 0.278% | |
8/14/2025 | Cary Street Partners Financial LLC | 28,610 | $2.49M | 0.1% | -82.1% | 0.108% | |
8/14/2025 | Cerity Partners LLC | 6,393 | $555K | 0.0% | -18.9% | 0.024% | |
8/13/2025 | Gamco Investors INC. ET AL | 34,423 | $2.99M | 0.0% | N/A | 0.130% | |
8/13/2025 | Cary Street Partners Investment Advisory LLC | 15,206 | $1.32M | 0.6% | +14.0% | 0.058% | |
8/13/2025 | Avestar Capital LLC | 6,590 | $572K | 0.0% | -27.1% | 0.025% | |
8/13/2025 | SCS Capital Management LLC | 11,301 | $982K | 0.0% | -23.3% | 0.043% | |
8/13/2025 | Baird Financial Group Inc. | 3,903 | $339K | 0.0% | N/A | 0.015% | |
8/13/2025 | IAG Wealth Partners LLC | 44,535 | $3.87M | 0.5% | +133.9% | 0.169% | |
8/13/2025 | WCG Wealth Advisors LLC | 85,390 | $7.42M | 0.5% | +4.7% | 0.323% | |
8/13/2025 | Financial Freedom LLC | 1,952 | $170K | 0.1% | -41.3% | 0.007% | |
8/13/2025 | Balanced Wealth Group LLC | 135,802 | $12.05M | 5.2% | +13.5% | 0.514% | |
8/13/2025 | Denver Wealth Management Inc. | 7,412 | $644K | 0.3% | -8.8% | 0.028% | |
8/13/2025 | Northwestern Mutual Wealth Management Co. | 237,040 | $20.59M | 0.0% | +23.1% | 0.898% | |
8/13/2025 | Wambolt & Associates LLC | 13,832 | $1.21M | 0.4% | -1.9% | 0.052% | |
8/13/2025 | Choreo LLC | 4,290 | $373K | 0.0% | +3.7% | 0.016% | |
8/12/2025 | J.W. Cole Advisors Inc. | 10,803 | $938K | 0.0% | +69.7% | 0.041% | |
8/12/2025 | Financial Advocates Investment Management | 55,022 | $4.78M | 0.4% | -17.6% | 0.208% | |
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8/12/2025 | Global Retirement Partners LLC | 8,881 | $772K | 0.0% | N/A | 0.034% | |
8/12/2025 | Shakespeare Wealth Management LLC | 203,991 | $17.72M | 4.7% | +2.7% | 0.773% | |
8/12/2025 | Segall Bryant & Hamill LLC | 140,262 | $12.19M | 0.2% | -1.8% | 0.531% | |
8/12/2025 | MAI Capital Management | 18,455 | $1.60M | 0.0% | +23.9% | 0.070% | |
8/12/2025 | JPMorgan Chase & Co. | 21,823 | $1.90M | 0.0% | -9.3% | 0.083% | |
8/11/2025 | Intrepid Financial Planning Group LLC | 4,493 | $390K | 0.2% | -7.1% | 0.017% | |
8/11/2025 | TD Waterhouse Canada Inc. | 524 | $46K | 0.0% | -62.0% | 0.002% | |
8/11/2025 | Wealthspire Advisors LLC | 12,800 | $1.11M | 0.0% | -1.0% | 0.049% | |
8/11/2025 | Perennial Investment Advisors LLC | 4,505 | $391K | 0.0% | -84.3% | 0.017% | |
8/11/2025 | Cordatus Wealth Management LLC | 62,225 | $5.41M | 1.3% | N/A | 0.239% | |
8/11/2025 | Portside Wealth Group LLC | 10,515 | $913K | 0.1% | -2.0% | 0.040% | |
8/11/2025 | Mosaic Family Wealth Partners LLC | 27,531 | $2.39M | 0.3% | +50.3% | 0.106% | |
8/8/2025 | Kingsview Wealth Management LLC | 44,518 | $3.87M | 0.1% | +0.6% | 0.171% | |
8/8/2025 | Avantax Advisory Services Inc. | 53,328 | $4.63M | 0.0% | +28.2% | 0.205% | |
8/8/2025 | Cetera Investment Advisers | 46,637 | $4.05M | 0.0% | -64.1% | 0.179% | |
8/8/2025 | New England Capital Financial Advisors LLC | 12,333 | $1.07M | 0.5% | +7.0% | 0.047% | |
8/8/2025 | Creative Planning | 32,810 | $2.85M | 0.0% | -1.4% | 0.126% | |
8/8/2025 | WealthShield Partners LLC | 73,154 | $6.36M | 0.8% | +3.1% | 0.281% | |
8/8/2025 | Foundations Investment Advisors LLC | 83,255 | $7.23M | 0.1% | -40.9% | 0.320% | |
8/8/2025 | Wrapmanager Inc. | 6,775 | $589K | 0.1% | +4.6% | 0.026% | |
8/8/2025 | Advisors Capital Management LLC | 5,739 | $499K | 0.0% | -5.4% | 0.022% | |
8/8/2025 | PNC Financial Services Group Inc. | 2,628 | $228K | 0.0% | -13.6% | 0.010% | |
8/7/2025 | CENTRAL TRUST Co | 12,922 | $1.12M | 0.0% | -4.3% | 0.050% | |
8/7/2025 | Nwam LLC | 7,915 | $693K | 0.1% | +3.3% | 0.030% | |
8/7/2025 | Allworth Financial LP | 5,071 | $441K | 0.0% | -14.1% | 0.020% | |
8/7/2025 | PFG Advisors | 9,354 | $813K | 0.0% | -7.5% | 0.036% | |
8/6/2025 | Prospera Financial Services Inc | 63,047 | $5.48M | 0.1% | +926.5% | 0.242% | |
8/6/2025 | AE Wealth Management LLC | 739,745 | $64.26M | 0.5% | +1.1% | 2.845% | |
8/6/2025 | Destiny Capital Corp CO | 18,033 | $1.57M | 0.9% | +2.6% | 0.069% | |
8/6/2025 | Broadview Financial Management LLC | 16,238 | $1.41M | 1.0% | +0.8% | 0.062% | |
8/6/2025 | Able Wealth Management LLC | 4,197 | $365K | 0.2% | N/A | 0.016% | |
8/6/2025 | Convergence Financial LLC | 245,665 | $21.34M | 3.7% | +6.4% | 0.945% | |
8/5/2025 | Tsfg LLC | 399 | $35K | 0.0% | -71.5% | 0.002% | |
8/5/2025 | Bank of Montreal Can | 8,386 | $728K | 0.0% | -23.9% | 0.032% | |
8/5/2025 | Sigma Planning Corp | 4,346 | $378K | 0.0% | +8.6% | 0.017% | |
8/5/2025 | LTG Capital LLC | 14,160 | $1.23M | 1.1% | +3.8% | 0.054% | |
8/5/2025 | TIAA Trust National Association | 126,078 | $10.95M | 0.0% | -11.2% | 0.485% | |
8/5/2025 | Trail Ridge Investment Advisors LLC | 3,527 | $313K | 0.2% | +33.6% | 0.014% | |
8/5/2025 | GHP Investment Advisors Inc. | 308,112 | $26.77M | 1.2% | +3.1% | 1.185% | |
8/5/2025 | Beam Wealth Advisors Inc. | 10,804 | $939K | 0.3% | N/A | 0.042% | |
8/4/2025 | AlphaStar Capital Management LLC | 23,593 | $2.05M | 0.1% | +35.0% | 0.091% | |
8/4/2025 | Linscomb Wealth Inc. | 23,172 | $2.01M | 0.1% | -4.8% | 0.089% | |
8/4/2025 | Creative Financial Designs Inc. ADV | 1,578 | $137K | 0.0% | -14.4% | 0.006% | |
8/4/2025 | UNIVEST FINANCIAL Corp | 21,275 | $1.85M | 0.1% | +6.8% | 0.082% | |
8/4/2025 | Atria Investments Inc | 6,946 | $603K | 0.0% | -31.1% | 0.027% | |
8/4/2025 | Spire Wealth Management | 21,619 | $1.88M | 0.1% | +272.4% | 0.083% | |
8/4/2025 | Arkadios Wealth Advisors | 5,174 | $450K | 0.0% | +11.7% | 0.020% | |
8/4/2025 | World Investment Advisors | 19,470 | $1.69M | 0.0% | +2.6% | 0.075% | |
8/4/2025 | Bristlecone Advisors LLC | 25,531 | $2.22M | 0.2% | -11.9% | 0.098% | |
8/1/2025 | First National Trust Co | 347,143 | $30.16M | 1.1% | +4.7% | 1.335% | |
What Are Some Strategies to Help Lower RMD Taxes? (Ad) Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain retirement accounts. Without the right strategy, these withdrawals can significantly increase your tax bill and shrink your nest egg.
SmartAsset outlines six strategies that could help reduce your RMDs and potentially lower your tax burden. Their free tool can match you with vetted fiduciary financial advisors in your area—professionals legally bound to act in your best interest. Click here to see the six strategies and get your free advisor matches today. |
8/1/2025 | Wealth Watch Advisors INC | 28,525 | $2.48M | 1.4% | N/A | 0.110% | |
8/1/2025 | Koss Olinger Consulting LLC | 46,708 | $4.06M | 0.3% | -15.1% | 0.180% | |
8/1/2025 | American Financial & Tax Strategies Inc. | 18,096 | $1.57M | 0.8% | -6.0% | 0.070% | |
8/1/2025 | Envestnet Asset Management Inc. | 455,592 | $39.58M | 0.0% | -40.8% | 1.752% | |
7/31/2025 | Resonant Capital Advisors LLC | 6,330 | $550K | 0.0% | N/A | 0.024% | |
7/31/2025 | Focus Partners Advisor Solutions LLC | 10,783 | $937K | 0.0% | -32.0% | 0.041% | |
7/31/2025 | Moloney Securities Asset Management LLC | 9,388 | $816K | 0.1% | -22.5% | 0.036% | |
7/31/2025 | CAP Partners LLC | 3,930 | $341K | 0.2% | -16.6% | 0.015% | |
7/31/2025 | Briaud Financial Planning Inc | 873 | $75K | 0.0% | N/A | 0.003% | |
7/30/2025 | Freedom Investment Management Inc. | 14,618 | $1.27M | 0.1% | +3.0% | 0.056% | |