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1 March 2018, 05:11 AM | #1 |
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Forbes ~ Best-In-State Wealth Advisors 2018
Meet 2018's Standout Wealth Advisors and learn who tops the list in your state.
Is your Wealth Advisor on this list? I was pleasantly surprised to see ours was on the list! https://www.forbes.com/best-in-state.../#43c5914a291d
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1 March 2018, 05:27 AM | #2 |
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I don’t see Mr. Pow R. Ball on the list.
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1 March 2018, 07:01 AM | #3 |
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Real Name: PaulG
Location: Georgia
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Did you check the State of Lotto?
He's just above Mike Megamillions
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1 March 2018, 07:42 AM | #4 |
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Real Name: Jim
Location: Orange County, CA
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My wife is my wealth manager but she charges 50%+ vs. the usual 1%.
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1 March 2018, 09:43 AM | #5 |
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Location: Mandeville La
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1 March 2018, 07:51 AM | #6 |
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Real Name: Dan
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Two advisors we have a relationship with are in the top 10 in my home State. (One specializes in Convertable Bonds). However, according to Forbes both have dropped down a few spots from last year.. :).
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1 March 2018, 08:01 AM | #7 |
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Real Name: Brian
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I don't make enough money to need a wealth advisor. When they post the poor advisor list, please link that for me, though.
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1 March 2018, 09:35 AM | #8 |
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Real Name: Cheyenne
Location: South Korea
Posts: 133
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1 March 2018, 10:09 AM | #9 |
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Real Name: Brandon
Location: Indianapolis
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I work with/have worked with most of these advisors on the list from my state. Good guys and gals and mostly Merrill Lynch and Linsco folks.
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1 March 2018, 11:05 AM | #10 |
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I prefer my boutique equity firm
Dewey, Cheatem & Howe |
1 March 2018, 11:12 AM | #11 |
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Real Name: Jim
Location: Naples, FL
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I prefer Vanguard & Schwab.
Warren Buffett has proven that Hedge Fund mangers can't beat an index fund. Why spend more for less return. |
1 March 2018, 11:22 AM | #12 |
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Real Name: John
Location: La Jolla, CA
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I manage my own, even though Fidelity assigned us one.
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2 March 2018, 05:44 AM | #13 |
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I work and talk to some of these managers every day. Pretty cool to see their names on the list.
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2 March 2018, 06:51 AM | #14 |
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I didn't make the list for South Carolina LOL Hopefully one day, I'm only 30!
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2 March 2018, 03:29 PM | #15 |
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Real Name: Rick
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I'd take this list with a grain of salt! It's simply a measure of assets under mgmt. just bc an advisor has a lot of assets doesn't mean they are a great advisor. I know a large majority of the guys on the La list. Some are the real deal and a couple are crooks. My mentor in the business was a genius and great with people. He never wanted more than 75 M under mgmt AND with that figure he'd have never seen the list BUT he never would have cared. Need to see tho......
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