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BNA/LION · 1 March 2018, 05:11 AM

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

Abdullah71601 · 1 March 2018, 05:27 AM

I don’t see Mr. Pow R. Ball on the list.

77T · 1 March 2018, 07:01 AM

Did you check the State of Lotto?

He's just above Mike Megamillions

singe89 · 1 March 2018, 07:42 AM

My wife is my wealth manager but she charges 50%+ vs. the usual 1%.

Limestonedan · 1 March 2018, 07:51 AM

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.. :).

.brian. · 1 March 2018, 08:01 AM

I don't make enough money to need a wealth advisor. When they post the poor advisor list, please link that for me, though.

Gixxer32 · 1 March 2018, 09:35 AM

Quote:

Originally Posted by .brian.

I don't make enough money to need a wealth advisor. When they post the poor advisor list, please link that for me, though.

lol

THC · 1 March 2018, 09:43 AM

Quote:

Originally Posted by singe89

My wife is my wealth manager but she charges 50%+ vs. the usual 1%.

bdex75 · 1 March 2018, 10:09 AM

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.

Sent from my iPhone using Tapatalk Pro

DJ TT 2002 · 1 March 2018, 11:05 AM

I prefer my boutique equity firm

Dewey, Cheatem & Howe

Naples09 · 1 March 2018, 11:12 AM

I prefer Vanguard & Schwab.

Warren Buffett has proven that Hedge Fund mangers can't beat an index fund. Why spend more for less return.

locutus49 · 1 March 2018, 11:22 AM

I manage my own, even though Fidelity assigned us one.

dafuture · 2 March 2018, 05:44 AM

I work and talk to some of these managers every day. Pretty cool to see their names on the list.

J_H · 2 March 2018, 06:51 AM

I didn't make the list for South Carolina LOL Hopefully one day, I'm only 30!

Investr · 2 March 2018, 03:29 PM

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......

1 March 2018, 07:01 AM	#3
77T 2024 SubLV41 Pledge Member Join Date: Dec 2010 Real Name: PaulG Location: Georgia Posts: 42,017	Did you check the State of Lotto? He's just above Mike Megamillions __________________ Does anyone really know what time it is?

2 March 2018, 05:44 AM	#13
dafuture "TRF" Member Join Date: Jan 2017 Location: NYC Posts: 1,944	I work and talk to some of these managers every day. Pretty cool to see their names on the list. __________________ Current Rolex Submariner 126610LN \|\| Cartier Tank Americaine

2 March 2018, 06:51 AM	#14
J_H "TRF" Member Join Date: Jun 2014 Real Name: Jeffrey Location: Spartanburg, SC Watch: HULK Posts: 882	I didn't make the list for South Carolina LOL Hopefully one day, I'm only 30! __________________ If you live for people's acceptance, you will die from their rejection....

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1 March 2018, 05:27 AM	#2
Abdullah71601 Banned Join Date: Aug 2014 Location: Calumet Harbor Watch: ing da Bears Posts: 13,568	I don’t see Mr. Pow R. Ball on the list.

1 March 2018, 07:42 AM	#4
singe89 "TRF" Member Join Date: Oct 2011 Real Name: Jim Location: Orange County, CA Watch: Rolex, AP & Patek Posts: 3,747	My wife is my wealth manager but she charges 50%+ vs. the usual 1%.

1 March 2018, 07:51 AM	#5
Limestonedan "TRF" Member Join Date: Oct 2014 Real Name: Dan Location: USA Posts: 983	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.. :).

1 March 2018, 08:01 AM	#6
.brian. "TRF" Member Join Date: Dec 2016 Real Name: Brian Location: Bad things happen Watch: in Philadelphia Posts: 495	I don't make enough money to need a wealth advisor. When they post the poor advisor list, please link that for me, though.

1 March 2018, 10:09 AM	#9
bdex75 "TRF" Member Join Date: Jul 2011 Real Name: Brandon Location: Indianapolis Watch: my money vanish Posts: 8,506	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. Sent from my iPhone using Tapatalk Pro

1 March 2018, 11:05 AM	#10
DJ TT 2002 2024 Pledge Member Join Date: May 2013 Location: Hollywood 1950 Posts: 4,103	I prefer my boutique equity firm Dewey, Cheatem & Howe

1 March 2018, 11:12 AM	#11
Naples09 "TRF" Member Join Date: Nov 2009 Real Name: Jim Location: Naples, FL Posts: 1,795	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
locutus49 Banned Join Date: May 2014 Real Name: John Location: La Jolla, CA Watch: Platona Posts: 12,194	I manage my own, even though Fidelity assigned us one.

2 March 2018, 03:29 PM	#15
Investr Banned Join Date: Dec 2010 Real Name: Rick Location: LSU Watch: Constantly changes Posts: 3,815	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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