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Old 1 March 2018, 05:11 AM   #1
BNA/LION
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Icon19 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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Old 1 March 2018, 05:27 AM   #2
Abdullah71601
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I don’t see Mr. Pow R. Ball on the list.
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Old 1 March 2018, 07:01 AM   #3
77T
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Did you check the State of Lotto?

He's just above Mike Megamillions
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Old 1 March 2018, 07:42 AM   #4
singe89
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My wife is my wealth manager but she charges 50%+ vs. the usual 1%.
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Old 1 March 2018, 07:51 AM   #5
Limestonedan
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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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Old 1 March 2018, 08:01 AM   #6
.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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Old 1 March 2018, 09:35 AM   #7
Gixxer32
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Quote:
Originally Posted by .brian. View Post
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
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Old 1 March 2018, 09:43 AM   #8
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Quote:
Originally Posted by singe89 View Post
My wife is my wealth manager but she charges 50%+ vs. the usual 1%.
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Old 1 March 2018, 10:09 AM   #9
bdex75
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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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Old 1 March 2018, 11:05 AM   #10
DJ TT 2002
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I prefer my boutique equity firm

Dewey, Cheatem & Howe
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Old 1 March 2018, 11:12 AM   #11
Naples09
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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.
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Old 1 March 2018, 11:22 AM   #12
locutus49
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I manage my own, even though Fidelity assigned us one.
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Old 2 March 2018, 05:44 AM   #13
dafuture
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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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Old 2 March 2018, 06:51 AM   #14
J_H
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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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Old 2 March 2018, 03:29 PM   #15
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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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