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10 best financial advisers and wealth management firms in the US

Financial advisors play a significant role in their respective companies as well as the economy as a whole. It is their original business sense, decisions and investing ideas that result in the growth of the financial management of any firm. The investors of today have a lot to grapple with, right from Fed rate hikes and tax planning to oil price hikes and the stock market’s movements. It is no wonder that more and more people are turning to the counsel of financial advisors, who serve the financial and investment interests of a wide variety of clients.

It is not that easy to just choose the 10 best financial advisors in a go. There are a lot of factors that need to be looked at and pondered upon to come up with an effective list. These include – revenue produced for the firm, assets under management, the nature of practice, all and any philanthropic work, the number of years of experience and even the administrative record. However, to some extent, performance pricing is not often reviewed by the advisors as its more evidently influenced by the client’s risk acceptance than by the advisor’s investment establishment techniques. Listed below are the 10 best financial advisers and wealth management firms in the US today:

  1. Jeff Erdmann began his career as a stockbroker. Earlier on in the year 1985, he started as a financial adviser but dealt with more than merely doling out stock picks. Back in the 1990s more than being a stockbroker, Erdmann managed to start off a group of professionals to help and maintain the finances of families. Currently, there is 27-member team in Greenwich, Connecticut directed by Erdmann, that supervises almost $5.5 billion in client assets. He and his team are proficient and are focused on building estate plans and private investment capital calls, retaining annuity guarantees, tracking client stock visuals, and dealing with interfamily credits. Erdmann also marks his presence by advising families on their business and also provides personalized finance information.
  2. Christopher Errico has been very passionate about stocks and financial management from an early age. He used to spend his summer as an intern at NYSE (New York Stock Exchange) and later completed his graduation from Le Moyne College with a BA in Economics. He started his career with Lehmann Brothers. Later after he managed an outstanding advisory team at Morgan Stanley, he even achieved the Chairman’s Club status. In the later stages, he has been serving clients at various firms at essential and significant positions. He is currently a member of the firm’s elite UBS pinnacle council. Errico drives his clientele with more direct concentrated and carries stock positions accurately.
  3. Brian Pfeifler grew up by spending time as an investment banker and bond trader, and later he proved himself at the wealth management. He has been one of the prime lifers of Morgan Stanley.
  4. Patrick Dwyer’s association with Bank of America is one of exceptional teamwork which brought into the limelight BoA as the second largest bank in the USA. Dwyer makes it a priority for the clients to access the banking strength.
  5. Andy Chase of the Chase Group of Morgan Stanley has made tremendous and good use of innovation, and today, 90% of Chase’s clients are entrepreneurs, ex-entrepreneurs, and venture capitalists, to name a few. The group manages around $37 billion as client assets.
  6. Suze Orman is a sound adviser for those who seek a sound financial plan. She is a famous persona in the media world of financial planning. Although Orman worked as a financial advisor for Merrill Lynch, she has not limited herself by being just a financial adviser but she has also made her mark as a motivational speaker, a television host, and an American author.
  7. Another excellent wealth management and financial advisory firm in the US today is Alaska USA Federal Credit Union. In today’s times of people spending money with fewer savings, Alaska helps people to rise above the stress and advise and help them invest in tune with how the market moves.
  8. Rob Clarfeld and his team at Clarfeld Financial is another great financial advisory firm for the rich and wealthy. A minimum of $5 million investment is needed for investing with Clarfeld Financial, which is an expert for investment and estate planning.
  9. Ric Edelman Chairman and Co-founder of Edelman Financial Services will make the point to achieve the client’s life desire. Edelman’s prime rule is to follow the client’s goals and prioritize accordingly. Edelman Financial Services operates from Washington D.C. and New York metro areas.
  10. Mark Curtis of the Curtis Group completed his studies from London School of Economics and later was a researcher at the Royal Institute of International Affairs is the former director of the World Development Movement. The Curtis Group has continued a long legacy of delivering objective and practical advice to select institutional and high-net-worth clients.

The above list is a carefully curated list of the top 10 best financial advisers who have shown remarkable results in the financial world.

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