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Top 10 financial advisers in the country

Taking any financial decision without any recommendation is difficult, consulting one of the top 10 financial advisers is the best way of taking an informed decision. Financial advisers help to fulfill requirements based on the financial situation. Financial advisers suggest clients how and when to invest money including various financial services such as portfolio management, retirement planning, estate and tax planning strategies, money management, and asset protection.

There are many financial advisers in the nation, here are the top 10 financial advisers.

  • Andy Chase: Andy Chase is a renowned financial adviser with more than 30 years of experience. Chase started his career with wealth management practice in 1981. Chase and his group become the biggest finance management practice at Citigroup Smith Barney, in a short period. Citigroup Smith Barney is a forerunner firm of Morgan Stanley Private Wealth Management. Chase and group provide friendly financial advice, customized wealth management solutions and outstanding customer care to their clients. Chase’s area of concentration includes wealth planning, investment advice, and solutions as well as trust and estate planning. Barron’s has recognized him no 1 in top 100 financial advisers list in the country.
  • Mark T Curtis: The famous financial adviser Mark T Curtis has been providing customized investment advice for 25 years. He is the managing director at Investments & Wealth Management Graystone Consulting, which is the investment consulting division of Morgan Stanley. Curtis has been providing a perfect range of financial advice and solutions to the clients. He is a consistent rank holder of various leading Industry magazines and the achiever of top 5 ranking in 2016 Barron’s top 100 financial advisers list in America and also emphasized him as one of the “Stalwart 15”, an exclusive award among the top 15 financial advisers. Graystone consulting is popular worldwide in the institutional consulting business and provides strategic financial solutions.
  • Robert Runkle: Robert Runkle is one of the top 10 financial advisers and spent his entire career with Merrill Lynch by providing financial services in various states. Robert Runkle is the managing director of Merrill Lynch Wealth Management. Runkle & Associates is a prime wealth management team within Merrill Lynch Wealth Management, and they are providing various wealth management services, plan and guidance to make their clients lead a perfect life. They provide a wide variety of financial solutions to families, individuals, institutions, endowments, trusts, and others to achieve their goals and help in tracking improvement and make modifications ahead.
  • Gregory Vaughan: Gregory Vaughan is a well-known financial adviser as well as a broker with over 39 years of experience and has been associated with Morgan Stanley Private Wealth Management since 1980. Vaughan is the managing director and private wealth advisor in the Firm’s Menlo Park Private Wealth Management. Vaughan provides various financial advisory services such as financial planning, portfolio management for individuals/businesses/ institutional, pension consulting, securities portfolio management and others.
  • Lyon Polk: Lyon Polk is a financial adviser with over 30 years of experience and founder of The Polk Wealth Management Group, and his services include portfolio constructions, investment management, and alternative investments. Polk and his group provide financial solutions for ultra-high net worth families, their business, and foundations. Since 2009 Polk is in Barron’s top 100 financial advisers list. Polk and his group can be attributed as one of the top 5 financial advisers in the country.
  • Richard Saperstein: Famous Richard Saperstein has over 30 years of financial service experience, provides a wide variety of wealth management solution and appreciative financial advice to family businesses, corporations, private investors, foundations, and endowments. Saperstein is the managing director and partner of High Tower’s Treasury Partner team based in the New York City. Saperstein has been recognized as one of Barron’s top 100 financial advisers since 2004 and the achiever of top 6th ranking on Barron’s top 100 financial advisers for 2017.
  • Drew Zager: Drew Zager a well-known financial adviser, a managing director of Morgan Stanley Private Wealth Management. Also, a wealth advisor and senior portfolio management director of the Zager Fixed Income Management Team. Earlier he was a senior tax consultant of KPMG, Peat, Marwick and Mitchell; he was also a certified public accountant in the state of California. Zager is a founding director of UCLA Investment Company. Zager and group provide a wide variety of customized financial solution to high-grade, fixed income portfolios with assets under management over $8.8 billion. He has been recognized one of Barron’s top 100 financial advisers list consistently since 2004.
  • Shelley Bergman: Shelley Bergman is a leading financial advisor with 30 years of experience, and he offers customized financial advisory services including portfolio management, estate and tax planning strategies, retirement planning, wealth transfer and access to banking and lending services. Bergman’s target clients consist of the high-net-worth individuals, family offices, corporations, and foundations and help them to progress financial plan to reach their short and long-term goals. Bergman established the Bergman Group in 1998 and provides services as a managing director and senior portfolio management director, financial advisor and international client advisor in the Bergman Group at Morgan Stanley Private Wealth Management. Bergman is a top rank holder in the financial publications like Barron’s and Registered Rep.
  • Jeff Erdmann: Renowned Jeff Erdmann is one of the top 10 financial advisers in the country. He is the founder of the Erdmann Group and working as a financial adviser for more than 30 years. Erdmann started his career with Merrill Lynch in 1984, and from 2009 he is the top advisor at Merrill Lynch. He is the managing director and private wealth advisor at the Erdmann Group. He provides a wide variety of financial services including investment management, retirement planning and service, stock option analysis, life insurance analysis and funding as well as wealth preservation and transfer services. He has been achieved no 1 rank on Forbes’ America’s top wealth advisers list in 2016, Registered Rap’s one of the top Wire House Advisor in 2011 and he is on Barron’s top financial advisers list consistently from 2004.
  • Brian Pfeifler: Brian Pfeifler is a financial advisor in the Morgan Stanley with 25 years of experience. Pfeifler is registered with SEC as an investment advisor and also registered with FINRA as a broker. He provides a wide variety of financial solutions like portfolio management strategies, financial planning, pension consulting services, buys and sells stocks and other investments advisory services to the clients. His target clients include the high-net-worth individuals and ultra-high-net-worth individuals.
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