Last updated: May 1, 2023
View Rankings:
Asset Protection Specialist. Best Asset Protection Associates, Reviewed and Compared
View Rankings
- Reviews By Certified Enthusiasts.
- Proprietary Evaluation Criteria
- Five Areas of Evaluation
Asset Protection Specialist. Best Asset Protection Associates - May 2023
Rank
Advisor Name
Firm Name
Average Account Size ($mil)
Average Net Worth ($mil)
Total Assets Managed ($mil)
Customer Profile
$250k-1mil
$1-10mil
$10mil+
 |
Wells Fargo Advisors | 10 | 30 | 3700 | • | • |
100%
G
VG
E
| 100 | 100 | 100 | 100 | 100 | NC | ||
 |
Carson Wealth Management Group | 5 | 50 | 2994 | • | • | • |
98%
G
VG
E
| 96 | 99 | 98 | 100 | 97 | NC | |
 |
RBC Wealth Management | 5.3 | 7.5 | 3300 | • | • |
96.2%
G
VG
E
| 98 | 97 | 95 | 96 | 95 | NC | ||
 |
Edelman Financial Services LLC | 0.43 | 1 | 6970 | • | • |
94.6%
G
VG
E
| 96 | 94 | 93 | 95 | 95 | NC | ||
 |
Merrill Lynch & Co., Inc. | 20 | 50 | 8900 | • | • |
93%
G
VG
E
| 93 | 92 | 93 | 94 | 93 | NC | ||
| 6 | Morgan Stanley Smith Barney | 10 | 11 | 2410 | • | • |
91.2%
G
VG
E
| 91 | 90 | 93 | 93 | 89 | NC | ||
| 7 | Convergent Wealth Advisors | 4.5 | 12 | 3185 | • | • |
89.6%
G
VG
E
| 90 | 89 | 89 | 89 | 91 | NC | ||
| 8 | HighTower Advisors | 20 | 50 | 9932 | • | • |
87.6%
G
VG
E
| 88 | 87 | 88 | 89 | 86 | NC | ||
| 9 | Morgan Stanley Private Wealth Management | 75 | 150 | 9803 | • | • |
85.6%
G
VG
E
| 84 | 85 | 87 | 86 | 86 | NC | ||
| 10 | Mariner Wealth Advisors, LLC | 2 | 5 | 8210 | • | • | • |
83.8%
G
VG
E
| 83 | 83 | 83 | 85 | 85 | NC |
Interested in being featured as a best asset protection associates? Click here