Last updated: December 1, 2017
Have Your Firm Evaluated | Search | About Us | Contact Us

Asset Protection Specialist. Best Asset Protection Associates, Reviewed and Compared

 
Best Asset Protection Services

View Rankings

  1. Reviews By Certified Enthusiasts.
  2. Proprietary Evaluation Criteria
  3. Five Areas of Evaluation

see evaluation criteria

Asset Protection Specialist. Best Asset Protection Associates - December 2017

1st Winner

Steven Hefter

St. Louis, Missouri

800-359-9297  
phone

 

Visit website

Wells Fargo Advisors 10 30 3700
100%
G
VG
E
100 100 100 100 100 NC
2nd Winner

Ron Carson

Omaha, Nebraska

888-321-0808   
phone

 

Visit website

Carson Wealth Management Group 5 50 2994
98%
G
VG
E
96 99 98 100 97 NC
3rd Winner

Mark Orgel

Minneapolis, Minnesota

612-371-2711   
phone

 

Visit website

RBC Wealth Management 5.3 7.5 3300
96.2%
G
VG
E
98 97 95 96 95 NC
4th Winner

Ric Edelman

Fairfax, Vermont

888-752-6742  
phone

 

Visit website

Edelman Financial Services LLC 0.43 1 6970
94.6%
G
VG
E
96 94 93 95 95 NC
5th Winner

Robert Waldele

New York, New York

800-637-7455  
phone

 

Visit website

Merrill Lynch & Co., Inc. 20 50 8900
93%
G
VG
E
93 92 93 94 93 NC
6

Kevin Peters

Purchase, New York

914-255-5510  
phone

 

Visit website

Morgan Stanley Smith Barney 10 11 2410
91.2%
G
VG
E
91 90 93 93 89 NC
7

Steve Lockshin

Los Angeles, California

310-734-5320  
phone

 

Visit website

Convergent Wealth Advisors 4.5 12 3185
89.6%
G
VG
E
90 89 89 89 91 NC
8

Richard Saperstein

Chicago, Illinois

312-962-3800  
phone

 

Visit website

HighTower Advisors 20 50 9932
87.6%
G
VG
E
88 87 88 89 86 NC
9

Gregory Vaughan

New York, New York

888-454-3965  
phone

 

Visit website

Morgan Stanley Private Wealth Management 75 150 9803
85.6%
G
VG
E
84 85 87 86 86 NC
10

Martin Bicknell

Leawood, Kansas

866-346-7265  
phone

 

Visit website

Mariner Wealth Advisors, LLC 2 5 8210
83.8%
G
VG
E
83 83 83 85 85 NC