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

Wealth Manager. Best Financial Planning Services & Financial Advisor, Reviewed and Compared

 
Best Financial Planning Services

View Rankings

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

see evaluation criteria

Wealth Manager. Best Financial Planning Services & Financial Advisor - August 2017

1st Winner

Robert Waldele

New York, New York

800-637-7455  
phone

 

Visit website

Merrill Lynch & Co., Inc. 20 50 8900
100%
G
VG
E
100 100 100 100 100 NC
2nd Winner

Steven Hefter

St. Louis, Missouri

800-359-9297  
phone

 

Visit website

Wells Fargo Advisors 10 30 3700
97.6%
G
VG
E
96 98 96 100 98 NC
3rd Winner

Gregory Vaughan

New York, New York

888-454-3965  
phone

 

Visit website

Morgan Stanley Private Wealth Management 75 150 9803
95.6%
G
VG
E
94 97 95 96 96 NC
4th Winner

Ric Edelman

Fairfax, Vermont

888-752-6742  
phone

 

Visit website

Edelman Financial Services LLC 0.43 1 6970
93.2%
G
VG
E
95 94 92 93 92 NC
5th Winner

Mark Orgel

Minneapolis, Minnesota

612-371-2711   
phone

 

Visit website

RBC Wealth Management 5.3 7.5 3300
91.6%
G
VG
E
93 90 92 90 93 NC
6

Nathan Bachrach

Cincinnati, Ohio

513-469-7500  
phone

 

Visit website

The Financial Network Group, Ltd. 0.75 1.75 1377
89.8%
G
VG
E
89 91 89 91 89 NC
7

Kevin Peters

Purchase, New York

914-255-5510  
phone

 

Visit website

Morgan Stanley Smith Barney 10 11 2410
87.8%
G
VG
E
89 86 87 89 88 NC
8

Martin Bicknell

Leawood, Kansas

866-346-7265  
phone

 

Visit website

Mariner Wealth Advisors, LLC 2 5 8210
86%
G
VG
E
86 85 87 85 87 NC
9

Ron Carson

Omaha, Nebraska

888-321-0808   
phone

 

Visit website

Carson Wealth Management Group 5 50 2994
84.2%
G
VG
E
85 81 84 86 85 NC
10

Robert Scherer

Potomac, Maine

866-288-9632  
phone

 

Visit website

Graystone Consulting 80 80 4200
82.6%
G
VG
E
82 81 83 83 84 NC
11

John Rafal

Essex, Connecticut

800-767-4300  
phone

 

Visit website

Essex Financial Services, Inc. 10 30 3700
80.2%
G
VG
E
81 79 81 80 80 NC
12

Richard Saperstein

Chicago, Illinois

312-962-3800  
phone

 

Visit website

HighTower Advisors 20 50 9932
77.8%
G
VG
E
79 76 79 76 79 NC
13

Steve Lockshin

Los Angeles, California

310-734-5320  
phone

 

Visit website

Convergent Wealth Advisors 4.5 12 3185
75.4%
G
VG
E
73 77 77 74 76 NC