If you are looking for a financial advisor or financial planner based in Boston then I suggest you look at the list of top financial advisor listed on barron online or the list of top financial advisor at Boston Magazine.
Top Financial Advisors By Barron Online
Barron has a ranking of top 100 financial advisors in the state of Massachusetts. The following five financial advisors and planners from Boston made it into the list.
Raj Sharma of Merrill Lynch Boston was ranked No. 1
Victor Livingstone of Morgan Stanley Smith Barney Boston was ranked no. 2
William Sullivan of UBS Financial Services Boston was ranked no. 6
James Odorczuk of J.P. Morgan Securities Boston was ranked no. 7
Ross Dolgoff of J.P. Morgan Securities Boston was ranked no. 8
20 Best financial advisors
On Boston magazine list of 20 Best Financial advisors around Boston the following made it into top five:-
Raj Sharma of Merrill Lynch Boston was ranked No. 1
Marc A. White Jr. of JPMorgan Private Bank, Boston was ranked no. 2
John D. Spooner of Citigroup Smith Barney, Boston was ranked no. 3
William J. Sullivan of UBS Financial Services, Boston was ranked no. 4
Andrew H. Zimmerman of Merrill Lynch, Boston was ranked no. 5
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The key to selecting a good financial advisor or financial planner around Las Vegas area is to go by the reviews and recommendation of others. People who have used the services of a certain financial advisor are likely to give you an honest opinion.
There are several places online where Las Vegas financial advisors / Las Vegas financial planners are reviewed.
Barron Ranking of Las Vegas Financial Advisors.
Barron has an annual ranking of top financial advisors. The following las vegas financial advisors were ranked in top 5 among top Nevada Financial advisors.
1 Randy Garcia of The Investment Counsel Company
2 Brian Buckley of Morgan Stanley Smith Barney
3 Deborah Danielson Danielson Financial
Another place to find Las Vegas Financial Advisors / Las Vegas Financial planners is at Yelp. The good thing about Yelp is that the site is reviewed by users like you.Some of financial advisor from Las Vegas at Yelp Financial Services are:
Leornard Bensons Company
Hiey Insurance Agency.
Another online resource for Las Vegas financial advisors is the Yellow pages. Although these are purely Ads, the one advantage is that they have a large resource of listed Las Vegas financial advisors and Financial planners. See Yellow Pages
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If you are looking for a top financial advisor around Houston, Texas you may start your search by looking at a list of top 100 financial advisors in the state of Texas.
The following 10 financial advisors from Houston made it into the list.
1. William Gouldin of Morgan Stanley Smith Barney was the top advisor from Houston at number 2.
2. Nestor Vicknair of Merrill Lynch was ranked at number 3
3. Will Leven of UBS PWM was ranked at number 4
4. David Novelli of Morgan Stanley Smith Barney was ranked at no. 7.
5. Howard Lorch of Wells Fargo Advisors was ranked at number 10
6. Richard Ashcroft of Wells Fargo Advisors was ranekd at number 11
7. James Coffee of Merrill Lynch was ranked at number 12
8. Scott Tiras of Ameriprise Financial was ranked at number 15
9. David Harris of UBS Financial Services was ranekd at number 16
10. Elizabeth Lockwood of UBS Financial Services was ranked at number 17
For other top financial advisor around Houston check out Barron Top 100 financial advisors.
Another place to look for financial advisor around Houston is to look up the financial advisor listed in Yelp. One thing I like about Yelp listing is that the advisors are reviewed by users. People who have had a business relationship with the financial advisor.
Check out YELP Houston
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If you are looking for financial advisors around or near Bellevue, Washington you have various.
My first option I recommend you have look at the list of top 100 financial advisors in the state of Washington by Barron. The financial advisors are ranked by Asset under management.
Barron Top 10 Financial Advisors Around Bellevue
1. Phil Scott of Merrill Lynch was ranked at No. 1
2. Jeffrey Crosby of Ameriprise Financial was ranked at No. 4
3. Kevin Fitzwilson of Coldstream was ranked no. 9
4. Michael of Ernst Morgan Stanley Smith Barney was ranked at no. 10
5. Paul Ried Paul of R. Ried Financial Group was ranekd at no. 11
6. Kathleen Weber of Morgan Stanley Smith Barney was ranekd at no. 13
7. Terry Cook of UBS PWM was ranked at no. 14
8. Michael Boone of MWBoone and Associates was ranked at no. 16
9. Michael Matthews of UBS PWM at no. 18
10. York Harris of Merrill Lynch was ranked at 20
My second option is to go through to Yelp the online market place and go through the listing of financial advisors. The financial advisors are reviewed by users of the website.
See Yelp Financial advisors page
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If you are looking for a top financial advisor located in Chicago you may consider looking at the list of Top 50 financial advisors in the state of Illinois.
The following financial advisors from Chicago city made it into the list : -
1. Bruce Lee of Credit Suisse Securities was No. 2
2. Raj Bhatia of Merrill Lynch was No. 3
3. William Easom of Morgan Stanley Smith Barney was no. 4
4. Mark Hutchinson of Morgan Stanley Smith Barney was No. 6
5. John Ver Bockel of Merrill Lynch was ranked no. 7
6. Jim Moriarity of Morgan Stanley PWM was ranked no. 8
7. Michael Cohen of J.P. Morgan Securities was ranked no. 9
8. Steve Nakovich of Morgan Stanley Smith Barney was ranked no. 10
9. Greg Pusinelli of William Blair & Company was no. 11
10. Michael Gallagher of Morgan Stanley Smith Barney was ranked no. 12
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For investors living around Palm Beach, Florida. If you are searching for a financial advisor to manage your money or on how to invest you may consider having a look at the list of 100 financial advisors in the state of Florida.
The list was compiled by barrons online. The following financial advisors based in Palm Beach made it into the list.
1. Kevin McCluskey of Wells Fargo Advisors, he was ranked no. 15
2. Kurt Sylvia of UBS Financial Services was ranked at No. 18
3. James Mahoney of Merrill Lynch Palm Beach was ranked at No. 19
4. Gregory O’Hare of Merrill Lynch was ranked at No. 24
5. Michael Nickler of Morgan Stanley Smith Barney was ranked No. 28
6. Christopher Andrews of Merrill Lynch was ranked no. 39
7. Thomas Smith of UBS Financial Services was ranked no. 43
8. Anthony Rizzo Deutsche Bank Alex. Brown was ranked no. 48
9. Karen McKinley of Merrill Lynch Palm Beach was ranked No. 67
Source Barron top 100 financial advisors
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If you are searching for a financial advisor based in Aventura Florida, you may taking a look at the rankings of top financial advisors from the state of Florida.
The ranking of top financial advisors was by Barron online. The following financial advisors based in Aventura made it on to the top one hundred.
1. Allan D. Yarkin of Morgan Stanley Smith Barney was ranked No. 4
2. Andrew Schultz of Morgan Stanley Smith Barney was ranked no. 5
3. Stephen Bloch also of Morgan Stanley Smith Barney was ranked no6
4. Leonard Suskind of Morgan Stanley Smith Barney was ranked no.42
5. Myron Stayman of Merrill Lynch was ranked no.52
All this high street financial advisors require a minimum of $1m to open an account.
Listing of Financial Advisory firms Aventura Florida
Apart from the high street financial advisors there are many financial advisors located in Aventura. Here is a list of some of this firms, more can be found online :-
Halpern Capital
Ameriprise Financial
Triangle financial services
Coramar Investment inc
Lifespring financials
Aruba Investments
America Capital Ventures
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If you live in Miami and you need a financial advisor you may look at the list of top 100 financial advisors in Florida by Barron Online.
On that Barron list the following financial advisors were ranked among the top 100.
1. Patrick Dwyer of Merrill Lynch was ranked no 1 on the list
2. Michael Wilson of Merrill Lynch was ranked no 31 on the list
3. Alexander Fernandez of Morgan Stanley Smith Barney was ranked no. 32
4. Matias Cavalieri of Morgan Stanley Smith Barney was ranked at No. 47
If you are not interested in the highstreet financial advisory firms you may look at independent financial advisors around Miami.
- Ashley A. O’Kurley of John Hancock Financial Services
- Luisa M. Bravo of L. M. Bravo & Associates
- Richard G. King of Richard G. King Insurance Agency, Inc
- Jorge E. Mercado, of Jorge Mercado & Associates, Inc
- Donald Allan Brown, of Brown & Associates
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Roger Coleman, Morgan Stanley Smith Barney was ranked number one on 2010 Barron list of top 100 financial advisors in the state of New York.
Roger Coleman Investing advice
Roger Coleman preaches diversification, and has his managers following a Morgan Stanley model for global allocation: about 30% in bonds; 45% in equities; and 25% in alternative investments.
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