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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Pittsburgh financial advisors are spread from advisors working in high street firms to independent financial advisors running their own advisory firms.
Pittsburgh Top Ranked Financial Advisors and Investment advisors.
Barron does annual ranking of top financial advisors and the following financial advisors from Pittsburgh were ranked among the top 100 financial advisors in the state of Pennsylvania.
1. John Waldron of Waldron Wealth Management Pittsburgh was ranked at No. 1
2. Robert of Fragasso Fragasso Financial Advisors Pittsburgh was ranked at No. 6
3. David Jancisin of Merrill Lynch Pittsburgh was ranked at No. 13
4. James Lowden of UBS Financial Services Pittsburgh was ranked at No. 16
5. Ahmie Baum of UBS Financial Services Pittsburgh was ranked at No. 20
6. Carrie Coghill-Kuntz of D.B. Root Pittsburgh was ranked at No. 29
Other financial advisors around Pittsburgh include:-
- Wright Associates Pittsburgh
- Peridot Capital Management Pittsburgh
- Express Financail advisors pittsburgh
- Lincoln Financial advisors pittsburgh
- Legend financial advisors pittsburgh
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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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\\ tags: Ameriprise, Ameriprise Financial, Business Relationship, David Harris, Financial Advisors, Gouldin, Lorch, Merrill Lynch, Morgan Stanley, Novelli, Number 17, Pwm, Richard Ashcroft, Smith Barney, Stanley Smith, Top Financial Advisor, Ubs Financial Services, Vicknair, Wells Fargo, Yelp
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 a Newport beach resident and in need of a financial advisor we suggest you start by looking at the list of top 100 financial advisors in California. The list was compiled by Barron online.
Barron top 100 financial advisors near California.
The list included the following advisors from Newport beach area:-
- Troy Armstrong of Merrill Lynch was ranked No. 32
- Bob Klein of J.P. Morgan Securities was ranked No. 44
- Mark Binder of Merrill Lynch was ranked at No. 58
- Laila Marshall of -Pence Pence Wealth Management was ranked No. 63
- Ed Levin of UBS Financial Services was ranked at No. 70.
If you are not looking for a financial advisor from a high street firm and what you want is an independent financial advisor, then you can look at the following firms around Newport Beach.
- Raymond James Financial Advisors
- Richter Robert Financial Advisors
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With high net worth individuals around Los Angeles, the city has a large population of financial advisors. Financial advisors are spread from high street wallstreet to your next door independent advisors.
If your search is for the high street advisors, one suggestion is to look at the ranking of California financial advisors by barrons online.
Top Five Financial Advisors around Los Angeles
According to Barron the following financial advisors made up top six of their ranking :-
- Drew Zager Morgan Stanley PWM
- Steve Lockshin - Convergent Wealth Advisors
- Bruce Treitman - Deutsche Bank Alex. Brown
- Palmer Murray - Morgan Stanley PWM
- Richard Jones - Merrill Lynch
- Steven Levine - UBS Financial Services
Others notable financial advisors near Los Angeles and not on the Barron list and whom you can easily find online are:-
- Westlake Financial Services Los Angeles
- Axa Advisors Los Angeles
- Strategic Financial Group Los Angeles
- HREC Financial Advisors Los Angeles
- Oaktree financial Los Angeles
Just keep in mind being more expensive does not mean they are the best. One of the best ways to find potential financial advisor is by talking to others. Check with friends and family or anyone else that you trust for referrals as well. Your family and friends have your best interest at heart and you can never go wrong asking for their advise.
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