Find an Advisor Near You
| Rank | Financial Advisor | Assets Managed |
|---|---|---|
| 1 | CAPTRUST Find an Advisor Read Review | $450,010,401,287 |
| 2 | Fisher Investments Find an Advisor Read Review | $159,612,000,000 |
| 3 | Fort Washington Investment Advisors Inc. Find an Advisor Read Review | $68,465,258,419 |
Secondly, who is the most famous financial advisor?
- Peter Lynch. Peter Lynch managed the Fidelity Magellan Fund (FMAGX) from 1977 to 1990. …
- Dave Ramsey. Dave Ramsey is a radio and television personality who has written six best-selling books. …
- Jim Cramer. …
- Robert Kiyosaki. …
- Ben Stein. …
- Charles Ponzi.
Keeping this in consideration, what are the top 5 investment firms?
The rankings here reflect the top 10 investment management firms by assets and net income.
- UBS Wealth Management. …
- Credit Suisse. …
- Morgan Stanley Wealth Management. …
- Bank of America Global Wealth & Investment Management. …
- J.P. Morgan Private Bank. …
- Goldman Sachs. …
- Charles Schwab. …
- Citi Private Bank.
Is Fisher Investments better than Edward Jones?
In our opinion, Fisher Investments is a better option (full review here). While at first glance you might not think Edward Jones‘ 1.35% starting fee per year is much, keep in mind that’s not including additional mutual fund fees that in total can put you at 2% or more in fees.
Who is the best female financial advisor?
Valerie Houts: Advisor at the Cutting Edge of Change
| Rank 2019 | Rank 2018 | Firm |
|---|---|---|
| 1 | 1 | Morgan Stanley Wealth Management |
| 2 | 2 | Ameriprise Financial Services |
| 3 | 4 | Neuberger Berman |
| 4 | 3 | Mariner Wealth Advisors |
Why do most financial advisors fail?
Here’s what I mean: When you’re trying to grow a financial services business and figure out your marketing strategy, optimism is one reason most financial advisors fail. The hard work that goes into getting clients is just that — very frickin’ hard. … Because of their optimism bias, they underestimate the process.
Who was the first female financial advisor?
You may already know of Suze Orman and Mellody Hobson, the first two women on the Investopedia list, but the other four may be less familiar.
Can a financial advisor make millions?
Top yearly base compensation at regional broker-dealers and wirehouses ranges from $140,000 for financial advisors at UBS whose 2017 production will be $400,000, to $1,105,000 for Raymond James & Associates financial advisors whose production this year hits $2 million, according to a new survey by the publication On …
How much does a Edward Jones financial advisor make?
How much does a Edward Jones Financial Advisor make? The national average salary for a Edward Jones Financial Advisor is $53,418 in United States.
What state pays financial advisors most?
Here’s a breakdown of the top-10
| Rank | State | Average Annual Wage |
|---|---|---|
| 1 | New York | $166,100 |
| 2 | California | $141,100 |
| 3 | Connecticut | $137,120 |
| 4 | District of Columbia | $135,770 |