Financial advisors are professionals who understand your income and travel with you in your journey towards wealth creation. They have a thorough knowledge of the industry and offer the right advice with regard to investment and savings. Every financial advisor has the knowledge of the market and advises clients based on their risk appetite, financial goals, and income. The account size and the assets held by the financial advisors may vary from time to time.
The top 10 financial advisors for the year 2018 are listed below:
- Jeff Erdmann
Jeff Erdmann handles Merrill Lynch and is one of the best financial advisors. He has an account size of $36.7 million and the total assets under his management stand at $6.2 billion. - Christopher Errico
Christopher handles UBS Private Wealth Management which has an account size ranging from $5 million to $1 billion. The total assets under his management stand at $2 billion. - Brian Pfeifler
Successfully managing Morgan Stanley Private Wealth Management, Brian has an account size of $50 million and the total assets under him are worth $4 billion. - Andy Chase
Andy also handles Morgan Stanley Private Wealth Management with an account size of $25 million and total assets amounting to $10.1 billion. - Patrick Dwyer
Patrick manages Merrill Lynch and has an account size of $20 million with total assets of $3.1 billion. - Mark Curtis
Mark is a financial advisor at Graystone Consulting which has an account size of $10 million and total assets worth $20 billion. - Rod Westmoreland
As an advisor at Merrill Lynch Private Banking and Investment Group, Rod manages an account size of $10-75 million and total assets of $4.5 billion. - Charles Zhang
Charles manages Zhang Financial with an account size ranging from $1-5 million and total assets worth $2.6 billion. - Greg Vaughan
Greg is a financial advisor at Morgan Stanley Private Wealth Investment. His account size is capped at $75 million and assets are worth $15.4 billion. - Robert Skinner
Robert is a financial advisor with First Republic Investment Management and has an account size of $100 million with total assets worth $12.4 billion.
These are some of the best financial advisors who have an expertise in handling financial portfolio for their respective clients. They have a huge impact on wealth creation for clients and also play a prominent role in the company that they manage. They constantly research and time the movement of the market for maximizing profits. You can also look out for personal financial advisors to track your own finances and maximize profits.
