Barron’s– 2025 Top 1200 Financial Advisors: Kentucky – Pamela Thompson #10 Barron’s– 2024 Top 100 Women Financial Advisors – Jana Shoulders #49 Barron’s– 2024 Top 1200 Financial Advisors: Nebraska – Jim Siemonsma #1 Barron’s– 2024 Top 1200 Financial Advisors: Ohio – Valerie Newell...
Independent Financial Advisor Personal Finance Registered Investment Advisors (RIA) Robo-Advisor Top Locations Financial Advisor New York, NY Financial Advisor Chicago, IL Financial Advisor Phoenix, AZ Financial Advisor San Antonio, TX Financial Advisor Dallas, TX Financial Advisor Los Angel...
It is futile to attempt to predict the short-term direction of the financial markets. However, we believe in time that through information gathering and subsequent research, our clients are well positioned to weather any further pullback and yet are well positioned to benefit from a subsequent re...
Here are America's top independent financial advisors, as identified by Barron's. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. A ranking of "N" indicates the advisor was not...
Cumberland Advisors, based in Sarasota, Florida, is ranked No. 18 on the 2024 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list. Total AUM:$3.4B (AccuPoint Solutions) Years in Business:50 (AccuPoint Solutions) ...
California Financial Advisors, based in San Ramon, California, is ranked No. 13 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list. Total AUM:$1.9B Years in Business:26 Accounts Under Management:3,408 ...
Learning how to invest is no easy task, but guidance from pros can make approaching the field somewhat easier. We asked five independent financial advisors from theInvestopedia 100 Top Financial Advisors listto share what they wish they had known as young investors. Here is their advice for youn...
The 2023 Investopedia 100 celebrates financial advisors who are making significant contributions to conversations about financial literacy, investing strategies, and wealth management.
Read about the most popular brokers like Qtrade and Questrade as well as robo-advisors like Wealthsimple and learn how to maximize your savings in that regard. The other common way to get portfolio exposure to Canada’s best dividend stocks is through dividend-ETFs on the Toronto Stock Exchang...
How to Find Free Pro Financial Advice Getting help is easier with an ever-expanding range of resources. Julie PinkertonApril 22, 2025 10 Best Tech Stocks to Buy for 2025 Analysts are pounding the table on these tech stocks. Wayne DugganApril 22, 2025...