Forbes

America’s Top 100 Wealth advisors

- —Halah Touryalai

every client loves her financial advisor when the market is hitting new highs. but what sets the best advisors apart from the rest has little to do with stock picking. These days the name of the game is the personal touch, with an eye toward managing all aspects of a client’s financial life, perseverin­g through market downturns or even acting as the voice of reason during nest-egg-threatenin­g family disputes.

 ??  ?? 1advisors are judged on individual contributi­on, but Total Team assets are shown; in some cases significan­t, noncustodi­ed assets are not included because of verificati­on difficulti­es. 2Minimum account sizes are general, since They can vary depending on...
1advisors are judged on individual contributi­on, but Total Team assets are shown; in some cases significan­t, noncustodi­ed assets are not included because of verificati­on difficulti­es. 2Minimum account sizes are general, since They can vary depending on...

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