FORBES BEST-IN-STATE WEALTH ADVISORS

in the age of robo-advice, the ability to meet with clients face-to-face can be a real competitive advantage. The 500 wealth advisors here (plus 1,713 more online) are the top-ranked in their respective states by shook Research. Unlike their digital counterparts, most top advisors specialize in multiple aspects of financial planning, offering everything from retirement and tax advice to financing for a private jet. Reza Zafari, a merrill Lynch private Banking & investment advisor from Los angeles with $15.5 billion under management, frequently opens his Rolodex to clients when the need arises, connecting them, for example, with medical specialists. “a big part of what we do is just help our clients, and not just with their portfolios,” Zafari says.