Markets are volatile. Investors are anxious. But for America’s
Top 250 Wealth Advisors there has never been better reason to be in the business of providing advice and counsel. Forbes and
Shook Research recently hosted a roundtable discussion with five top advisors. The group— which manages a combined
$23 billion in assets—shared their wisdom on working with America’s richest families. “U.S. financial institutions— large banks and brokerages—are extraordinarily cheap,” says Brian
Pfeifler, a lifer at Morgan Stanley in New York.