Forbes

Markets are volatile. Investors are anxious. But for America’s

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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.

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