InvestmentNews is proud to celebrate the top advisors who are putting clients first through transparency, education and personalization.
Advisors were selected among nominations from wealth management professionals and their clients across the country. They were then narrowed down based on the advisor’s weighted ranking in overall assets under management, AUM growth and client growth over a one-year period. The full methodology can be viewed here.
Matt Barber, partner and wealth advisor at SignatureFD, is not only one of the top advisors for 2024 but is also the youngest-ever president of Georgia’s chapter of the Financial Planning Association.
As a partner and leader at the Atlanta-based firm with AUM of $7 billion, Barber said that being a leading financial advisor requires a strong ability to listen, which means “peeling back the onion and asking good questions to get to the root of the issue.”
Advising clients can be more of an art than a science, he added, since there is usually more than one way to solve the clients’ problems. “You need to be able to navigate their feelings about money and finances to find a solution that works for them and that they will implement.”
Ann Covington, co-founder of CovingtonAlsina, built her firm on a foundation of approachability and education. She has since dedicated her career to providing successful women with financial guidance.
“They [women] may pay the bills but investments have typically fallen to men,” Covington, whose firm has maintained a 99 percent client retention rate, says. “It’s shifting as more women start to take the lead, but some women tend to beat themselves up for not knowing more.”
As part of her efforts, she offers monthly women client-focused webinars, a weekly podcast “Monday Money Report,” and a coaching package.
Charles Zhang of Zhang Financial said the dedication to maintaining transparency at his firm comes from his fee-only approach.
The Michigan-based advisor says not being bound by constraints of propriety products, revenue sharing or commissions allows him to offer his clients the best the market has to offer.
Other noteworthy winners include:
David Pickler, president and CEO of Pickler Wealth Advisors
Peter V. Disch, founder and managing member of Great Point Wealth Advisors
Jessica Fitzgerald, institutional consulting director at Graystone Consulting from Morgan Stanley
Frank J. Fiumecaldo, founder and president of Aventine Financial Group
Darnel Bentz, senior wealth advisor at Kayne Anderson Rudnick
Lawrence Glazer, co-founder and managing partner at Mayflower Advisors
Bryan Bibbo, partner and holistic financial advisor at JL Smith
Twenty-six of the winners have been in the industry for 11 to 20 years, while 15 winners have been working hard for 21 to 30 years.
The average AUM of the advisors on the list is $792 million, with an average client count of 270.
Siddharth Jawahar was sentenced 11 years in prison and $31M in restitution for running Swiftarc Capital fraud scheme
Wall Street banks expand wealth services as ultra-high-net-worth client demands extend further above and beyond investment management.
The acquisition of $2 billion Gilbert & Cook extends a buying spree for the ultra-high-net-worth firm that has already touched six states this year.
After years of encouraging sacrifice and delayed gratification, advisors have to do the next emotional lift: helping clients let go of a potentially harmful scarcity mindset.
A new JPMorganChase Institute report reveals how deeply stock market wealth now drives everyday American spending, especially for retirees.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
