Top Financial Advisory Firms & Companies

Following are the top ranked financial advisory firms and companies:

Stevens Wealth Management LLC - It is a leading Chicago-based financial advisory firm, included in Financial Advisor magazine's 2010 list of largest and fastest growing registered investment advisor (RIA) firms. The magazine ranks firms according to total assets under management at the end of each calendar year. Stevens Wealth Management is ranked 290th on the list of 456 firms.

Burt Associates, Incorporated - The firm has been managing money for individuals, trusts and corporations since 1985. It has been named to Wealth Manager Magazine's annual list of the top financial-advisory firms in the country (July/August 2010). In addition the firm has been named to Financial Advisor's list of the top RIA Firms “By Total Assets Managed” (July/August 2010).

Ritter Daniher Financial Advisory, LLC - RDFA has been recognized as one of the top firms in the nation by various industry publications. Financial Advisor Magazine has listed RDFA in their annual survey of top firms in the nation in each year the survey has been prepared, from 2006 through 2010. In 2006, the company was awarded the Torch Award for Marketplace Ethics, presented by the Greater Cincinnati Chapter of the Better Business Bureau.

Puckett Financial Advisors, LLC - It has been named by Wealth Manager magazine to its Top Wealth Managers list for the third consecutive year. It is ranked 329th out of 478 top financial advisory firms nationwide that are 1) registered investment advisers, 2) report more than $50 million in assets under advisement, and 3) have predominantly individual clients.

Ehlers - It is consistently ranked nationally as one of the top financial advisory firms in number of competitive bond sales. The firm is also a charter member of the National Association of Independent Public Finance Advisors, a professional organization dedicated to ensuring that its members adhere to high ethical and professional standards.

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Kelvin Wong Loke Yuen is an experienced writer with a strong background in finance, specializing in the creation of informative and engaging content on topics such as investment strategies, financial ratio analysis, and more. With years of experience in both financial writing and education, Kelvin is adept at translating complex financial concepts into clear, accessible language for a wide range of audiences. Follow him on: LinkedIn.

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