Top Wealth Management Firms

Following are the top best wealth management firms and companies:

Ruggie Wealth Management - The firm is located in Tavares, Florida, USA. It is one of the leading wealth advisors in the United States, frequently quoted as a financial/investment industry expert in such respected publications as The Wall Street Journal. It was ranked 32nd in the state of Florida in Barron’s top 1,000 Advisors (2009 Special Report). All representatives of Ruggie Wealth Management either hold or are in the process of gaining the following designations: Certified Financial Planner™ (CFP®); Chartered Financial Consultant (ChFC); Certified Public Accountant (CPA); Chartered Life Underwriter (CLU®); Certified in Long-Term Care (CLTC); Master of Business Administration (MBA).

Lauterbach Financial Advisors - It is an SEC Registered Investment Advisor based in El Paso, Texas. It was ranked 16th in Texas and among the top 250 wealth management firms in the nation by the 10th annual Top Wealth Managers survey published by Wealth Manager Magazine.

Mission Wealth Management, LLC (MWM) - Wealth Manager Magazine recognized it as one of the "Top Wealth Management Firms" in the country for the fifth consecutive year. It was the highest ranked firm in the Tri-County area. MWM received recognition from many top publications in the industry, including rankings in Worth Magazine, Bloomberg/Wealth Manager Magazine, Financial Advisor Magazine, CPA Wealth Provider Magazine, and the Pacific Coast Business Times.

Leonard Wealth Management - It was ranked 43rd in the nation by Bloomberg Wealth Manager's 2001 survey of top wealth management firms. It was the only firm located in Southern California to be placed in the top 50.

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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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