Merrill Private Wealth Management
San Francisco, California
ASH CHOPRA
READ MORE
“I tell my clients that it’s not about what you make, it’s about what you keep. So our philosophy has always been about being hyperefficient with taxation, as well as fees and expenses, on behalf of our clients.”
Morgan Stanley Private Wealth Management
Chicago, Illinois
JIM MORIARITY
READ MORE
“Unlike some other industries, wealth
management is very fair with gender equity in pay, because fees are fees—and whether you’re male or female, you can set your own fees when you have your own business.”
UBS Private Wealth Management
New York, New York
EMILY RUBIN
READ MORE
“A lot of our clients are entrepreneurs, and they have so much risk in their business that they want to have a more cautious approach with their investments. They’re so used to feeling in control of their destiny. . . . They have a lot of cash, and it can be a mess and a thing they don’t have control over, which creates anxiety.”
SpringRidge Financial Group
Wyomissing, Pennsylvania
VIRGIL KAHL
READ MORE
“The biggest challenge right now is to manage expectations. There’s another bear market out there, and we’re getting ready for it. As we take some risk off we’ll exploit the next period of weakness.”
hile financial advisors and their clients plan
for a return to the office, macro challenges
for the wealth management industry remain. Volatility persists in the face of an uneven global recovery from Covid-19, while inflationary pressures and the specter of major overhauls to the tax code demand action. In the face of this new normal, clients, with their hundreds of billions in assets, are looking to the 250 men and women on our sixth annual Forbes/Shook Top Wealth Advisors list for guidance.
W
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. READ MORE
Methodology
Illustrations by Michael Hoeweler for Forbes
PRESENTED BY
“The oil industry is the lifeblood of what we do down here. It is more Texas than cattle and horses. We find clients that are overexposed to an oil company stock or the industry and you have to have delicate conversations with them since our job is to make sure that clients are not taking too much risk.”
Ameriprise Financial Services
Houston, Texas
SCOTT TIRAS
READ MORE
READ MORE