NEW YORK – Aug. 24, 2021 – Forbes, in partnership with SHOOK Research, today announced the 2021 list of America’s Top Wealth Advisors, which spotlights the nation’s top financial advisors. This year’s list includes 250 advisors, who manage $1.4 trillion in client assets. Advisors were nominated by their firm and then vetted and ranked by SHOOK research.
While global economic recovery efforts due to Covid-19 continue to persist and given the volatility in the market, financial advisors and their clients are tasked with navigating new uncertain times. There’s never been a better reason for advisors to be in the business of providing wealth management services and providing advice and counsel amid unprecedented times.
“The global pandemic continues to create change within the financial industry and inflation pressures and newly introduced tax codes demand actions from financial advisors and their clients alike,” said Jason Bisnoff, Staff Writer, Wealth Management at Forbes. “This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”
Jeff Erdmann of Merrill Private Wealth Management maintains the No. 1 spot on this year’s ranking, managing $11.2 billion in total assets followed by Brian Pfeifler of Morgan Stanley Private Wealth Management, who manages $7.5 billion. Of the 250 advisors on this year’s list, 53 are based in New York, 48 from California and 21 from Florida.
In October, Forbes will host its fifth annual Forbes/SHOOK Top Advisor Summit, which will convene the world’s top wealth advisors and industry leaders. The event, in partnership with SHOOK Research, will provide a forum for elite professionals to discuss and debate the industry’s top trends, best practices and financial strategies.
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For the full list of America’s Top Wealth Advisors list, stories and more visit: Forbes 2021 America’s Top Wealth Advisors
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