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Top financial advisors of 2018

Financial advisors are professionals who understand your income and travel with you in your journey towards wealth creation. They have a thorough knowledge of the industry and offer the right advice with regard to investment and savings. Every financial advisor has the knowledge of the market and advises clients based on their risk appetite, financial goals, and income. The account size and the assets held by the financial advisors may vary from time to time.

The top 10 financial advisors for the year 2018 are listed below:

  • Jeff Erdmann
    Jeff Erdmann handles Merrill Lynch and is one of the best financial advisors.
Top financial advisors of 2018
He has an account size of $36.7 million and the total assets under his management stand at $6.2 billion.
  • Christopher Errico
    Christopher handles UBS Private Wealth Management which has an account size ranging from $5 million to $1 billion. The total assets under his management stand at $2 billion.
  • Brian Pfeifler
    Successfully managing Morgan Stanley Private Wealth Management, Brian has an account size of $50 million and the total assets under him are worth $4 billion.
  • Andy Chase
    Andy also handles Morgan Stanley Private Wealth Management with an account size of $25 million and total assets amounting to $10.1 billion.
  • Patrick Dwyer
    Patrick manages Merrill Lynch and has an account size of $20 million with total assets of $3.1 billion.
  • Mark Curtis
    Mark is a financial advisor at Graystone Consulting which has an account size of $10 million and total assets worth $20 billion.
  • Rod Westmoreland
    As an advisor at Merrill Lynch Private Banking and Investment Group, Rod manages an account size of $10-75 million and total assets of $4.5 billion.
  • Charles Zhang
    Charles manages Zhang Financial with an account size ranging from $1-5 million and total assets worth $2.6 billion.
  • Greg Vaughan
    Greg is a financial advisor at Morgan Stanley Private Wealth Investment. His account size is capped at $75 million and assets are worth $15.4 billion.
  • Robert Skinner
    Robert is a financial advisor with First Republic Investment Management and has an account size of $100 million with total assets worth $12.4 billion.
  • These are some of the best financial advisors who have an expertise in handling financial portfolio for their respective clients. They have a huge impact on wealth creation for clients and also play a prominent role in the company that they manage. They constantly research and time the movement of the market for maximizing profits. You can also look out for personal financial advisors to track your own finances and maximize profits.

    Disclaimer:
    The information available on this website is a compilation of research, available data, expert advice, and statistics. However, the information in the articles may vary depending on what specific individuals or financial institutions will have to offer. The information on the website may not remain relevant due to changing financial scenarios; and so, we would like to inform readers that we are not accountable for varying opinions or inaccuracies. The ideas and suggestions covered on the website are solely those of the website teams, and it is recommended that advice from a financial professional be considered before making any decisions.
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