Ranked #8 in Barron’s “Top 30 Independent Financial Advisors” — September 2017

Top Independent Financial Advisors When Ric Edelman and his wife, Jean, started their financial planning practice in 1986, they faced one major obstacle. “Nobody had ever heard of financial planning,” he recalls. Entering an industry dominated by a sales culture and often-conflicted advice, pioneers like Edelman spent decades tirelessly advocating for and providing something… BBR […]

Ranked #14 in Financial Advisor’s “2017 RIA Ranking” — July 2017

RIA Survey & Ranking 2017 Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement […]