Best Financial Advisor List
Are the days of making huge returns on our investments long gone? Will we need to watch the constant fluctuations of stock tickers all day long? Can we fund our retirements off “safe” investments like treasury bonds? The tumultuous financial market has created an opening for advisory services to flourish, but many Americans are wondering who they can really trust. After all, bad advice from personal financial advisors is partially to blame for many people’s losses. To help guide you in the right financial advisor direction, Barron’s magazine has listed their top 1,000 professionals who have yielded double digits for their clients.
Barron’s top financial advisors are primarily listed by state, although there were also some financial advisor winners who emerged across the board. Merrill Lynch, for instance, had 239 of its advisors make the list. Even though the company was teetering on the verge of bankruptcy before being acquired by Bank of America last year, their established presence in every state has helped them remain afloat in troubled times. “We are continuing to set the standard by which other advisory firms are measured,” explains SVP Dan Sontag, head of Global Private Client’s Americas Advisory Division. “Our growing number of advisors on the Barron’s list reflects the strength and depth of our entire field.”
When looking for a financial advisor they can trust, affluent investors are looking for transparency and liquidity, says Barron’s. John Fitzpatrick of UBS New York says that municipal bonds can yield high single-digits and prove to be “safer securities” with “good yields” — “appealing to nearly everyone.” This financial advisor says there is still room for consistently performing stocks like Colgate-Palmolive and Coca-Cola. The world of financial advisory has changed and those on Barron’s Top 1,000 list know this. American investors are hoping that “slow and steady wins the race,” when it comes to their portfolios.
Not everyone needs a financial advisor. Some people enjoy reading financial advisor publications and trying to sort it out themselves. However, life is too short and too busy to be contemplating stock information, derivatives and bonds all day long. It helps to have a trusted friend who can maximize your liquidity and provide good transparency. To gain more information on top performing advisors and services, visit the Top 1,000 list at Barron’s magazine (www.online.barrons.com/report/top-financial-advisors) for more information.
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