Fee-Based Financial Advisor Profiles ToC

Financial Advisor Profiles Series

Fee-Based Financial Advisor Profiles: Learning Best Practices by Profiling Leading Firms

(Table of Contents)

September 27, 2013

TABLE OF CONTENTS

Profiles of Leading Fee-Based Financial Advisors The Charles Schwab Corporation...................................................................................... Abacus Planning Group......................................................................................... Abacus Wealth Partners ........................................................................................ Abens Financial Services....................................................................................... Accredited Investors .............................................................................................. ACS Financial Advisors ......................................................................................... Adams Hall Investment Management .................................................................... Advanced Capital Group........................................................................................ Advisors Financial Services ................................................................................... Aequus Wealth Management Resources............................................................... Affiance Financial .................................................................................................. Albanese, Hemsley, & Tussing .............................................................................. Albion Financial Group .......................................................................................... Alexander Randolph Advisory................................................................................ Alexandria Financial Associates ............................................................................ Allied Consulting Group ......................................................................................... Alpha Analytics Investment Group ......................................................................... Alpine Woods Investments .................................................................................... Altair Advisers........................................................................................................ Ames Fee-Only Financial Planning........................................................................ Amivest.................................................................................................................. Applied Financial Group......................................................................................... Arcadia Financial ................................................................................................... Argent Financial Group.......................................................................................... National Independent Trust Company ........................................................ Argent Advisors.......................................................................................... Argent Property Services ........................................................................... Argent Fiduciary Consulting Services ........................................................ Asperio Group ....................................................................................................... Aspiriant ................................................................................................................ Asset Management Advisors ................................................................................. Asset Management Group ..................................................................................... Asset Planning....................................................................................................... Asti Financial Management.................................................................................... Atalanta Sosnoff .................................................................................................... Athena Capital Advisors......................................................................................... Austin Asset Management ..................................................................................... Austin Capital Management................................................................................... Averbach Investment Counsel ............................................................................... Bailard ................................................................................................................... Baker Street Advisors ............................................................................................ Balasa, Dinverno, Foltz, & Hoffman ....................................................................... Ballamor Capital Management............................................................................... Ballentine, Finn, & Company ................................................................................. Baltimore-Washington Financial Advisors..............................................................

13.09.27? Fee-Based Financial Advisor Profiles

2

Tiburon Strategic Advisors, LLCTM

Barnes Investment Advisory .................................................................................. Barrington Financial Advisors ................................................................................ Barry Corkern & Company..................................................................................... Baystate Financial Services................................................................................... Cambridge Connection .......................................................................................... Cameron Thornton Associates............................................................................... Capelli Financial Services...................................................................................... Capital Advisors..................................................................................................... Capital Asset Management Services ..................................................................... Capital Management Consulting ............................................................................ Carnick & Rainsberger........................................................................................... Carroll Financial Associates................................................................................... Carter & Carter ...................................................................................................... Carter Financial Management................................................................................ CCP....................................................................................................................... Center for Financial Planning................................................................................. Charles Haines ...................................................................................................... Clarfeld Financial Advisors .................................................................................... Cleary Gull.........................................................................................................

MBO Cleary Advisors ................................................................................. Investment Banking.................................................................................... Investment Management............................................................................ CoBiz..................................................................................................................... Coddington Financial Planners .............................................................................. Compass Financial Group ..................................................................................... Compass Wealth Advisors..................................................................................... Concorde Financial Corporation ............................................................................ Core Asset Management ....................................................................................... Cornerstone Advisors ............................................................................................ Cotton Financial Advisors ...................................................................................... Cozad Asset Management..................................................................................... Craig VanHulzen ................................................................................................... Crescent Sterling ................................................................................................... David Drucker's Team ........................................................................................... Dave Urovsky ........................................................................................................ Dean Consulting & Associates............................................................................... Deerfield Financial Advisors .................................................................................. Dennis Gurtz & Associates .................................................................................... Diesslin & Associates ............................................................................................ Directors Financial Group ...................................................................................... Diversified Management ........................................................................................ E&A Investment Advisory ...................................................................................... Eclectic Associates ................................................................................................ EKS Associates ..................................................................................................... Enright Financial Consultants ................................................................................ Enright, Mollin, Cascio & Ramusevic ..................................................................... Evanson Asset Management ................................................................................. Eveans, Bash, & Klein ........................................................................................... Fairfield Financial Advisors .................................................................................... F&D Advisors......................................................................................................... Federal Street Advisors .........................................................................................

13.09.27? Fee-Based Financial Advisor Profiles

3

Tiburon Strategic Advisors, LLCTM

Fiduciary Counselling ............................................................................................ Fieldstone Financial Management Group .............................................................. FIG Financial Advisory Services ............................................................................ Financial Advantage .............................................................................................. Financial Advisory Group....................................................................................... Financial Alternatives............................................................................................. Financial Decisions................................................................................................ Financial Design Associates .................................................................................. Financial Management Group................................................................................ Financial Planning & Information Services............................................................. Financial Solutions Advisory Group ....................................................................... Financial Synergies Asset Management ................................................................ FLC Capital Advisors ............................................................................................. Florida Investment Advisors................................................................................... Foster Group ......................................................................................................... Freestone Capital Management............................................................................. Gary Bowyer & Associates .................................................................................... Geller & Company ................................................................................................. Ginita Wall ............................................................................................................. GKM Advisers........................................................................................................ Glickenhaus & Company ....................................................................................... Global Investment Management ............................................................................ Global Trends Investments .................................................................................... Glynn Capital Management ................................................................................... Greenbaum & Orecchio ......................................................................................... Gresham Partners ................................................................................................. GV Financial Advisors ........................................................................................... Halbert, HarGrove, & Russell................................................................................. Hallmark Capital Management............................................................................... Hamilton Capital Management............................................................................... Harbor Financial Group ......................................................................................... Harmon Financial Advisors .................................................................................... HC Financial Advisors ........................................................................................... Hefren-Tillotson ..................................................................................................... Henssler Asset Management................................................................................. Hewins Financial Advisors ..................................................................................... Hillview Capital Advisors........................................................................................ Hoffman & Hock .................................................................................................... Houlihan Financial Resources Group..................................................................... Huff, Stuart, & Carlton............................................................................................ Humphrey's Group................................................................................................. IFC Personal Money Managers ............................................................................. Inlet Cove Capital .................................................................................................. Inlign Wealth Management .................................................................................... Integrated Financial Strategies Group.................................................................... Integrated Wealth Management............................................................................. Inverness Counsel ................................................................................................. Investec Advisory Group........................................................................................ Investor Resources................................................................................................ Investor Solutions .................................................................................................. James Sprout & Associates ...................................................................................

13.09.27? Fee-Based Financial Advisor Profiles

4

Tiburon Strategic Advisors, LLCTM

Janiczek & Company ............................................................................................. Jentner Financial Group......................................................................................... JMG Financial Group............................................................................................. John Brooker & Company...................................................................................... John Ullman & Associates ..................................................................................... Johnson Financial Advisors ................................................................................... Johnson & Marotta Asset Management ................................................................. JP King & Associates............................................................................................. Kaizerman & Associates........................................................................................ Kasanow & Associates Wealth Management......................................................... Kaye Capital Management..................................................................................... Keller Group Investment Management................................................................... Kensington Wealth Partners .................................................................................. Kibble & Prentice Holding ...................................................................................... Kiely Capital Management ..................................................................................... Kirr, Marbach, & Company..................................................................................... Kraft Asset Management ....................................................................................... Kristofor Behn ....................................................................................................... Krouse Kern Wealth Management ......................................................................... Laird Norton Tyee .................................................................................................. Lakeside Advisors.................................................................................................. Lamco Advisory Services....................................................................................... Langer Wealth Management.................................................................................. Lasecke Weil ......................................................................................................... Lassus, Wherley, & Associates.............................................................................. Lee Financial Corporation...................................................................................... Legacy Advisors .................................................................................................... Legacy Consulting Group ...................................................................................... Leonetti & Associates ............................................................................................ LePhew Financial Services.................................................................................... Leupold Financial Planning Associates.................................................................. Levitt Capital Management .................................................................................... Lewis & Matthews Investment Management .......................................................... Litman Gregory Companies ................................................................................... LJ Altfest & Company ............................................................................................ Lowry Hill Investment Advisors .............................................................................. Macro Consulting Group........................................................................................ Manarin Securities Corporation.............................................................................. Mark Bell & Associates .......................................................................................... Mark Snyder Financial Services............................................................................. Martin Capital Advisors .......................................................................................... Mason Investment Advisory................................................................................... Massey Quick ....................................................................................................... Matrix Financial Management Consultants ............................................................ Matrix Wealth Advisors .......................................................................................... Matthai Capital Management ................................................................................. McCarthy Kult Financial Group .............................................................................. McQueen, Ball, & Associates................................................................................. Medley & Brown .................................................................................................... Mercer Advisors..................................................................................................... Michael Joyce & Associates ..................................................................................

13.09.27? Fee-Based Financial Advisor Profiles

5

Tiburon Strategic Advisors, LLCTM

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download