These Are the Top Independent Advisors and RIAs. How to Pick the Right One (Doug Black Quoted)


“It’s a good idea to work with a firm where your wealth level doesn’t make you an outlier, says Black. If you’re far wealthier than your firm’s typical client, your advisor probably doesn’t have much experience in serving your needs, and might not have access to high-end investments like private equity and hedge funds. If you’re smaller, you’re likely to get less attention—unless, that is, you have a clear path to wealth, such as employee stock options.”