RJ&Makay has an A Rating with the Better Business Bureau
A RATING

Blog

Barron’s Top 100 Indies

Barron’s Top 100 Indies

Posted by RJ & Makay on August 29, 2011

Barron’s has come out with its annual list of top 100 independent financial advisors, rating them for volume of assets, revenues generated for the firms and quality of practice.  Steve Lockshin of Convergent Wealth Advisors tops the list.  The Los Angeles, California firm has $10.07 billion in assets ...

Read More »

asset-allocation, barrons, clarfeld-financial-advisors, convergent-wealth-advisors, debra-wetherby, edelman-financial-services, gary-ran, mitchell-eichen, ric-edelman, robert-a-clarfeld, steve-lockshin, telemus-capital-partners, the-mde-group, top-100-independent-wealth-advisors, wealth-management, wetherby-asset-management

Over half of Top 100 Women Financial Advisors from two firms

Over half of Top 100 Women Financial Advisors from two firms

Posted by Darin Manis on June 7, 2010

Barron's cover over the weekend (June 5th) is the 2010 Top 100 Women Financial Advisors. Barron's has published this annual list since 2006. Barron's ranking reflects AUM, revenues, and the quality of their practices. This year saw 25 new members. More than half of the list comes ...

Read More »

barrons, merrill-lynch, morgan-stanley-smith-barney, top-100, ubs, wells-fargo, women-financial-advisors