Top financial advisors in the US revealed
InvestmentNews is proud to celebrate the top advisors who are putting clients first through transparency, education and personalization.
Advisors were selected among nominations from wealth management professionals and their clients across the country. They were then narrowed down based on the advisor’s weighted ranking in overall assets under management, AUM growth and client growth over a one-year period. The full methodology can be viewed here.
You can also read the report and find out who made the full list here.
Matt Barber, partner and wealth advisor at SignatureFD, is not only one of the top advisors for 2024 but is also the youngest-ever president of Georgia’s chapter of the Financial Planning Association.
As a partner and leader at the Atlanta-based firm with AUM of $7 billion, Barber said that being a leading financial advisor requires a strong ability to listen, which means “peeling back the onion and asking good questions to get to the root of the issue.”
Advising clients can be more of an art than a science, he added, since there is usually more than one way to solve the clients’ problems. “You need to be able to navigate their feelings about money and finances to find a solution that works for them and that they will implement.”
Ann Covington, co-founder of CovingtonAlsina, built her firm on a foundation of approachability and education. She has since dedicated her career to providing successful women with financial guidance.
“They [women] may pay the bills but investments have typically fallen to men,” Covington, whose firm has maintained a 99 percent client retention rate, says. “It’s shifting as more women start to take the lead, but some women tend to beat themselves up for not knowing more.”
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