Financial Living Blog

3 Advance Capital Advisors Forbes 2021 Best-in-State Wealth Advisors

Feb 16, 2021 8:03:19 AM

Ryan_Sheffer_350x260-1Advance Capital Management prides itself on the talent and hard work of its staff. That’s why we’re pleased to announce three of our financial advisors – Ryan Sheffer, Michael Hohf and Daniel McHugh – have been named to Forbes magazine’s 2021 Best-In-State Wealth Advisors.

The list spotlights more than 5,000 top advisors across the country. Sheffer, Hohf and McHugh were ranked for the state of Michigan.

“It’s very rewarding to be named a top advisor in our home state,” said Ryan Sheffer, financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®). “But I think we all agree the greatest reward has always been to help our clients everywhere achieve their financial goals.”

The “Best-in-State Wealth Advisor” list is produced independently by Forbes magazine in collaboration with SHOOK Research, a financial services rating firm. Each state’s list is based on qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, client retention data and revenue produced. There are no fees or other considerations required for nomination.

As an independent financial firm – not part of a national corporation – what’s most notable is this: Advance Capital is the only independent wealth management firm headquartered in Michigan to receive 3 or more names on the list.

“Recognition as a top advisor is the direct result of the tremendous support from our clients and our firm,” said Michael Hohf, who is also a financial advisor and CFP®.

Daniel McHugh, financial advisor and CFP®, echoed their sentiments. He said, “Our clients work very hard for their financial futures and it’s a privilege to work just as hard for them.”

At Advance Capital, we consider recognition and accolades as the direct result of the tremendous support from our clients and our firm. It’s our belief that helping people reach their financial goals is about building relationships, not just crunching numbers.

The Advance Capital Management team of advisors manages more than $3 billion in assets for more than 5,000 investment advisory clients. For more than 30 years, we have helped thousands of people with personalized financial planning and investment management solutions. Headquartered in Southfield, MI, we also have offices located in Grand Rapids, MI, Independence, OH, Lisle, IL and Dallas, TX.

Nationally, Advance Capital has been named a Top 300 Financial Adviser by the Financial Times and one of the Top 100 RIA Firms by Barron’s.

    
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