The list spotlights over 4,000 top advisors across the country. Each is ranked with in their respective states and markets. You can see the entire list here. Wealth advisors on the 2020 list manage more than $4 trillion in client assets.
“It’s very rewarding to be named a top advisor in Michigan,” said Hohf, financial advisor and CERTIFIED FINANCIAL PLANNER™. “But the greatest reward has always been to help 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.
“Recognition as a top advisor is the direct result of the tremendous support from our clients and our firm,” said Lido, who is also a financial advisor and CERTIFIED FINANCIAL PLANNER™. “Our clients work very hard for their financial futures and it’s a privilege to work just as hard for them.”
Hohf and Lido each manage more than $200 million in assets. They specialize in helping people transition from their working years to retirement.
Advance Capital Management as a firm manages $3 billion and serves over 5,000 investment advisory clients. Recognition as a top financial adviser is the direct result of the tremendous support we receive from our clients.
Why do people choose Advance Capital Management as their financial adviser? Well, we think it’s primarily because of our belief that helping people reach their financial goals is about building relationships, not just crunching numbers. And, as a fiduciary, we serve our clients’ best interests at all times. That’s what people can expect from our financial advisers in Michigan and in every state that we serve clients.