Firm FORM Wealth Raymond James Financial ServicesCity Lake Geneva Wis Age 39Number of years as an advisor 16AUM 200 million
Editor's Letter: October 2014
Firm Akili CapitalCity Carlsbad Calif Age 39Number of years as an advisor 20Team AUM 100 million
Firm Powell FinancialCity Cornelius NC Age 32Number of years as an advisor 10AUM 100 million
Firm Morgan StanleyCity Oakland Calif  Age 51Number of years as an advisor 28AUM 600 million team
Firm Guidingpoint Financial Group Ameriprise Financial ServicesCity  Cordova Tenn  Age 41Number of years as an advisor 10 AUM 130 million team
Firm Caughell Rodgers Investments LPL FinancialCity Bartlesville OklaAge 57Number of years as an advisor 27AUM 74 million
Firm Walny Legal Group LLCCity MilwaukeeAge 38
Firm Wakefield Asset ManagementCity Englewood ColoAge 41
Firm Pacifica Wealth Advisors Inc City Mission Viejo CalifAge 42