February 6, 2013

Our 20 Favorite Top Wealth Manager Logos

Out of the 230 logos AdvisorOne gathered from our 2012 Top Wealth Managers survey, our editors and art directors whittled those down to 20

Advisors are always looking for differentiators, but as Mark Tibergien wrote in his February 2013 column for Investment Advisor,

“The lack of clarity in financial services business models and the profusion of practitioners plying their trade using virtually the same branding has created a saturated market. How do the great companies succeed in this environment?”

While there are many differentiation strategies, one way to stand out to both current clients and prospects, immediately and directly, is in your collateral marketing material. The core of that material is your company logo and tagline that (should) figure prominently on your business cards, office signs, stationery and website, in fact, in all your printed and electronic communications. After all, that logo and tagline can send a message to the world about who you are, what you do and where you are. It is your chance to make a first impression with prospects and, unlike a good part of your other marketing efforts, it's something you totally control. 

In part to recognize and in part to (we hope) educate, the editorial staff of the Investment Advisor Group—the editors, writers and art directors of AdvisorOne and Investment Advisor and Research magazines—decided to judge the efficacy of the 230 logos we gathered last year as part of our annual Top Wealth Managers project.

We whittled down the number of logos with (and without) taglines that we most liked to 20, using criteria such as how well the logo and tagline coordinated with each other, how eye-catching was the overall design and how well the specific colors and typefaces helped support the visual and verbal cues. Our editors and art directors voted for their favorites, and the 20 logos winning the most votes were deemed “Top Wealth Manager Logos,” which are listed here in alphabetical order.

Of course, you may disagree with our choices, so let your voice be heard by voting for your favorite until April 23, when voting closes. Please email the editors at WealthManagerLogos@sbmedia.com for any comments regarding our coverage.

>>>>>>(Click here to VOTE for the Best Wealth Manager Logos.)<<<<<<

Please go to the next page to see the first of our 20 Favorite Top Wealth Manager Logos—listed alphabetically—and see if your firm made the cut:

 


Align Wealth Management


Comments by AdvisorOne’s editors and art directors: 
Strong logo; short, precise tagline; good use of different fonts.

Align Wealth Management

Location: Oklahoma City

President, CEO, or Owner/Partner:  Brian Puckett

Year Started: 1994

Total AUM as of 12/31/11: $143,500,000

AUM per client as of 12/31/11: $1,138,889

 

Athena Capital Advisors

 

Athena Capital Advisors

City / State : Lincoln, MA

President, CEO, or Owner/Partner: Lisette Cooper, CEO

Year Started: 1993

Total AUM as of 12/31/11: $4,078,198,707

AUM per client as of 12/31/11: $107,321,019

Check out The Top Wealth Managers 2012 Profiles: No. 2—Athena Capital Advisors LLC

Federal Street Advisors

 

Federal Street Advisors

City / State : Boston, MA

President, CEO, or Owner/Partner:  John LaPann

Year Started: 1991

Total AUM as of 12/31/11: $3,790,813,302

AUM per client as of 12/31/11: $50,544,177

Check out The Top Wealth Managers 2012 Profiles: No. 7—Federal Street Advisors

Gerstein Fisher

 

Gerstein Fisher

City / State : New York, NY

President, CEO, or Owner/Partner:  Gregg S. Fisher

Year Started: 1993

Total AUM as of 12/31/11: $1,033,964,201

AUM per client as of 12/31/11: $1,033,964

Highmount


Comments by AdvisorOne’s editors and art directors:
Simple, clean, and logo matches up with name.

Highmount

City / State : New York, NY 

President, CEO, or Owner/Partner:  Maarten R Van Hengel

Year Started: 2002

Total AUM as of 12/31/11: $1,969,109,191

AUM per client as of 12/31/11: $19,691,092

Integris Wealth Management

Integris Wealth Management

City / State : Carmel, CA 

President, CEO, or Owner/Partner:  Gifford Lehman

Year Started: 1997

Total AUM as of 12/31/11: $50,817,975

AUM per client as of 12/31/11: $141,161

 

Leber-Andesa Advisors

Comments by AdvisorOne’s editors and art directors:
Good use of lighthouse incorporating L and A of firm's name,
with simple, coordinated tag line matching art.

Leber-Andesa Advisors

City / State : Allentown, PA 

President, CEO, or Owner/Partner:  Michael D Baittinger

Year Started: 2004

Total AUM as of 12/31/11: $102,000,000

AUM per client as of 12/31/11: $680,000

 LifePlan Financial Group

 

Comments by AdvisorOne’s editors and art directors:
Strong image and contrasting colors, with nice 3-D effect.

LifePlan Financial Group

City / State : Dayton, OH 

President, CEO, or Owner/Partner:  Dan Hypes

Year Started: 1989

Total AUM as of 12/31/11: $178,776,600

AUM per client as of 12/31/11: $391,196

 Manchester Capital Management

Comments by AdvisorOne’s editors and art directors:
Tree graphic relates well to typography.

Manchester Capital Management

City / State : Montecito, CA 

President, CEO, or Owner/Partner:  Ted Cronin

Year Started: 1992

Total AUM as of 12/31/11: $1,762,470,380

AUM per client as of 12/31/11: $11,015,440

 Old North Advisors

 

Comments by AdvisorOne’s editors and art directors:
Good branding of firm's name and location with cool, shaded
image of
Old North Church in Boston.

Old North Advisors

City / State : Boston, MA 

President, CEO, or Owner/Partner:  William Peck

Year Started: 2005

Total AUM as of 12/31/11: $195,371,470

AUM per client as of 12/31/11: $2,056,542

 Pivotal Planning Group

 

Pivotal Planning Group

City / State : Jericho, NY

President, CEO, or Owner/Partner:  John Marchisotta

Year Started: 2000

Total AUM as of 12/31/11: $92,687,000

AUM per client as of 12/31/11: $799,026


The Presidio Group


Comments by AdvisorOne’s editors and art directors:
Bold, memorable graphic. Awesome, Strong, Confident. Great
design of landmark image tied up to firm name and location.

The Presidio Group

City / State : San Francisco, CA

President, CEO, or Owner/Partner:  Brodie Cobb

Year Started: 1997

Total AUM as of 12/31/11: $3,730,000,000

AUM per client as of 12/31/11: $23,167,702

 

Resource Consulting Group

 

Comments by AdvisorOne’s editors and art directors:
Clean, simple, yet powerful. This one snuck up on me; it's
nice, modern.

Resource Consulting Group

City / State : Orlando, FL 

President, CEO, or Owner/Partner:  Michael H. Davis

Year Started: 1988

Total AUM as of 12/31/11: $869,894,014

AUM per client as of 12/31/11: $2,693,170

 

Richard P. Slaughter Associates

 

Comments by AdvisorOne’s editors and art directors:
I like old ships and corny tag line that matches old wood-etching
image, which makes firm seem conservative, solid.

Richard P. Slaughter Associates

City / State : Austin, TX

President, CEO, or Owner/Partner:  Brooks Slaughter

Year Started: 1991

Total AUM as of 12/31/11: $240,000,000

AUM per client as of 12/31/11: $657,534

 RMB Capital Management

 

Comments by AdvisorOne’s editors and art directors:
I like the high-def tree image.

RMB Capital Management

City / State : Chicago, IL

President, CEO, or Owner/Partner:  Richard M. Burridge, Jr., CEO & CIO

Year Started: 2005

Total AUM as of 12/31/11: $2,452,754,789

AUM per client as of 12/31/11: $2,601,013

 

Strategic Wealth Planning

 

Comments by AdvisorOne’s editors and art directors:
I like the design element better than the typeface.

Strategic Wealth Planning

City / State : Dallas, TX

President, CEO, or Owner/Partner:  Steve Blum

Year Started: 2003

Total AUM as of 12/31/11: $96,337,000

AUM per client as of 12/31/11: $802,808

 

TCI Wealth Advisors

 

Comments by AdvisorOne’s editors and art directors:
Sharp and modern.

TCI Wealth Advisors, Inc

City / State : Tucson, AZ

President, CEO, or Owner/Partner:  Robert Swift, CEO

Year Started: 1990

Total AUM as of 12/31/11: $1,000,093,334

AUM per client as of 12/31/11: $851,143

 

Versant Capital Management

 

Comments by AdvisorOne’s editors and art directors:
V really stands out; makes you remember name. Elegant.

Versant Capital Management

City / State : Phoenix, AZ

President, CEO, or Owner/Partner:  Thomas J. Connelly

Year Started: 2004

Total AUM as of 12/31/11: $412,804,126

AUM per client as of 12/31/11: $5,733,391

 

Winch Financial

Comments by AdvisorOne’s editors and art directors:
Very clever. Unique colors, very nice treatment; W can be viewed
as 2-D or 3-D--one of my favorites
. Art enhances firm name with
W design and four colors of the seasons mentioned in tag line. The
lines also indicate ups and downs of the market...it's a good one.

Winch Financial

City / State : Appleton, WI

President, CEO, or Owner/Partner:  Christina V. Winch

Year Started: 1981

Total AUM as of 12/31/11: $180,693,864

AUM per client as of 12/31/11: $328,534

 Zeller Kern Private Wealth Management

Comments by AdvisorOne’s editors and art directors:
Good use of a description: "Private wealth management"--as part of
the company's name.

Zeller Kern Private Wealth Management

City / State : Gold River, CA

President, CEO, or Owner/Partner:  Steven Zeller

Year Started: 2007

Total AUM as of 12/31/11: $80,000,000

AUM per client as of 12/31/11: $444,444

 

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>>>>>>(Click here to VOTE for the Best Wealth Manager Logos.)<<<<<<

  • Agree or disagree on our choices? Send us your comments about our choices or your own favorite logos and taglines to the editors at WealthManagerLogos@sbmedia.com.
  • Check out detailed information on these 20 the firms and more at AdvisorOne's 2012 Top Wealth Managers landing page.
  • Send us your client horror stories--anonymously if you choose--to be included in AdvisorOne's Worst Clients Ever with subect line of "Worst Clients Ever" to AdvisorOneEditors@sbmedia.com.
  • Send pictures or stories of good and bad reception rooms in the advisor industry with subject line of "Reception Rooms" to AdvisorOneEditors@sbmedia.com.
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