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Industry Spotlight > Women in Wealth

Top 10 Winners of Best Wealth Manager Logos Poll

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With 2,051 votes tallied, readers have selected the 10 Best Wealth Manager Logos out of the 25 finalists. An Editors’ Pick is also included, which is the favorite of the editorial staff of the Investment Advisor Group—the editors and art directors of AdvisorOne and Investment Advisor and Research magazines. The winners will also appear in Investment Advisor magazine’s June issue.

The intent of our original slideshow, Our 20 Favorite Top Wealth Manager Logos, and the subsequent readers’ poll, was to help educate advisors on one way to stand out to both current clients and prospects, immediately and directly, in your collateral marketing material—and we hope this has helped out a bit.

You can also check out detailed information on some of these firms, and other helpful information, at AdvisorOne’s 2012 Top Wealth Managers landing page.

Of course, you may disagree with the readers’ choices, so feel free to comment at the end of the story or email us at [email protected].


The Presidio Group

Based in San Francisco

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 main drawback: no snappy tagline.

No. 10

Percension Wealth Advisors

Based in Seattle, Wash.

No. 9

RMB Capital Management

Based in Chicago

No. 8


Based in Northbrook, Ill.

No. 7

Retirement Security Centers

Based in Sacramento, Calif.

No. 6

Women's Wealth and Wisdom

Based in El Segundo, Calif.

No. 5

Based in
Solon, Ohio

No. 4

Align Wealth Management

Based in Oklahoma

No. 3

Winch Financial

Based in Appleton, Wis.

No. 2

Family Financial Partners

Based in Lexington, Ky.

No. 1

StoneCrest Wealth Management

 Based in Chandler, Ariz.

Congratulations to all 25 finalists and the 10 winners!

Here’s how the rest of the voting went:

11. The Presidio Group
12. Kairos Asset Advisory
13. Gratke Wealth
14. Old North Advisors
15. LifePlan Financial Group
16. Wealthcare Financial Group
17. Leber-Andesa Advisors
18. Stonebridge Capital Management
19. Full Circle Financial
20. TCI Wealth Advisors
21. Integris Wealth Management
22. Gerstein Fisher
23. Concierge Wealth Management
24. Target Date Solutions
25. Active Financial Group


Advisors, send us your client horror stories—anonymously if you choose—to be included in AdvisorOne’s Client Horror Stories with subect line of “Client Horror Stories” to [email protected].


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