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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, AdvisorOne readers selected the 10 best wealth manager logos out of 25 finalists. The finalists were selected by the editorial staff of the Investment Advisor Group—the editors and art directors of Investment Advisor and Research magazines and AdvisorOne. The winners comprised firms with staff sizes as big as 227 down to just one, but all came up big regarding their logos’ appeal to readers, and therefore, potential clients.

The intent of our original slideshow (see “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 their collateral marketing material—and we hope this has helped out a bit.

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

Of course, you may disagree with the readers’ choices, so feel free to comment by emailing us at [email protected].

Check out the extended version on AdvisorOne featuring the advisors behind the winning logos, with their comments and photos.


 1. StoneCrest Wealth Management

Principal: Casey Mahan, Principal

AUM: $75 million

Staff size: 3

Location:Based in Chandler, Ariz.

Family Financial Partners

 2. Family Financial Partners

Principal: David Smyth, Senior Partner

AUM: $105 million

Staff size: 6

Location: Based in Lexington, Ky.

Winch Financial

 3. Winch Financial

Principal: Christina Winch, CEO

AUM: $202 million

Staff size: 16

Location: Based in Appleton, Wis.

Align Wealth Management

 4. Align Wealth Management

Principal: Brian Puckett and Dennis Packard

AUM: $158 million

Staff size: 4

Location: Based in Oklahoma City

Stratos Wealth Partners

5. Stratos Wealth Partners

Principal: Jeffrey Concepcion, Founder and CEO

AUM: $6.2 billion (in brokerage and advisory accounts)

Staff size: 227

Location: Based in Solon, Ohio

Women’s Wealth & Wisdom6. Women’s Wealth & Wisdom

Principal: Victoria Wilk, Founder and President


Staff size: N/A

Location: Based in El Segundo, Calif.

Retirement Security Centers7. Retirement Security Centers

Principal: Jeff Maas and Briggs Matsko, Founders

AUM: $1 billion

Staff size: 23

Location: Based in Sacramento, Calif.


8. OakPath

Principal: Sean Dranfield, Founder and CEO

AUM: Less than $100 million

Staff size: 5

Location: Based in Northbrook, Ill.

RMB Capital Management9. RMB Capital Management

Principal: Richard Burridge, Founder and CEO

AUM: $3.1 billion

Staff size: 78

Location: Based in Chicago

Percension Wealth Advisors

10. Percension Wealth Advisors

Principal: Brian Betz, Founder

AUM: $5 million

Staff size: 1

Location: Based in Seattle


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