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 AdvisorOne.com’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.
2. Family Financial Partners
Principal: David Smyth, Senior Partner
AUM: $105 million
Staff size: 6
Location: Based in Lexington, Ky.
3. Winch Financial
Principal: Christina Winch, CEO
AUM: $202 million
Staff size: 16
Location: Based in Appleton, Wis.
4. Align Wealth Management
Principal: Brian Puckett and Dennis Packard
AUM: $158 million
Staff size: 4
Location: Based in Oklahoma City
5. Stratos Wealth Partners
Principal: Jeffrey Concepcion, Founder and CEO
AUM: $6.2 billion (in brokerage and advisory accounts)
Staff size: 227