The requested details for the companies listed in the FA's 2019 RIA Ranking have been entered in the RIA tab (rows 147-1141) of the attached spreadsheet and a brief overview of the findings is presented below.
Summary of Findings
- Ken Fisher is the founder, executive chairman, and co-chief investment officer of Fisher Investments. He can be emailed at email@example.com.
- Susie Cranston is the executive vice president of First Republic Investment Management. She can be reached at firstname.lastname@example.org.
- Maribeth S. Rahe is the president and CEO of Fort Washington Investment Advisors. Her email is email@example.com.
- Charles Langowski is the principal and CEO of the Advanced Capital Group. His email is firstname.lastname@example.org.
- Jorge Bernal is the managing director of United Capital Financial Advisers. He can be contacted at email@example.com.
- Nicole Bailey is a partner at Moneta and can be emailed at firstname.lastname@example.org.
- Philip L. Hildebrandt is the principal and chief executive officer of Segall Bryant & Hamill and can be reached at email@example.com.
- Eric B. Propper is the president of CIBC Private Wealth Management and can be contacted at firstname.lastname@example.org.
- Michael Stolper is the founder of Veritable. His email address is email@example.com.
- Jim Proppe is the managing partner at Plante Moran Financial Advisors. His email address is firstname.lastname@example.org.
- Keith Cardoza is the chief investment officer of Brownson, Rehmus & Foxworth.
- There are no websites for Clary Financial, Shriver Investments, and Lindy S. Diamond, Personal Financial Services.
- According to Financial Planning, Captrust acquired South Texas Money Management in 2019.
- Captrust also acquired Welch Hornsby in March 2020.
- Rockefeller Capital Management acquired Financial Clarity in 2019.
- Creative Planning acquired Stratford Consulting in January 2020.
- Mercer Advisors acquired First Ohio Planning in January 2020.
- Efficient Wealth Management rebranded to Avion Wealth.
- Homrich Berg merged with Cedar Rowe Partners in November 2019.
- Patton Albertson Miller and Anthony Smith Advisors merged in April 2019.
To obtain the requested information for the registered investment advisory firms, we searched company webpages, databases such as LinkedIn and Bloomberg, industry publications and associations such as The Broker Protocol, Investment Institute, The American Association of Individual Investors, The National Association of Personal Financial Advisors, and news articles such as Business Wire, PR Newswire, and others.
Although these sources provided us with numerous emails, we were unable to find emails for all the identified individuals. Therefore, we used various email finder and verifier tools such as Mailtester.com, RocketReach, Hunter.io, Contacts+, and Voila Norbert to find emails for the listed persons. We added screenshots in the attached document.
Unfortunately, even after applying the previously mentioned strategies, we were still unable to find emails for all individuals and therefore we added the general company email. We thoroughly searched LinkedIn but we couldn't find profiles for all persons, so we entered N/A in the appropriate rows.
The details for Beacon Pointe Advisors, Edelman Financial Engines, Creative Planning, Mariner Wealth Advisors, and myCIO Wealth Partners have been already added in the previous request Top Independent Financial Advisors.