Leading Financial Planning Experts in the United States

Choosing the right investment consultant can involve selecting from traditional personal advisors, digital platforms, or automated Robo-advisors. Costs differ across these options. Consider two key factors when selecting a financial expert:

• Identify your service needs

Whether you need assistance with investment selection or comprehensive services like estate and insurance planning, clarifying your requirements will guide your choice.

• Set your budget

Holistic personal advisors tend to be more costly, whereas online options often offer more budget-friendly solutions. Determine your financial plan accordingly.

Regardless of your selection, verify their credentials and compliance with fiduciary standards to maximize benefits. During market volatility heightened by recent global events, expert financial guidance is crucial to safeguard your assets. Here are three prominent U.S. financial advisors:

Jeff Erdmann, Greenwich, Connecticut

Assets Managed (Custodied – $8.6 billion)

Jeff established the Erdmann Group, focusing on high net worth clients. He tailors strategies to meet individual needs, helping affluent clients grow wealth through personalized advice. With a career starting at Merrill Lynch in 1984, Jeff is recognized nationally. New client account minimums start at $2.5 million, with household accounts ranging from $2.5 million to over a billion dollars.

Brian C. Pfeifler, New York

Assets Managed (Custodied – $5.2 billion)

Brian is a Morgan Stanley financial advisor with over 27 years of experience. He holds licenses from the SEC and FINRA. The firm manages approximately $729.2 billion across millions of accounts. New client minimums are $25 million, with typical household accounts between $25 million and $100 million.

Christopher Errico, New York

Assets Managed (Custodied – $2.2 billion)

Starting his career in 1990, Chris joined UBS in 2007 and is part of the Pinnacle Council. Recognized among top advisors nationally, he previously earned distinctions at Morgan Stanley. New account minimums are $2 million, with household accounts often between $5 million and $100 million.

These distinguished advisors serve some of the country's wealthiest clients and are trusted for their expert insights.