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Leading Providers is a service of Goldline Research. Goldline Research is a leading marketing and information services firm. Goldline Research’s mission is to empower consumer choice by researching and identifying leading professional services providers. Goldline Research has helped thousands of consumers find high quality service providers. Goldline Research was recently named to the 2009 Inc. 5000 list of the fastest growing privately-held companies. Founded in 2004, Goldline Research is headquartered in Novato, California. For more information about Goldline Research, please visit www.leadingproviders.com. Goldline Research is not affiliated with Forbes Magazine.


 

2009 Leading Providers
Wealth Managers of the Great Lakes Region
Based upon proprietary research conducted by Goldline Research, there are more than 3,000 Securities and Exchange Commission (SEC)-registered investment advisors in the Great Lakes region of the United States. Goldline Research undertook an in-depth, multi-month research process to identify leading firms in the region.

JMG Financial Group, Ltd.**
2301 West 22nd Street, Suite 300
Oak Brook, IL 60523
630.571.5252 | www.jmgfinancial.com


W3 Wealth Management, LLC
90 North Miller Road
Akron, Ohio
5200 East Market Street
Warren, Ohio
330.836.3805 | www.w3wealth.com

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC


Stevens Wealth Management, LLC
500 Lake Cook Road, Suite 350
Deerfield, IL 60015
847.444.0209 | www.gotospd.com


RMB Capital Management, LLC**
115 South LaSalle Street, 34th Floor
Chicago, IL 60603
312.993.5800 | www.rmbcap.com

THOR Investment Management, Inc.
7346 Beechmont Avenue
Cincinnati, OH 45230
513.271.6777 | www.thorinvestment.com


Trinity Financial Advisors, LLC
541 North Fairbanks Court, Suite 1060
Chicago, IL 60611
312.245.1300 | www.tfa-llc.com


Lorence & Vander Zwart
James P. Lorence, CFP®, President
240 South River Avenue
Holland, MI 49423
800.851.7214 | www.lvzadvisors.com

Securities offered through NEXT Financial Group, Inc., Member FINRA & SIPC. LVZ is not affiliated with NEXT Financial Group, Inc.


Genesis Wealth Management
833 West Washington Boulevard
Chicago, IL 60607
800.608.2680 | www.genesiswealth.net

Securities are offered through LPL Financial, Member FINRA/SIPC


** Second Year Selected


To download a pdf of the printed list that ran in the April 27, 2009 issue of Forbes, please click here.

To download a pdf of the entire list of all qualifying companies, please click here.

To download a market overview for this region and category, please click here.