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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.


 

2010 Leading Providers
Wealth Managers of the Northeast
According to the Securities and Exchange Commission (SEC), there are approximately 2,000 Registered Investment Advisers in the Northeastern United States. Goldline Research undertook an in-depth, multi-month research process to identify leading wealth managers in the region.

Richard C. Young & Co., Ltd.**
Naples, FL | 888-456-5444
Newport, RI | 800-843-7273
www.younginvestments.com


Comprehensive Investment
Solutions, LLC
1002 Floral Vale Boulevard
Yardley, PA 19067
215.497.5050 | www.investsolutions.com


Jill Broder Steinberg, MBA
Walden Capital Advisors
Two Bala Plaza, Suite 300
Bala Cynwyd, PA 19004
610.660.7718 | www.waldenadv.com


Ira G. Rapaport, CFP®, CIMA, CPA, AIF
New England Private Wealth Advisors, LLC
36 Washington Street, Suite 395
Wellesley, MA 02481
781.416.1700 | www.nepwealth.com

Gotleib & Associates, LLC**
950 North Kings Highway, Suite 103
Cherry Hill, NJ 08034
856.482.6100 | www.invest2retire.com


Peter K. Hoover, CFP®
Hoover Financial Advisors, PC
112 Moores Road, Suite 100
Malvern, PA 19355
610.651.2777 | www.petehoover.com


First Capital Consulting, Inc.
80 Cuttermill Road, Suite 303
Great Neck, NY 11021
516.487.8220 | www.fcequities.com


** Second Year Selected


To download a pdf of the printed list that ran in the March 29, 2010 issue of Forbes, please click here.




 
 


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