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The Ten Most Dependable™
Wealth Managers of the Mid-Atlantic
According to the Securities and Exchange Commission (SEC), there are more than 5,000 Registered Investment Advisors in the Mid-Atlantic region of the United States. Goldline Research undertook an in-depth, multi-month research process to identify leading wealth managers in the region.

Baron Financial Group, LLC
16-00 Route 208 South
Fair Lawn, NJ 07410
201.791.6408 | www.baron-financial.com


Wagner Resource Group, Inc.
7601 Lewinsville Road #302
McLean, VA 22102
703.885.0887 | www.wagnerrg.com


Halpern Financial, Inc.
11 North Washington Street, Suite 500
Rockville, MD 20850
877.268.1200
www.halpernfinancial.com


Greenbaum and Orecchio, Inc.
1 DeWolf Road
Old Tappan, NJ 07675
201.768.4600
www.feeonlywealthmanagement.com


Alesco Advisors, LLC
Tobey Village Office Park
120 Office Park Way
Pittsford, NY 14534
585.586.0970 | www.alescoadvisors.com

Prestige Wealth Management Group
2 Tree Farm Road, Suite A230
Pennington, NJ 08534
609.730.0001 | www.prestigewmg.com


FBB Capital Partners
4520 East-West Highway, Suite 450
Bethesda, MD 20814
301.657.8670
www.fbbcapitalpartners.com


Larry Rosenthal, CFP®, President of
Financial Planning Services
9265 Corporate Circle
Manassas, VA 20110
703.330.3100 | www.LarryRosenthal.com


Fieldstone Financial Management
Group, LLC
101 Federal Street, Suite 1900
Boston, MA 02110
800.888.5164
www.fieldstonefinancial.com
Offices in Boston, MA • Bethesda, MD
 • Wilmington, DE


Highmount Capital, LLC
12 East 49th Street, 36th Floor
New York, NY 10017
646.274.7470 | highmountcapital.com


To download a pdf of the printed list that ran in the November 17, 2008 issue of Forbes, please click here.

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