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America's Top
1200 Advisors 20191

Steve Hefter

#1

Advisor in Illinois

Steve Hefter

HLM Capital Management Group

America's
Top 1200 Advisors 20191

Total assets under management: $2.3 billion

His approach: Encourages clients to set up their own family foundations for charitable giving and cuts his usual fee in half for work related to these foundations.

His advice to clients: Donate as much of your estate as possible – it’s charitable and tax savvy.

His past: Started picking stocks at 13. Sperry Rand, Holiday Inn, and Boeing were his early favorites. In college, helped college freshman understand charting technique for stocks and commodities.

https://www.forbes.com/best-in-state-wealth-advisors/#62cf7038291d
Barron's Logo

America’s Top 1200 Advisors 20191

2019
2018
Name
Firm
City
State
Wells Fargo Advisors
Highland Park
Illinois
State
Advisor Name
Firm
Illinois
Wells Fargo Advisors
No. of Years Ranked First in State
Years Ranked No. 1
10
2010-2019

#1 Advisor in Illinois

10 Years Running

– Barron’s

https://www.barrons.com/articles/top-1200-financial-advisors-america-51552077917
Forbes Logo

Best-In-State Wealth Advisors 20192

Rank
Name
Company
1
Wells Fargo Advisors
City
State
Highland Park
Illinois

#1 Advisor in Illinois

– Forbes

https://www.forbes.com/best-in-state-wealth-advisors/#62cf7038291d
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America’s Top 100 Independent Wealth Advisors3

Advisor
Firm
Rank 2019
HLM Capital Management
8
Rank 2018
Client Types
State
N
HNW, UHNW
Illinois

#8 in the Nation

– Barron’s

https://www.barrons.com/report/top-financial-advisors/independent/2019?mod=faranking_subnav
Forbes Top 250

Forbes Top 250
Wealth Advisors 20184

1. 2019 Barron’s Top 1,200 Advisors

Source: Barron’s “Top 1,200 Advisors,” March 11, 2019, as identified by Barron’s magazine, rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

2. 2018 Forbes Best In State Wealth Advisors

Source: Forbes.com (February 2018). Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information: www.SHOOKresearch.com.

3. 2019 Barron’s Top 100 Financial Advisors

2019 Barron’s Top 100 Independent Financial Advisors. Rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

4. 2018 Forbes Top 250 Wealth Advisors

Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion

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