Barron's

Top 1200
Advisors 20191

Steve Hefter

#1

Advisor in Illinois2019

Steve Hefter

HLM Capital Management Group


Top 1200 Advisors 20191

Total assets under management: $3 billion as of 7/9/2021

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/#14276576291d

Barron's

Top 1200 Advisors 20191
2019 2018 Name Firm City State
1 1 Steven Hefter Wells Fargo Advisors Highland Park Illinois
Top 1200 Advisors 2019 contunied
2019 2018 Name Firm City State
1 1 Steven Hefter Wells Fargo Advisors Highland Park Illinois

#1 Advisor in Illinois

10 Years Running (2010-2019)

– Barron’s

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

Forbes

Best-In-State Wealth Advisors 20212
Rank Name Company City State
1 Steven Hefter Wells Fargo Advisors Highland Park Illinois

#1 Advisor in Illinois 2021

– Forbes

https://www.forbes.com/best-in-state-wealth-advisors/#14276576291d

Barron's

Top 100 Independent Wealth Advisors 20193
Advisor Firm Rank 2019 Rank 2018 Client Types State
Steven Hefter HLM Capital Management 8 N HNW, UHNW Illinois

#8 in the Nation 2019

– Barron’s

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

Forbes

Top 250
Wealth Advisors 20204


https://www.forbes.com/top-wealth-advisors/#59f9f7bb1a14

1. Barron’s Top 1,200 Advisors

Source: The Barron’s Top 1,200 Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.

2. Forbes Best In State Wealth Advisors

Source: The Forbes Best-In-State Wealth Advisor 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.

3. Barron’s Top 100 Financial Advisors

The Barron’s Top 100 Independent Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.

4. Forbes Top 250 Wealth Advisors

The 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.