Barron's
Top 1200
Advisors 20191
#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/#14276576291dBarron's
| 2019 | 2018 | Name | Firm | City | State |
|---|---|---|---|---|---|
| 1 | 1 | Steven Hefter | Wells Fargo Advisors | Highland Park | Illinois |
| 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
Forbes
| Rank | Name | Company | City | State |
|---|---|---|---|---|
| 1 | Steven Hefter | Wells Fargo Advisors | Highland Park | Illinois |
#1 Advisor in Illinois 2021
– Forbes
Barron's
| 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
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.