Barron's

Barron's Top 1200 State By State Advisors1

Steve Hefter

Steve Hefter

Partner
HLM Capital Management Group


Barron's Top 1200 State By State Advisors1

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

Barron's Top 1200 State By State Advisors1
2019 2018 Name Firm City State
1 1 Steven Hefter Wells Fargo Advisors Highland Park Illinois
Barron's Top 1200 State By State Advisors 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

1The Barron's Top 1,200 State By State Advisors ratings are based on the previous year's 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. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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

2The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's 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 rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
https://www.forbes.com/best-in-state-wealth-advisors/#14276576291d

Barron's

Top 100 Independent 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

3The Barron's Top 100 Independent Advisors ratings are based on the previous year's 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. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
https://www.barrons.com/report/top-financial-advisors/independent/2019?mod=faranking_subnav

Forbes

Top 250
Wealth Advisors 20204

The Forbes Top 250 Wealth Advisors rating algorithm is based on the previous year's 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 rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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.