Awards & Recognitions

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FORBES

#1 Best-In-State
Wealth Management Teams - Illinois State, 2023¹

HLMCapital Management Group

Steve Hefter, Ben Leshem, Charlie Margolis, Micah Nathan - Partners

¹The Forbes Best-in-State Wealth Management Teams 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. 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.

Best-In-State Wealth Management Teams 2023 (Forbes.com)

FORBES

#1 Best-In-State
Wealth Advisors - Illinois State, 2023²

Steve Hefter

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. 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.

Best-In-State Wealth Advisors 2023 (Forbes.com)

FORBES

Best-In-State
Wealth Advisors - Illinois State, 2023²

Ben Leshem

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. 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.

Best-In-State Wealth Advisors 2023 (Forbes.com)

FORBES

Top 250
Wealth Advisors 2023³

Highest Ranked in Illinois

Steve Hefter

³The 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. 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.

Top 250 Wealth Advisors 2023 (Forbes.com)

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