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Featured Advisor

Asset Preservation Advisors


State: GA

APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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Millionaires Provide Financial Advisor Ratings

Millionaires give financial advisor ratings for trustworthiness and other qualities and services. Who ranks highest?

| BY Adriana Reyneri

What types of financial service providers are the most trustworthy? Which provide the most innovative products and services? Financial advisor ratings by Millionaire investors provide insights into the advantages of working with different types of financial professionals.

What types of advisors do Millionaires most commonly use?


Millionaires say they value honesty and trustworthiness more than any other quality in a financial advisor, according to ongoing research from Spectrem’s Millionaire Corner. What types of advisors do they consider to be the most trustworthy? Accountants rank as most trustworthy, according to financial advisor ratings from Millionaires surveyed over the fourth quarter of 2012. Trust companies, private banks, mutual fund companies and law firms round out the list of top five most trustworthy financial service providers.

Learn more about Millionaire’s advisor selection criteria.

Personalized Service

Millionaires demand an advisor who is transparent and attentive to their needs, and would be quick to leave an advisor who failed to return phone calls and emails within one day, according to our research. In their financial advisor ratings for personalized services, Millionaires give top marks to independent financial planners. Law firms, independent investment advisors, accountants, and full service brokers also rank in the top five.

Innovative Products and Services

A key advantage to working with a financial advisor is access to a wider variety of products and services, according to Millionaires. Who scores highly in financial advisor ratings for innovation? Independent investment advisors, independent financial planners and full-service brokers are perceived as offering the most innovative products and services.

Learn more about the advantages of working with a financial advisor.


Top rankings for talent go to accountants, law firms, independent financial planners, independent investment advisors and full-service brokers, according to Millionaires’ financial advisor ratings.

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