Modern Wealth Competitors

Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios. Founded by Ross Gerber and Danilo Kawasaki in 2010, GK is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We currently manage ~2.2B for over 10,000 individuals as of 02/16/2023. Gerber Kawasaki specializes in comprehensive financial planning and wealth management services to assist clients at any stage of their lives toward attaining their financial goals. While GK works with many high net worth clients, we also help first-time investors grow their financial literacy by creating initial savings plans. We believe everyone deserves access to financial assistance, which is why we have no investment minimums. At GK, CEO Ross Gerber leads a team of advisors with a common mission to make a difference in the world by providing financial advice, support, and education to our clients. Gerber Kawasaki's executive management team is here to guide motivated and driven individuals toward successful careers. Often, we use various media outlets to extend our financial guidance past our own clients. Ross Gerber is commonly recognized as one of the most influential advisors in America. You can continually find Gerber Kawasaki on social media platforms like Twitter and TikTok to major financial news channels such as CNN, Bloomberg, and Fox Business News. Disclaimer and Disclosures https://files.constantcontact.com/5c56520c701/9ad6172f-c332-41d9-b0b4-db3cdac922c0.pdf Investment advice offered through Gerber Kawasaki Inc. is a SEC-registered investment advisor.

Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families nationwide for more than 30 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security. Driven by our core values of teamwork, integrity, and excellence, the Heritage team builds lifelong relationships with clients and their other trusted advisors to help simplify, organize, and instill confidence in their often-complex financial lives. Heritage Financial joined Savant Wealth Management on 2/27/2026. Savant Wealth Management is a Registered Investment Advisor. Learn more at savantwealth.com. Savant Wealth Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. To obtain a copy of Savant's disclosure brochure, which contains important information on services, fees, investment methodology, conflicts of interest and related information, please visit www.adviserinfo.sec.gov or contact us at Savant, 190 Buckley Drive, Rockford, IL 61107.

At Aspen Wealth Management, we’re on a mission to inspire our clients to make informed financial decisions through education, communication, and service. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor We take the time to listen to each client’s needs and fully understand their goals so that we can help develop and implement a financial plan and investment strategy tailored to their individual and family needs. And we’re committed to exceeding expectations by providing personalized guidance on all aspects of our clients’ financial lives. Clients who go through our financial planning process feel confident, prepared, and empowered about their financial futures. As a fee-only firm, we do not work on commissions. This allows us to remain completely free of conflicts of interest and ensures our objectivity. We have a fiduciary duty to put our clients’ needs first. If you’re in the Fort Worth, Texas area and you are looking for an independent, fee-only financial planning firm, reach out to our team today! Learn more by visiting www.aspenwealthmgmt.com. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor.