Balasa Dinverno Foltz LLC Ranked Among the Top 50 Wealth Managers by Forbes

Balasa Dinverno Foltz LLC, an independent private wealth management firm, is pleased to announce that it was ranked among the Top 50 Wealth Managers by Forbes, making BDF one of only three wealth management firms in Illinois to be ranked.

  • Share on TwitterShare on FacebookShare on Google+Share on LinkedInEmail a friend
“Our growth has been directly related to our amazing team. Both the team and our independent and objective offering allows us to provide our clients with advice that is their best interest.”

Itasca, IL (PRWEB) May 15, 2014

Balasa Dinverno Foltz LLC, an independent private wealth management firm, is pleased to announce that it was ranked among the Top 50 Wealth Managers by Forbes, making BDF one of only three wealth management firms in Illinois to be ranked.

“We are truly honored to be recognized by Forbes as a top wealth manager,” said Armond A. Dinverno, Co-Founder and President. “Our mission is to help people make sound decisions to enjoy a full life. The trust our clients show us every day by allowing us to do that is humbling. I also need to recognize our amazing team – the contributions made by each of them make it possible to provide the best independent and objective advice to our clients to help them achieve their goals.”

The Top 50 Wealth Managers ranking is based on data from RIA Database, a Labworks LLC company. RIAs (Registered Investment Advisors) offer fee-only investment advice and have a fiduciary responsibility to their clients. See the following link for more information on the ranking methodology.

Forbes, a leading media and publishing company, is a trusted resource for the world's business and investment leaders, providing them the uncompromising commentary, concise analysis, relevant tools and real-time reporting they need to succeed.

About Balasa Dinverno Foltz LLC

Balasa Dinverno Foltz LLC (BDF) is an independent private wealth management firm, with offices in Chicago and Itasca, IL. BDF manages over $2.5 billion in assets for high net-worth individuals and families. With dedicated service teams for business owners and women, our expansive team of wealth managers and specialized experts provide a unique ability to navigate complexities ranging from succession planning to successfully guiding women through life’s major transitions. BDF maintains a 98% client retention rate and is ranked as a “Best Places to Work” in Illinois by Daily Herald Business Ledger.

For more information and disclosures about Balasa Dinverno Foltz LLC and to stay connected with us, please visit bdfllc.com or follow us on LinkedIn.

Rankings or recognition by unaffiliated rating services should not be construed as a guarantee that a certain level of results will be achieved if Balasa Dinverno Foltz LLC (BDF) is engaged or as an endorsement of BDF by any of its clients. Rankings by third parties are generally based exclusively on information prepared or developed by the recognized adviser.


Contact