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    The 150 best financial advisers for doctors


    ARKANSAS

    Frederick E. Adkins III
    CFP ChFC CLU
    The Arkansas Financial Group
    Little Rock, AR 501-376-9051


    No minimum

    J. Ralph Broadwater
    MD CFP AIF
    Physician Advisory Resources (PAR)
    Little Rock, AR


    No minimum

    CALIFORNIA

    James M. Casey
    Integrated Wealth Management
    Marina Del Rey, CA 866-888-6563


    Minimum portfolio: $1 million

    Robert M. Cheney
    CFA CFP
    Portola Wealth Strategies
    Portola Valley, CA 650-233-9122


    Minimum portfolio: $250,000

    Richard S. Crum
    RS Crum Inc.
    Newport Beach, CA 929-428-9696


    Minimum portfolio: $1 million to $2 million

    Sherman L. Doll
    CPA PFS
    Capital Performance Advisors
    Walnut Creek, CA 925-938-5188


    Minimum portfolio: $1 million

    Barry D. Masci
    CFP CFA
    Morgan Stanley
    San Diego, CA 800-473-1331


    Minimum portfolio: $150,000

    Stefan Prvanov
    CFP
    Blankinship & Foster
    Solana Beach, CA 858-755-5166
    http://www.bfadvisers.com
    Minimum portfolio: $1 million

    Edwin K.S. Ryu
    CPA
    Legacy Wealth Advisors
    San Jose, CA 408-452-7700


    Minimum portfolio: $1 million

    Paul R. Temby
    MBA CFP CFA
    Dowling & Yahnke
    San Diego, CA 858-509-9500
    http://www.dyinc.com
    Minimum portfolio: $1 million

    Robert Wacker
    CFP
    R.E. Wacker Associates
    San Luis Obispo, CA 805-541-1308


    Minimum annual fee: $5,000

    COLORADO

    Craig E. Carnick
    CFP Carnick & Co.
    Colorado Springs, CO 719-579-8000


    Minimum annual fee: $5,000

    Lawrence E. Howes
    MBA CFP
    Sharkey, Howes & Javer
    Denver, CO 303-639-5100


    No minimum

    CONNECTICUT

    John J. Flanagan
    CFP
    Pinnacle Investment Management
    Simsbury, CT 860-651-1716
    http://www.pinnacle-investment.com
    Minimum portfolio: $250,000

    Bryan Place
    CFP CLU ChFC
    Place Financial Advisors
    Farmington, CT 888-693-8390


    Minimum portfolio: $250,000

    Alan P. Weiss
    CFP CPA
    Regent Wealth Management Group
    Woodbridge, CT 800-443-3101


    Minimum annual fee: $15,000

    DELAWARE

    Michael J. Sicuranza
    CFP
    Milestone Wealth Advisors Inc.
    Greenville, DE 302-351-1988


    Minimum portfolio: $500,000

    FLORIDA

    Roy T. Diliberto
    CFP ChFC CLU
    RTD Financial Advisors
    Bonita Springs, FL 800-893-4725


    Minimum fee: $10,000

    Austin A. Frye
    JD MBA CFP
    Frye Financial Center
    Avenura, FL 800-535-0187


    Minimum portfolio: $250,000

    Rick Helbing
    Suncoast Advisory Group
    Sarasota, FL 941-375-7320
    http://www.suncoastadvisorygroup.com
    Minimum portfolio: $500,000


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