Forbes Custom: Market Research

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Selection Criteria

The companies selected
exceed the criteria below:

RIA or IAR

Fee-Only or Fee-Based

15+ Years of Experience

Advanced Certifications Held

No Unresolved Lawsuits or Grievances

Comprehensive Range of Wealth Management and Financial Planning Services Offered

Leading Providers is a service of Goldline Research. Goldline Research is a leading marketing and information services firm. Goldline Research’s mission is to empower consumer choice by researching and identifying leading professional services providers. Goldline Research has helped thousands of consumers find high quality service providers. Goldline Research was recently named to the 2009 Inc. 5000 list of the fastest growing privately-held companies. Founded in 2004, Goldline Research is headquartered in Novato, California. For more information about Goldline Research, please visit www.leadingproviders.com. Goldline Research is not affiliated with Forbes Magazine.

2010 Leading Providers
Wealth Managers of the Western United States
According to the Securities and Exchange Commission (SEC), there are approximately 5,400 Registered Investment Advisers in the Western United States. Goldline Research undertook an in-depth, multi-month research process to identify leading wealth managers in the region.

Pence Wealth Management, Inc.***
5000 Birch Street, Suite 7600
Newport Beach, CA 92660
949.660.8777
www.PenceWealthManagement.com

Securities offered through LPL Financial, Member FINRA/SIPC.

Multop Financial****
333 Calluna Court, Suite 205
Bellingham, WA 98226
877.671.7890 | www.multop.com

Securities offered through Pacific West Securities, Inc. member FINRA/SIPC. Financial Advisory services through Pacific West Financial Consultants, Inc., a registered investment advisor.

Stafford Wealth Management, LLC**
2538 Anthem Village Drive, Suite 115
Henderson, NV 89052
702.433.2008
www.staffordwealthmanagement.com

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Stafford Wealth Management, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.

Marathon Investment Programs**
Registered Investment Advisor
902 El Rancho Road
Santa Barbara, CA 93108
805.969.9646 | www.marathonip.com

The Investment Counsel Company****
10000 West Charleston Boulevard
Suite 280
Las Vegas, NV 89135
702.871.8510 | www.iccnv.com

Tellone Management Group, Inc.***
6200 East Canyon Rim Road, Suite 201
Anaheim Hills, CA 92807
714.998.2290 | www.tellone.com

Treiberg Wealth Management, Inc.***
3573 East Sunrise Drive, Suite 115
Tucson, AZ 85718
520.232.0505 | www.lpl.com/treiberg

Securities offered through LPL Financial, Member FINRA/SIPC.

Praetorian Guard**
3775 Via Nona Marie, Suite 220
Carmel, CA 93923
877.474.9600
www.praetorianguard.biz

Somerset Wealth Strategies
4600 S.W. Kelly Avenue
Portland, OR 97239
503.595.1333 | www.somersetws.com

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Somerset Wealth Strategies is independent of Raymond James Financial Services, Inc.

Secured Financial Solutions, LLC**
14301 North 87th Street, Suite 116
Scottsdale, AZ 85260
800.957.5604 | www.anilvazirani.com

**** Fourth Year Selected
*** Third Year Selected
** Second Year Selected

To download a pdf of the printed list that ran in the March 29, 2010 issue of Forbes, please click here.