The Five Star program is the largest and most widely published wealth manager award program in North America. As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.

  • Frank X. Addonizio, CFP®, CRPC, CLTC
  • Stuart H. Armstrong, II, CFP®,CLU®,CLTC,ADPA
  • Susan K. Arnold, CFP®
  • Constance A. Barber, CFP®
  • Christopher W. Battersby, CFP®, CHFC, CLU,MSFS
  • Charles S. Bean, III, CLU, ChFC
  • Catherine Bearce, CFP®
  • Richard E. Bergeron, CFP®, ChFC®, AEP®
  • George A. Bernet, CFP®, CMFC®, CRPC®
  • Brad W. Bestgen, CFP®, AIF®
  • Robert A. Brandt, CFP®
  • Marybeth R. Breed, CFP®
  • Michael F. Broderick, CFP®
  • Georgia G. Bruggeman, CFP®
  • Clifford L. Caplan, CFP®
  • Peter J. Caplan, CFP®
  • Daniel J. Cappucci, CFP®
  • Thomas A. Cappucci, CFP®
  • David Caruso, CFP®
  • Christopher A. Chouinard, CFP®
  • Rhoda L. Christmas
  • Caroline E. Coderre, CFP®
  • Louis E. Conrad, II, CFA
  • Lisa Cremonini, CFP®
  • Herbert K. Daroff, JD, CFP®
  • Laura Derderian, CFP®
  • Coventry Edwards-Pitt, CFA, CFP®
  • Stephen J. Farrar, CPA, CFP®, PFS
  • Lee A. Fatalo, CFP®
  • Erica L. Feldblum, CFP®
  • Rick Fingerman, CFP® CDFA™
  • Paul J. Fragala, CFP®
  • Paul M. Games, MSFS, AEP, CFP®, CLU
  • Marion B. Gilman, CFP®
  • Steven M. Goodman, CFP®
  • Diane L. Graca, CFP®, RFC, CLTC
  • Jill M. Greenberg, CFP®
  • Robert A. Gurman, CFP® CLU ChFC AEP
  • Heidi L. Hanson, CFP
  • David M. Haviland
  • Elliot B. Herman, CFP®, CPA
  • Richard E. Hertzberg, CFP®
  • Steven L. Jacobsmeier, CFP®, ChFC, CLU
  • Stephen Johnson
  • Raymond C. Julian, CFP®
  • Jeffrey S. Karelis, CFP®, CLU, AIF
  • Robert G. Katz, CFP®
  • Jane V. King, CFP®
  • Dolores Kong, CFP®, EA
  • John H. LeBlanc, CFP®
  • Daniel W. Leveroni, CFP®
  • Timothy W. Leveroni, CFP®
  • Judith D. Ludwig, CPA/PFS, CFP®
  • Sandeep Madhavan, CFP®
  • Deborah D Maloy, CFP®, AIF®
  • Robert A. Matson, CLU, ChFC
  • Thomas J. McFarland, III, CFP®
  • Lee C. McGowan, CFP®
  • Kenneth J. McGuire, RFC
  • Gregory J. McLaughlin, CFP®
  • Andrew J. McMorrow, CFP®
  • Maureen Meehan, CFP®
  • Mary Jo Metro, CFP®, AAMS®, MBA
  • C. J. Millett, CFP®
  • Darlene M. Murphy, CFP®, CPA
  • Margaret N. Murphy, CFP®, ChFC, APMA
  • William C. Newell, CFP®
  • Kristin A. Nordahl, CFP®, CLU®
  • John C. O’Brien, CFP®
  • John A. Olson, CFP®
  • Jeffrey D. Omansky, CFP®
  • George Padula, CFP®
  • Tony J. Proctor, CFP®
  • Ira G. Rapaport, CFP®, IMCA, CPA
  • Mark S. Rizzo, CFP®
  • Theresa M. Rosen, CFP®, CLTC
  • Mary Ann Saurino, CFP®, ChFC®, CASL®
  • James P. Scally
  • Leah R. Sciabarrasi, CFP®
  • Octavia M. Serpa, CFP®
  • Richard I. Shakter, CFP®
  • Louise M. Sharp
  • Robert S. Sherr
  • Gregory W. Simmons, CFP®
  • Geoffrey H. Simons, CFP®
  • Eric Sneider, CFA, CFP®
  • Maria A. Staffiere, RLP
  • Chitra Staley, CFP®
  • Kenneth D. Steele, CFP®
  • Adam Strauss, CFP®
  • Craig R. Strauss
  • Ronald A. Sugameli
  • Jeanne Gibson Sullivan, CFP®
  • Mark C. Sullivan
  • James M. Thompson, CFP®
  • Pran N. Tiku, CFP®
  • Jeffrey N. Tomaneng, CFP®,CLU,ChFC
  • David F. Tomasetti, CFP®
  • Jamie Upson, CFP®
  • Rich Van Loan, CFP®, CRPC®
  • Terry B. Wells, CFP®
  • Daniel T. Wilson, CFP®, CLU, ChFC
  • Elisabeth M. Zimmerman, CFP®