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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

My name is Christopher Riofrio and I began my career in the Financial Services industry in 2012 at JPMorgan Chase. Since then I have worked at different firms and have been working with different types of clients with different needs and financial goals. I have worked with entrepreneurs, real estate investors, doctors, lawyers, educators, non-profits, businesses, employees of municipalities, etc. Over the lifetime of my career, I have successfully helped provide financial guidance and advice to hundreds of families It is my passion to help people attain financial security and autonomy. I am committed to listening to my clients needs and educating them on the all the resources that I can provide to make sure they reach their financial goals.

Cetera is a world-class investment and wealth manager, providing personalized solutions to high-net-worth individuals, families, endowments, foundations and other institutions. For years, we have offered a unique alignment of personalized client solutions and forward-looking global insights.

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

John Bruggemann is a Senior Wealth Advisor with ACM Wealth, where he empowers individuals and families to achieve financial security through personalized financial planning, strategic investment, and ongoing education. With 26 years as a Wall Street senior equity trader and over two decades teaching economics and finance, John offers clients unparalleled market insights, demystifying today's complex financial landscape.

Before joining ACM Wealth in March 2015, John held various roles in institutional equity trading, from the floor of the New York Stock Exchange to trading desks across Wall Street. In 2012, he joined AXA Advisors, where he spent more than two years building a financial planning practice.

John graduated from Manhattan College with a degree in Finance and Economics and earned his MBA at Fordham University Graduate School of Business Administration. He passed the Series 65 exam and holds the CERTIFIED FINANCIAL PLANNER^™ certificate. He is also an adjunct professor of economics and finance at Ramapo College of New Jersey.

By leveraging his extensive experience in the financial services industry, John helps his clients make sound financial decisions that prioritize their future goals, all while upholding the highest level of integrity and trust.

ACM Wealth is the wealth planning team of Advisors Capital Management (ACM). ACM was formed under the principles that each client deserves inexpensive, tax efficient, customized and transparent portfolios. As importantly, these portfolios should work seamlessly with a clients ongoing financial plan.

The firms partners come from backgrounds in both investment management and financial planning and we have built experienced teams in each of these disciplines. As a fiduciary, all of our investment and wealth planning decisions are made in the best interest of our clients.

Our investment and wealth services are all-inclusive in an annual fee. Client can choose to have their accounts at independent custodians Fidelity Investments or Charles Schwab.

Financial Advice, Investments, and Insurance.

People come to me with complex financial issues. I help them understand their current situation. Together, we develop a plan to help achieve their financial needs and goals.

Putting clients first; it's what I do

I'm proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Advisor is licensed/registered to do business with U.S. residents only in the states of AZ, CA, CT, DE, FL, GA, IN, IL, IA, NC, NJ, NY, NV, MA, PA, VA. Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

An Ameriprise Financial Franchise

Ameriprise Financial can not guarantee future financial results.

Certified Financial Board of Standards, Inc. (CFP Board) owns the CFP® certification mark., the CERTIFIED PLANNER certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

The Confident Retirement approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

At Leeb Capital Management, we believe successful investing requires more than simply following the market it requires anticipating the macroeconomic, geopolitical, and sector trends that shape it.

Since 1999, our firm has combined disciplined portfolio management with deep macro research to help individuals and institutions pursue long-term capital appreciation and risk-adjusted returns.

Leeb Capital Managements Investment Committee is comprised of an impressive duo of talented investment professionals. Led by renowned economist and author Stephen Leeb, the firm has remained disciplined, stable, and focused on delivering long-term investment results through multiple market cycles.

Our investment process blends top-down macro analysis with bottom-up security selection, focusing on dominant companies, resource opportunities, and long-term structural trends often overlooked by Wall Street.

We provide customized portfolio management tailored to each client's objectives, liquidity needs, and risk tolerance with transparent communication and ongoing portfolio reviews at the center of every relationship.

Whether clients seek growth, income, or exposure to long-term global resource and energy trends, Leeb Capital Management delivers research-driven investment strategies backed by decades of market experience and independent thinking.

Retirable specializes in retirement planning and income strategies to help client spend their retirements with more. Our mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, we're helping U.S. pre-retirees find their way to the futures they deserve.

We take a holistic planning approach across all your needs, including lifestyle, healthcare, and housing, with a primary focus on providing reliable retirement income each month that's designed to make your savings last. We specialize in helping clients start planning for retirement, transition into retirement, and live comfortably and confidently through retirement.

As a client, you'll receive:

- A dedicated financial advisor helping out every step of the way

- A dynamic retirement plan, designed by your advisor

- Guidance at every step of your retirement journey: from Social Security to healthcare to taxes

- A safe to spend income plan designed to make your savings last

We are a nationally registered investment advisory firm and all advisors are licensed fiduciaries, meaning we are held to a higher standard to only make recommendations with your best interests in mind.

If you're interested in learning more, please enter your contact information using the blue button below, and one of our licensed advisors will reach out soon to schedule your free retirement consultation to better understand how we can help. Thanks for your interest in Retirable!

I began my career as a financial advisor in 2016, following in my father Glenn's footsteps. More recently, in 2025, I obtained my CERTIFIED FINANCIAL PLANNER (R) certification.

I grew up in the Boston area, graduated from the University of Delaware, and lived in New York City for several years. I now reside in Southport, CT with my wife and two daughters. In addition to my home office in Southport, I also have offices in Shelton, CT and White Plains, NY, where I can meet with clients by appointment.

At Clarity Wealth Advisors, our mission is to bring clarity to your financial life. We understand that the world of finance can be overwhelming. There's an abundance of information out there, and it can be challenging to decipher what's relevant to you. That's where we come in. We sift through the noise, distilling complex financial information into clear, actionable strategies tailored to your unique needs.

Integrity, communication, honesty, humility, and service are important to us and it is our goal to be your trusted partner. Our team is composed of advisors of multiple generations who are not only experienced but also family-oriented and close-knit. We leverage our knowledge and experience and aim to provide you with consistent quality service.

William Romero has been a leader in Wealth Management and the Financial Services Industry for 2 decades. He began his career at JPMorgan and for almost a decade lead as a Market Director for their Private Client Group. Leading large teams of financial professionals in both Southern California and New York, William also had oversight of their International Division. In addition, he was Vice President for AXA Advisors and a Top Partner at New York Life (2017). William led the start and growth to $1 Billion as an SVP of an Ameriprise office. William puts people first and is passionate about helping resolve problems. His experience and track record of success led him to a Senior Vice President/Partnership role at Iron Birch Advisors a platinum Financial Advisory firm of Ameriprise Financial before joining Spartan Capital LLC. His inspiration comes from giving back to the community and helping educate families that traditionally do not have access to financial literacy. Wiliam is passionate about helping people achieve their goals and is committed to being an advocate and trusted resource for each client.

Outside of his career in wealth management, William is also the 2-time President for the National Association of Hispanic Real Estate Professionals Queens NY, the largest Latino Trade Organization in the world. He is also an active speaker for ALPFA NY, the former President of PorColombia New York and a Board Member of Mindot, an educational non-profit. He's also a proud supporting sponsor of the FDNY Hispanic Society.

William received his BBA in Finance at Baruch College in New York City and holds his Series 7, 9, 10, 66, 63, 52, 53 and 24 securities registrations.

We're committed to helping you achieve your financial goals. As a leading independent broker-dealer and registered investment adviser, we understand that quality investment products, advice, and services are critical elements to successful investing.

At Procyon, we believe open communication, strong accountability and demonstrated value are paramount to building lasting client relationships with individuals, institutions and employers. We are our clients trusted financial partner, working to simplify the complex so they have peace of mind while pursuing their financial goals.

As your strategic partner and advisor, we work collaboratively with you to find creative and flexible investment solutions that are tailored to meet your needs. This requires us to have a deep toolkit, to be astute in our advice and committed to delivering the best outcome for all parties. You can depend on Procyon, every step of the way.

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve.

Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.

With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates.

Comprehensive Financial Planning and Wealth Management.

Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality.

*The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Financial planning is the cornerstone of the advice and strategies I provide. I often describe it like a map, first assessing where you currently stand and where you aspire to be. Much like a GPS, my role is to guide you along the most effective path, helping you stay on track toward your goals despite life's inevitable twists and turns. Because circumstances change, I believe it is essential to regularly review and adjust your plan to ensure it continues to reflect your evolving needs and priorities.

This client first philosophy and commitment to professional excellence were recognized when I was named a 2026 Five Star Manager by New Jersey Monthly magazine.

To create a truly personalized financial strategy, I begin by conducting a thorough assessment of your financial situation, goals, and risk tolerance. This involves gathering comprehensive information about your income, assets, liabilities, employer benefits, future financial goals, and any potential challenges you may face. By understanding the full scope of your unique circumstances, I can develop a customized financial plan that is precisely aligned with your priorities.

I prioritize flexibility, considering key factors such as your age, career stage, family dynamics, and investment preferences. I also account for life events -- like marriage, children, home purchases, or retirement -- that can significantly influence your financial decisions. This approach ensures that your financial plan is not only proactive and adaptable but also evolves as your circumstances change. By continually monitoring your progress and making adjustments as necessary, I provide ongoing guidance that helps you stay on course and pursue your goals, no matter what life brings.

When I'm not working, I enjoy spending quality time with my wife, Taylor, and our daughter, Ember. We're always looking for fun weekend activities to give her the best life experiences. Outside of family time, we enjoy hiking, traveling, and unwinding on the beach -- each offering a perfect way to recharge.

BroadFront specializes in working with high-net-worth individuals and families, including family offices. Our clients span a broad spectrum of professions and stages of life - from the accumulation to the distribution phase of retirement.

We also work collaboratively with attorneys, accountants, and other professionals to holistically address all of our clients' needs under one roof.