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Financial advisor Ric Edelman recommends financial advisors hold from 10% to 40% of a portfolio in crypto including bitcoin.

2025 Top 100 Women Financial Advisors Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.

See here for latest updates on Leon Cooperman's $2.52B Omega Advisors portfolio, including new picks like Sunoco and key insights into his long-term investments.

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Ready to work with a Bay Area financial advisor? SFGATE readers voted for the best financial advisors in the Bay for all your planning and investing questions.

Portfolio Performance With broader leadership providing more ways to win in 2025, my more value-oriented portfolio managed to slightly beat the S&P despite big differences in allocation.

WAYNE, Pa., June 24, 2025 /PRNewswire/ -- Conestoga Capital Advisors, LLC, an independent investment advisory firm specializing in the management of Small-to Mid-Cap equities, has announced the ...