The Lorch Group
of Wells Fargo Advisors
* Criteria was based on more than 7,000 filtered nominations from over 80 investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
* Candidates must pass rigorous screens, have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.
Our mission is to partner with clients in developing strategies that help preserve and grow their capital to achieve financial independence and ultimately pass on their estate to future generations.