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Remember: None of these financial advisory firms paid for their position on this list. That would be completely unethical and 100% against our mission. All of these results are objective, unbiased, and based solely on your responses to the questions in the quiz!
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#1
Zimmermann Alan L
N/A, N/A
$8,736,030
Estimated Average Client Investment:
Years of Experience:
Initial Investment Required:
Level of Personalization:




Total Assets Managed:
Total Number of Offices:
Clients per Employee
Disciplinary Activities?
183456636
2
21
No



#2
Zimmermann Investment Management & Planning Llc
New Cumberland, Pennsylvania
$235,089
Estimated Average Client Investment:
Years of Experience:
Initial Investment Required:
Level of Personalization:




Total Assets Managed:
Total Number of Offices:
Clients per Employee
Disciplinary Activities?
190484379
1
134.3
No



#3
Zinnia Wealth Advisory, Llc
Ocala, Florida
$0
Estimated Average Client Investment:
Years of Experience:
Initial Investment Required:
Level of Personalization:




Total Assets Managed:
Total Number of Offices:
Clients per Employee
Disciplinary Activities?
$-
4
375
No


