- 131/100
Cafferky Private Wealth
investments · team website · CLU
- 231/100
Varga + Associates Private Wealth Management
investments · team website · CLU
- 326/100
Patti Bergstrom
investments · team website · 5 advisors
- 420/100
The Hilberry Group
financial planning, investments · 2 advisors
- 519/100
Kristy M Landry
investments · team website · 1 advisors
- 619/100
Louis J Bazinet
investments · team website · 1 advisors
- 717/100
Roger Bruce
financial planning, investments · 1 advisors
The criteria
| Criterion | Points | Source |
|---|---|---|
| Disciplines shown | 20 | Firm website or network locator |
| Registration shown on its own website | 10 | Firm website |
| Independent firm | 10 | Advisor Index |
| Team size | 10 | Network locator |
| Years in business (stated on its website) | 10 | Firm website |
| Professional designations shown on its website | 15 | Firm website (source sentence kept) |
| Google reviews | 15 | Google Maps listing |
| Named by AI assistants | 10 | Advisor Index AI barometer |
Frequently asked questions
Who is the best financial advisor in Duncan?
On our public criteria, Cafferky Private Wealth ranks first in Duncan, ahead of Varga + Associates Private Wealth Management and Patti Bergstrom. The best choice is the firm whose services fit your situation.
How is this ranking built?
Out of 100 points, with criteria from the official register and public information: disciplines shown (20), registration shown on its own website (10), independent firm (10), team size (10), years in business (stated on its website) (10), professional designations shown on its website (15), google reviews (15), named by ai assistants (10).
Can a firm pay to rank higher?
No. No firm pays to be listed or for its position.
Ranking recalculated at each register update. A firm can correct its details from its profile. Our method