Financial Planners List

Ranked by Assets Under Management Locally

The list features the top Financial Planners ranked by assets under management in CNY. It also includes local financial consultants, accounts and client size, compensation description, and top local executives. Published 07/18.

Fields included in the FINANCIAL PLANNERS product:
NOTE: Some records may not contain data for every field listed below.

  • Name
  • Address
  • Address 2
  • City
  • State
  • Zip Code
  • Phone
  • Fax
  • Toll-Free Phone
  • Website
  • Email
  • Year Established in CNY
  • Total Assets Under Management in CNY*
  • Total No. of Financial Planners in CNY*
  • No. of Fee-Paying Clients
  • Top Local Executive (please include just 1 top executive)
  • Top Local Executive (please include just 1 top executive): (First name, Middle, Last name, Title)