Fratarcangeli Wealth Management (FWM) in Bloomfield Hills has been ranked the No. 1 Private Wealth Management team in Michigan for the third consecutive year.
In addition to the team’s No. 1 ranking in Michigan, FWM ranked No. 36 nationwide on the Forbes list.
The firm, led by Jeffrey Fratarcangeli, a 30-year industry veteran, has more than $3.8 billion under advisement as of Dec. 2. FWM serves clients nationwide across its offices in Florida, Indiana, Michigan, and New York.
“Our team works relentlessly to deliver real value for the families and businesses we serve,” says Fratarcangeli. “Being ranked the top private wealth team in Michigan, and among the top 40 nationwide, reflects our discipline, process and culture. We stay focused on doing the work, supporting our clients and operating at a level that merits this recognition.”
According to Forbes, the ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on qualitative criteria, gained through telephone, virtual and in-person due diligence meetings; quantitative data, including assets under management and revenue generated; and a ranking algorithm that assess factors including client retention, industry experience, compliance records, firm nominations and each firm’s best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
In addition to this most recent accolade, FWM was ranked No. 1 in Michigan on Forbes’ January 2025 list of Best-In-State Wealth Management Teams, marking the third consecutive year the team earned the top ranking.
