Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes’ Best-In-State Wealth Management Teams

Fratarcangeli Wealth Management (FWM) in Bloomfield Hills, a high-net-worth wealth advisory firm, has been ranked No. 1 in Michigan on Forbes’ Best-In-State Wealth Management Teams list.
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Jeffrey Fratarcangeli

Fratarcangeli Wealth Management (FWM) in Bloomfield Hills, a high-net-worth wealth advisory firm, has been ranked No. 1 in Michigan on Forbes’ Best-In-State Wealth Management Teams list.

FWM’s Michigan team has earned the highest ranking every year since the inception of Forbes’ Best-In-State Wealth Management Teams list, making this the third consecutive year the team has been recognized.

The firm, led by Jeffrey Fratarcangeli, a 30-year industry veteran, has $3.5 billion under advisement as of Nov. 25, 2024. FWM serves clients nationwide across its offices in Florida, Indiana, Michigan, and New York.

“This achievement validates the collective dedication and expertise of our team and reinforces our commitment to delivering exceptional service and results for those we have the privilege to serve,” says Fratarcangeli. “As we head into 2025, we remain committed to providing our clients with personalized, goal-oriented financial strategies that achieve real, lasting results.”

According to Forbes, the ranking of Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews and quantitative data. This qualitative criterion focuses on studying each team’s best practices, but the algorithm also weighs factors like revenue trends, assets under management and compliance records. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

In addition to this most recent accolade, FWM was ranked No. 22 in the nation on Forbes’ 2024 list of Top Wealth Management Teams for private wealth. The firm was the highest-ranked Michigan Advisor team and second-ranked Advisor team in Florida on the list.