Michiana professionals on Forbes’ list of Best-in-State Wealth Advisors

Financial advisers from Michiana made Forbes’ 2024 list of Best-in-State Wealth Advisors.

The list was developed by SHOOK Research and included in-person or phone interviews.

Forbes received 44,900 nominations, of which 23,876 were invited to complete an online survey. Interviews were then conducted: 20,412 by phone, 4,926 in person and 1,507 virtual. Learn more about the research process here.

Steven Young, a financial adviser with UBS Wealth Management USA, landed the 69th spot on the list. Young also offers professional advice to Northwest Indiana Business Magazine readers.

“We are very proud to see Steven recognized by Forbes as one of the top wealth advisers in Indiana,” said Kristin Popovic, managing director and market director for Indianapolis at UBS Wealth Management USA. “This well-deserved recognition is a testament to his expertise, integrity and unwavering commitment to always putting his clients’ interests first.”

All advisers on the list have at least seven years of experience.

No. 29: Matthew Kahn, Merrill Wealth Management, South Bend

No. 30: Jim Ruthrauff, Merrill Wealth Management, South Bend

No. 48: Edward Patzer, The Patzer Group Wealth Management, Mishawaka

No. 51: Thomas Olson, Baird, Mishawaka

No. 64: Ryan Drake, Edward Jones, Goshen

No. 69: Steven Young, UBS Wealth Management, Indianapolis

No. 76: Leo Priemer, Edward Jones, South Bend

No. 86: Brad Stewart, Wealth Management Advisor, Core Capital Advisors | Northwestern Mutual Wealth Management, Mishawaka

No. 96: Elizabeth Borger, Stifel, Elkhart

Find the full list here.


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