Press Releases

New Bern Wealth Manager Named to Top Adviser List

D. L. Blain & Co., LLC is pleased to announce that the firm has been named one of Wealth Manager magazine’s Top Wealth Managers for 2009. It’s the second year in a row that D. L. Blain & Co., LLC has been included in this prestigious survey. Wealth Manager annually publishes its list of the top wealth managers in the country based on average assets under management per client. For 2009, D. L. Blain & Co., LLC is one of only seven North Carolina wealth managers to make the list and is the highest rated firm inEastern North Carolina.

To be considered for the 2009 Top Wealth Manager survey, advisors had to meet certain minimum criteria related to the depth and breadth of wealth management services they offer. Also, a percentage of an advisor’s clients had to surpass specific net worth thresholds as defined by the SEC. Trust companies, banks and broker/dealers were ineligible.

Wealth Manager magazine is an essential resource for wealth managers, investment advisors and financial planners who manage assets for financially successful clients. The publication’s comprehensive coverage and no-nonsense columns are designed to assist advisors and planners build, sustain, and expand their successful practices.