Budros, Ruhlin & Roe’s CIO Daniel Roe Named a Forbes Top 250 Wealth Advisor

Daniel Roe, Chief Investment Officer of Columbus-based Budros, Ruhlin & Roe, earned a place on Forbes 2017 list of Top 250 Wealth Advisors. This is the first time Dan has been selected for the list. Roe is the only advisor from the Central Ohio area and one of only seven from the entire state of Ohio selected.

The Forbes Top 250 Wealth Advisors in America ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years’ experience. Factors weighed include quality of practice, client retention, experience, compliance records, nominations, assets under management, firm revenue, and best practices learned through extensive phone and in-person interviews. SHOOK Research compiles the list from over 11,000 nominations.

“To be one of 250 selected from over 11,000 nominations is truly an honor,” said Roe.  He continued, “I have been a reader of Forbes magazine and their website for years, so to be recognized by such a distinguished business journal is a real accomplishment for everyone on our team here at Budros, Ruhlin & Roe.”

Roe joined Budros, Ruhlin & Roe in 1996 and is a Certified financial Planner® certificant; he has been in the financial services industry for 30 years. He has been profiled in Barron’s, The Wall Street Journal and Morningstar Advisor magazine and is widely quoted in the national media and on leading financial social media sites. He also authors the firm’s Market Outlook and produces the firm’s “5 Minutes on the Markets” multimedia presentations.

“At Budros, Ruhlin & Roe, we work to understand each client’s needs and challenges,” said Roe. “Our unique, proactive and collaborative approach to investment management has helped families achieve their goals for decades.”

Founded in 1979, Budros, Ruhlin & Roe sets itself apart from other wealth management firms through its independent, fee-only practice and disciplined financial planning and investment strategies.

You may access the Forbes Top 250 Wealth Advisors list here.


The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Budros, Ruhlin & Roe, Inc. is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Budros, Ruhlin & Roe, Inc. did not pay a fee to be included on any such ranking or to receive any such recognition. No ranking or recognition should be construed as a current or past endorsement of Budros, Ruhlin & Roe, Inc. by any of its clients. ANY QUESTIONS: Budros, Ruhlin & Roe, Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.