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Wealthy clients aren't all satisfied with advisers; Affluent investors seek a planning...

Byline: Aaron Siegel

NEW YORK - A surprising number of wealthy investors don't have financial advisers, and many of those who do give their advisers less than stellar ratings, according to a new survey.

Wealthy investors are most concerned about retirement security, estate planning and their relationship with advisers, according to the seventh annual Wealth Survey by Phoenix Investment Partners Ltd., a unit of The Phoenix Cos. Inc. in Hartford, Conn.

"[Clients] are looking for an adviser with a planning approach, and once they find a person, they

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