Additional Awards and Rankings Information


Forbes Best-In-State Wealth Advisors

The ranking of Forbes Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews, and quantitative data.

Forbes Top 250 Wealth Advisors

The Forbes Top 250 Wealth Advisors ranking is based on the opinions of SHOOK Research, LLC. Advisors are ranked on quality of practice including client retention, industry experience, assets under management, revenue generated for their firms, and other quantitative criteria. Investment performance is not a criteria. SHOOK Research, LLC, does not receive compensation from the advisors or their firms in exchange for placement on a ranking.

Forbes Top Women Wealth Advisors / Best-In-State Women Wealth Advisors

Ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience.

Forbes Top Next-Gen Wealth Advisors / Best-In-State Next-Gen Wealth Advisors

The ranking of Forbes Top Next-Gen Wealth Advisors considers advisors under 40 years old with a minimum four years’ relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures, such as: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records and firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.

Barron’s Top 100 Independent Advisors

The Barron’s Top 100 Independent Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.

Barron’s Top Advisors by State

The Barron’s Top Advisors by State ranking is based on data provided by over 4,000 of the nation’s advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.

Barron’s Top 50 Private Wealth Management Teams

The Barron’s Top 50 Private Wealth Management Teams raking reflects a variety of team factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.

Barron’s Top 100 Financial Advisors

The Barron’s Top 100 Financial Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.  This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes. Data used for the Barron’s rankings is provided by the surveyed Investment Advisors. Advisors who did not participate in the survey are not ranked.

Barron’s Top 100 Women Financial Advisors

The Barron’s Top 100 Women Financial Advisors ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. This ranking does not predict or rate any client’s investment outcomes, nor does it predict any potential investment outcomes.

Barron’s Hall of Fame Advisor

To become a Barron’s Hall of Fame advisor, candidates must place on one of the publication’s industry-leader rankings (Barron’s Top 100 Financial Advisors or Barron’s Top 100 Independent Advisors) for at least 10 years.

Financial Times 400 Top Financial Advisers

The FT 400 ranking is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance.