The Barron’s list of top wealth advisers was compiled by financial-industry consultant R.J. Shook and is based on each adviser’s assets under management, his or her contribution to the firm’s revenues and profits, and indications of service quality. Read on to see who made the cut—and why.
SPECIAL ADVERTISING SECTION
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
About Barron’s Financial Adviser Rankings
Barron’s acquired The Winner’s Circle in September, 2008, and employs two full-time researchers to gather the data behind four adviser rankings per year: Top 100 Advisers, Top 100 Women Advisers, Top 100 Independent Advisers and Top 1,000 Advisers (a state-by-state ranking).
The rankings are the foundation of Barron’s financial-adviser business, which promotes financial adviser best practices through conferences and a subscription-only Web site. Barron’s financial-adviser business is a year-round, industry-wide endeavor. Barron’s is committed to tracking the progress of America’s best advisers and showcasing their best practices in a way that helps raise standards in the industry.
Rankings are based on both quantitative and qualitative criteria, and we evaluate more than 3,000 nominations each year. The research is independent and run with the rigorous editorial standards that characterize Barron’s reporting.
For more information about nominating a financial adviser for the rankings, contact Jennifer Pedone at email@example.com.
For questions about Barron’s financial-adviser business, contact Matt Barthel at firstname.lastname@example.org.