Barron’s Magazine 2011
Here are America’s top independent financial advisors, as identified by Barron’s. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for their firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and then rates the rest by comparing them with the No. 1-ranked advisor. “N” indicates the advisor wasn’t ranked in 2010…
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. 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. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
The Barron’s rankings are based on data provided by over 4,000 advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
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