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Published On: September 18th, 2017

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Barron’s

#1 Independent Wealth Management Firm in America
Barron’s Magazine 2017


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#1 Independent Financial Advisor in America
Barron’s Magazine 2015


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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.

Disclosures for The 2019 Top 100 Independent Advisors

The rankings reflect the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. A ranking of “N” indicates the advisor wasn’t ranked in the specified year. HNW=high net worth, UHNW=ultrahigh net worth.

Disclosures

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.

For additional important disclosures, please see the important disclosure information page.