Press

 

 

Barron's Top 1,000 Financial Advisors in America award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

 

 

 

 

 

 

 

 

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.