Barron's Recognition

 

Barron's Top 1,000 Advisors   

2009, 2010, 2011, 2012, 2013      Barron's top 1000 Financial advisors



The popular Dow Jones business and financial weekly publication, Barron's, has recently published its list of the Top 1000 Advisors1 for 2013 in the country.  In this era of uncertainty, with trusted advice more valuable than ever, they have compiled their list of the nation's best financial advisors.

1The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings.  The rankings reflect assets under management, revenues, quality of the advisors practices, and other factors.  Total assets are all assets overseen by the adviser's team, including some that are held at other institutions.  Assets managed for institutions are given less weight in the scoring.  Portfolio performance is not a criterion because most advisors do not have audited track records.  Criteria was based on more than 3,000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.

2The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.