Source: Barron’s magazine, March 2022, Top 1,200 Financial Advisors list. Advisors considered for the “America’s Top 1,200 Financial Advisors: State-by-State” ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. For more information, visit www.barrons.com.
The Private Asset Management (PAM) Awards are designed for investment professionals and wealth advisors, operating within the private asset management industry, which have been judged by PAM to have proved themselves over the course of 2017. To be considered for this award, candidate firms must demonstrate why they believe they are best-in-class compared to their peers. The award is granted by a panel of judges carefully selected for their wealth of experience and expertise. The judges use a mixture of qualitative and quantitative performance indicators. Successful candidates must demonstrate financial progress; growth in client numbers, internal hires and geographic expansion; client satisfaction; and product innovation.
Becoming a Family Wealth Report Award finalist demonstrates achievement, top-of-class performance and innovation, and that the firm has something tangible to offer. The Best Multi-Family Office (Client Initiative) category specifically recognizes new initiatives for clients from multi-family offices of any size or reach. Winners for each category will be selected by a panel of judges who will select winners by examining the independence, integrity and genuine insights of the finalists.