![]() ![]() Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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. The Barron’s “Top 100 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving individuals and families. ![]() Rankings based on data as of December 31, 2021. ![]() *Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published on April 15, 2022. SHOOK is a registered trademark of SHOOK Research, LLC. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Past performance is not an indication of future results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Forbes “America’s Top Wealth Management Teams High Net Worth” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.ĭata provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria, including: assets under management and revenue generated for their firms. ![]()
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