Forbes/SHOOK Top Wealth Advisors
2022
Forbes/SHOOK Top Wealth Advisors (8/24/22). Data as of 3/31/22. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2021
Forbes/SHOOK Top Wealth Advisors (8/24/21). Data as of 3/31/21. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2020
Forbes/SHOOK Top Wealth Advisors (8/25/20). Data as of 3/31/20. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2019
Forbes/SHOOK Top Wealth Advisors (9/10/19). Data as of 3/31/19. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2018
Forbes/SHOOK Top Wealth Advisors (9/12/18). Data as of 6/30/18. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2017
Forbes/SHOOK Top Wealth Advisors (9/26/17). Data as of 6/30/17. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2016
Forbes/SHOOK Top Wealth Advisors (8/3/16). Data as of 6/30/16. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
Forbes/SHOOK Top Women Wealth Advisors
2023
Forbes/SHOOK Top Women Wealth Advisors (2/1/23). Data as of 9/30/22. The Forbes ranking of America’s Top Women Wealth Advisors ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2022
Forbes/SHOOK Top Women Wealth Advisors (2/4/22). Data as of 9/30/21. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2021
Forbes/SHOOK Top Women Wealth Advisors (3/24/21). Data as of 9/30/20. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so we can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2020
Forbes/SHOOK Top Women Wealth Advisors (4/21/20). Data as of 9/30/19. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.
2019
Forbes/SHOOK Top Women Wealth Advisors (4/30/19). Data as of 9/30/18. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2018
Forbes/SHOOK Top Women Wealth Advisors (5/1/18). Data as of 9/30/17. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2017
Forbes/SHOOK Top Women Wealth Advisors (2/28/17). Data as of 9/30/16. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
Forbes/SHOOK Top Next-Gen Wealth Advisors
2023
Forbes/SHOOK Top Next-Gen Wealth Advisors (8/8/23). Data as of 3/31/23. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2022
Forbes/SHOOK Top Next-Gen Wealth Advisors (8/3/22). Data as of 3/31/22. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2021
Forbes/SHOOK Top Next-Gen Wealth Advisors (9/21/22). Data as of 3/31/21. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2020
Forbes/SHOOK Top Next-Gen Wealth Advisors (7/22/20). Data as of 3/31/20. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2019
Forbes/SHOOK Top Next-Gen Wealth Advisors (6/25/19). Data as of 3/31/19. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2018
Forbes/SHOOK Top Next-Gen Wealth Advisors (7/25/18). Data as of 3/31/18. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2017
Forbes/SHOOK Top Next-Gen Wealth Advisors (7/25/17). Data as of 3/31/17. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials
Forbes/SHOOK Top Wealth Advisors Best-In State
2023
Forbes/SHOOK Top Wealth Advisors Best-In-State (4/4/23). Data as of 6/30/22. The Forbes ranking of Top Wealth Advisors Best-In-State is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2022
Forbes/SHOOK Best-In-State Wealth Advisors (4/7/22). Data as of 6/30/21. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2021
Forbes/SHOOK Best-In-State Wealth Advisors (2/11/21). Data as of 6/30/20. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2020
Forbes/SHOOK Best-In-State Wealth Advisors (1/6/20). Data as of 6/30/19. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2019
Forbes/SHOOK Best-In-State Wealth Advisors (2/20/19). Data as of 6/30/18. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2018
Forbes/SHOOK Best-In-State Wealth Advisors (2/15/18). Data as of 6/30/17. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
Barron's Top 100 Private Wealth Management Teams
2022
Barron’s Top 100 Private Wealth Management Teams (4/15/22). Data as of 12/31/21. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2021
Barron’s Top 100 Private Wealth Management Teams (4/16/21). Data as of 12/31/20. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2020
Barron’s Top 100 Private Wealth Management Teams (4/20/20). Data as of 12/31/19. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2019
Barron’s Top 100 Private Wealth Management Teams (4/22/19). Data as of 12/31/18. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced
Barron’s Top 100 Financial Advisors
2023
Barron’s Top 100 Financial Advisors (4/14/23). Data as of 12/31/22. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2022
Barron’s Top 100 Financial Advisors (4/15/22). Data as of 12/31/21. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2021
Barron’s Top 100 Financial Advisors (4/16/21). Data as of 12/31/20. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced
2020
Barron’s Top 100 Financial Advisors (4/20/20). Data as of 12/31/19. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2019
Barron’s Top 100 Financial Advisors (4/22/19). Data as of 12/31/18. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2018
Barron’s Top 100 Financial Advisors (4/21/18). Data as of 12/31/17. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2017
Barron’s Top 100 Financial Advisors (4/15/17). Data as of 12/31/16. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2016
Barron’s Top 100 Financial Advisors (4/16/16). Data as of 12/31/2015. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
Barron's Top 100 Women Financial Advisors
2023
Barron’s Top Women Financial Advisors (6/16/23). Data as of 3/31/23. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2022
Barron’s Top Women Financial Advisors (6/17/22). Data as of 3/31/22. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2021
Barron’s Top Women Financial Advisors (6/18/21). Data as of 3/31/21. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2020
Barron’s Top Women Financial Advisors (7/17/20). Data as of 3/31/20. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Fee paid to publication for advertisem*nt materials after rating announced.
2019
Barron’s Top 1,200 U.S. Financial Advisors (3/8/19). Data as of 9/30/18. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2018
Barron’s Top 1,200 U.S. Financial Advisors (3/8/18). Data as of 9/30/17. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
2017
Barron’s Top 1,200 U.S. Financial Advisors (3/15/17). Data as of 9/30/16. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced
2016
Barron’s Top 1,200 U.S. Financial Advisors (3/5/16). Data as of 9/30/2015. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisem*nt materials after rating announced.
As someone deeply entrenched in the financial advisory domain, I've amassed extensive knowledge and experience over the years, closely following the methodologies, criteria, and changes in Forbes/SHOOK and Barron's rankings for top wealth advisors, women wealth advisors, next-gen wealth advisors, wealth advisors best-in-state, private wealth management teams, financial advisors, and top women financial advisors.
The Forbes/SHOOK rankings of America’s Top Wealth Advisors are built on a meticulously designed algorithm that integrates both qualitative and quantitative criteria. The qualitative aspect involves rigorous due diligence interviews conducted via telephone and in-person meetings, evaluating factors like client impact, industry experience, compliance records, best practices, and approaches to working with clients. Meanwhile, the quantitative data encompasses metrics such as revenue trends and assets under management. Notably, portfolio performance is excluded as a criterion due to the diverse objectives of clients and the lack of audited performance data.
Similar methodologies apply to the Forbes/SHOOK Top Women Wealth Advisors and Top Next-Gen Wealth Advisors rankings, focusing on experience, revenue trends, assets under management, compliance records, industry expertise, and best practices while omitting portfolio performance due to varying client objectives.
For the Forbes/SHOOK Top Wealth Advisors Best-In-State ranking, the methodology mirrors that of the overall wealth advisor rankings, emphasizing qualitative criteria gathered from telephone, virtual, and in-person interviews alongside quantitative data evaluation.
Moving to Barron's rankings, the criteria consider assets under management, revenues generated by advisors for their firms, and the quality of practices. These rankings are divided into categories such as Top 100 Private Wealth Management Teams, Top 100 Financial Advisors, and Top 100 Women Financial Advisors, assessing advisors' performances based on quantitative measures like AUM and revenue, while also emphasizing practice quality.
Both Forbes/SHOOK and Barron's consistently highlight that their ratings do not guarantee future success or results, underscoring the diversity of client objectives and the inability to account for audited portfolio performance data across all clients.
In summary, these prestigious rankings utilize a combination of rigorous qualitative and quantitative metrics to assess the performance and expertise of wealth advisors, women wealth advisors, next-gen advisors, and financial advisors while emphasizing that the ratings might not assure future success or outcomes due to the varying nature of client needs and objectives.
