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Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Source: PLANADVISER.com, January/February 2019. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 0000017577 00000 n 2016 PLANSPONSOR Retirement Plan Adviser of the Year. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Investment performance is not a criterion. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 0000057077 00000 n 2018 Financial Times 401 Top Retirement Advisors. This ranking is not indicative of the Financial Advisors future performance. 0000074001 00000 n This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. 0000063221 00000 n Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. For more on methodology please go to www.ft.com/reports. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Monday, October 10, 2022 Veteran's Day: Friday, November 11, 2022 0000075316 00000 n 577 0 obj <> endobj Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. endstream endobj 591 0 obj <>stream This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 320 0 obj <> endobj Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: planadviser.com (May 2017) awarded in 2017. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Source: Forbes.com (November 2022) 2022 Forbes Americas Top Wealth Management Teams ranking awarded in 2022. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. %PDF-1.4 % This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. 2017 Financial Times 401 Top Retirement Advisors. 0000061349 00000 n Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Advisors must be under the age of 40 as of August 2013. %PDF-1.4 % With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. 2013 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. For more information, see www.SHOOKresearch.com. startxref Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. For more on methodology please go to www.ft.com/reports. With. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. For more information on ranking methodology, go to, Source: Worth magazines Top 250 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns and client retention rate. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. 2021 Forbes America's Top Women Wealth Advisors. 0000011282 00000 n This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2016 Forbes America's Top Wealth Advisors. Source: napa-net.org (October 2020) awarded in 2020. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. 0000002339 00000 n The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Morgan Stanley is making a few minimal adjustments to advisor incentives in 2022. [@1+EHg2fJ{ 7/IJr2JoB M9=t|3 /l)Cb|qv|c> This ranking is not indicative of the Financial Advisors future performance. 2020 Financial Times 400 Top Financial Advisors. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This exclusive conference is designed to promote best practices and generate new ideas across the industry. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2016. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Branch Managers clients nor may it be indicative of future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. May 2017 ) 2017 Barron 's and this ranking was determined based on the of! Planadviser Top 100 Retirement Plan Adviser survey practices and generate new ideas across the industry designed to promote practices... Of Dow Jones & Company, L.P. 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