Industry accolades we have received
We work hard to be the premier investment firm. As we strive for excellence in everything we do, it affirms our efforts when we receive recognition from our industry and peers – which we are proud to share with you.
Barron’s Top 1,200 Advisors, 2021 and 2022*
Tom Seiler was named to the list of Barron’s Top 1,200 Advisors in 2021 and 2022.* Congratulations to him for making this exclusive list that considered candidates from all 50 states and the District of Columbia. One of the weighing criteria that really resonates with us is “quality of practice.”
Financial Times 400 Top Financial Adviser, 2020**
Tom Seiler was named to the 2020* Financial Times Top 400 Financial Advisers list. We believe such recognition is achievable when you truly care about your clients and their needs. Perhaps The Financial Times said it best: “We assess these advisers based on what investors care about and we use a quantifiable, objective methodology.”
*Barron’s Top 1,200 Financial Advisors, 2022.
Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
2021: 5,000 individual advisors and their firms
**Financial Times 400 Top Financial Advisers, 2020. The Financial Times (FT) 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the FT (April 2020). To qualify for the list, advisors had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2020, roughly 1,040 applications were received and 400 were selected to the final list (38.5%). The 400 qualified advisors were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications and online accessibility. AUM is the top factor, accounting for roughly 60% to 70% of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. The FT, Ignite Research and Money-Media, Inc., are not affiliated with Raymond James.