Barron's Top 100 Private Wealth Management Teams
When you consider how many financial teams there are in America, we feel being named as one of the top 100 in the nation is quite an accomplishment. The credentials of our team, our regulatory records and the resources we have to serve our clients are among the factors that have helped us earn this honor.
*Barron’s Top 100 Private Wealth Management Teams (2022). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 457 advisor teams and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of seven years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial advisor teams are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. 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 team’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.
