The 401kWires 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWires editorial staff. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investment performance is not a criterion. [~Rr\kZ@XpKm)-@jsF"b $X|aTuj&TopVn4%z)?L`wD)+slp^n1rDd3/v Es]8_f 0.IjHDJ,{O44"K)ZYJ+T" z="]. 0000062698 00000 n
Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. For more information, see www.SHOOKresearch.com. Barron's Top Women Advisors Summit Attendees 2017-2019. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. This ranking is not indicative of the Financial Advisors future performance. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. 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. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. This exclusive conference is designed to promote best practices and generate new ideas across the industry. HWK
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~;T@]n Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). 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. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. Holiday Schedule. 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 not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Research Magazines Top-Ranked Teams in America. Investment performance is not a criterion. 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: 2021 Forbes America's Top Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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 quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. These criteria are utilized for each of the categories in which this award is given. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. Q*:?~9fy'DV-/Sb,"`^4YEZ+G` ; K
0000061879 00000 n
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. 2023 Forbes Americas Top Wealth Management Teams Source: Forbes.com (November 2023) Forbes Americas Top Wealth Management Teams ranking awarded in 2023. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. 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 2021. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Investment performance is not a criterion. 0000091381 00000 n
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. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. Source: planadviser.com (May 2017) awarded in 2017. This ranking is not indicative of the Financial Advisors future performance. Nominees must be women retirement plan advisors with their own book of business. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 0000074399 00000 n
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. 0000026953 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. This ranking is not indicative of the Financial Advisors future performance. +bGzG 1CvF3 P+!hb{v #oJ`$'@g@qiu
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~g\"(%`8g8Yyl+^\-{A[/EoIzZH3Z{GfN,u:QGtNa6URP1XGX$&&b(RXE[K,OWSaG\w^+lq+Byy8+jF,- >E[x07'Ft*4eoAcgQqGjV#xnIP24g 9YKi=wP81 0dXz8B? Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: napa-net.org (October 2018) awarded in 2018. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. 0000009993 00000 n
Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 0000072370 00000 n
Source: napa-net.org (November 2021) awarded in 2021. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. }z||\''8##T|1YzD9?erTIuY=%iU^5c:o~cXWhSKL~>z oRk"%=+bB.XKXR~0q1@6QK^ddaTYfykwU5Jg%&? 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 NAPA during the period from Aug 2017 Aug 2018. 615-344-2068 Send Email. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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 because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 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. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 0000895862 00000 n
This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Source: napa-net.org (November 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. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 0000013663 00000 n
Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. We have built a sustainable business model with both scale and momentum, and our diversified global franchise is leaning into growth and well positioned for long-term success. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/16 - 3/31/17. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: planadviser.com (May 2017) awarded in 2017. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Investment performance is not a criterion. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. 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. Greenwich Associates 2018 Quality Leader Award. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. representatives to gather wealth manager nominations. 2018 Forbes Top 1,000 Next Gen Wealth Advisors. Investment performance is not a criterion. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. This ranking is not indicative of the Financial Advisors future performance. Neither Graystone Consulting nor Morgan Stanley Smith Barney LLC ("Morgan Stanley") paid a fee to Greenwich Associates in exchange for the award. 2020 Forbes Best-In- State Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Forbes.com (Sept 2018) 2018 Forbes America's Top Wealth Advisors ranking awarded in 2018. Morgan Stanley Wealth Management grants Financial Advisors access to global resources and capabilities that will take your business to the next leveland provide confidence to your clients. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 0000015560 00000 n
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