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Barron's List of America's Top Advisors - Methodology

Barron’s List of America’s Top Advisors
(This list included 1,000 advisors from 2009-2013  and changed to 1,200 advisors from 2014-2019)

Methodology

Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.

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You can access a direct link to the rankings by clicking on the relevant year below
2009 ~ 2010 ~ 2011 ~ 2012 ~ 2013 ~ 2014 ~ 2015 ~ 2016 ~ 2017 ~ 2018 ~ 2019

Further Disclosure: Recognition from rating services or publications is no guarantee of future investment success or performance. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Additionally, the Firm is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating.