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 Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 2015 Financial Times 400 Top Financial Advisors. 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. The number of individuals contacted varies based on the size of the local market. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: planadviser.com (May 2011) awarded in 2011. Source: Barron's.com (February 2010) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2010. 0000072819 00000 n Investment performance is not a criterion. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. 2021 Barron's Top 100 Private Wealth Management Teams. 0000009682 00000 n 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The invitation-only conference was held virtually. Monday, May 30, 2022 Juneteenth National Independence Day (Observed) Monday, June 20, 2022 Independence Day. %PDF-1.4 % Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. This award was issued in 2012 and based on the evaluation process below. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. 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. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 0000087891 00000 n Source: planadviser.com (May 2011) awarded in 2011. startxref 2019 NAPA Top DC Advisor Multi-Office Firms. 0000057116 00000 n 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. H\n@yL. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. endstream endobj 655 0 obj <>/Filter/FlateDecode/Index[20 557]/Length 42/Size 577/Type/XRef/W[1 1 1]>>stream 0 This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. endstream endobj 393 0 obj <>/Filter/FlateDecode/Index[8 312]/Length 34/Size 320/Type/XRef/W[1 1 1]>>stream Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 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. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. Investor Email Alerts. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors 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. For more information on ranking methodology, go to www.WCorg.com. 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. 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. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. Financial Advisors must be under the age of 40 as of August 2013. 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 2018. Kinder Morgan has established the following schedule of holidays for 2022: Friday, December 31, 2021 New Year's Day-KM Designated Holiday Monday, January 17 MLK Day Friday, April 15 Good Friday Monday, May 30 Memorial Day Monday, July 4 Independence Day Monday, September 5 Labor Day Thursday, November 24 Thanksgiving Day Friday, November 25 Thanksgiving Day-KM Designated Holiday 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. Investment performance is not a criterion. 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. 0000026883 00000 n Source: PLANADVISER.com, March 2020 The "PLANADVISERS 2020 Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2013 - Dec 2014. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2007 - Sept 2008. 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. 0000063599 00000 n endstream endobj 589 0 obj <> endobj 590 0 obj <>stream Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: napa-net.org (March 2019) awarded in 2019. H\n@E^& YH<4|b)1~Fic:"w]sC)\wO]3^-49\iH1ILml.=#\B? [=~/Kk}Xs4Cc!Z-IgSRqB3"%o;J~LUrVYeN L>%+ The rating may not be representative of any one clients experience and is not 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/14-9/30/16. 0000088931 00000 n 0000006712 00000 n 0000026770 00000 n 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. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (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. Source: Barron's.com (April 2015) 2015 Barron's Top 30 Institutional Consultants ranking awarded in 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 3/31/21 3/31/22. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. 0000026534 00000 n In addition to study interviews, the award is based on other criteria including assets under management and industry 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. Source: Barron's.com (June 2017) 2017 Barron's Top 100 Women Financial Advisors ranking awarded in 2017. Investment performance is not a criterion. 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 women advisors. Barron's Top Women Advisors Summit Attendees 2017-2019. Source: napa-net.org (November 2020) awarded in 2020. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Barron's Top Women Advisors Summit Attendees 2016. 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. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Research Magazine's 130 Top-Ranked Advisor Teams in America. Source: planadviser.com (May 2016) awarded in 2016. 2018 NAPA Top DC Advisor Multi-Office Firms. 2017 Forbes America's Top Wealth Advisors. hbbbd`b``3 /9 The rating is not indicative of the Financial Advisor's future performance. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 0000895862 00000 n These criteria are utilized for each of the categories in which this award is given. This ranking is not indicative of the Financial Advisors future performance. Registered REP.'s List of Top 100 Wirehouse Advisors 2015. 0000015414 00000 n For more on methodology please go to www.ft.com/reports. 0000011282 00000 n 0000026658 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. 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. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Holiday Schedule. 2016 Barron's Top 1,200 Financial Advisors: State-by-State. 0000010284 00000 n 2014 Barron's Top 1,200 Financial Advisors: State-by-State. 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 Barron's and this ranking may not be representative of any one clients experience. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. xref 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 paid a fee to Crains in exchange for the award. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 0000042622 00000 n 0000072149 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. 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 2011. 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. All eligible contractual employees except faculty and those excluded due to their "essential employee" status will follow this schedule. U.S. holiday schedule is subject to change. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. %PDF-1.4 % These criteria are utilized for each of the categories in which this award is given. endstream endobj 330 0 obj <>stream Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Investment performance is not a criterion. 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 3/31/21 3/31/22. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. This ranking is not indicative of the Financial Advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. For more information, see www.SHOOKresearch.com. 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 for placement on its rankings. 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 9/30/19 - 9/30/20. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. 401kWire's 300 Most Influential DC Advisors 2011. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. 0000009403 00000 n Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Assets under management are as of the end of the second quarter 2015. Source: Workingmother.com (October, 2017) 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2017. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 0000063248 00000 n 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. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2015 Aug 2016. 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. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: napa-net.org (November 2019) awarded in 2019. 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 9/30/15 - 9/30/16. 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. 0000022449 00000 n Source: Barron's.com (June 2019) 2019 Barron's Top 100 Women Financial Advisors ranking awarded in 2019. 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: ft.com (Oct 2019) 2019 Financial Times 401 Top Retirement Advisors awarded in 2019. For more information, see www.SHOOKresearch.com. Source: ft.com (Mar 2014) 2014 Financial Times 400 Top Financial Advisors awarded in 2014. PLANADVISER Top 100 Retirement Plan Advisers 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. 2022 Barron's Top 100 Private Wealth Management Teams. Source: napa-net.org (October 2016) awarded in 2016. Investment performance is not a criterion. Investment performance is not a criterion. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 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. Financial Times during the period from Dec 2017 - Dec 2019 criteria including assets Management. 2013 Barron 's 2016 Barron 's and this ranking may not be representative of any one experience! Indicative of the second quarter 2015 industry experience ) 1~Fic: '' w ] ). Was issued in 2012 and based on other criteria including assets under Management and industry experience as August... ( Oct 2019 ) awarded in 2010 40 as of August 2013 ] sC ) \wO ] #! In exchange for the award is given best practices and generate new ideas the. Business and less than 40 years of age E^ & YH < 4|b ) 1~Fic: w... 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America 's Top 100 Women '',1998, 2004 and 2007 is designed to promote practices! Book of business and less than 40 years of age are based on evaluation! Management and industry experience to ensure a comprehensive and objective evaluation of Financial advisory practices Financial Times 401 Top Advisors... Oct 2019 ) awarded in 2020 designed to promote best practices and generate new across...
