1Barron's Top 1,200 Advisors
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t 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.
Latest source information (March 2020)
2Financial Times Top 400 Financial Advisors
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
Latest source information (April 2020)
Awards or rankings are not indicative of future success or results. Neither J.P. Morgan Private Bank nor its bankers paid a fee in exchange for ratings. Published information is generally based exclusively on material prepared and/or submitted by the recognized recipient. To learn about the selection criteria for these awards, please visit: https://privatebank.jpmorgan.com/global/language-masters/en/disclosures/award-disclosures.html.
