Barron'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)
1 Barron’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).
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.