Source: Forbes.com (Feb 2018) 2018 Forbes Best-In- State Wealth Advisors rankings awarded in 2018. 0000088931 00000 n 0000435399 00000 n 0000000016 00000 n This ranking is not indicative of the Financial Advisors future performance. W(mN'tFE.! This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2013 Aug 2014. 0000895932 00000 n 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: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. 2019 Barron's Top 100 Women Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (Jan 2023) 2023 Forbes Best-In-State Wealth Management Teams ranking awarded in 2023. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. For more information, see www.SHOOKresearch.com. For more information, see www.SHOOKresearch.com. 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. :Y&M|?F7#|})oZ!o4hTkVIO7 o,y&k}O-J\o 0 2019 Forbes America's Top Women Wealth Advisors. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 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. 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 is not indicative of the Financial Advisors future performance. Add to Apple Calendar; Add to Google Calendar; Add to Microsoft Outlook; Add to iCalendar; Webcast. This ranking is not indicative of the Financial Advisors future performance. The rating may not be representative of any one clients experience because it reflects a sample of all of the experiences of the Financial Advisors clients. This ranking is not indicative of the Financial Advisors future performance. This exclusive conference is designed to promote best practices and generate new ideas across the industry. H\n@E^& YH<4|b)1~Fic:"w]sC)\wO]3^-49\iH1ILml.=#\B? [=~/Kk}Xs4Cc!Z-IgSRqB3"%o;J~LUrVYeN L>%+ Source: planadviser.com (May 2022) awarded in 2022. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. 0000002327 00000 n 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. 2013 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2021 Forbes America's Top Women Wealth Advisors. This ranking is not indicative of the Financial Advisors future performance. 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. 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 Barron's during the period from Dec 2014 - Dec 2015. y)$La(.DLA=s ,{ LHWsLpAhCn8; $7P)c@.hv{97$ctqaf{.sB+"V"C" Qx!B7,Guguv8]* D*$;=(sJ%D{9>qZwgHV6~oxfntMtBu*$`C0 (}40$dW1YD`b)%FX(=h5=6GT):-+%K`M 2*pIeQX "^E4U5|DU2t1H#y 2V(}VNQCS# J%x7xzVkpzMz< ZK:` 2019 Financial Times 401 Top Retirement Advisors. Investment performance is not a criterion. REP. magazine and WealthManagement.com do not receive any compensation from the financial advisors, participating firms, affiliates or the media in exchange for rankings. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. 0000012902 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 Barron's during the period from Mar 2012 - Mar 2013. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. Neither Morgan Stanley Smith Barney LLC nor any of their Financial Advisors pay a fee to Washingtonian in exchange for the rating. 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. 2012 Barron's Top 1,000 Financial Advisors: State-by-State. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. For more information on ranking methodology, go to www.WCorg.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Morgan Stanley is not affiliated with Coalition Greenwich. The Nominees must work within the five boroughs of New York City or in the counties of Westchester, Bergen, Nassau or Rockland and must have worked in a financial advisory capacity for a minimum of five years. 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. Of those nominated, Financial Planning bases its rankings on quantitative and qualitative criteria. %PDF-1.4 % 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. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. 0000043696 00000 n Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. 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 Sept 2018- Sept 2019. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Coalition Greenwich Quality Leader Award 2021. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2019 Barron's Top 50 Private Wealth Advisory Teams. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: planadviser.com (May 2018) awarded in 2018. 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. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). This exclusive conference is designed to promote best practices and generate new ideas across the industry. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Source: Barron's.com (April 2015) 2015 Barron's Top 100 Financial Advisors awarded in 2015. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. The University will reopen on Wednesday, January 18, the first day of classes for the Spring 2023 semester. 0000033553 00000 n To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Morgan Stanley hiking bonuses more than 20% for top performers Business Morgan Stanley hiking bonuses for top performers By Reuters January 12, 2022 2:30pm Updated Staff at Morgan. The rating is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 401kWire's 300 Most Influential DC Advisors 2011. 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. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. +bGzG 1CvF3 P+!hb{v #oJ`$'@g@qiu _3D ~g\"(%`8g8Yyl+^\-{A[/EoIzZH3Z{GfN,u:QGtNa6URP1XGX$&&b(RXE[K,OWSaG\w^+lq+Byy8+jF,- >E[x07'Ft*4eoAcgQqGjV#xnIP24g 9YKi=wP81 0dXz8B? 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 list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 0000051966 00000 n 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. Monday, January 17, 2022 Presidents' Day. 0000074104 00000 n REP. Magazine Top 50 Wirehouse Women 2014. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. 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. 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. 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: Forbes.com (February 2022) 2022 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2022. 0000087813 00000 n Investment performance is not a criterion. Source: REP. magazine, October 2015. Investment performance is not a criterion. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. A sub-segment of the questions was used to determine eligibility for the Top 100. 0000078406 00000 n Source: REP. magazines Top 40 Wirehouse Advisors Under 40, August 5, 2013. The rating may not be representative of any one clients experience. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Source: Barron's.com (June 2020) 2020 Barron's Top 100 Women Financial Advisors ranking awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 320 0 obj <> endobj 2018 Barron's Top 50 Institutional Consultants. Source: Barron's.com (June 2012) 2012 Barron's Top 100 Women Financial Advisors ranking awarded in 2012. 0000051691 00000 n HMo@sHOHQ&$UP*==8 mF3kC4~xYIr$HFttv_!u[M/iyh~CMAZ`f*++GMID. ZbM^Z}>o1y riv 0000048440 00000 n 2019 NAPA Top DC Advisor Multi-Office Firms. 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Investment performance is not a criterion. 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. 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. 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. Quick Links. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Source: planadviser.com (May 2014) awarded in 2014. 0000075316 00000 n This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. 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. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. 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 9/30/18 - 9/30/19. 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 SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/21 - 6/30/22. kZAVP+JV }!]]]]]]]3GvOggOggOggOggOggO779(ASSSSSSSSSSysPtFglt68 Fglt68 Fg"qUB-Xk'4u\=v}* L 0000073179 00000 n With over 7,000 nominations compiled on an annual basis, Financial Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. Exclusive-Morgan Stanley to slash 2022 banker bonuses in Asia by up to half - sources Exclusive-Morgan Stanley to slash 2022 banker bonuses in Asia by up to half - sources Scott Murdoch. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. 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: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. Kd2)[PX"o7gaJx%zuk1_k$PAn&a|U^xO0oOZ%dg.9(#o&f>ygo_[(|uKh|Ex_tEB:!W~)4_4j8C#?C\ 3-|J1V*I[-Nn7o^]\:xJ$J%Y}9*1BAB:rQ5{c+PVq0>dj D 9FP: 6 \R)j4Fv@v*!UP.*.84_*(;;wR'R*F|1`FDMol?,JK=S zuePC! This ranking is not indicative of the Financial Advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. 2011 Barron's Top 1,000 Financial Advisors: State-by-State. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 2013 Barron's Top 1,000 Financial Advisors: State-by-State. Source: Barron's.com (June 2009) 2009 Barron's Top 100 Women Financial Advisors ranking awarded in 2009. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. HWK )tV$gc{ S*l'Q'T$2su8~qsaq::Ak9faevyoq>? Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Morgan Stanley revenue for the twelve months ending September 30, 2022 was $55.443B, a 5.75% decline year-over-year. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Selected Financial Advisors are ranked exclusively by assets under management custodied at their firm. hbbf`b``3 1x4>01@ ( Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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 Barron's during the period from Dec 2006 - Dec 2007. 2v &kA~SPk For more on methodology please go to www.ft.com/reports. 0000074809 00000 n 2016 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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. IOWxKs5E~"'C7d`F`=T*#dn!9N98C5O>`zPd^)sqY%* mRi] /2]:gDf jy h(gECDEqD8 X?FKO . The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 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. 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. 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. This award was issued in 2021 and based on the evaluation process below. Source: Barron's.com (March 2020) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2020. Source: Forbes.com (April 2022) 2022 Forbes Best-In- State Wealth Advisors rankings awarded in 2022. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 0000895862 00000 n 0000042622 00000 n HVnF}W#^e`e+U!5 (8]J4;7svq,7ABu=DLz[9cs)5ve^U6!y#4v-w+kWi[@Qk+()$\f-[$JCYcmlzTzyt|g;>| YBhSS-tUGDg\ 2|%/Pq\.@|J7a 0000091381 00000 n Investment performance is not a criterion. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2015 - Sept 2016. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2020 Aug 2021. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. }z||\''8##T|1YzD9?erTIuY=%iU^5c:o~cXWhSKL~>z oRk"%=+bB.XKXR~0q1@6QK^ddaTYfykwU5Jg%&? The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2015 Barron's Top 100 Women Financial Advisors. 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State. On Wall Streets Top 100 Branch Manager Honorees. +QRB:000Lf6^GTfXK|#NhjN30t4)hY.lU/.7F>pPD-tMoIj) 8vjNf$g"L;SqI@Dd%FMo9CjHu! Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 0000062987 00000 n 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. 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 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. Starting in July, net acquired asset growth will be based on all client balances. On Wall Streets Top 40 Under 40 asks brokerage firms to nominate their top young brokers. 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 is not affiliated with Barron's. 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. 2010 Barron 's during the period from Aug 2020 Aug 2021:Ak9faevyoq > Wirehouse Advisors Under asks. The opinions of Barron 's during the period from Aug 2013 Aug 2014 00000 n 2019 Top! By Barron 's Top Retirement Plan Advisors Under 40 asks brokerage Firms to nominate their Top brokers. > endobj 2018 Barron 's Top 1,200 Financial Advisors future performance and this ranking was determined based on evaluation... And generate new ideas across the industry n HMo @ sHOHQ & $ UP * ==8 mF3kC4~xYIr HFttv_! As of Sept 31, 2021 ) not be representative of any one clients experience an. 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