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Who we help. Business owners. Corporate executives. Multi generational wealth. athletes and entertainers. foundations  and endowments. real estate investores. institutional clients. centers of influence

Your single point of contact for all your financial needs

Your Wealth Advisor is dedicated to helping you simplify the complex—providing highly-personalized support and strategies to help guide you through every milestone and opportunity.

Advice for more than just your finances

Your Wealth Advisor goes beyond just selecting investments by crafting a custom wealth plan that supports your lifestyle, values and personal priorities—from helping ensure the success of your business to being apart of the creation of a legacy that can benefit future generations.

With decades of experience serving some of the wealthiest individuals and institutions, our advisors and teams are uniquely prepared to address even the most complex challenges, backed by the resources of one of the world’s most respected financial firms.

You and your Wealth Advisor have access to customized products and specialized services built for high- and ultra-high-net-worth clients, as well as alternative investments, award-winning research and environmental, social and governance strategies.

Recognized by the industry 

Our elite advisors and teams are consistently recognized by industry-leading publications

Barron's

Top 100 Private Wealth Management Teams

2022, 2021, 2020, 2019

Top 100 Financial Advisors

2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016

Top 100 Women Financial Advisors

2022, 2021, 2020, 2019, 2018, 2017, 2016

Top 1,200 Advisors

2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016

Forbes/SHOOK

Top Wealth Advisors

2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016

Top Women Wealth Advisors

2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017

Top Next-Gen Wealth Advisors

2023, 2022, 2021, 2020, 2019, 2018, 2017

Top Wealth Advisors Best-In-State

2023, 2022, 2021, 2020, 2019, 2018

Awards or rankings are not indicative of future success or results.

Top perspectives in the industry

You can leverage J.P. Morgan global research reports from  experienced research analysts in 26 countries across both developed and emerging economies.

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Our partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or click here to tell us about your needs and we’ll reach out to you.

Forbes/SHOOK Top Wealth Advisors

2022

Forbes/SHOOK Top Wealth Advisors (8/24/22). Data as of 3/31/22. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2021

Forbes/SHOOK Top Wealth Advisors (8/24/21). Data as of 3/31/21. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2020

Forbes/SHOOK Top Wealth Advisors (8/25/20). Data as of 3/31/20. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2019

Forbes/SHOOK Top Wealth Advisors (9/10/19). Data as of 3/31/19. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2018

Forbes/SHOOK Top Wealth Advisors (9/12/18). Data as of 6/30/18. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2017

Forbes/SHOOK Top Wealth Advisors (9/26/17). Data as of 6/30/17. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2016

Forbes/SHOOK Top Wealth Advisors (8/3/16). Data as of 6/30/16. The Forbes ranking of America’s Top Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Forbes/SHOOK Top Women Wealth Advisors

2024

Forbes/SHOOK Top Women Wealth Advisors (2/8/24). Data as of 9/30/23. The Forbes ranking of America’s Top Women Wealth Advisors ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2023

Forbes/SHOOK Top Women Wealth Advisors (2/1/23). Data as of 9/30/22. The Forbes ranking of America’s Top Women Wealth Advisors ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2022

Forbes/SHOOK Top Women Wealth Advisors (2/4/22). Data as of 9/30/21. The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State is based on an algorithm of qualitative data, learned through surveys and interviews conducting in-person, by telephone and virtually to evaluate best practices, level of service, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2021

Forbes/SHOOK Top Women Wealth Advisors (3/24/21). Data as of 9/30/20. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so we can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2020

Forbes/SHOOK Top Women Wealth Advisors (4/21/20). Data as of 9/30/19. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

2019

Forbes/SHOOK Top Women Wealth Advisors (4/30/19). Data as of 9/30/18. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 

2018

Forbes/SHOOK Top Women Wealth Advisors (5/1/18). Data as of 9/30/17. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 

2017

Forbes/SHOOK Top Women Wealth Advisors (2/28/17). Data as of 9/30/16. The Forbes ranking of America’s Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 

Forbes/SHOOK Top Next-Gen Wealth Advisors

2023

Forbes/SHOOK Top Next-Gen Wealth Advisors (8/8/23). Data as of 3/31/23. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2022

Forbes/SHOOK Top Next-Gen Wealth Advisors (8/3/22). Data as of 3/31/22. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.  Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2021

Forbes/SHOOK Top Next-Gen Wealth Advisors (9/21/22). Data as of 3/31/21. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 

2020

Forbes/SHOOK Top Next-Gen Wealth Advisors (7/22/20). Data as of 3/31/20. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 

2019

Forbes/SHOOK Top Next-Gen Wealth Advisors (6/25/19). Data as of 3/31/19. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 

2018

Forbes/SHOOK Top Next-Gen Wealth Advisors (7/25/18). Data as of 3/31/18. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. 

2017

Forbes/SHOOK Top Next-Gen Wealth Advisors (7/25/17). Data as of 3/31/17. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials

Forbes/SHOOK Top Wealth Advisors Best-In State

2023

Forbes/SHOOK Top Wealth Advisors Best-In-State (4/4/23). Data as of 6/30/22. The Forbes ranking of Top Wealth Advisors Best-In-State is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2022

Forbes/SHOOK Best-In-State Wealth Advisors (4/7/22). Data as of 6/30/21. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2021

Forbes/SHOOK Best-In-State Wealth Advisors (2/11/21). Data as of 6/30/20. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2020

Forbes/SHOOK Best-In-State Wealth Advisors (1/6/20). Data as of 6/30/19. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2019

Forbes/SHOOK Best-In-State Wealth Advisors (2/20/19). Data as of 6/30/18. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.  Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2018

Forbes/SHOOK Best-In-State Wealth Advisors (2/15/18). Data as of 6/30/17. The Forbes ranking of Best-In-State Wealth Advisors is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Barron's Top 100 Private Wealth Management Teams

2022

Barron’s Top 100 Private Wealth Management Teams (4/15/22). Data as of 12/31/21. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2021

Barron’s Top 100 Private Wealth Management Teams (4/16/21). Data as of 12/31/20. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2020

Barron’s Top 100 Private Wealth Management Teams (4/20/20). Data as of 12/31/19. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2019

Barron’s Top 100 Private Wealth Management Teams (4/22/19). Data as of 12/31/18. Barron's ranks the top 100 private wealth management teams based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced

Barron’s Top 100 Financial Advisors

2023

Barron’s Top 100 Financial Advisors (4/14/23). Data as of 12/31/22. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2022

Barron’s Top 100 Financial Advisors (4/15/22). Data as of 12/31/21. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2021

Barron’s Top 100 Financial Advisors (4/16/21). Data as of 12/31/20. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced

2020

Barron’s Top 100 Financial Advisors (4/20/20). Data as of 12/31/19. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2019

Barron’s Top 100 Financial Advisors (4/22/19). Data as of 12/31/18. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2018

Barron’s Top 100 Financial Advisors (4/21/18). Data as of 12/31/17. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2017

Barron’s Top 100 Financial Advisors (4/15/17). Data as of 12/31/16. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2016

Barron’s Top 100 Financial Advisors (4/16/16). Data as of 12/31/2015. Barron's ranks the top financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

Barron's Top 100 Women Financial Advisors

2023 

Barron’s Top Women Financial Advisors (6/16/23). Data as of 3/31/23. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2022

Barron’s Top Women Financial Advisors (6/17/22). Data as of 3/31/22. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2021

Barron’s Top Women Financial Advisors (6/18/21). Data as of 3/31/21. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2020

Barron’s Top Women Financial Advisors (7/17/20). Data as of 3/31/20. Barron's ranks the top women financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Fee paid to publication for advertisement materials after rating announced.

2019

Barron’s Top 1,200 U.S. Financial Advisors (3/8/19). Data as of 9/30/18. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2018

Barron’s Top 1,200 U.S. Financial Advisors (3/8/18). Data as of 9/30/17. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.

2017

Barron’s Top 1,200 U.S. Financial Advisors (3/15/17). Data as of 9/30/16. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced

2016

Barron’s Top 1,200 U.S. Financial Advisors (3/5/16). Data as of 9/30/2015. Barron's ranks the top 1,200 U.S. financial advisors based on assets under management, revenues generated by the advisors for their firms, and the quality of advisors' practices. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.