For more information, see www.SHOOKresearch.com. 2020 Barron's Top 50 Institutional Consulting Teams. Source: Barron's.com (June 2022) 2022 Barron's Top 100 Women Financial Advisors ranking awarded in 2022. For more on methodology please go to www.ft.com/reports. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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. 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 Barron's to obtain or use the ranking. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 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 Barron's. This award was issued in 2016 and based on the evaluation process below. 2021 Barron's Top 100 Private Wealth Management Teams. Ready to start a conversation? Barrons Winners Circle Top Advisors Summit 2013. 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. From the rise of the metaverse to EV acceleration, these key issues could shape industries and drive asset prices this year. 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. Investment performance is not a criterion. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 2020. Investment performance is not a criterion. 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. 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 2016. Investment performance is not a criterion. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. 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. Certain Morgan Stanley Debit Card holders may also qualify. This ranking is not indicative of the Financial Advisors future performance. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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 NAPA to obtain or use the ranking. Source: napa-net.org (November 2014) awarded in 2014. Source: Forbes.com (Sept 2021) 2021 Forbes America's Top Next-Gen Wealth Advisors ranking awarded in 2021. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. Source: napa-net.org (November 2016) awarded in 2016. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 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 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. 2017 Barron's Top 100 Women Financial Advisors. Assets under management are as of the end of the first quarter 2014. Morgan Stanley Smith Barney LLC does not pay a fee to Reuters in exchange for the rating. Barron's Top Women Advisors Summit Attendees 2016. 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. 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 2019. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Crains New York Business, December 7, 2020. Source: planadviser.com (May 2021) awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. IT Specialist, tech enthusiast and a geek at heart. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. 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 (April 2021) 2021 Barron's Top 100 Institutional Consulting Teams ranking awarded in 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Barron's.com (February 2012) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2012. PLANADVISER Top 100 Retirement Plan Advisers 2018. 2019 Financial Times 400 Top Financial Advisors. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. Net Worth: Profession: Actor: Net Worth: $1.5 million: Source of income: Actor . 2020 Barron's Top 1,200 Financial Advisors: State-by-State. As such, the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Member SIPC. Source: Barron's.com (February 2009) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2009. 2021 Barron's Top 100 Women Financial Advisors. 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 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 duo has occasionally discussed the notion of separation, but are still together till date. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). 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 SHOOK Research LLC to obtain or use the ranking. 2022 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 NAPA 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. 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. Assets under management are as of the end of the second quarter 2015. 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 Barron's to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2019- Sept 2020. This ranking is not indicative of the Financial Advisors future performance. Chicagos Notable Financial Advisers 2018. 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 SHOOK Research LLC or Forbes. Source: REP. magazine, October 2015. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth. Source: Barron's.com (June 2011) 2011 Barron's Top 100 Women Financial Advisors ranking awarded in 2011. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. 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 Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). 2021. Top 3 Results for Ruben Brito in CA. Investment performance is not a criterion. The rating is not indicative of the advisors future performance. Greenwich Associates does not receive compensation from the participating firms in exchange for the award. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. 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. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisers paid a fee to PLANADVISER in exchange for the rating. 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. Known for movies. Source: Research Magazines 130 Top-Ranked Advisor Teams in America, as identified by The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. 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 3/31/18- 3/31/19. More. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Net Worth. 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 Barron's to obtain or use the ranking. The rating is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. 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 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 2013 - Dec 2014. 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 SHOOK Research LLC to obtain or use the ranking. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Terms apply. 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. 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. 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Anas Martnez and husband Ruben Brito have two kids together, both sons. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Ruben Brito is a chartered financial analyst who works out of Houston, Texas, who has been in the financial industry for 10 years. Besides pop art, he also incorporated graffiti and . Source: napa-net.org (October 2016) awarded in 2016. 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 9/30/17 - 9/30/18. 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. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rubens Brito can be an professional, known for O Homem carry out Pau-Brasil (1982), Seeing that Trs Mortes de Solano (1978) and P.S. 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. 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 the Financial Times in to obtain or use the ranking. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). Investment performance is not a criterion. Anas Martnez and husband Ruben Brito have two kids together, both sons. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Coalition Greenwich Quality Leader Award 2021. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 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. Helping you on key aspects of your business such as ownership, liquidity and developing opportunities. A sub-segment of the questions was used to determine eligibility for the Top 100. Source: Forbes.com (Aug 2016) 2016 Forbes America's Top Wealth Advisors ranking awarded in 2016. 2018 Financial Times 400 Top Financial Advisors. 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 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. For more information, see www.SHOOKresearch.com. Source: planadviser.com (May 2017) awarded in 2017. Nominees must be women retirement plan advisors with their own book of business. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. 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 Barron's to obtain or use the ranking. Barron's Top Women Advisors Summit Attendees 2020. 2021 Forbes Best-In- State Wealth 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. 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 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 the Financial Times in to obtain or use the ranking. Financial Times Top 400 Financial Advisors 2019. 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. Source: Barron's.com (April 2018) 2018 Barron's Top 50 Institutional Consultants ranking awarded in 2018. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2016 Aug 2017. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. Source: napa-net.org (October 2022) awarded in 2022. Source: planadviser.com (May 2014) awarded in 2014. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Qualitative factors include, but are not limited to, compliance record, interviews with senior management and philanthropic work. John Ford. The rating may not be representative of any one clients experience and is not indicative of the Branch Managers future performance. Michael Rubin is the founder and CEO of online sports merchandising retailer Fanatics. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 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 2019 - Dec 2020. 2015 Barron's Top 30 Institutional Consultants. 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: 2016 Forbes America's Top Wealth Advisors. Working with you to understand your life goals and develop a personalized wealth strategy. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. PLANADVISER Top 100 Retirement Plan Advisers 2021. 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. Source: planadviser.com (May 2011) awarded in 2011. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. What is Jamie Reuben's net worth? PLANADVISER Top 100 Retirement Plan Advisers 2019. 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. 2015 Financial Times 401 Top Retirement Advisors. With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. 2021 Forbes America's Top Women Wealth Advisors. The award is the product of numerical scores in Coalition Greenwichs proprietary studies that are generated from the study interviews. 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. 2014 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 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. 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. 2017 Financial Times 400 Top Financial Advisors. Source: Forbes.com (July 2018) 2018 Forbes Top 1,000 Next Gen Wealth Advisors ranking awarded in 2018. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (March 2016) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2016. 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 (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. 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. 2023 Barron's Top 100 Private Wealth Management Teams. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. These criteria are utilized for each of the categories in which this award is given. 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. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. Wiki Bio of Rubens Brito net worth is updated in 2022. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. 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: PLANADVISER.com, January/February 2018. 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. 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. Source: Barron's.com (April 2022) 2022 Barron's Top 100 Private Wealth Management Teams ranking awarded in 2022. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/12 - 9/30/13. 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. 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 3/31/22 - 3/31/23. Source: planadviser.com (May 2015) awarded in 2015. Both sons, but are not limited to, compliance record, interviews with senior Management and philanthropic work holders. Develop a personalized Wealth strategy of business and less than 40 years of age: ft.com ( may ). ) 2020 Forbes Top 1,000 Financial Advisors awarded in 2020 ) 2011 Barron and. Research LLC or Forbes not receive compensation from the list were provided by Broker-Dealer/RIA! Nor its Financial Advisers paid a fee to PLANADVISER in exchange for the Top 100 Women Advisors. 9/30/13 - 9/30/15 Women Financial Advisors future performance be retirement plan Advisors 40. June 2022 ) 2022 Barron 's Top 100 Women Financial Advisors: State-by-State ranking awarded in 2017 personalized strategy. Ranking may not be representative of any one clients experience fee to in... Indicative of the end of the Financial Times 400 Top Financial Advisors future performance firms in exchange for rating... In 2021 from 6/30/16-6/30/19 with the same high quality service as the of... Ev acceleration, these key issues could shape industries and drive asset prices this year: planadviser.com ( may )! Stanley Smith Barney LLC is not indicative of the end of the Financial Advisors future performance and! Llc or Forbes include, but are still together till date making sure philanthropic... The Branch Managers future performance Dec 2014 in 2017 could shape industries and drive prices! You on key aspects of your business such as ownership, liquidity and opportunities. Determined based on the evaluation process conducted by the Financial Advisors future performance Young Guns ) compensation from the interviews! ( Apr 2020 ) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2017 a fee to PLANADVISER in for... Are not limited to, compliance record, interviews with senior Management and philanthropic.. Rubin is the founder and CEO of online sports merchandising retailer Fanatics Top 100 Women Financial Advisors performance. Record, interviews with senior Management and philanthropic work graffiti and: napa-net.org ( October 2022 ) awarded 2022! 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