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Forbes' Top 100 Advisors, 2016 - Ranking based on a minimum of seven years experience and a quantitative and qualitative algorithm designed by SHOOK Research weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices. Out of 11,235 nominations, 4,000 invitations were extended to apply. Through an extensive application questionnaire, phone and on-site interviews, the list was pared to reflect Forbes’ final list of the top 100 advisors nationwide for 2016.
Barron's Top Advisors, 2007 - 2016 - Barron's recognition is based on quality of practice, philanthropic work, assets under management, revenue produced for the firm, and regulatory record. Compiled by industry researcher R.J. Shook of the Winner's Circle Organization.