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1TALKERS magazine’s “Heavy Hundred” (2012, 2014–2018) ranking at #81 is based on a number of both quantitative and qualitative criteria and is determined by collective analysis of the TALKERS editorial board with input from a wide variety of industry leaders. Investor experience/returns were not considered as part of this ranking.
2Firm AUM and client numbers are as of 9/30/2019.
3InvestmentNews ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center.
4The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
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