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Barrons – Top 1,000 Financial Advisors List (2017, 2018): Advisors considered for the “America’s Top 1,000 Financial Advisors: State-by-State” ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. For more information, visit www.barrons.com.
Financial Advisor – Top RIA Rankings: To be eligible for this ranking, advisors must be a registered investment advisor, provide financial planning related services to individual clients, and have at least $50 million in assets under management. To be considered for inclusion, CapTrust submitted a survey, which was reviewed by Financial Advisor Magazine. Financial Advisor Magazine does not disclose how many firms were considered or applied for inclusion on the list.
CapTrust does not pay a fee to be considered for or included in the Financial Advisor Magazine’s RIA Survey and Ranking. CapTrust is not required to be a member of or subscriber to Financial Advisor Magazine or any other group to be considered for or included in the rankings. For more information, visit www.fa-mag.com/research/ria-survey