Matthew Barthel
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Barron’s Methodology for Ranking Financial Advisors
Barron’s publishes four individual advisor rankings each year: Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, and Top 1,200 Advisors. We also publish two team rankings and a firm ranking: Top Private Wealth Management Teams, Top Institutional Consulting Teams, and Top RIA Firms. The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry. The rankings serve two distinct types of Barron’s readers.
2023 Top 100 Private Wealth Management Teams: Why Advice Has Become a Team Sport
When Barron’s launched its first financial advisor ranking nearly 20 years ago, it was with a two-pronged mission: to help our readers locate good financial counsel and to encourage advisory professionals to get better at their work. That mission remains. What has changed is that financial advice has evolved into a team sport. Increasingly, advisory teams are the main mechanism for high-quality client service, innovation, and growth.
Why Financial Advice Has Become a Team Sport
When Barron's launched its first financial advisor ranking nearly 20 years ago, it was with a two-pronged mission: to help our readers locate good financial counsel and to encourage advisory professionals to get better at their work. That mission remains. What has changed is that financial advice has evolved into a team sport. Increasingly, advisory teams are the main mechanism for high-quality client service, innovation, and growth. Our rankings are adapting accordingly.
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