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 SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/18- 3/31/19. Investment performance is not a criterion. 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. 0000015414 00000 n Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. 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. 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. 0000043696 00000 n Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. 2017 Barron's Top 30 Institutional Consultants. H\n@E^& YH<4|b)1~Fic:"w]sC)\wO]3^-49\iH1ILml.=#\B? [=~/Kk}Xs4Cc!Z-IgSRqB3"%o;J~LUrVYeN L>%+ Financial Times Top 401 Retirement Plan Advisors 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. endstream endobj 393 0 obj <>/Filter/FlateDecode/Index[8 312]/Length 34/Size 320/Type/XRef/W[1 1 1]>>stream Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 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. endstream endobj 596 0 obj <>stream 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. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 0000014526 00000 n Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/14 12/31/14. 0000072874 00000 n 2021 Barron's Top 100 Women Financial Advisors. 0000007809 00000 n Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Source: Forbes.com (February 2023) Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State rankings awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. 2022 PLANADVISER Retirement Plan Adviser of the Year. This ranking is not indicative of the Financial Advisors future performance. For more information on the award, go to http://www.aspa.org. The rating is not indicative of the Financial Advisers 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. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 0000057077 00000 n 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 Barron's and this ranking may not be representative of any one clients experience. 2012 Barron's Top 100 Women Financial 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. Morgan Stanley's most recent ex-dividend date was Friday, October 28, 2022. This ranking is not indicative of the Financial Advisors future performance. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. {J*# ,9l0w,3]Gk7O$r-HL!!r 3{,p8MQ}&.b akLz]9qMrU Rh}Y2^[[}| |p=7zzIzz^{z^}^3kxa;`)q69k+{*_mehre++VYv,WtT8S'C~'l\WYu Xma This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 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: Crains New York Business, December 7, 2020. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. 0000002155 00000 n 0000073897 00000 n 4Z~Ag6hT[WbFC'*.Z886XQ@E*i8lgRfq4k=l1x8^~nD&wZ&/nH#2B This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). 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. 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. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 0000010676 00000 n Nominees must be women retirement plan advisors with their own book of business. 2019 Barron's Top 100 Women Financial Advisors. 0000002339 00000 n 2010 Barron's Top 100 Women Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. xref 0000027056 00000 n For more information, see www.SHOOKresearch.com. 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. Source: ft.com (Sept 2016) 2016 Financial Times 401 Top Retirement Advisors awarded in 2016. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to Crains in exchange for the award. Investment performance is not a criterion. Source: Workingmother.com (October, 2021) 2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2021. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2022 Holiday Schedule: ATTENTION: GFL has a five-day collection schedule, To view your collection day, please visit our interactive map of the new collection schedule. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley is not affiliated with Coalition Greenwich. 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 SHOOK Research LLC or Forbes. 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: 2018 Forbes America's Top Wealth Advisors. NABCAPs evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the ""Program""). 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 was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. NABCAPs methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information, see www.SHOOKresearch.com. NABCAP Premier Wealth Advisors (5-Star Local List). The rating is not indicative of the advisors future performance. 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. For more on methodology please go to www.ft.com/reports. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Firms review and approve nominations of individuals who match the ASPPA Award criteria. Eligible part-time employees earn leave at half the rate of full-time employees. 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. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (November 2017) awarded in 2017. 0000075316 00000 n This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion. 2018 Forbes Best-In- State Wealth Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: napa-net.org (November 2022) awarded in 2022. Investment performance is not a criterion. Nominees must be women retirement plan advisors with their own book of business. - Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. @?;v2I?gN+q+g Source: planadviser.com (May 2014) awarded in 2014. Monday, September 05, 2022 Columbus Day. 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 Barron's to obtain or use the ranking. IOWxKs5E~"'C7d`F`=T*#dn!9N98C5O>`zPd^)sqY%* mRi] /2]:gDf jy h(gECDEqD8 X?FKO . For more information, see www.SHOOKresearch.com. 2021 Forbes America's Top Women Wealth Advisors. The . The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Source: ft.com (May 2015) 2015 Financial Times 401 Top Retirement Advisors awarded in 2015. Financial Plannings Top 40 Under 40 2022. 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 NAPA to obtain or use the ranking. This ranking is not 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 2007 - Mar 2008. ]DpF'*tz-C{D[HW9tV1TCjG%`l J$B:% %ta:n9H8C5(;k'8:rm7q 'M6 6uQ"u-R8B0?&7>dcG4X Tx A:hQ_aGj>KTRYZQ.)|!3'nTrmt.A.!7)"2m^!fV:u? PLANADVISER Top 100 Retirement Plan Advisers 2018. Investment performance is not a criterion. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. [~Rr\kZ@XpKm)-@jsF"b $X|aTuj&TopVn4%z)?L`wD)+slp^n1rDd3/v Es]8_f 0.IjHDJ,{O44"K)ZYJ+T" z="]. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2019 - Dec 2020. 0000087774 00000 n This ranking is not indicative of the Financial Advisors future performance. 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. 2022 Holiday Calendar The Morgan Stanley Institutional Liquidity Funds (MSILF) will be closed for trading on the following days (All Share Classes): HOLIDAY CLOSED EARLY CLOSE1 New Year's Day 2021/ 2022 - Friday, December 31 (2021). 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. endstream endobj 578 0 obj <>/Metadata 18 0 R/Pages 17 0 R/StructTreeRoot 20 0 R/Type/Catalog/ViewerPreferences<>>> endobj 579 0 obj >/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 0.0 -396.0]>>/PageUIDList<0 3609>>/PageWidthList<0 612.0>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 612.0 792.0]/Type/Page>> endobj 580 0 obj <> endobj 581 0 obj <> endobj 582 0 obj <> endobj 583 0 obj [/ICCBased 611 0 R] endobj 584 0 obj [/Separation/PANTONE#202925#20C 605 0 R<>] endobj 585 0 obj <> endobj 586 0 obj <> endobj 587 0 obj <> endobj 588 0 obj <>stream 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 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. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. W(mN'tFE.! 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 PLANADVISER or ISS Media to obtain or use the ranking. Source: Forbes.com (August 2022) 2022 Forbes America's Top Wealth Advisors ranking awarded in 2022. 2017 Financial Times 400 Top Financial Advisors. 0000075130 00000 n This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2017- Sept 2018. 0000072228 00000 n Investment performance is not a criterion. 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. trailer Investment performance is not a criterion. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. 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. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. 0000057116 00000 n Holiday; Monday, January 2, 2023: New Year's Day: Monday, January 16, 2023: Martin Luther King, Jr. Day: Monday, February 20, 2023: President's Day: Friday, May 26, 2023: Friday before Memorial Day (1 p.m. early close) Monday, May 29, 2023: Memorial Day: Monday, June 19, 2023: Juneteenth: Monday, July 3, 2023: Monday before Independence Day (1 p.m. early close) 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 ISS Media during the period from 1/1/10 12/31/10. 0000002520 00000 n For more on methodology please go to www.ft.com/reports. 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. 2019 PLANSPONSOR Retirement Plan Adviser of the Year. 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. Nominees must be women retirement plan advisors with their own book of business. 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. endstream endobj 321 0 obj <>/Metadata 6 0 R/Pages 5 0 R/StructTreeRoot 8 0 R/Type/Catalog/ViewerPreferences<>>> endobj 322 0 obj >/PageTransformationMatrixList<0[1.0 0.0 0.0 1.0 -8.3622 -396.0]>>/PageUIDList<0 3702>>/PageWidthList<0 595.276>>>>>>/Resources<>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/Properties<>/XObject<>>>/Rotate 0/StructParents 0/TrimBox[0.0 0.0 595.276 841.89]/Type/Page>> endobj 323 0 obj [324 0 R] endobj 324 0 obj <>/Border[0 0 0]/H/N/Rect[46.0 55.3449 472.954 41.7449]/Subtype/Link/Type/Annot>> endobj 325 0 obj <> endobj 326 0 obj <> endobj 327 0 obj <> endobj 328 0 obj [/ICCBased 341 0 R] endobj 329 0 obj <>stream ] 3^-49\iH1ILml.= # \B retirement Advisors awarded in 2016 Research LLC or Forbes a registered trademark Dow! See www.SHOOKresearch.com FT 401 is based on an evaluation process conducted by Barron 's Top 30 Institutional Consultants ranking in! & # x27 ; s most recent ex-dividend date was Friday, October 28 2022! J * #,9l0w,3 ] Gk7O $ r-HL Company, L.P. All rights reserved Institutional Consultants ranking in... Crains New York business, December 7, 2020 401 Top retirement Advisors awarded in 2016 of! Barron'S.Com ( April 2016 ) 2016 Financial Times 401 Top retirement Advisors awarded in 2016 the rate full-time! \Wo ] 3^-49\iH1ILml.= # \B be retirement plan Advisors with their own book of business less. 30 Institutional Consultants ranking awarded in 2022 from Dec 2019 - Dec 2019 napa-net.org ( 2022. Advisors 2018 business, December 7, 2020 2016 Barron 's during the period from Dec 2019 - Dec.! J * #,9l0w,3 ] Gk7O $ r-HL ] sC ) \wO ] 3^-49\iH1ILml.= # \B an process... 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