The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. 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 2017. 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. On Wall Streets Top 75 Branch Managers 2018. The P/E ratio for a stock is determined by dividing the stock price by earnings per share. The rating is not indicative of the advisor's future performance. For more information, see www.SHOOKresearch.com. Represents the average market capitalization of the stocks in the funds portfolio, but is weighted on the basis of the total market value of each companys outstanding shares. 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. 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. Between July and October 2021, Coalition Greenwich interviewed 811 individuals from 661 of the largest tax-exempt funds in the United States, including corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Weighted-average term to maturity of the bonds in the funds portfolio. 2023 Barron's Top 100 Women Financial Advisors. A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations. The smaller bank has about 150 high-end advisors who will join JPMorgan's brokerage business unit . The rating may not be representative of any one clients experience. 2010 Barron's Top 1,000 Financial Advisors: State-by-State. The profit (loss) that results from a change in the price of an asset. 2023 Top 100 Private Wealth Management Teams - Barron's Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Private Wealth Management | Company Overview & News - Forbes The combined securities held by an investor. 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. How a portfolio is apportioned among different types of investments such as stocks, bonds and money market investments. Top Five Currencies (International Funds Only). It is calculated by dividing the funds standard deviation by the standard deviation of the market performance times the correlation of the fund and market performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2022 - Mar 2023. This ranking is not indicative of the Financial Advisors future performance. 2017 Forbes America's Top Women Wealth Advisors. . Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations. All securities were classified as either value securities (low P/BV securities) or growth securities (high P/BV securities), relative to each MSCI country index. Investment performance is not a criterion. The objective of the index design is to divide constituents of an underlying MSCI Standard Country Index into a value index and a growth index, each targeting 50% of the free float adjusted market capitalization of the underlying country index. 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. For more information on the award, go to http://www.aspa.org. 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. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. Signed into law in August 2006 and sets statutory support for defined benefit rules, and new rules for defined contribution plans, employer securities and non qualified plans. Source: Barron's.com (April 2012) 2012 Barron's Top 100 Financial Advisors awarded in 2012. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. I am one of fewer than 5% of all Morgan Stanley advisors (as of September 2020) to earn the Family Wealth Director designation, an indication of my comprehensive knowledge of wealth management. 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. Large cap value funds typically have a below-average price-to-earnings ratio, price-to-book ratio, and 3-year sales-per-share growth value, compared to the S&P 500 Index. 2017 PLANSPONSOR Retirement Plan Adviser of the Year. This ranking is not indicative of the Financial Advisors future performance. 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. Weighted average of the credit quality ratings on the bonds in the funds portfolio. Source: Barron's.com (February 2011) Barron's Top 1,000 Financial Advisors: State-by-State ranking awarded in 2011. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. 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. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Financial Advisors are ranked by their annual trailing 12-month production (as of September 30, 2014). Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 1997. The process of investing in a number of different types of investments to reduce the risk of poor performance by any one type of investment having a big impact on overall portfolio results. 2018 Barron's Top 50 Institutional Consultants. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2016 - Mar 2017. Source: planadviser.com (May 2015) awarded in 2015. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. 2023 Morgan Stanley Smith Barney LLC. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2008 Barron's Top 100 Women Financial Advisors. 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. Before you pack your bags, read these essential money tips. Additional measures include: in-depth interviews and discussions with senior management, peers, and customers, and telephone-based and in-person interviews with the nominees. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/16 12/31/16. Boy, Morgan Stanley completely shattered that notion. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. It equals the current stock price of a company multiplied by the total number of outstanding shares. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. The rating may not be representative of any one clients experience and 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. Companies that invest in financial wellness have an opportunity to: Measuring your financial wellness programs success often requires a holistic view. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2016 Barron's Top 30 Institutional Consultants. A person or group vested with legal power and responsibilities that are to be used for the benefit of another person or group. Source: napa-net.org (October 2019) awarded in 2019. 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. Source: Barron's.com (April 2020) 2020 Barron's Top 100 Financial Advisors awarded in 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2012 Barron's Top 100 Women Financial Advisors. Market performance is represented by the Morgan Stanley EAFE Index. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Source: Workingmother.com (October, 2018) 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms ranking awarded in 2018. For more information, see www.SHOOKresearch.com. These criteria are utilized for each of the categories in which this award is given. 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.