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Each year, Barron’s ranks America's best financial advisors, organized by state. The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
The Financial Times 400 is intended to provide a snapshot of the best financial advisers for the investors who use them. The Financial Times and Ignites Research, the FT’s sister company, use a formula to grade advisors based on six broad factors including assets under management, AUM growth rate, years of experience, compliance record, industry certifications, and online accessibility. The FT 400 is presented as an elite group, not a competitive ranking. This list was discontinued in 2021.
Published annually by FORBES, each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
The NBJ Power Leaders in Finance recognizes the financial leaders in Music City from the worlds of accounting, banking and financial planning. To assemble the list of winners, The NBJ solicited nominations from the public. New this year, nominees filled out brief questionnaires, which were then reviewed by an independent panel of judges. Judges did not score nominees where there was a conflict of interest.
Published annually, The NBJ Top 40 Under 40 recognizes leaders making an impact on the business community and showing the way for others — all before their 40th birthdays. To determine the list of honorees, The NBJ took nominations from the public. Nominees then submitted questionnaires, which were reviewed and scored by an independent panel of judges (made up from past winners). Those with the highest scores we named to the 2022 class.
Published annually, InvestmentNews Top 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, the InvestmentNews editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.
An annual award presented each year to a relative newcomer to the firm, Baird’s Rising Star Award recognizes one of more Financial Advisors with less than 10 years of service who best demonstrates the attributes of long-term success. Winners are selected based on their contribution to their team and the firm.
An annual award presented each year, Baird’s Team Growth Award recognizes one or more teams who best demonstrate the qualities of a world-class practice. Winners will be nominated by Market Directors and selected by PWM Leadership. Criteria considered for selection include team philosophy and operational approach, successful adoption of best business practices, team structure, community service, and performance metrics.