Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. Advisors who wish to be ranked complete a comprehensive application about their practice. We verify that data and apply our formula to generate a ranking based on assets, revenue, and quality of practice. These rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to select an advisor the way they would select a doctor—interviewing multiple professionals and getting opinions from trusted third parties.

Here Are America’s Top 100 Women Advisors. Their Influence Is Growing.

More women are reaching the upper tiers of the wealth management industry—just in time for a $30 trillion wealth transfer.

Stocks Could Stay Really Expensive. Here’s Where This Top Advisor Sees Opportunities.

This Top Woman Advisor Is Bullish on Tech Stocks and AI

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