Forbes, "America's Top Women Wealth Advisors": Kim Ciccarelli Kantor, 2017
Based on revenue trends, assets under management, compliance records, industry experience and best practices.
Barron’s, "Top 100 Women Financial Advisers": Kim Ciccarelli Kantor, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2007
Based on following industry best practices and ranking based on assets under management, revenue, customer satisfaction and other factors.
Southwest Florida Choice Award, "Financial Planning Champion": Ciccarelli Advisory Services, 2010, Star 2009
This award is based on an annual readers’ poll of the Naples Daily News and naplesnews.com to celebrate the most popular businesses and institutions in a wide variety of categories.
Barron’s, "The Top 1000 Advisers": Kim Ciccarelli Kantor, 2009
Based on assets under management, revenues, quality of our practice and regulatory records.
Research Magazine, The Winner’s Circle “The Top Ranked Advisor Teams in America, Family Teams”: Ciccarelli Advisory Services, 2008, 2007, 2006, 2005
Based on assets managed, revenues, experience levels, acceptable compliance records and U4 forms, discussions with management and other factors.
State of Florida Family Business Award: Ciccarelli Advisory Services, 2004
This award honors the best in Florida family enterprises and is determined by the following criteria:
- Innovativeness of business strategies and practices
- Expression of positive family values in the business
- The quality of the link between family and the business
- Contributions to the surrounding community and industry
- Overall business growth and viability
The “Forbes’ America's Top Women Wealth Advisors” rankings are based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. No fee was exchanged for this ranking.
The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.wcorg.com for more information.
The “Barron’s Winner’s Circle Top 1000” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and their adherence to high standards of industry regulatory compliance.
The “Barron’s Winner’s Circle Top 100 Women” – The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports. Advisors are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers. Because an individual client’s portfolio performance varies and is typically unaudited, this ranking focused on customer satisfaction and quality of advice.
The Winner’s Circle is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or its affiliates, financial advisors or the media in exchange for ranking purposes. Each advisor on the Research Magazine list was filtered down from a national list from securities firms, banks, independent firms and more. The Winner’s Circle team vetted each Series-7 registered advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, acceptable compliance records and U4 forms, discussions with management and more. Because client portfolios vary and are typically unaudited, portfolio performance is not a criteria; instead, The Winner’s Circle focuses on customer satisfaction and client retention. The Winner’s Circle is a registered trademark of The Winner’s Circle, LLC. For more information about The Winner’s Circle or to nominate an advisor, visit www.WCorg.com.
The “Florida Family Business Award” – Criteria include innovativeness of business strategies and practices, understanding and preparation for succession planning, expression of positive family values in the business, quality of family-business linkage, contributions to the surrounding community and industry, number of generations and family members actively involved (except for new firms) and overall business growth and viability. A firm may be nominated by anyone, including employees and business associates. Self-nominations are encouraged. All family businesses headquartered in Florida are eligible. Nominations remain active for three years.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.