Based on revenue trends, assets under management, compliance records, industry experience and best practices.
Based on following industry best practices and ranking based on assets under management, revenue, customer satisfaction and other factors.
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.
Based on assets under management, revenues, quality of our practice and regulatory records.
This award honors the best in Florida family enterprises and is determined by the following criteria:
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.
The “Forbes’ Best-in-State Wealth Advisors" and "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 Top 100 Women Financial Advisors”, "Barron's Top 1000 Advisors" and "Barron's Top 100 Independent Financial Advisors" – 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 “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.