Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Investment performance is not a criterion. 2021 NAPA Top DC Advisor Multi-Office Firms. Measures the difference between a funds actual returns and its expected performance, given its level of risk as measured by Beta. 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 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. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Drawing on a deep understanding of your financial life, our goal is to help you: Source: Barron's.com (April 2022) 2022 Barron's Top 100 Financial Advisors awarded in 2022. Capitalization (Equal-Weighted) - represents the average market capitalization of the stocks in the funds portfolio. Some of these countries include: Argentina, Greece, India, Malaysia, Portugal, and Turkey. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. As Private Wealth Advisors within the exclusive Private Wealth Management division, our team can access the full scope of UBS global resources to help our clients and their families fulfill their most important goals. Morgan Stanley Private Wealth Management Stanford University Websites About Areas of focus: Investments | Alternative Investments Activity The KLT Team is proud to have been named one of. This ranking is not indicative of the Financial Advisors future performance. For more information on ranking methodology, go to www.WCorg.com. A fund with a low Tracking Error would have quarterly Excess Returns that have exhibited very low volatility. Investment performance is not a criterion. Measures the performance of those Russell 3000 Index companies with higher price-to-book ratios and higher forecasted growth values. This figure is then annualized. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. 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. For more information, see www.SHOOKresearch.com. 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. Drawing on a decade of experience in the financial services industry, Harry Suh advises ultra high net worth individuals, foundations and nonprofits in all aspects of wealth management. Morgan Stanley Private Wealth Management Palm Beach Florida $50M $28.7B $100M-5B $50M-2B 5. The obligations mature less than one year from issuance. Source: Coalition Greenwich 2022 U.S. Institutional Investors Study (April 2023). 2013 Barron's Top 1,000 Financial Advisors: State-by-State. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. 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. The Winners Circle, LLC, bases its rankings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Composed of publicly issued, fixed rate, non-convertible domestic debt in three major classifications: industrial, utility, financial, as well as the domestic debt of the U.S. Government of any agency thereof. 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. 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. We also understand that there is no family that is exactly like yours. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Further, substyle classifications may change due to changes in the markets, benchmarks, industry trends, or a managers personnel or process. 2016 Barron's Top 30 Institutional Consultants. U.S. Treasury obligations that mature in two to ten years. 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 9/30/18 - 9/30/19. 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 6/30/18 - 6/30/19. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 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. 2012 Barron's Top 100 Women Financial Advisors. Quantitative factors include, but are not limited to, total assets, production, average account size, years in the business and other statistics about the advisors practices gathered directly from the nominees. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. We present the FT 400 as an elite group, not a competitive ranking. Private Wealth Management | Company Overview & News - Forbes Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/17 12/31/17. 2020 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. 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 not indicative of the Financial Advisors future performance. For many fixed income securities, it represents the amount that must be repaid by the borrower upon maturity. Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). Investment performance is not a criterion. 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. The rating may not be representative of any one clients experience and is not indicative of the Financial Advisors past or future performance. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2016 Financial Times 400 Top Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2019 Forbes America's Top Wealth Advisors. For more information, see www.SHOOKresearch.com. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (Apr 2020) 2020 Financial Times 400 Top Financial Advisors awarded in 2020. This ranking is not indicative of the Financial Advisors future performance. 2023 Morgan Stanley Smith Barney LLC. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Forbes.com (Feb 2021) 2021 Forbes Best-In- State Wealth Advisors rankings awarded in 2021. 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 women advisors. Source: napa-net.org (November 2015) awarded in 2015. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. He oversees J.P. Morgan Private Bank's Institutional Wealth Management practice and leads the partnership between the firm's Investment Bank and Private Bank. Nominees must be women retirement plan advisors with their own book of business. This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. 2015 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. 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. 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, see www.SHOOKresearch.com. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. Barclays Capital Mortgage Backed Securities Bond (MBS) Index. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is not indicative of the Financial Advisors future performance. 2019 Barron's Top 100 Financial Advisors | Morgan Stanley Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Generally regarded as a time period of 5 to 10 years. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. 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. Investment performance is not a criterion. 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. Top Millennial Advisors - Forbes With over 7,000 nominations compiled on an annual basis, Financial Advisor teams are quantitatively ranked based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2017 - Dec 2018. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association.
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